Dave Erfle, the Junior Miner Junky, focuses on the opportunities and trends he sees in the junior precious metals stocks; outlining that we may be entering the part of the cycle to finally move down the risk curve into the junior development-stage companies with ounces in the ground that will have good optionality to rising metals prices.

John Rubino discusses the fundamental factors behind physical silver, a few recent silver and gold takeover deals, nuances around M&A transactions, and speculation on which companies could be bought out next.