Erik Wetterling, The Hedgeless Horseman, joins me for an end of the year wrap up, and a look ahead to 2026.  We contrast how different stages of companies are reacting, or not reacting, to the higher underlying metals prices, across the producers, developers, and explorers; as well as where Erik sees the most fundamental catalysts stacking up that are not being properly recognized in current company valuations.

Nick Hodge reviews the current macroeconomic landscape, and then the energy commodities of oil, copper, and uranium, as well as a look at the precious metals sector.

Nick Hodge, reviews the macroeconomic landscape, and then PM mining stock “haves” and “have-nots.”