Silver's Signal vs. Noise
With silver’s recent price fluctuations causing uncertainty and speculation, it’s vital to separate the signal from the noise. Spoiler alert: silver’s industrial demand fundamentals and structural supply deficit remain intact, as does the thesis for long term investment in silver. Sprott’s Maria Sm…
The Case for Physical Custody of Everything
Craig Tindale’s essay, The Return of Matter: Western Democracies' Material Impairment, has become something of a sensation since being published in December of 2025. The essay provides a stark and sobering analysis of how the West has lost control of materials vital to prosperity and security. Back…
The Future of Sound Money
In recent times, we have seen gold hit multiple all-time highs (53 of these milestones in 2025 alone) and substantial buying by non-western central banks. Meanwhile, bonds have not been providing the yields they used to, and the United States Secretary of the Treasury has acknowledged his appreciat…
Fueling the Commodities Cycle
With the recent run up in gold and silver prices, some investors may feel this cycle is over. Not so suggests Adam Rozencwajg. A key element of every commodity cycle is capital expenditure, and to date, CapEx in the sector has yet to arrive at scale. Early innings of a bull market then? Adam joins …
A New Rare Earths Supply Chain Is Taking Shape
Rare earths are at the center of a global power struggle. In this episode, Canaccord Genuity mining analyst Reg Spencer unpacks the widening gap between explosive demand—from EVs to robotics—and a supply chain tightly controlled by China. He joins host Ed Coyne to explore how the U.S. and its allie…
Rare Earth Elements - The Physical AI Conundrum
With growing talk of robots entering mainstream society, AI may indeed “go physical” in the next few years, but not without a secure, abundant supply of rare earth elements. Same goes for defense, green technologies, EVs and the nascent low altitude economy of drones and eVTOLs. Neodymium iron boro…
Back to The Monetary Future - Part 1
Ed Coyne welcomes back Ronnie Stöferle to discuss the 20th anniversary edition of the In Gold We Trust report, Back to the Monetary Future. Ronnie reflects on two decades of gold’s evolution as a monetary asset, central bank buying and the new thinking on gold’s place in modern portfolios. The conv…
Breaking Rocks for a Better Future
Ed Coyne speaks with Travis McLing of Idaho National Laboratory about rebuilding secure, responsible mineral supply chains—from mining and processing critical materials to powering tomorrow’s technologies. They also explore the need for a renaissance in mining that includes long-term investment, co…
A Tale of Two Copper Markets
The threat of U.S. tariffs have created a tale of two copper markets, with CME prices trading at a premium to the LME and drawing metal into American warehouses as traders position for what comes next. Benchmark Mineral Intelligence copper analyst Albert Mackenzie joins Ed Coyne to explain how this…
Opportunities in Gold, Silver and Copper Miners
Ed Coyne welcomes Tavi Costa of Azuria Capital to discuss mining valuations, constrained supply and the demand trends shaping gold, silver and copper. While Wall Street remains incurious about the sector, Tavi highlights why he sees room for the mining cycle to develop.
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