🎙️Axel Merk: What Warsh’s Fed Approach Means for Gold, & Gold
Stocks
In this episode of @Exploringmining host Cali Vanzant sits down with @AxelMerk to discuss Kevin Warsh’s influence on Federal Reserve policy, the path of potential rate hikes, what the 10-year real yield signals, and why he remains an investor in gold and mining stocks
youtu.be/L_pcifi7vEc?si=TNYI…
Exploring Mining Podcast retweeted
Central Banks Keep Hoarding Gold, But Now The Question Is "Where To Store It": Goldman zerohedge.com/precious-metal…
Exploring Mining Podcast retweeted
Good exploration isn't just about drilling more holes. It's about drilling smarter.
@Kingsmen_Res is using magnetic and LiDAR surveys to pinpoint the structures behind its strongest silver hits at Las Coloradas.
Drilling continues. Shares sit 67% below their high.
@TedJButler and I maintain our full weighting.
Follow our analysis in Silver Advisor:
thegoldadvisor.com/silver-ad…
Exploring Mining Podcast retweeted
Meanwhile…
If gold miners were a standalone sector, they would be the cheapest group in this comparison of US equities.
Roughly a 10% free cash flow yield.
No other sector shown comes close.
tavicosta.substack.com/p/sho…
Exploring Mining Podcast retweeted
Mining Stocks Dominate TSX Top Gainer List Friday October 16th
Outcrop Silver @OCG_Silver , PDI Gold @PDI_Gold , Heliostar Metals @HeliostarMetals and Eloro Resources @EloroResources climb the TSX gainers list as spot gold trades at 4,187.20 USD.
#gold #miningstocks #miningnews
investorideas.com/news/2026/…
Exploring Mining Podcast retweeted
Greenland Energy and Critical Mineral Stocks Get Boost from President Trump - Greenland Energy (NASDAQ: $GLND ) Makes Nasdaq Top Gainer List @GL_Energy_Co
Greenland Energy jumps more than 73% on volume of over 143 million shares after President Trump's Truth Social comment, with Greenland critical-mineral stocks also higher.
#criticalminerals #oilandgas #Greenland #stocks
investorideas.com/news/2026/…
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What is happening between copper and silver is remarkable.
Copper’s resilience while other metals sell off is too important to ignore.
There is plenty of skepticism around metals right now, and I think this is a very important window of opportunity.
tavicosta.substack.com/p/sil…
Exploring Mining Podcast retweeted
JV has tagged @AuroMetals the "Ecuadorian Elephant" and today's results back that up: 572.47 meters grading 0.60 g/t #gold and 0.10% #copper, plus 2 step-out holes. Phase II drilling already underway with 4 rigs, another 3 coming. Gotta own this one: thegoldadvisor.com/the-gold-…
Exploring Mining Podcast retweeted
Asia's Gold Producers Start Hoarding Their Own Metal As Faith In The Dollar Erodes zerohedge.com/precious-metal…
Exploring Mining Podcast retweeted
3.25% NSR on Frotet is a Crown Jewel Asset with some of the best drill results I've ever seen. Worth 8K GEO's or $40 mil/year FCF at $5K Gold. Minimum $254 mil NAV. @KenorlandMin still only trades for $110 mil mkt cap.
Exploring Mining Podcast retweeted
Nuclear Stocks in Focus as Constellation Energy (Nasdaq: $CEG ) @ConstellationEG Signs @Google AI Power Deal
Constellation shares are up nearly 15% after Google agreed to fund nuclear uprates adding 890 MW of new capacity to the PJM grid, alongside a 2,700 MW supply deal and an expanded AI alliance.
#ai #nuclear
investorideas.com/news/2026/…
Last week I sat down with Dale Moore and Joe Cullen @Metalsource_inc $MSM.CN to talk about their step out drill holes at Silver Hill
How Big Can This System Get? youtu.be/y3HWnPjL__g?si=iMyn…
Paid news dissemination
Exploring Mining Podcast retweeted
🚨 NEWS 🚨 Kinross Commences Drilling at West Point Gold's $WPG.V Jefferson Canyon Project, 7 km from Round Mountain
🔗 Read more: bit.ly/3Vh1b3z
🇨🇦 TSXV: WPG | 🇺🇸 OTCQX: WPGCF | 🇩🇪 FSE: LRA0
#Gold #Mining #MiningNews #GoldMining #MarketTrends #PreciousMetals #TSXV #GoldPrice #Investing #Commodities
Exploring Mining Podcast retweeted
The market is forcing Bessent and Warsh's hand. Look for Fed to jump in much sooner than 2008 to avoid significant damage. Massive new YCC/QE and the end of free debt markets will drive Gold to the moon. Until the Fed jumps in, expect yields higher and Gold & stocks lower.
Gold is getting dumped as yields surge... The war is far from over.
In a global sovereign debt crisis, rising yields aren't bearish for gold... They're bullish.
Because these high debt levels make high rates unsustainable.
In other words, higher yields in the short term will lead to artificially lower yields in the long run.
We don't own enough gold for what's coming.
Exploring Mining Podcast retweeted
Silver Is Backed Up For Months. Here's Why zerohedge.com/precious-metal…
Exploring Mining Podcast retweeted
Now Gold is off 20% from the high and AISC is at $1,823/oz up 16%. Gold Miner profits are already off 37% from 1Q26 without including higher Diesel due Iran war. Problem is the average Gold miner is trading near 1Q26 highs.
Exploring Mining Podcast retweeted
🚨 MICHAEL BURRY IS QUIETLY BETTING ON COPPER
"Big Short" investor Michael Burry just disclosed new changes to his portfolio in his latest Substack post.
Burry is making a fresh bet on copper, buying Ero Copper $ERO as his newest commodity-linked long position.
His latest disclosed moves:
1. Bought Ero Copper
2. Bought QXO
3. Added to Temple & Webster
4. Added to Sprouts Farmers Market
5. Added to Zoetis
Burry said he is holding all of his bearish bets.
"Neither shorts covered nor puts sold."
