Forward Looking Statements
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Forward Looking Statements

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Forward Looking Statements is a podcast about where metals and mining are headed, and the people who get there first.

 Hosts Jim Paterson, a veteran company builder and principal of Discovery Group and Brien Lundin, publisher of Gold Newsletter and host of the New Orleans Investment Conference, draw on decades in the resource sector and two deep, overlapping networks. One host builds companies. The other analyzes them. Together they offer a two-sided view of the market that few shows can match.

 Each episode features candid conversations with the geologists, financiers, executives and investors who have earned their reputations the right way. The focus goes beyond individual companies to the bigger questions: how the sharpest minds in the sector are positioning themselves, where they are putting their time and capital, and what makes this cycle different from the ones before it.

 Forward Looking Statements is for investors, industry professionals and anyone who wants to understand the resource market from the inside.

 The content of this podcast is for informational purposes only and does not constitute investment advice.

Bisnis
Investasi
Frekuensi pembaruan:
every 10 days
Panjang audio rata-rata:
22 minutes
Inggris
Amerika Serikat
3 episode
sejak 13 Okt. 2026
episodic
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EPISODE TERBARU 🔗

Mispriced Risk in Mining and Energy with Massif Capital’s Will Thomson

Mispriced Risk in Mining and Energy with Massif Capital’s Will Thomson

· transkrip
Massif Capital Managing Partner Will Thomson joins Jim Paterson and Brien Lundin for the first in-studio episode of Forward Looking Statements. His firm invests in liquid real assets across materials, energy, industrials and infrastructure, and it is built on one idea: the market misprices risk. Wi…
00:46:19
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EPISODE SEBELUMNYA

The Biggest Bull Market of Our Careers? Welcome to Forward Looking Statements

The Biggest Bull Market of Our Careers? Welcome to Forward Looking Statements

· transkrip
Meet the hosts of Forward Looking Statements. In this short introduction to the podcast, recorded in Beaver Creek, Colorado, Jim Paterson and Brien Lundin explain why they started the show and what listeners can expect over the coming year. Between them, Brien and Jim have spent decades in metals a…
00:05:27
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From a $2M Royalty to closing a $290M Deal with a $1.95B Market Cap: Fred Bell of Elemental Royalty

From a $2M Royalty to closing a $290M Deal with a $1.95B Market Cap: Fred Bell of Elemental Royalty

· transkrip
In the inaugural episode of Forward Looking Statements, recorded on location at the conference in Beaver Creek, Colorado, Jim Paterson and Brien Lundin sit down with Fred Bell, CEO of Elemental Royalty, the day after the company announced the largest single transaction in its history. Jim first met…
00:14:55
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