Best Cobalt Summit Podcasts (2025)

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Darrell Fletcher - Commodities 2025 Recap & 2026 Outlook: The Fundamentals That Matter - Gold, Silver, Copper Oil & Nat Gas 31:12

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15m ago31:12

31:12

This is an early listen to what’s coming on this Weekend’s Show. I chat with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a level-headed, trading-desk perspective on what defined 2025 and what could matter most in 2026 for commodities. Darrel brings over 30 years of commodities trading experience to unpack …

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Erik Wetterling – Sentiment Shifts In Volatile Precious Metals Markets, And Why Junior PM Stocks Should Rerate Higher In 2026 23:08

7h ago23:08

23:08

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, 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 fundamenta…

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Josef Schachter - Energy Outlook 2026: Stock Pickers Win as Oil & Gas Set Up for a Turn 27:22

1h ago27:22

27:22

This is an early preview to the back half of this weekend’s show. In this energy-focused interview, we are joined by Josef Schachter, Founder and Editor of the Schachter Energy Report and author of the Eye On Energy report (now on Substack). Josef breaks down a volatile 2025 for oil and natural gas and lays out why 2026 could mark a major inflectio…

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Kuya Silver - Ramp-Up Update At Bethania & High-Grade Silver Discovery in Saudi Arabia 13:07

1h ago13:07

13:07

In this KE Report company update, I’m joined by David Stein, President & CEO of Kuya Silver (CSE: KUYA - OTCQB: KUYAF - FRA: 6MR1), for a year-end wrap-up and a look ahead to 2026. The discussion focuses on production progress at the Bethania Silver Project in Peru, near-term drilling plans, and a new high-grade silver discovery in Saudi Arabia. Ke…

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Weekend Show - Craig Hemke & Dan Steffens - 2026 Outlook: Gold, Silver, Energy Stocks 1:00:00

16m ago1:00:00

1:00:00

This Weekend’s Show we are replaying two big-picture conversations from earlier in the week. Craig Hemke explains why this metals run looks structural (not just momentum), while Dan Steffens lays out how a “glut” narrative in oil could flip, at the same time LNG-driven natural gas demand tightens and energy stocks offer dividends, buybacks, and M&A…

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John Rubino – Silver Surges In A Full-On Santa Claus Rally To End This Week At All-Time Highs 46:24

3h ago46:24

46:24

John Rubino, [Substack https://rubino.substack.com/ ], joins me for another nuanced discussion around the fundamental drivers, macro catalysts, and technical momentum factors that are driving silver and the precious metals stocks to new all-time highs here at the end of 2025. We also review trading strategies and the potential for valuation reratin…

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Graphene Manufacturing Group - EPA Approval for THERMAL-XR® and 6-Minute Battery Charge Breakthrough 25:32

21h ago25:32

25:32

In this company update, Craig Nichol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), highlights two major catalysts as the company transitions from innovation to commercial execution. GMG has secured EPA approval in the US for its THERMAL-XR® coating, clearing the path for material sales through its master distributor,…

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Omai Gold Mines – High-Grade Gold Drill Results At Wenot, Deep Hole Results From Gilt Creek To Wenot, Upcoming Combined Resource Update and PEA In 2026 32:15

5d ago32:15

32:15

Elaine Ellingham, President and CEO of Omai Gold Mines Corp. (TSXV: OMG) (OTCQB: OMGGF), joins me for a special video podcast including a comprehensive exploration update expanding upon the updated Resource Estimate of 6.5 million ounces of gold in all categories, from the combined Wenot and Gilt Creek Projects at the Company’s 100%-owned Omai Gold…

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Dan Steffens - 2026 Energy Stock Outlook: Large Caps, Dividends, Growth, & M&A Opportunities 31:11

