In this daily editorial, hosts Cory and Shad return from the front lines of the Vancouver resource conferences to recap a market environment best described as “off the charts.” Joining the conversation is Dave Erfle, Founder and Editor of Junior Miner Junky, to provide a technical and fundamental deep dive into the historic price action that has propelled gold past $5,000 and silver into triple digits.

Discussion Highlights:

• Market Sentiment and Conference Recaps: Insights from the floor at VRIC and MIF, where the bull market atmosphere has reached a fever pitch.
• The Velocity of the Metals Move: Analyzing the rapid ascent of gold to $5,000 and silver to almost $120.
• Junior Miners vs. The Metal: Why mining equities have lagged the physical metals and why upcoming record-breaking quarterly earnings may force generalist institutions to finally pivot into the sector.
• Investment Strategy in a Parabola: Why “gentleman’s entries” are disappearing and how to manage core positions when weakness is being bought almost instantly.
• M&A and Valuation Hurdles: Addressing the “digestion period” for analysts as projects become incredibly economic at current prices, and why discipline remains key for major producers looking to acquire.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter – https://www.juniorminerjunky.com/

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Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.