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A weekly discussion of current affairs in China with journalists, writers, academics, policymakers, business people and anyone with something compelling to say about the country that's reshaping the world. Hosted by Kaiser Kuo.
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Fury Gold Mines offers investors multiple gold discovery “shots on goal.” Drill results from the Committee Bay project, funded by Agnico Eagle, and the Sakami gold project are due within the next 60 days. In this episode, SVP Exploration Bryan Atkinson and CEO Tim Clark provide an update on Fury Gold Mines many projects across the portfolio, includ…
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"I think what we need now is a new landmark Act of Parliament to set the vision for the coming 50 to 100 years; truly visionary in restoring nature at scale, but doing that in a way which is going to help the country to thrive in terms of public health, our resilience to climate change and to be able to secure our water and food security long into …
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Join me for a conversation with four fantastic panelists about nuclear safety and security issues brought on by Russia’s full-scale invasion of Ukraine, and more broadly on the state of nuclear security globally during this era of dramatic change. This program was made possible by the Ukrainian Platform for Contemporary China and the Center for Sla…
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In this episode of Mining Stock Education, host Bill Powers is joined by John Kaiser of KaiserResearch.com, who brings 40 years of industry expertise to discuss the current state of the junior mining sector. Kaiser shares that the sector is offering the most lucrative pricing he has seen in decades, highlighting the importance of discerning valuabl…
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This week on Sinica, Paul Triolo of DGA Albright Stonebridge and tech investor Ryan Cunningham join to talk about their observations and insights from the World AI Conference (WAIC), held in July in Shanghai, and what it tells them about China's ambitions in the fast-moving world of artificial intelligence. Don't miss this one! 04:21 - Ryan on his …
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Rob recaps the July Patreon call, shares his engagement news, and reveals a major shift in podcast focus—from homesteading to Orthodox Christian living. [Read more...] 📝 Full Episode Summary: In this solo episode, Rob returns to the mic with big updates and a raw, honest look at where the podcast—and his life—are headed. First, he offers a recap of…
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In this episode of Mining Stock Education, Bill Powers hosts Dr. Rob Stevens, author of 'Mineral Exploration and Mining Essentials' and proprietor of MiningEssentials.com, to discuss the latest advancements in core scanning technology and the integration of artificial intelligence (AI) in the process. Dr. Stevens explains the fundamental technologi…
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In this episode of Mining Stock Education, Bill Powers and Brian Leni each share one of their ten-bagger losses. The duo delves into the intricacies of investing in junior mining stocks through their monthly MSE chat. They tackle a listener’s question about missed investment opportunities and discuss the importance of establishing and adhering to a…
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This week on Sinica: On my final two days in Shaxi in Yunnan, Chris Thomas and Stephanie Li, the hosts of the marvelous YouTube channel Chinese Cooking Demystified, joined me for some cooking and lots of chatting about food! We recorded this show together and focus our conversation on their heroic attempt at a taxonomy of different Chinese cuisines…
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"We're essentially trying to create an AI powered research assistant to accelerate the rate of discovery and support biologists understanding even more and help the biologists come up with new hypotheses from their own data." Imagine if we could decipher the language of other animals such as whales, monkeys or crows? How would that change our relat…
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In this episode of Mining Stock Education, host Bill Powers interviews Don Durrett from GoldStockData.com. Don shares his experience in the mining stock sector, emphasizing his investment strategies and revealing how his investment in Crocodile Gold is turning into a 100-bagger. The discussion covers his views on various mining companies like Newmo…
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In this episode of Mining Stock Education, host Bill Powers welcomes Ivan Bebek, Chair and CEO of Coppernico Metals, as they discuss the latest updates on the company's flagship Sombrero project in Peru. Ivan shares details about the ongoing efforts to obtain permits and advance the project, highlighting the potential large-scale drill targets iden…
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Pro Investor David Erfle believes “gold stocks still need to catch up to the gold price.” He provides commentary on recent precious metals and miner price actions, discusses how he has managed his portfolio over the past month and shares where he currently sees value.David Erfle is a self-taught mining sector investor. He stumbled upon the mining s…
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“The entire theme undercurrent in this [recent] conference was national defense. We, the United States, are going to re-industrialize because we want to be self-sufficient in critical industries, be they national defense like drones or A.I. or critical materials like battery production, and I would argue that that narrative of national defense has …
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Kenorland Minerals CEO Zach Flood provides an update on the new gold discovery at the South Uchi project in Ontario, where Kenorland's maiden drill program confirmed a large footprint gold system. Zach highlights the company's unique prospect generator business model, talks about their partnership with Auranova Resources, and discusses upcoming exp…
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I'm in Shaxi, a wonderful little town in the Dali Bai Autonomous Prefecture, and I was joined here by the Columbia economic historian Adam Tooze, who shared his thoughts on what he sees happening on the ground in China. Adam's been in China for the last month and reflects on his experiences learning about the country — and even attempting the langu…
