The Kinvestor Report

TKR052 | Gold’s Next Big Jolt: Legendary Gold Analyst John Doody on The Kinvestor Report

In this episode, Arlen is joined by John Doody, editor of John Doody’s Fave 5 Gold Stocks. John and Arlen dive into why political uncertainty, tariff risks, Fed policy shifts, and unpredictable decision-making are creating the perfect storm for higher gold prices, and more.🔎 Inside this Episode:🔹 The macro driver behind the surge in gold prices🔹 John's $5,000 gold price target for 2026🔹 Why gold stocks outperform the price of gold🔹 The philosophy behind John's Fave 5 Gold Stocks methodology🔹 And more!📌 About Our Guest – John DoodyJohn Doody is the former editor of Gold Stock Analyst. His current newsletter, John Doody’s Fave 5 Gold Stocks, brings you his best picks based on upcoming and recent situations and events that John believes will get you the best possible future gains.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://www.linkedin.com/company/kin-communications/✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow John Doody:🔸 Subscribe to the Fave 5 newsletter - Kinvestor listeners get a special offer on the annual subscription: https://johndoodysfave5.com/kin/📌 Chapters:00:00 Intro01:25 Macro drivers for gold02:13 Uncertainty in the market03:23 Is this gold market different?06:17 How gold stocks are outperforming and undervalued11:11 How do you find value again? 15:34 The philosophy behind the Fave 520:15 Biggest retail investor mistakes22:18 What's next for gold?🎥 Episode recorded: December 9, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #StocksDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR051 | Gold Companies are GUSHING CASH: Garrett Goggin on The Kinvestor Report

In this episode, Arlen is joined by Garrett Goggin, the Chief Analyst and Founder of The Golden Portfolio, to discuss gold companies who are gushing cash flow in the current gold market, which ones are undervalued, potential risks, and a look at what’s coming in 2026. 🔎 Inside this Episode:🔹 Why major gold producers are reporting record free cash flow🔹 How soaring gold prices and flat input costs are creating massive margins🔹 Why institutional investors are finally being “dragged” into gold equities🔹 Which developers and producers may still be deeply undervalued🔹 Risks, red flags & what could derail the gold-stock bull🔹 And more!📌 About Our Guest – Garrett GogginGarrett Goggin is a CFA and Chief Analyst and Founder of The Golden Portfolio, an online newsletter dedicated to delivering premier insights into the world of gold investing. He has traveled the world in search of gold and silver, visiting mines and talking with the people that run them. He worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst and is sought after by many leading gold & silver developers who seek his coverage.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Garrett Goggin:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/E9MZlebjFI8🔸 Follow on X/Twitter: https://x.com/GarrettGoggin🔸 Visit his Website: https://goldenportfolio.com/📌 Chapters:00:00 Intro01:43 Gushing Cash Flow04:55 Better & Better Margins06:45 The Buffet Indicator08:16 Will Gold Become Overvalued?12:34 Blind Spots16:04 Who is Undervalued?17:25 Risk & Downside18:11 Crypto and Gold Demand23:01 Who is Hedging?23:57 What's Coming in 2026?28:02 Outro🎥 Episode recorded: November 18, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR050 | Market Liquidity and Longevity with Chen Lin on The Kinvestor Report

In this episode, Arlen is joined by Chen Lin, editor & publisher of What is Chen Buying? What is Chen Selling? to discuss gold, silver, and critical minerals and how the U.S. government shutdown is affecting commodities and mining stocks. Chen also discusses some of his silver picks and talks about what it takes to survive in the market in the long term. 🔎 Inside this Episode: 🔹 Some of the biggest mistakes beginner retail investors make🔹 Why longevity is important in surviving bear markets🔹Some junior mining picks from Chen🔹How the U.S. government shutdown is affecting the commodities market🔹And more!📌 About Our Guest – Chen LinMr. Chen Lin is a full time fund manager of family assets. He started to write the stock newsletter “What is Chen buying? What is Chen selling?” in 2009, after he successfully navigated his family portfolio during the 2008 financial crisis. Chen covers mining, energy and biotechnology with great track records. Chen has a passion for mining, he personally visited many mining projects around the world.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Chen Lin:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/kP11kdtcCbE🔸 Follow on X/Twitter: https://x.com/ChenLinPicks🔸 Visit his Website: https://chenpicks.com/📌 Chapters:00:00 Intro01:08 Market Correction & Government Shutdown07:02 Global Silver Supply09:28 Market Manipulation? 11:00 Is there a replacement for silver? 12:02 Critical Metals Space16:23 Canadian vs US mining stories16:41 Chen's Silver Picks20:23 Biggest retail investor mistakes23:34 About What is Chen Buying? What is Chen Selling?24:51 Surviving the Bear Market28:34 Chen's Stocks to Watch34:13 Outro🎥 Episode recorded: November 5, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR049 | $4,000 Gold and the Coming Fear Trade with Don Durrett on The Kinvestor Report

🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Day 2025 on October 23, 2025. Register here: https://us06web.zoom.us/webinar/register/7817495040989/WN_TzgjuGbhQ4CleIWd_xXRBAIn this episode, Arlen is joined by Kinvestor favourite, Don Durrett, website owner and author, where he shares his outlook on gold’s historic run, the bond market risks driving it, and why miners could deliver outsized returns in the years ahead.🔎 Inside this Episode: 🔹 Why $4,000 gold signals much more upside ahead🔹 The bond market’s role in driving the next leg of the bull market🔹 How gold and silver miners are set up for explosive cash flow🔹 Don’s price outlook: $4,500 gold, $100 silver, and big upside for mining stocks🔹 And much more!📌 About Our Guest – Don DurrettDon Durrett has an MBA and worked in IT-related positions for 25 years, retiring in 2019 to focus on his website (www.goldstockdata.com). He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available stock information for investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks (available on Amazon.com). This was followed by his website to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Don Durrett:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/sdT61GfP8E0🔸 Follow Arlen Hansen on X/Twitter: https://x.com/dondurrett🔸 Subscribe on YouTube: https://www.youtube.com/@DonDurrett🔸 Visit his Website: https://www.goldstockdata.com/📌 Chapters:00:00 Intro01:20 $4,000 gold and what comes next03:58 Gold: The Truth Machine07:38 Don: Don't take profits yet11:12 Will gold miners experience inflation?14:03 Silver price forecast15:40 Don's investment thesis and stocks to watch19:00 The downside of high gold prices21:48 The path forward25:53 Don's tips for new gold & silver investors🎥 Episode recorded: October 7, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR048 | Finding Value: Adrian Day’s Outlook on Today’s Gold Bull Market on The Kinvestor Report

In this episode, Arlen is joined by Kinvestor favourite, Adrian Day, CEO of Adrian Day Asset Management, where he shares insights on portfolio positioning, why quality gold stocks remain undervalued, and the risks and opportunities investors face as the cycle unfolds.🔎 Inside this Episode: 🔹 Why Adrian believes we’re still in the early innings of the current gold cycle🔹 The disconnect between gold prices, mining stocks, and retail investor flows🔹 How to identify value in a bull market (and the risks of chasing laggards)🔹 Turnaround opportunities, new listings, and the importance of investor discipline (including Adrian's stocks to keep an eye on!)🔹 And much more!📌 About Our Guest – Adrian DayMr. Day is a recognized authority in both global and resource investing. He is president of his own money management firm, Adrian Day Asset Management, where he specializes in global diversification and resource equities. Adrian Day is also the portfolio manager of the EuroPac Gold Fund. Mr. Day is a frequent speaker at investment seminars, and has been interviewed by or profiled in numerous media around the world, including CNN, FNN, BBC, NBC, CNBC, “Good Morning America”, Wall Street Journal Radio, The Financial Times, Barron’s, The Cape Town Argus, La Vie Francais, and many other leading publications. His pleasures include fine dining, reading (especially history), and the opera.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Adrian Day:🔸 Watch his previous appearance on The Kinvestor Report 🔹 https://youtu.be/ouIKC85pZ0o 🔹 https://youtu.be/3NV2-h8t8wU🔸 Subscribe on YouTube: https://www.youtube.com/@AdrianDayInvest/🔸 Visit his Website: https://adrianday.com/📌 Chapters:00:00 Intro01:17 Where are we in the Gold Cycle?06:59 GDX Flows08:14 Revisiting Adrian's Picks (Nov 2024) - WOW!11:20 Mining valuations & margins17:42 Finding management teams able to leverage high metals prices19:16 3 strategies to find value today (with stocks to watch!)28:23 Investor amnesia🎥 Episode recorded: September 23, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #GDX #StocksDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR047 | Bitcoin vs Gold: Bill Holter’s Warning on The Kinvestor Report

