Weekend Show – Brian Leni & Dave Erfle – Smart Money Rotations: Navigating Gold, Silver, and Copper Post-PDAC
The 2026 PDAC convention in Toronto served as a wake-up call for the mining industry. While attendance reached record highs, the market’s behavior has shifted from the broad “rising tide” of previous years to a much more selective, volatile environment. This week, we sit down with Brian Leni (Junior Stock Review) and Dave Erfle (Junior Miner Junky) to discuss why the “smart money” is moving away from lifestyle juniors and toward high-conviction developers in gold, silver, and copper.
- Segment 1 & 2 – I kick off the show with Brian Leni, the founder and editor of the Junior Stock Review and host of Field Notes on YouTube. Leni provides a recap of the PDAC conference in Toronto and analyzes current market volatility while sharing his specific investment strategies for high-quality developers and explorers in the gold, silver, and copper sectors.
- Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in – https://www.juniorstockreview.com/
- Segment 3 & 4 – Dave Erfle, founder and editor of the Junior Miner Junky, wraps up the show sharing takeaways from the PDAC conference and the current investment landscape. Erfle highlights the extreme volatility in precious metals, emphasizing the importance of betting on successful management teams and high-quality projects as the market navigates geopolitical uncertainty and the potential for a “PDAC curse” correction.
- 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.
Irish Tony, Do you know what is surreal? A woman bench pressing 350 pounds while at the same time drinking a draft of Moosehead beer. Now that is surreal! LOL! DT 🤣🤣🤣
https://www.thebeerstore.ca/beers/moosehead-lager_24-X-Can-473-ml
That’s an eleven, a woman with rippling muscles and a beer drinking habit.
Some might say they’re looking to skate to where the puck is heading to score ( $6000)than waiting on the puck where they are.
Luke Gromen has never been more bullish towards gold having sold 80% of his bitcoin in 2025, and talking now from the MACRO with gold $20- 40K this decade. So $1 K more imminently is no big thing, Brian
Kerry Landis on the remarkable benefits of HydoGraph’s Pure Graphene product. This is a new video and a real eye popper for anyone who wants to know what is behind their success in the stock market. BDC, you should listen in you will find it very entertaining. DT 😊
I’m in fomo mode now…..thought it got ahead of itself when it hit $9 …..got that part right but didn’t put in a standing buy order for the pullback thinking I would just do it later when I saw a healthy retracement to the $6’s. Believe it hit $6.99 and then shot right back up. Might get stuck chasing it next week. 🙄
In the video they talk about a GEIC ( Graphene Engineering Information Center) center in The US like the one they have in Birmingham UK and HydroGraph being a major part of that, like they are in The UK. That is huge and also surreal. This stock traded almost 7 million shares yesterday, lots of interest. It is like President Richard Nixon it is a tricky dick stock with huge potential. The shorts keep trying to hammer it down but they are deluding themselves as the buyers keep piling in. You can’t fight the market that is what Livermore preaches in a Bull Market, don’t short a strong contender and always go for best of breed in the sector of stocks that you like. DT
https://www.tradingview.com/x/HnjTq0Wr/
HydroGraph : Target (Market Downturn)
https://tinyurl.com/36ucccbu
Downside Turn Coming,
May Be Very Soon.
Hi BDC, every time you predict HydroGraph is going down it goes up. In fact that is all it has done is go up, mind you not in a straight line. Are you sure you are not short! BDC did you watch that latest video I just posted above, you can’t put all your trust in these charts all the time, investing requires a more expanded horizon. In fact since you have been here which is about one year and a half you haven’t posted one stock that you like. WHY Not? LOL! DT 😊😊😊
Another thing I believe HydroGraph will receive some money from the government to enhance their production timeline. It is just too important a commodity for it to not get a boost to help them get into production faster. DT
DT: Charts are simply hypotheses. Yes, HydroGraph is a beauty, but nothing like Kirkland Lake, with its never ending stair step up, right into the Agnico Eagle buyout. When I recently found that TradingView includes other markets it became possible to chart the Canadians, which is better.
Accusing someone of being a ‘short’ just because of a speculative chart is childish, unless you are kidding. BTW, I have posted at KER for about 15 years, but not much until 5-6 years ago. How about you?
P.S. Here’s one for you. It may have bottomed.
If not: https://www.tradingview.com/x/1Za7FhKv/
WRLG is one I have been following for many years even before when it was Pure Gold. I have commented on it many times in the past, I thought you would give us an original. As far as you being here for 15 years I don’t recall you coming on this board except for one year and a half ago unless you changed your posting name and I don’t think that is possible because you have a very distinct posting pattern. I have been here almost since the inception probably twenty plus years ago long before you claim you showed up when Jerry the long and Irish first came on board. DT
So you call me a liar now. LOL
You had once mentioned that:
“I’m hard to get along with.”
Ain’t it the truth! BDC
Jr. silver miners are being given away right now. SCZ is $13.69, GSVR .63 to name just two with massively profitable Q4 earnings immanent…which will reflect mere $55 silver.
In this quarter silver is averaging $84. Imagine the Q1 earnings reports that reflect it.
Opportunities In Growth-Oriented Gold Producers – Part 14
Excelsior Prosperity w/ Shad Marquitz (written late on 03-06-2026)
Charts and fundamental factors on Discovery Silver $DSV $DSVSF Thor Explorations $THX $THXPF and Mako Mining $MKO $MAKOF
https://excelsiorprosperity.substack.com/p/opportunities-in-growth-oriented-78c