Resource Insider Podcast

Resource Insider Podcast

Tracking down the biggest investment opportunities in metals and mining.

  1. 12/11/2025

    Josh Young: Why Oil Is Set Up for a Massive Bull Run (#68)

    👉 Want access to the best investment opportunities in the natural resources sector? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list You’ve probably heard we’re in an oil glut… but what if that’s wrong? Josh Young has spent his career dissecting the oil market, and in this interview he lays out why he thinks oil is quietly setting up for a massive bull run. We dig into why the IEA’s bearish forecasts don’t add up, the true state of OPEC+ spare capacity, and how U.S. shale is hitting the limits of productivity and inventory. Josh explains why years of underinvestment, rising decline rates, and a global commodities boom are all converging into a powerful long-term bull case for oil, and why select producers and service companies could be huge winners. If you invest in oil & gas stocks, follow the energy markets, or are trying to understand where we are in the commodity cycle, this one’s for you. --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 28m
  2. Robert Bryce: China’s Rare Earths Grip, Copper Crunch & the Natural Gas-Powered AI Boom

    09/27/2025

    Robert Bryce: China’s Rare Earths Grip, Copper Crunch & the Natural Gas-Powered AI Boom

    Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list How can the U.S. compete if China controls the rare earths that power AI, EVs, and defense? Robert Bryce has spent a lot of time thinking about this question. He’s a journalist and energy analyst who’s spent years digging into power grids, critical minerals, and U.S.-China supply chains. He’s also the author of several books including A Question of Power, Smaller Faster Lighter Denser Cheaper, and Power Hungry. In this episode, Robert and I discuss: - China’s stranglehold on rare earths and magnet manufacturing - Can the U.S. reshore mining? - The long, costly road to new copper supply - Why the AI/data-center boom is really a natural-gas story Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 6m

  3. 08/22/2025

    Ri Podcast EP66 - Robert Quartermain, Dakota Gold

    Want the best investment opportunities in mining & energy? Join my FREE newsletter: https://resourceinsider.com/#free-RI-list Robert Quartermain has spent four decades building mining companies from the ground up and turning them into billion-dollar successes. He’s best known for transforming Silver Standard Resources from a tiny explorer with no assets into one of the largest silver companies in the world, and for founding Pretium Resources, which built the world-class Brucejack Mine in northern BC. Today, he’s the co-chair and driving force behind Dakota Gold, and one of the most respected leaders in the mining industry. In this episode, Bob and I discuss: • How he built (and kept) a loyal shareholder base for over 30 years • How he bought a house in Vancouver with $2,000 • How a geology degree led to building billion-dollar companies • The silver bet that took a decade to pay off (and why patience mattered) • Why he believes South Dakota could be America’s next great gold district • His views on AI, technology, and the next generation of mining leaders Follow Resource Insider: Twitter: https://twitter.com/Jamie_Keech YouTube: https://www.youtube.com/@resourceinsider LinkedIn: https://ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above-noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 20m
  4. Ri Podcast EP65 - Dr. Scott Tinker - Switch Energy

    02/05/2025

    Ri Podcast EP65 - Dr. Scott Tinker - Switch Energy

    SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com In this episode, Jamie sits down with Scott Tinker, a globally renowned geologist, energy expert, and advocate for balanced approaches to energy, environment, and economy. Scott shares his perspectives on the “radical middle,” addressing the complexities of energy systems, climate narratives, and the future of sustainable solutions. Together, they unpack the challenges of energy poverty, the myths of energy transitions, and the pivotal role of innovation in driving global progress. Scott and I discuss: • The concept of the “radical middle” in energy policy. • The global realities of energy poverty and its moral implications. • The role of hydrocarbons and the challenges of renewable energy scalability. • The resurgence of nuclear energy and its potential for global impact. • Innovations and investment opportunities in the evolving energy sector. • The intersection of policy, markets, and technology in shaping the energy landscape. Please enjoy! SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 29m

  5. 12/15/2024

    RI Podcast EP64 - Robert Bryce, Journalist & Author

    SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Join us for this discussion with Robert Bryce, journalist, author, and energy expert, as we explore the complexities of global energy systems and the myths surrounding the energy transition. From the staggering scale of energy demands to the nuances of copper mining and nuclear power, Robert shares insights that will change the way you think about energy and its role in shaping the modern world. In this episode, Robert and Jamie discuss: • The distinction between energy and power and why it matters. • The myths of energy transition versus energy addition. • Challenges and opportunities in copper mining and renewable energy. • The nuclear renaissance and its implications for energy demand. • Why community opposition to renewables is growing worldwide. • The intersection of AI, data centers, and escalating energy needs. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    56 min
  6. Ri Podcast EP 63 - Dr. Adam Simon, University of Michigan