In this episode, Arlen is joined by Bill Holter, Precious Metals Expert, where they dive into the fragility of today’s financial system, the suppression of gold and silver, why silver could be the first market to fail, and what it really means for investors holding ETFs, mining shares, or even Bitcoin.🔎 Inside this Episode: 🔹 Why the financial system is a fragile “house of cards” and the trigger that could topple it🔹 The 2014 turning point that quietly changed ownership laws worldwide🔹 Gold and silver price suppression — and why silver may fail to deliver first🔹 ETFs vs. mining shares: how to truly hold assets outside the system🔹 And much more!📌 About Our Guest – Bill HolterBill was a stockbroker for 23 years and a branch manager for 12. He retired and moved his family out of the U.S. to Costa Rica in late 2006. He returned to Texas in 2011. He was a contributor to GATA since 2007 and began writing for Miles Franklin from 2012 to 2015. He then joined with Jim Sinclair and the Holter/Sinclair collaboration from 2015-2022. Bill is a precious metals expert and broker, he clears through Miles Franklin.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Bill Holter🔸 Website: https://billholter.com/📌 Chapters:00:00 Intro01:08 Financial house of cards02:51 The big change in 201404:54 Gold & silver price suppression05:24 What does the gold price tell us?08:50 Why silver will fail to deliver first13:05 ETFs vs mining shares16:24 Bill's one message19:57 Bitcoin🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #Bitcoin #BTC #BillHolterDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR046 | Gold to Uranium: Navigating the Next Bull Run with Jeff Clark on The Kinvestor Report

In this episode, Arlen is joined by Jeff Clark, The Gold Advisor, where they dive into how gold could perform in a rate-cutting cycle, why renewed financings are fueling optimism in the junior mining sector, and 🚨Jeff’s first-ever exclusive stock reveal from his paid newsletter🚨.🔎 Inside this Episode: 🔹 Gold cycles and the impact of rate cuts🔹 Surge in junior mining financings🔹 Top mining jurisdictions to watch🔹 Exclusive stock reveal from Jeff Clark🔹 Red flags and common investor mistakes🔹 and much more!📌 About Our Guest – Jeff ClarkIt glistened like only real gold can, that shiny nugget in the bottom of the pan, stirring the prospector in Jeff’s late father. And that love for gold and silver—or rather, discovering gold and silver—quickly transferred to Jeff. At one point the family owned mining claims in California, Arizona, and Nevada, and his Dad became a prolific prospector. Jeff carved his own path, focusing more on investing in gold and silver, starting as an analyst for Doug Casey’s firm in 2007. Combined with his love of writing, Jeff quickly became a globally recognized authority on precious metals. He is the founder of TheGoldAdvisor.com, speaks regularly at precious metals conferences and serves on the advisory board of Strategic Wealth Preservation in Grand Cayman, a bullion storage facility.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Jeff Clark:🔸 Follow Josef on X: https://x.com/TheGoldAdvisor🔸 View on YouTube: https://www.youtube.com/@PaydirtPodcast1🔸 Website: https://thegoldadvisor.com/📌 Chapters:00:00 Intro00:13 Today's Guest - Jeff Clark, The Gold Advisor01:33 The gold cycle & rate cuts 03:55 Junior mining financings05:15 Mining jurisdictions08:08 Jeff's top Nevada companies12:54 Jeff's 1st ever paid-letter stock reveal!16:03 Mining company red flags17:47 Lessons from past bull and bear cycles24:11 Common investor mistakes26:56 Jeff's uranium pick29:02 US impact on permitting timelines32:36 Metals Investor Forum - Vancouver🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #Uranium #Investing Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR045 | Energy Market Moves with Josef Schachter on the Kinvestor Report

In this episode, Arlen is joined by Josef Schachter, a 40+ year veteran of the Canadian Investment Management Industry and founder of the Schachter Energy Report and the Schachter Catch the Energy Conference.🔎 Inside this Episode: 🔹 Geopolitical factors and energy security🔹 European vs. North American natural gas prices and demand🔹 The challenges of EVs in northern North America🔹 How uranium factors into energy demand🔹 And more!📌 About Our Guest – Josef SchachterAs a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter is a sought after speaker, presenter, and strategic advisor with a primary focus in the stock market and the energy sector. Through the Schachter Energy Report, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on, what is to come, and why.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Josef Schachter:🔸 Follow Josef on X: https://x.com/JosefSchachter 🔸 Register for Catch the Energy: https://gravitypull.swoogo.com/catchtheenergy2025 🔸 Website: https://schachterenergyreport.ca/ 📌 Chapters:00:00 Intro01:01 Foreign risks to energy security06:40 Is the energy market properly priced?15:33 European natural gas prices16:16 North American EV market demand19:00 Is there a black swan for the energy market?25:37 European vs. North American natural gas prices29:03 How does uranium factor into energy demand for AI?31:34 Pipelines to Junior Oil companies - Risk/Reward37:14 How to attract younger generations to energy investing42:12 Outro🔎 Keywords:#EnergySector #OilandGas #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR043 | Gold, Silver & Monetary Cycles with Mario Innecco on The Kinvestor Report

