Welcome back to Digging for Dollars — the first episode of 2026, and the market is already on edge. Gold is sitting around $4,600, silver near $88, copper pushing $6, and the backdrop is pure protectionism. Tariffs, political pressure, supply chains tightening — and suddenly metals matter again. Mat and Cejay break down: - Why gold, silver, copper, and nickel are all ripping at once - How developers are still trading at discounts to NAV - Why near-term production and small CapEx projects are finally getting rewarded - And how cash in the bank + a clear path to production is separating winners from stalled stories They dig into: Westhaven’s Dundee deal, Amex’s leverage to gold prices, Borealis and Sandman, Getchell’s strip-ratio reset, Idaho developers, copper’s resurgence in Minnesota and BC, and why capital availability — not hype — is what moves stocks. 0:00 – $4,600 gold, $6 copper & a world turning protectionist 3:30 – Developer discount shopping: NAV vs enterprise value 7:30 – Westhaven, Amex & why near-term production wins 14:00 – What breaks stagnant stocks: cash, confidence & timing 16:30 – Copper comes back: Minnesota, BC & critical metals 25:15 – Make or Break speed round: hits, misses & hard truths Companies Mentioned: $HYMC - HYCROFT MINING $AMX - Amex Exploration Inc. $TLO - TALON METALS CORP. $WHN - Westhaven Gold Corp. $BOGO - Borealis Mining Company $GTCH - Getchell Gold Corp. $FMAN - Freeman Gold Corp. $MOG - Mogotes Metals Inc. $CGNT - Copper Giant Resources Corp. $DC.A - DUNDEE CORPORATION $NFG - New Found Gold Corp. -------------------------------------- This podcast does not provide any investment, financial, economic, legal, accounting, or tax related advice or recommendations. The content in this podcast is not intended to amount to advice on which you should rely. You must obtain more specific or professional advice before taking, or refraining from, any action or inaction on the basis of the contents of this podcast. The information contained in this podcast does not constitute an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. The views and opinions expressed in this podcast are not necessarily those of EarthLabs Inc. ("EarthLabs") and its respective directors, employees, officers, agents, shareholders, or affiliates. EarthLabs is not providing any investment, financial, economic, legal, accounting, or tax related advice or recommendations in this podcast. EarthLabs makes no representations, warranties, or guarantees, whether express or implied, that the content in this podcast is accurate, complete, or up to date. Any and all liability is expressly disclaimed, and EarthLabs has no responsibility or liability whatsoever for the use of this podcast. This podcast may include content provided by third parties. All statements and/or opinions expressed by third parties are solely the opinions and the responsibility of the person or entity providing those materials. Such materials do not necessarily reflect the opinion of EarthLabs. This podcast should not be copied, distributed, published, or reproduced, in whole or in part without the express written consent of EarthLabs.EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may, from time to time, buy and sell or otherwise effect transactions involving the securities of issuers which are featured or referenced in this podcast. Accordingly, EarthLabs, its affiliates and/or their respective directors, officers, employees and agents may realize significant gains or losses as a result of any variation in the price of the securities of any such issuers. EarthLabs does not endorse or accept any liability for any investment in any issuer referenced in this podcast and expressly advises listeners to rely solely on their own counsel, accountants, and other similar expert advisors for legal, accounting, tax, investment and other similar advice.