2d ago31:11

31:11

In this KE Report Daily Editorial, we are joined by Dan Steffens, President of Energy Prospectus Group, for an in-depth year-end discussion focused on the oil and natural gas markets, portfolio positioning, and top energy stock ideas heading into 2026. Dan manages multiple model portfolios spanning large-cap, mid-cap, small-cap, dividend, growth, a…

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Sierra Madre Gold and Silver – Acquisition Of The Del Toro Mining Complex From First Majestic And Site Visit Recap At The La Guitarra Mining Complex 13:56

3d ago13:56

13:56

Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to discuss the acquisition of the Del Toro Silver Mine in the Chalchihuites District in Mexico from First Majestic Silver Corp. for total consideration of up to US$60 million, inclusive of delayed and contingent milestone payments. We also get a updat…

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Craig Hemke - Gold & Silver Finish 2025 at All-Time Highs! Structural Shift or Blow-Off Top? 24:58

3d ago24:58

24:58

In this year-end daily editorial, Craig Hemke, Founder and Editor of the TF Metals Report, joins the KE Report to recap a historic year for precious metals and look ahead to the structural shifts of 2026. Gold closes the year with a staggering 65% year-to-date gain, while silver has outperformed, nearly doubling that figure. Craig analyzes why the …

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Northern Shield Resources - Root & Cellar Project: Exploring an Epithermal & Porphyry System in Newfoundland 17:26

3d ago17:26

17:26

Northern Shield Resources (TSX-V: NRN) is advancing the Root & Cellar Project in southeastern Newfoundland. In this company introduction, Ian Bliss, President and CEO provides a history of the asset and 2026 plans. Project Overview: Root & Cellar Location: Burin Peninsula, Newfoundland. Highly accessible via road and near a deep-water port. Geologi…

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Weekend Show - Dana Lyons & Rick Bensignor - 2026 Playbook: Metals Momentum, Market Breadth, What Comes After the “Mag-7” Era 1:01:54

5d ago1:01:54

1:01:54

As 2025 closes with major indexes near highs - but investors still oddly cautious - Dana Lyons and Rick Bensignor step back to map the setup for 2026. The common thread: market participation (breadth) is improving, leadership is rotating beyond mega-cap tech, and precious metals remain one of the most durable trends, while crypto and AI require mor…

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Power Metallic Mines – More High-Grade Drill Results Expanding the Lion Zone at Deep Target, Upcoming drilling at Lion West, Tiger Deep, and Hydro Fold Hinge Targets 21:13

11d ago21:13

21:13

Terry Lynch, CEO of Power Metallic Mines (TSX.V: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV), joins me for a comprehensive exploration update from their fully funded 100,000-meter drill program at the polymetallic NISK Project in Quebec. We discuss recent drill results from a deep hole at the Lion Zone, pending results still at the assay lab, but also lo…

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Heliostar Metals - San Agustín Restart & La Colorada Permitting Milestone 12:19

6d ago12:19

12:19

In this KE Report company update, we’re joined by Stephen Soock, Vice President of Investor Relations and Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), to discuss the restart of production at San Agustin and continued permitting progress at La Colorada as the company advances multiple gold assets in Mexico. Interview Highli…

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Dave Erfle - Are PM Stocks Underperforming This Breakout In Price? 22:08

6d ago22:08

22:08

In this year-end daily editorial, Dave Erfle, Founder and Editor of Junior Miner Junky, recaps a historic week that saw gold hit an intraday all-time high of $4,400 and silver surge to $67 per ounce. Despite these parabolic moves in the metals, the junior mining equities have shown a lackluster response, leading to a "broken reaction" in the sector…

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Erik Wetterling – Value Proposition Updates In Amex Exploration, First Nordic Metals, and Firefox Gold 17:57

11d ago17:57

17:57

[Recorded December 17th, 2025]: Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to update us on the value proposition he see in 3 gold exploration stocks, based around recent press releases and milestones. He sees this newsflow and fundamental catalysts as much more relevant for any changes to the company’s valuation…

