『Market Musings Podcast by StockBox』のカバーアート

Market Musings Podcast by StockBox

Market Musings Podcast by StockBox

著者： StockBox
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 Go beyond the headlines with the Market Musings Podcast designed to be your go-to resource for longer-form content from StockBox as we explore trends, hot topics, industry knowledge & people shaping the financial landscape.

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  • S5 Ep4: First Public Mining Company at 27 w/ Patrick Cheetham of Sunrise Resources

    S5 Ep4: First Public Mining Company at 27 w/ Patrick Cheetham of Sunrise Resources
    2025/06/25
    Market Musings with Patrick Cheetham MD Sunrise Resources

    Patrick Cheetham, of Sunrise Resources, joins the Market Musings Podcast to talk about his journey from teenage rock collector to leading exploration companies. Discover how he started Dragon Mining at age 26, survived market crashes and why industrial minerals are now his focus.

    🎧 A must-watch for those interested in the real stories behind junior mining companies.

    00:00 – Getting Into Geology: From school field trips to studying at Imperial College
    06:45 – First Jobs & Discoveries: Work in Canada, Western Mining, and Olympic Dam
    13:30 – Launching Dragon Mining: Starting a company at 26—right before the 1987 crash
    20:05 – Aran Gold & Silver Discovery: A surprise find and quick takeover
    26:55 – Tertiary & Sunrise Origins: Spinning out Sunrise and shifting to industrial minerals
    34:40 – Market Outlook & What’s Next: Current challenges, catalysts, and share price potential

    🔗 Don’t forget to like, subscribe and turn your notifications on for more! #SRES #StockBox #miningnews
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    44 分
  • S5 Ep3: Jenny’s Journey to 4000% Gains | From Twitter Threads to Conference Floors

    S5 Ep3: Jenny’s Journey to 4000% Gains | From Twitter Threads to Conference Floors
    2025/04/09
    https://twitter.com/jenstilmanydots

    💡Jenny Shaigec, aka “Jenny Many Dots,” shares how a career pivot and a personal tragedy led to massive wins in junior mining. With returns up to 4000% on lithium plays, she now favors copper for its structural scarcity and demand tailwinds. Jenny breaks down her criteria for picking stocks, warns about lifestyle companies, and shares her top exploration picks across Peru, the US, and Europe. Investors will gain actionable insights on timing, insider tracking, and why copper might be the ultimate long-term bet.

    Whether you're a seasoned investor or just getting started in mining stocks, this episode is packed with real-world insight on identifying high-upside exploration plays, managing risk, and building your network in the tight-knit world of junior resources.

    🎙️ Market Musings Podcast – bringing you real investor stories from inside the markets.
    👉 If you enjoyed this episode, like, share, and subscribe to stay ahead of the next commodities boom!
    00:00:12 – Introduction to Jenny Chagas
    00:00:50 – How Jenny Got Into Mining Stocks Jenny shares her journey from energy trading analyst to passionate mining investor, sparked by life changes and a fascination with resource cycles.

    00:03:07 – From Personal Tragedy to a Family Fund
    00:04:30 – The Lithium Boom and Exit Strategy Jenny details her early bet on lithium, her research on battery chemistry, and her high-return exit strategy—timing the top in 2023.

    00:05:50 – Lessons from Lithium: Sentiment, Supply, and Exits
    00:09:25 – Gold vs Copper Outlook A cautious stance on gold hype and her preference for copper due to stronger fundamentals and supply-demand dynamics.

    00:11:23 – Influences and Networking: Rick Rule & More She credits mentors like Rick Rule and the power of in-person networking for building knowledge and relationships in the junior mining space.

    00:14:15 – Mistakes and Lessons from 2024’s Bear Market Jenny reflects on poor performance in 2024 despite quality picks, emphasising the value of entry timing, insider buying, and drill seasonality.

    00:24:30 – What Jenny Looks for in a Mining Stock Detailed due diligence breakdown: insider track records, consulting fees, G&A vs. exploration spending, and the “2 and 2” test for credibility.

