7 épisodes
Crescat's Live Market Call Crescat Capital
-
- Affaires
Crescat, a Denver-based asset management firm, has been hard at work negotiating deals with select junior gold and silver exploration companies around the globe. This podcast delivers weekly updates on the macro-economic outlook as well as insight into our activist precious metals portfolio delivered by Portfolio Manager, Kevin Smith, Macro Strategist, Tavi Costa, and Geologic & Technical Director, Dr. Quinton Hennigh.
Important disclosures: https://www.crescat.net/due-diligence/disclosures/
-
Crescat's Live Market Call - April 26, 2024 Commentary
This week's conversation covers declining free cash flow estimates for tech giants like Microsoft and Alphabet, high levels of asset managers' net long positioning in US Equity Futures, and potential opportunities in undervalued gold-related stocks on the TSX Venture exchange.
0:00 Introduction
1:36 Kevin Smith Macro
15:06 Tavi Costa Macro
50:32 Quinton Hennigh Introduction
1:03:52 Jex Technologies Introduction
1:21:28 Red Canyon Resources Introduction
1:26:28 Snowline Gold Update
1:28:17 Sitka Gold Update
1:29:25 Newfound Gold Update
1:30:41 Lion One Metals Update
1:32:34 Kuya Silver Update
1:33:42 Red Pine Exploration Update
1:34:39 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/ -
Crescat's Live Market Call - April 19, 2024 Commentary
Discusses various topics including valuation of tech stocks, correlation of Bitcoin with NASDAQ, the role of gold as a hedge, concerns over rising Treasury yields, and potential impacts of government fiscal policies on commodity markets and mining prospects. Then Quinton Hennigh takes over to cover recent news from the exploration mining field.
0:00 Introduction
1:41 Kevin Smith Macro
10:13 Tavi Costa Macro
47:45 Quinton Hennigh Introduction
1:11:07 PJX Resources
1:23:54 Altamira Gold Update
1:31:02 Timberline Resources Update
1:33:59 Newfound Gold Update
1:34:47 Puma Exploration Update
1:36:04 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/ -
Crescat's Live Market Call - April 12, 2024 Commentary
Provides macro and geologic updates on mining research, emphasizing timely news across holdings and advocating for activist investments to help create metal deposits worldwide. The call discusses persistent inflation trends, contrasts them with Fed expectations, analyzes stock positions, and shares insights on gold market performance.
-
Crescat's Live Market Call - April 5, 2024 Commentary
0:00 Introduction
1:37 Kevin Smith Macro
16:09 Tavi Costa Macro
42:10 Quinton Hennigh Introduction
1:07:25 Rackla Metals Update
1:12:42 Fathom Nickel Updates
1:17:09 Brixton Metals Update
1:21:47 Newfound Gold Update
1:25:08 Nevada King Update
1:26:40 Red Pine Exploration
1:28:02 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/ -
Crescat's Live Market Call - Macro & Activist Mining Investing
Crescat Live Market Call provides updates on macroeconomic trends and geologic developments in the mining industry. The call highlights opportunities in undervalued mining stocks, emphasizes the importance of copper and zinc exploration, and hints at upcoming acquisitions. Crescat plans to capitalize on promising geological discoveries, aiming to expand its resource base and navigate the evolving market landscape.
0:00 Introduction
1:42 Kevin Smith Macro
13:09 Tavi Costa Macro
43:12 Quinton Hennigh Introduction
1:18:41 Sitka Gold Corp Update
1:26:36 Newfound Gold Update
1:28:44 Novo Resources Update
1:30:55 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/ -
Crescat's Live Market Call - Macro & Activist Mining Investing
Crescat's Live Market Call delves into macro and activist mining research, emphasizing timely updates on geological progress and advocating for mining investments. They highlight concerns about overvaluation in US equity markets, particularly in large-cap growth and tech stocks, and discuss the increasing significance of silver investments globally, citing industrial demand and historical mining opportunities.
0:00 Introduction
1:33 Kevin Smith Macro
22:05 Tavi Costa Macro
43:58 Quinton Hennigh Introduction - Silver Investing
1:30:44 Hannan Metals Update
1:32:21 Conclusion
Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital
Important Disclosures:
https://www.crescat.net/due-diligence/disclosures/
Classement des podcasts dans Affaires