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BP Silver – An Emerging Silver and Polymetallic Exploration Company Drilling The Cosuño Silver Project In Bolivia 25:01

6d ago25:01

25:01

Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSXV: BPAG), joins me for a comprehensive introduction to this newly listed silver and polymetallic exploration company focused on exploration of their flagship asset, the Cosuño Project; which is strategically located in the prolific Bolivian silver belt. Additionally, the Company is working o…

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Snowline Gold - Advancing Valley: From PEA to Pre-Feasibility Study 19:48

7d ago19:48

19:48

In this KE Report company update, we reconnect with Scott Berdahl, President & CEO of Snowline Gold, for a detailed discussion on the company’s transition from a strong PEA into a newly commenced Pre-Feasibility Study (PFS) at the flagship Valley Gold Deposit in Yukon. This conversation focuses on what changes investors could see moving from the PE…

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Joel Elconin - Market Year in Review: Broadening Rally, AI Reality Check & 2026 Outlook 19:14

12d ago19:14

19:14

In this KE Report daily editorial, we wrap up the year with Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network. Joel shares his high-level takeaways from a volatile but ultimately constructive market year, breaking down what worked, what faded, and which themes may carry into 2026. Key discussion points include…

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Pinnacle Silver & Gold - Advancing Toward Underground Drilling at El Potrero 11:18

7d ago11:18

11:18

In this update, Bob Archer, CEO of Pinnacle Silver & Gold (TSX-V:PINN | OTCQB:PSGCF), outlines the roadmap for the company's first-ever drill program at the El Potrero project in Mexico. Following extensive sampling that averaged 8.5 g/t AuEq, the company is now moving into site preparation. This initial campaign is unique, as it focuses on delinea…

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Fury Gold Mines – Building Scale in James Bay Quebec & Advancing Eau Claire Toward Production 17:16

7d ago17:16

17:16

In this KE Report update, I’m joined by Tim Clark, President & CEO of Fury Gold Mines (NYSE/TSX:FURY), along with Bryan Atkinson, Senior Vice President of Exploration, to discuss the company’s growing gold resource portfolio and 2026 shift toward development in Québec’s James Bay region. Key discussion points include: Sakami Project - Inferred Reso…

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John Rubino – Have Silver And The PM Stocks Entered Into Their Long-Awaited Catchup Rallies? 26:22

7d ago26:22

26:22

John Rubino, [Substack https://rubino.substack.com/ ], joins me for another nuanced discussion around the fundamental drivers, macro catalysts, and technical momentum factors that are driving silver and the precious metals stocks higher in 2025. We also review trading strategies and the potential for valuation reratings to even higher levels in PM …

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Electra Battery Materials Corp – Advancing North America’s Only Cobalt Sulfate Refinery To Onshore Domestic Critical Minerals Production 23:55

13d ago23:55

23:55

Trent Mell, President, CEO, and Founder of Electra Battery Materials Corporation (NASDAQ: ELBM) (TSX-V: ELBM), joins me for a comprehensive overview the value proposition for the Company, as a leader in advancing North America’s critical minerals supply chain for lithium-ion batteries and for the defense industry. Electra’s primary focus is constru…

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Founders Metals - Video Update - Building a District-Scale Gold Story at Antino 31:16

8d ago31:16

31:16

In this KE Report company update, we’re joined by Colin Padget, President & CEO of Founders Metals, for a concise, big-picture look at the rapidly expanding Antino Gold Project in Suriname. With the land package nearly tripled and multiple drill-ready targets, the focus is on how the company is prioritizing growth heading into 2026. Key discussion …

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Rio2 - Transitioning to a Multi-Asset Gold & Copper Producer 25:00

13d ago25:00

25:00

In this company introduction, Alex Black, Executive Chairman of Rio2 (TSX:RIO | OTCQX:RIOFF), discusses the company’s transition from developer to producer. Rio2 is nearing first gold production at its Fenix Gold Project in Chile, while simultaneously acquiring the Condestable Copper Mine in Peru to provide immediate cash flow. Project Highlights F…