    00:30:20 – Commodities Jenny Favours: Copper, Gold & Vanadium Why to avoid obscure metals, highlights vanadium potential, and focuses on scalable, understood commodities like copper and gold.

    00:33:16 – Jenny’s Top Mining Stock Picks Tier One Silver / Sombrero (Peru) Camino Minerals Copper X Carolina Rush GoGold

    00:42:13 – The Case for Copper: Supply Shock Is Coming

    00:45:09 – Final Advice for Retail Investors Skepticism on social media, the importance of networking, attending conferences (like New Orleans, VRIC, and Rick Rule’s symposium), and building a trusted circle for idea-sharing.

    🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=2ThCX_L6S9A 📩 Sign up for our newsletter: https://mailchi.mp/stockboxmedia.com/ 🐦 Follow us on X: https://x.com/StockBoxMedia #Stockbox #StockMarket #JuniorMining #MiningStocks #CopperInvesting #GoldStocks #LithiumBoom #CommodityInvesting #CriticalMetals #NaturalResources #MiningInvestor #ExplorationStocks #ResourceSector #MiningTwitter #RickRule #CopperBullMarket #MiningInvesting #JuniorExplorers #MiningConference #MiningDueDiligence #Mining2025 #StockboxMedia
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    51 分
  • S5 Ep2: Why Gold Is the Only Safe Bet Right Now | Alexander Stahel

    S5 Ep2: Why Gold Is the Only Safe Bet Right Now | Alexander Stahel
    2025/03/27
    Why Gold Is the Only Safe Bet Right Now | Alexander Stahel

    🎧 Expert Insights from Alexander Stahel | Commodities, Gold, Oil, Copper & Global Markets

    In this in-depth interview, Alexander Stahel, from Burggraben, shares sharp insights on the state of commodities, covering gold, oil, and copper, and how geopolitical forces are reshaping global markets.

    👉 Whether you’re an investor, fund manager, or wealth builder — this is a must-watch.

    🔔 Subscribe for More Market Insights!

    ⏳ Timestamps & Chapters

    ⏰ Introduction: Investment Approach & Market Overview 0:00 — Meeting in Zurich & Alex’s investment approach

    🛢️ OIL
    10:30 — A Cyclical Reality Check
    16:36 — China Demand: The flatlining scenario
    19:08 — Trump, & the US
    24:09 — There’s no bullish corridor for oil stocks right now
    25:16 — Small oil plays: caution for retail

    🟡 GOLD: Structural Bull Case
    29:33 — Gold no longer trades on U.S. real rates
    34:55 — The China retail gold rush: “No alternative to gold”
    38:57 — Central bank buying & gold repatriation flows
    50:08 — The U.S. debt crisis and the 'Mar-a-Lago Accord'
    56:20 — Inflation or deflation 1
    :00:55 — Physical gold vs. ETFs vs. miners
    1:03:06 — Royalty companies are overlooked gems

    🟠 COPPER: Myths vs. Reality
    1:04:05 — Copper’s dependence on China’s construction boom
    1:07:15 — The green shift & EV narrative: Reality vs. hype
    1:10:58 — Data centers: A small demand pocket, not a savior
    1:14:32 — Why Alex changed his bullish commodity thesis

    🛎️ PORTFOLIO POSITIONING
    1:17:44 — Where the money is going: Gold and gold miners

    🔗 Alexander's Substack: https://www.thecommoditycompass.com/
    https://twitter.com/BurggrabenH
    🔗 Latest Research Talks Video: https://www.youtube.com/watch?v=fAojFIt19eU&t= 📩 Sign up for our newsletter: https://mailchi.mp/stockboxmedia.com/
    🐦 Follow us on X: https://x.com/StockBoxMedia 🔎 #GoldInvesting #OilMarket #CopperPrices #Commodities #Geopolitics #InvestmentStrategies #WealthBuilding #StockMarket #MacroEconomics
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    1 時間 20 分

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