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In this episode of Mining Stock Education, host Bill Powers talks with Matt Geiger of MJG Capital about the impressive performance of his fund, which has outperformed the S&P 500 over both five and ten-year periods. Matt discusses the fund's structure, investment strategies, and portfolio breakdown, including significant weightings in copper and pr…
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"Our herd is north of 5,000 so I think it's the largest conservation herd in the country and it may be the largest herd period, even amongst non conservation." North America's iconic bison are recovering from the brink of extinction. Millions of bison once populated the North American landscape but by the turn of the 20th century, fewer than 1,000 …
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"Each Seabridge Gold Share Represents $9,000 In-Situ Metal, Yet Trades for $16” says CEO Rudi Fronk in this MSE episode. Seabridge Gold presents an extraordinary tripartite value argument to investors claiming to offer: 1) more value per share than any other publicly traded metal producer; 2) the most gold per share of any public company; and 3) mo…
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In this episode of Mining Stock Education, host Brian Leni interviews Michael Samis of SCM Decisions. The discussion delves into the intricacies of discounted cash flow (DCF) modeling, focusing on its applications in the mining industry. Key topics include the differences between static and dynamic DCF models, how to effectively deal with risks lik…
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"I saw everything that was missing from the sea of my childhood." If you haven’t seen the latest David Attenborough film Ocean yet, you must. It’s a masterpiece. In the latest episode of Rewilding the World Ben Goldsmith speaks with one of the key people behind it, Enric Sala, from National Geographic‘s Pristine Seas campaign. It has secured protec…
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Bill Powers and Brian Leni offer firsthand tips on how to confidently speculate in junior mining stocks in their monthly MSE episode. They discuss key insights gleaned from the past month of MSE interviews. They share the top books to read for new mining investors as well as books all speculators should know. The pair chat about investor psychology…
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This week on Sinica, in a show taped in early June in Washington, Kaiser chats with Tong Zhao (赵通) of the Carnegie Endowment for International Peace, a leading expert on Chinese nuclear doctrine, about why the PRC has, in recent years, significantly increased the size of its nuclear arsenal. Zhao offers a master class in the practice of strategic e…
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Pro Investor David Erfle believes “gold stock weakness should be bought.” David shares his top three performing gold and silver junior mining stocks in this MSE episode. He also provides commentary on recent precious metals and miner price action and discusses how he has managed his portfolio over the past month.David Erfle is a self-taught mining …
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Rick Rule, CEO of Rule Investment Media, shares his extensive experience in portfolio allocation within the natural resources and precious metals markets. Discussing his personal investment strategies, Rule emphasizes the importance of understanding one's own risk tolerance, time preference, and goals. He shares anecdotes about his successful and c…
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In 2014, the writer Christopher Beam published a humorous, heartwarming story in The New Republic about an unlikely team of American football enthusiasts in Chongqing who went on to defeat their archrivals in Shanghai to win a championship. The piece was optioned by Sony Pictures, and had some big names attached, but was ultimately never made — not…
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Kenorland Minerals CEO Zach Flood stated: “The success of the deep drilling at Regnault continues to underscore the immense untapped potential of the Frotet Project. These results not only confirm the continuity of high-grade mineralisation on the R11 veins, but also highlight the increasing scale of the system. Regnault remains open in multiple di…
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"We have to make this crime type too risky and lower the reward. We need to seize all the assets that they gain from their criminal enterprise... it's something I'm very committed to." The illegal trade in wildlife and the body parts of wild animals is driving many creatures towards extinction; yet governments put little effort into busting the cul…
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Lisa Davis, CEO of PearTree Financial, explains flow-through financing trends that mining investors must know. PearTree Financial is Canada’s largest exploreCo funder. The discussion highlights various topics including the common misconceptions about flow through financings, the mechanics of charitable financings, and potential soon-coming changes …
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This week on Sinica, I chat with Stephen Platt, historian at UMass Amherst and author, most recently, of the book The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II. Like his previous works, Autumn in the Heavenly Kingdom and Imperial Twilight, it offers a compelling narrative history of an overlo…
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This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization. 3:…
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Strategic resource investor Michael Gentile believes junior mining stocks will see a rerate higher as they are “entering the market recognition phase.” He offers a wide range of junior mining stock investing advice and analysis in this discussion with Bill Powers at The Mining Event in Quebec City on June 4th, 2025.From 2003 to 2018 Mr. Gentile wor…
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This week on Sinica, I speak with Kendra Schaefer, the partner at Trivium China who heads their tech practice. She recently published a fascinating paper looking at the Cyberspace Administration of China's comprehensive database of generative AI tools released in China, and she shares the insights and big takeaways from her research on that databas…