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Kenorland Minerals - 2.55 Moz High-Grade Gold Maiden Resource & The 4% Frotet Royalty 17:35

8d ago17:35

17:35

In this company update, Zach Flood, President and CEO of Kenorland Minerals (TSX-V:KLD | OTCQX:KLDCF), discusses the maiden resource at the Regnault gold deposit within the Frotet Project, Quebec. Zach recaps the path from a 2020 grassroots discovery to a 2.55 million ounce Inferred resource at 5.47 g/t gold. We dive into the valuation of Kenorland…

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Jim Tassoni - Momentum Check: Small Caps, Silver, US Dollar, Bitcoin Volatility 22:54

9d ago22:54

22:54

In this KE Report Daily Editorial, we’re joined by Jim Tassoni, CEO of Armor Wealth Strategies, for a momentum-focused look at equities, metals, energy, and cryptocurrencies. Jim outlines where trends are strengthening, where momentum is fading, and the key technical levels guiding his trades as markets head into year-end. Key discussion points inc…

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Great Pacific Gold - High-Grade Results Extend at Wild Dog’s Sinivit Target 13:16

14d ago13:16

13:16

In this KE Report company update, we’re joined by Greg McCunn, President & CEO of Great Pacific Gold (TSX.V:GPAC - OTCQX:GPGCF - FRA:V3H), to review new drill results from the Wild Dog Project in Papua New Guinea. The focus remains on the Sinivit target, where ongoing drilling continues to deliver consistent high-grade gold-equivalent intercepts. K…

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Craig Hemke - Cutting Through the Silver Market Misinformation 19:59

9d ago19:59

19:59

In this KE Report Daily Editorial, I’m joined by Craig Hemke, founder and editor of TF Metals Report, to break down silver’s explosive move above $60, gold’s ongoing bull market, and the growing wave of misinformation surrounding precious metals. Craig explains what’s really driving prices higher, and why investors should stay focused on real data,…

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Capella Minerals - Maiden Drilling at the Killerö Project, Finland 12:40

10d ago12:40

12:40

In this KE Report company update, Eric Roth, President & CEO of Capella Minerals (TSX-V: CMIL - OTCQB: CMILF), joins me to discuss the start of a maiden drill program at the Killerö Project in northern Finland’s highly prospective Lapland Greenstone Belt. The conversation also touches on Capella’s broader Scandinavian strategy across Finland and No…

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TG Watkins - Small Caps Outperform, AI Risk & Silver’s Vertical Move 13:54

10d ago13:54

13:54

In this KE Report daily editorial (Monday, December 15), TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot, returns with a trader-focused look at shifting market leadership and rising risk as we head toward year-end. Key discussion points: Small Caps Leading, Mega Caps Lagging - Why strength in IWM and equal-weight in…

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Labrador Gold - Shift To A Hybrid Mining/Investment Issuer & First Strategic Investment 15:29

12d ago15:29

15:29

In this KE Report update, we speak with Roger Moss, President & CEO of Labrador Gold (TSX.V:LAB - OTCQX:NKOSF - FSE:2N6) , and Ian Bliss, President & CEO of Northern Shield Resources (TSX.V:NRN), to discuss Labrador Gold’s strategic shift toward a hybrid mining and investment issuer and its first investment under this model. Labrador Gold has deplo…

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Mako Mining – Comprehensive Update At All 4 Projects – San Albino, Moss, Mt Hamilton, and Eagle Mountain 35:18

10d ago35:18

35:18

Akiba Leisman, President and CEO of Mako Mining (TSX.V:MKO – OTCQX:MAKOF), joins me for a comprehensive review of all 4 company Projects, on an operational, developmental and exploration perspective. The Company operates the high-grade San Albino gold mine in Nueva Segovia, Nicaragua. Mako owns the Moss Mine in Arizona, an open pit gold mine in nor…

