Barry Knapp from Ironside Macroeconomics discusses the recent macro events, including the CPI numbers and the 10-year auction, and explains the significance of these events. He highlights that the underlying inflation trend is emerging and is unlikely to go back down to the Fed's target. He attributes this to the expansive non-recessionary fiscal policy. Knapp also discusses the macro regime change, comparing the current environment to the 1960s. He mentions the potential for a significant correction in the equity market and provides insights on investment strategies in the reflationary regime.
Mako's Akiba Leisman on the Goldsource Acquisition
Chakana Copper Returns Drill Rigs to the Soledad Project
Morning Briefing: Mako Mining to Acquire Goldsource Mines
Stephen Stewart on ORECAP Investment Strategies and Involvement into Awalé Resources
Luc ten Have: Risk/Reward Opportunities in a Stock Picker's Market
Morning Briefing: Awalé Resources Drills 32m of 45.7 g/t.
Gold Rising to Record Highs is Not a Good Look for Central Bankers
Update from Arizona Sonoran Copper on Mainspring Drilling and Land Acquisition
Introduction to Nations Royalty with Rob McLeod
Morning Briefing: Sama Resources New PEA, ATEX Resources Extend EP
Brixton Metals Latest Hog Heaven Results and Summer Drilling at Thorn Project
Kendra Johnston on Trends in Exploration Financing
Morning Briefing: Vizsla Silver Reports Results on 27 New Drill Holes at Copala
Meridian Mining Seeing Additional Copper Recoveries in Cabaçal Met Program
Introduction to Quetzal Copper and projects in southern BC
Morning Briefing: Aurion Resources Reports a New Greenfield Discovery within the JV Area
Kai Hoffmann on Abundant Optimism but Light-Years from Euphoria in Junior Mining
Record Revenue for EMX Royalty; Updates on Timok and Caserones Royalties
American Eagle Gold Prepares its 2024 Drill Program
Morning Briefing: Awalé Resources Hits Multiple Shallow Intercepts at Odienné
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