In this episode, Arlen is joined by Mario Innecco, a financial markets expert and the voice behind the YouTube channel @maneco64, known for its focus on sound money and contrarian economic views. Drawing from decades of experience and a deep interest in monetary history, Mario shares his perspective on why central banks are turning to gold, how trust in fiat systems is eroding, and what a potential monetary reset could look like. He also dives into silver’s breakout potential and how fear is being used as a tool to influence investors.📈 What’s Inside This Episode?✔️ Central banks shifting to gold✔️ Declining trust in fiat systems✔️ Signs of a coming monetary reset✔️ Silver's breakout and upside potential✔️ Fear as a tool of control📌 About Our Guest – Mario InneccoMario Innecco is a financial markets expert with over twenty years of professional experience in the City of London's financial sector, specializing in exchange-traded derivatives markets, government bond markets, and interest rates. Having grown up in Brazil during the hyperinflationary period of the 1970s and early 1980s, he developed an early understanding of monetary instability that profoundly influenced his investment philosophy. Mario is an ardent student of the Austrian School of Economics and since November 2015 has operated the YouTube channel maneco64, described as "the home of alternative economics and contrarian views," which regularly attracts between 20,000 and 75,000 views worldwide. His content focuses on monetary system education, financial markets analysis, precious metals investing, and Austrian economic principles, serving as a voice for sound money concepts and contrarian economic analysis in today's financial landscape.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kinvestor: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Mario Innecco:🔸 Follow on X: https://x.com/maneco1964🔸 Subscribe on YouTube: https://www.youtube.com/@maneco64📌 Chapters:00:00 Intro01:15 Why does gold still matter today?04:07 BRICs and Central Bank buying07:12 Human nature's impact on fiat currency08:46 Political polarization and investing11:12 Monetary reset15:14 Mario's investing approach16:57 Picking Gold & Silver Stocks18:34 They want you scared19:43 Silver outlook23:09 Where we are in the cycle🔎 Keywords:#MiningStocks #JuniorMining #ResourceSector #KinvestorReport #Commodities #Gold #Silver #FiatCurrency #GoldStandard #BRICs #FederalReserve #Maneco64 #MarioInneccoDisclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.

TKR042 | Bottom Fishing for Junior Resource Stocks with John Kaiser on the Kinvestor Report

In this episode, Arlen is joined by John Kaiser, independent analyst and founder of Kaiser Research Online, an information portal covering the Canadian and Australian publicly listed resource sector, to talk about current trends in the junior resource sector, North American critical mineral production, and more.🔎 Inside this Episode: 🔹 What John looks for in his bottom fishing approach🔹 Who Kaiser Research Online’s target audience is🔹 Management teams to pay attention to🔹 Resource discussions – gold, tungsten, uranium, and more!📌 About Our Guest – John KaiserJohn Kaiser is the founder of Kaiser Research Online, an information portal covering the Canadian publicly listed resource sector, and the publisher of his Spec Value Hunter and Bottom-Fish recommendations. His analysis focuses on the four key narratives that drive the resource sector. John Kaiser is an independent analyst based in the San Francisco area who has covered the junior resource sector since 1983. After a decade working as a research director in Vancouver, he left the brokerage industry in 1994 to launch Kaiser Research Online and create the “rational speculation model” as a tool to evaluate the speculative value of exploration projects. Kaiser Research Online is a subscription service that publishes his analysis, provides searchable information on over 1500 Canadian listed mining and exploration companies, and tracks trends within the junior sector and their relationship to macro trends.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow John Kaiser:🔸 Follow Kaiser Research on X: https://x.com/KaiserResearch 🔸 YouTube: https://www.youtube.com/channel/UC2mewGSK6_s6HNfwaU89MWQ 🔸 Website: https://www.kaiserresearch.com 📌 Chapters:00:00 Intro01:11 What stage of the resource cycle are we in? 03:09 Criteria for the "Bottom Fishing" approach04:00 Finding the “Missing Piece”19:11 Management teams to pay attention to23:56 What do bottom fish look like at the top of a cycle?25:19 Who is the Kaiser Report's perfect subscriber? 27:24 Tungsten uses28:30 North American critical mineral production32:14 Thoughts on U.S. Executive Orders on Uranium🔎 Keywords:#MiningStocks #JuniorMining #ResourceSector #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.