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Brien Lundin & Jeff Christian - Silver’s $60+ Surge & The “Debasement Trade” Playbook 55:27

12d ago55:27

55:27

This Weekend Show is all about precious metals momentum, and the why behind it. Brien Lundin argues we’re watching the classic bull-market baton pass (silver + miners leading gold), while Jeff Christian breaks down what the data actually shows behind silver’s explosive run above $60, and why volatility could cut both ways in the weeks ahead. Segmen…

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Americas Gold and Silver – Optimization Of The Galena Operations, Acquisition Of The Crescent Silver Mine, The EC120 Mine Ramp Up At Cosalá 27:17

12d ago27:17

27:17

Oliver Turner, Executive VP of Corporate Development for Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), joined me for a comprehensive review of the several key optimization initiatives ongoing at their producing 100% owned Galena Complex, located in Idaho, USA; as well as at the EC120 mine at their Cosalá Operations, located…

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Magna Mining – Q3 Financials and Operations Review at McCreedy West, Exploration Results and Development Pathway At Levack, and Crean Hill Update 24:50

13d ago24:50

24:50

Jason Jessup, CEO and Director of Magna Mining (TSX.V: NICU) (OTCQX: MGMNF), joins us for a Q3 financial and operations review at their producing McCreedy West copper mine, located in Sudbury, Ontario, Canada. We also review the continued high-grade drill results across copper, nickel, platinum, palladium, gold, and silver in more recent assays ret…

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Banyan Gold - AurMac Drilling Update: Extending High-Grade Mineralization Within and Outside Of The 7.7Moz Resource 12:14

13d ago12:14

12:14

In this KE Report company update, I am joined by Tara Christie, President & CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF), to recap recent drill results from the AurMac Project in the Yukon. The focus is on how drilling this year is successfully defining and expanding higher-grade gold zones within one of Canada’s largest undeveloped gold resources.…

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Heliostar Metals - Cerro del Gallo PFS, Building Toward 300,000 oz/year 13:02

13d ago13:02

13:02

In this company update, I’m joined by Stephen Soock, VP Investor Relations & Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), to discuss the newly released Pre-Feasibility Study (PFS) on the Cerro del Gallo Project and how it fits into the company’s broader production pipeline. Key discussion points include: Cerro del Gallo PF…

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Summit Royalties – Coming Growth Catalysts For This Newly Listed Company Holding A Portfolio of 47 Royalties 29:26

13d ago29:26

29:26

Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM), joins me to introduce the value proposition and coming growth catalysts from their portfolio of 47 royalty partner projects, mostly focused on gold and silver. We discuss how this Company started off privately when closing the IAMGOLD Royalty Portfolio Acquisition for $17.5M on Ma…

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Arizona Sonoran Copper – Key Metrics From The Cactus Project PFS, Envisioned Mine Plan, Exploration Update, Permitting, Capital Raise, Pathway To Development 25:34

14d ago25:34

25:34

George Ogilvie, President and CEO of Arizona Sonoran Copper (TSX:ASCU – OTCQX:ASCUF), joins us to outline the key metrics from the Pre-Feasibility Study (PFS) on the Cactus Project in Arizona and the envisioned mine plan. We also get an exploration update, more clarity around the permitting process, discuss the recent capital raise, and review the …

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Scottie Resources – Trial Mining Bulk Sample Will Generate CAD$9M, Update On Ore Sorting, Feasibility Study Workstreams, Exploration Program, and DSO Pathway 15:18

19d ago15:18

15:18

Dr. Thomas Mumford, President of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), joins me to review the key takeaways from the Bulk Sample report, when compared with expectations from the October 2025 Preliminary Economic Assessment (PEA). Additionally, we get an update on the ongoing ore-sorting studies, what was learned from this year’s drill progr…