    11/07/2024

    Ri Podcast EP 63 - Dr. Adam Simon, University of Michigan

    SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com What if the world needs more copper in the next 30 years than we’ve mined in all of human history? In this episode of the Resource Insider Podcast, Jamie sits down with Dr. Adam Simon, a professor and expert in natural resources economics, to explore the challenges and future of copper mining, the energy transition, and the essential role of responsible mining in global development. Adam provides insights into the demand for copper driven by green initiatives and the massive supply challenges facing the mining industry. They discuss the complexities of meeting climate goals without compromising on metal supply, the under-appreciated role of mining in modern society, and what policymakers and tech companies need to address to support responsible mining. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 3m
  7. RI Podcast EP 62 - Mark Cutifani, Vale Base Metals

    10/04/2024

    RI Podcast EP 62 - Mark Cutifani, Vale Base Metals

    SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Mark Cutifani has spent over 40 years in the mining industry, rising from a cadet in a coal mine to one of the most respected leaders in global mining. As the former CEO of Anglo American and now Chairman of Vale Base Metals, Mark has seen it all. In this candid conversation, we dive into his journey, from his early days in Wollongong to his leadership at some of the world's largest mining companies. SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.com Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech --- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts, special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 48m
  8. RI Podcast EP 61 - John Harpole, Mercator Energy

    08/09/2024

    RI Podcast EP 61 - John Harpole, Mercator Energy

    SIGN UP TO MY FREE EMAIL NEWSLETTER: resourceinsider.com John Harpole has spent over 40 years moving billions of cubic feet of natural gas across America. He is the Founder and President of Mercator Energy, a company that brokers natural gas for producers and end-users in the western United States. Today, Mercator manages over a billion cubic feet of gas per day, representing about 1% of US natural gas production. In an industry known for its volatility, where fortunes are made and lost in a day, John has unprecedented access to information. For show notes, please visit: resourceinsider.com/061-john-harpole Follow Resource Insider: ​Twitter: twitter.com/Jamie_Keech​​ YouTube: youtube.com/@resourceinsider693 LinkedIn: ca.linkedin.com/in/jamiekeech ----- DISCLAIMER: Ivaldi Venture Capital Ltd. – parent company of resourceinsider.com – is not a registered investment advisor or broker/dealer. Viewers are advised that the material contained herein are solely for entertainment purposes. Neither resourceinsider.com, Ivaldi Venture Capital Ltd, or any of their principals or employees purport to tell or suggest which investment securities members, viewers or readers should buy or sell for themselves or others. Readers, viewers, subscribers, site users and anyone reading or viewing material published by the above-mentioned entities or individuals should always conduct their own research and due diligence and obtain professional advice before making an investment decision. The above- noted entities and their principles, employees and contractors are not liable for any loss or damage caused by a reader’s reliance on information obtained in any of its our posts, newsletters, special reports, videos, podcasts, email correspondence, membership services or any of our websites. Viewers are solely responsible for their investment decisions. The information contained herein does not constitute a representation by Ivaldi Venture Capital Ltd, resourceinsider.com or any of their principals or employees, nor does such constitute a solicitation for the purchase or sale of securities. Our opinions and analysis are based on sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to their accuracy or completeness of such information, opinion and/or analysis. All information contained in our newsletters, on our website or YouTube channel, or in this video should be independently verified with the companies and individuals mentioned. The editor and publisher are not responsible for errors or omissions. Ivaldi Venture Capital Ltd, resourceinsider.com and/or their principals and employees may receive compensation from time to time from the companies or individuals that may be mentioned in our newsletter, videos, podcasts special reports or on our websites. You should assume a conflict of interest and proceed accordingly. Any opinions expressed are subject to change without notice. Principals, owners, employees and contractors have the right to buy and sell securities mentioned on our websites, videos or other channels of communication without providing notice of such purchases and sales. You should assume that if a company is discussed in this video, or on any content or websites produced by Ivaldi Venture Capital Ltd, resourceinsider.com or by any of their principals or employees, that their principles and/or employees have purchased securities, or may make an investment in the future in a company that we cover and/or discuss.

    1h 16m
See All (83)

Ratings & Reviews

4.4
out of 5
26 Ratings

About

Tracking down the biggest investment opportunities in metals and mining.

Information

  • Creator
    Resource Insider Podcast
  • Years Active
    2018 - 2025
  • Episodes
    83
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Resource Insider Podcast