April 17, 2025
Here’s what was covered in episode 313:
Premium Portfolio Picks - Hannan Metals (TSX-V: HAN)(OTC: HANNF) fully permitted and drilling in early May. Patriot Battery Metals (TSX: PMET)(OTC: PMETF) adds cesium to lithium, trading at a steep discount to in-ground value. Q2 Metals (TSX-V: QTWO)(OTC: QUEXF) assays pending. Rubicon Organics (ROMJ) flagged by listener as profitable and tightly held cannabis play.
Macro Musings - Ray Dalio brings the Fourth Turning to 60 Minutes. Powell echoes concerns about something worse than a recession. Tariffs escalate toward 300%. Canadian executives warned not to travel to the U.S. without burner phones.
Market Takes - Gold posts top-10 weekly performance, pushing above $3,300. Silver holds above $32 and starts trading like a precious metal again. Copper holds strong despite pullback, bouncing off $4. S&P struggles. Rare earths.
Bizarro Banter - Gerardo gets glasses. China calls Americans “peasants.” Harvard gets $9 billion in taxpayer funds despite $52 billion endowment. Boeing exempted from new Washington tax plan. Nick suggests taxpayers unionize.
April 17, 2025
Here’s what was covered in episode 313:
Premium Portfolio Picks - Hannan Metals (TSX-V: HAN)(OTC: HANNF) fully permitted and drilling in early May. Patriot Battery Metals (TSX: PMET)(OTC: PMETF) adds cesium to lithium, trading at a steep discount to in-ground value. Q2 Metals (TSX-V: QTWO)(OTC: QUEXF) assays pending. Rubicon Organics (ROMJ) flagged by listener as profitable and tightly held cannabis play.
Macro Musings - Ray Dalio brings the Fourth Turning to 60 Minutes. Powell echoes concerns about something worse than a recession. Tariffs escalate toward 300%. Canadian executives warned not to travel to the U.S. without burner phones.
Market Takes - Gold posts top-10 weekly performance, pushing above $3,300. Silver holds above $32 and starts trading like a precious metal again. Copper holds strong despite pullback, bouncing off $4. S&P struggles. Rare earths.
Bizarro Banter - Gerardo gets glasses. China calls Americans “peasants.” Harvard gets $9 billion in taxpayer funds despite $52 billion endowment. Boeing exempted from new Washington tax plan. Nick suggests taxpayers unionize.
April 17, 2025
Here’s what was covered in episode 313:
Premium Portfolio Picks - Hannan Metals (TSX-V: HAN)(OTC: HANNF) fully permitted and drilling in early May. Patriot Battery Metals (TSX: PMET)(OTC: PMETF) adds cesium to lithium, trading at a steep discount to in-ground value. Q2 Metals (TSX-V: QTWO)(OTC: QUEXF) assays pending. Rubicon Organics (ROMJ) flagged by listener as profitable and tightly held cannabis play.
Macro Musings - Ray Dalio brings the Fourth Turning to 60 Minutes. Powell echoes concerns about something worse than a recession. Tariffs escalate toward 300%. Canadian executives warned not to travel to the U.S. without burner phones.
Market Takes - Gold posts top-10 weekly performance, pushing above $3,300. Silver holds above $32 and starts trading like a precious metal again. Copper holds strong despite pullback, bouncing off $4. S&P struggles. Rare earths.
Bizarro Banter - Gerardo gets glasses. China calls Americans “peasants.” Harvard gets $9 billion in taxpayer funds despite $52 billion endowment. Boeing exempted from new Washington tax plan. Nick suggests taxpayers unionize.