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AbraSilver Resource – Drill Hole Testing Porphyry Potential at Oculto East Intercepts Broad Mineralization Of 274 Metres Grading 0.60 g/t Gold 16:55

14d ago16:55

16:55

John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins us to review the latest batch of drill assays announced December 10th, returning the broadest gold mineralization intercepted to date, from the ongoing Phase V exploration program. These holes were testing for the potential of porphyry mineralization at d…

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Q2 Metals - The Best Lithium Pegmatite Hole Ever Drilled? 10:48

14d ago10:48

10:48

In this company update, we chat with Alicia Milne, President and CEO of Q2 Metals (TSXV: QTWO | OTCQB: QUEXF | FSE: 458), to discuss the exceptional 457m of 1.65% Li₂O drill result from Hole 44 at the Cisco Lithium Project in James Bay - highlighted by many analysts as one of the strongest lithium pegmatite holes ever drilled. Key Discussion Points…

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Sean Brodrick – Portfolio Strategies In Gold, Silver, Copper, Oil, Nat Gas, Rare Earths, Antimony, Tech Stocks, AI Stocks, and The Robot Revolution 21:42

15d ago21:42

21:42

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to outline strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks. He also highlights some…

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Emerita Resources – The Aznalcóllar Tender Still Awaits The Administrative Court Decision - The Value Proposition Of IBW, San Antonio, and Nuevo Tintillo 23:27

15d ago23:27

23:27

David Gower, CEO and Chairman of Emerita Resources (TSX.V: EMO) (OTCQB: EMOTF), joins us to review the news out to the market on December 5th with regards to what the criminal court decision in Spain with regards to Aznalcóllar, how the actual decision on tender being awarded on the Project still comes down to the administrative court. We then dive…

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Vizsla Silver - $300M Financing, Full Flexibility & Fast-Track to Production 18:27

15d ago18:27

18:27

I speak with Mike Konnert, President & CEO of Vizsla Silver (NYSE/TSX: VZLA) about the company’s upsized US$300M convertible note financing and how it strengthens Vizsla’s ability to accelerate development of the high-grade Panuco Project, in Mexico. Mike also highlights the newly filed feasibility study, underground progress, and Vizsla’s long-ter…

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Thesis Gold - Lawyers-Ranch Project PFS Highlights An After-Tax NPV5% of $4.36 Billion and an IRR of 87.8% at $4,100 Gold and $51 Silver 17:21

21d ago17:21

17:21

Ewan Webster, President and CEO of Thesis Gold Inc. (TSXV: TAU) (WKN: A3EP87) (OTCQX: THSGF), joins us for a comprehensive overview of the Pre-Feasibility Study (PFS) announced on December 1st, at the combined Lawyers-Ranch Project, in the Toodoggone Mining District of British Columbia. This Lawyers-Ranch project hosts a resource of 4.7 million gol…

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Contango ORE & Dolly Varden Silver – Merger Breakdown & Growth Vision 26:22

16d ago26:22

26:22

In this KE Report update, we speak with Rick Van Nieuwenhuyse, President & CEO of Contango ORE (NYSE American: CTGO), and Shawn Khunkhun, President & CEO of Dolly Varden Silver (NYSE American: DVS, TSX-V: DV), to outline the strategic merger creating a new high-grade gold–silver producer. Why the merger works Contango brings strong cash flow (≈US$1…

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Dave Erfle - M&A Insights: Contango Ore & Dolly Varden Silver, Rio2 Copper Mine Acquisition 17:59

16d ago17:59

17:59

Today we welcome Dave Erfle, founder and editor of Junior Miner Junky, to break down a big week in the resource sector. Two major M&A deals hit the tape while silver powered above $60/oz, adding fuel to an already strong precious-metals bull market. Key Discussion Points Dolly Varden Silver + Contango Ore Merger A cash-flowing US gold producer (CTG…