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"Go for it. Go into any kind of career even if you don't have that ecological education and change the culture from within. That's just such a powerful moment." How can rewilding and traditional pastoral farming systems go hand-in-hand? The grazing, browsing and movement of livestock has shaped our landscapes across millennia. In the latest episode…
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Expert Ed Baer reveals his contrarian mining stock secrets that made him millions, in his first-ever podcast interview. In this MSE exclusive, you learn how he took an issuer from $38M to over a $400M valuation; and hear about some of his large wins. Ed explains what retail investors get wrong, shares numerous contrarian tips, reveals how he values…
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Bill Powers and Brian Leni offer junior mining insights in their monthly MSE episode. Brian shares his top stock and explains why it is the biggest position in his portfolio. Bill explains a big mistake. And both Brian and Bill converse about the many nuances of speculating in junior mining stocks. Some topics covered are jurisdictional due diligen…
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Jeremy Goldkorn joins for this largely unedited throwback to the early, sweary days of the show. We talk about the announcement made on Wednesday, 28 May 2025, on the "aggressive" revocation of Chinese student visas for students with Party "connections" or who study "critical fields." You've been warned! See Privacy Policy at https://art19.com/priv…
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“We are pleased to have Agnico Eagle, one of Canada’s premier companies and a top global gold producer, make an additional investment that will permit Fury to advance our understanding of the exploration potential at our Committee Bay project in Nunavut,” commented Tim Clark, CEO of Fury. “We believe the Arctic is likely to become increasingly impo…
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Pro Investor David Erfle now sees value in the higher-risk junior miners. David was hesitant to move his investment capital down the food chain into the smaller juniors. But now he sees profit-taking in the major majors which is trickling down into fund flows into the juniors. David shares his commentary on recent precious metals and miner price ac…
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A bonus episode this week. On May 22, I moderated a panel organized by Vita Golod and the UNC Center for Slavic, Eurasian, and East European Studies. The focus was on the U.S.-Ukraine Mineral Security Partnership, and it features Ivan Us, Chief Consultant at the Center for Foreign Policy at the National Institute for Strategic Studies; Jim Mullinax…
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This week on Sinica, I chat with Eva Dou, technology reporter for the Washington Post, about her terrific new book about Huawei. From its prehistory to its fight for its life under tremendous U.S. pressure, she tells its story in a way that's both deeply engaging and very evenhanded. 04:53 – Meng Wanzhou’s case and its impact on media interest in H…
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"Oyster reefs do this really special thing; they become a refuge for finfish species, for crabs, for all types of really important species and so it's really critical for all of those species to interact together and oyster reefs make that habitat." New York’s Billion Oyster Project is one of the most exciting urban rewilding projects ever. In this…
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Joe Mazumdar of Exploration Insights offers pro insights on several mining stocks and recent sector transactions. He also discusses his junior mining stock exit strategy, how mine financiers approach new mine builds, U.S. minerals policy and his recent Peru site tour.Joe Mazumdar is editor and analyst at Exploration Insights. Joe has an extensive, …
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Analyst Lynette Zang foresees hyperinflation and a mad rush in tangible assets and precious metals. The currencies of the world will be reset to deal with excessive sovereign debt. This will eventually lead to gold being priced at $40,000 per ounce. Her message is to prepare now for the challenging times ahead.Lynette Zang is an economist that has …
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Ivan Bebek, Chair and CEO, commented, “As we deepen our understanding of the Sombrero system, our confidence in the size and potential of the broader district continues to grow. These early drill results confirm our belief that we are only beginning to unlock the value of this largely underexplored, yet highly promising, land package. Although our …
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The Sinica Network proudly presents a new podcast: China Talking Points, featuring Kaiser Kuo (host of the Sinica Podcast), Eric Olander (host of the China-Global South Podcast and China In Africa Podcast) and Andrew Polk, co-founder of Trivium China and host of its podcast. We'll be joined regularly by Lizzi Lee, Fellow on Chinese Economy at the A…
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I had scheduled a show to record while I was in Providence last week, but it fell through and had to be rescheduled, so please give this talk I delivered at Carnegie Mellon last month a listen! Hope you enjoy. Kaiser See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.…
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This week on Sinica, I chat with veteran Wall Street Journal reporter Bob Davis, who has covered the U.S.-China relationship for decades. He recently published a new book called Broken Engagement, which consists of interviews with U.S. policymakers who were instrumental in shaping American policy toward China from the George H.W. Bush administratio…
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Rick Rule reveals how artificial intelligence will make the best mining investors even better. Less than 10% of investors, he thinks, will skillfully use A.I. to maximize returns. Rick sees A.I. widening the gap between the “best” and the “rest” of mining investors. He believes A.I. will end up making the junior mining market more inefficient, rath…
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“You’re going to invest in a fund but this fund is going to own peatlands, sphagnum moss, re-wiggled rivers. It's going to restore farmland, it's going to own oyster reefs.” How are we going to find the funding needed to restore nature at scale? Protecting communities and infrastructure from flooding, and drought, by rewilding river systems may hol…
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