Session Details

Join us to hear top newsletter writers and other professionals who inform investment decisions in the mining industry talk about up and coming companies with investment potential, offer up their opinions on what kind of ride we can expect from the markets this year, and suggest how we can think about investment in the resource sector as part of our overall investment portfolio.
10:30 a.m. - 10:35 a.m.
Opening Remarks
10:35 a.m. - 10:55 a.m.
The case for silver miners
Presenter(s): Peter Krauth, Silver Stock Investor
10:55 a.m. - 11:15 a.m.
Beaver Creek Accord
Presenter(s): Garrett Goggin, Golden Portfolio
11:15 a.m. - 11:35 a.m.
What am I buying? Alpha or beta?
Presenter(s): Nicole Adshead-Bell, Cupel Advisory Corp.
11:35 a.m. - 12:20 p.m.
Panel: Navigating a bull market (finally!)
Presenter(s): Robert Cohen, Scotia Global Asset Management , Matthew Geiger, MJG Capital Fund, LP , Willem Middelkoop, Commodity Discovery Fund , Nawojka Wachowiak, Ninepoint
12:20 p.m. - 12:40 p.m.
Unceded territory in British Columbia: From consult to consent to veto
Presenter(s): Joe Mazumdar, Exploration Insights
12:40 p.m. - 1 p.m.
Discipline decides who keeps the gains
Presenter(s): Brian Leni, Junior Stock Review
1 p.m. - 1:20 p.m.
Follow the money: Picking winners in a flood of cash
Presenter(s): Kai Hoffmann, Soar Financial Group
1:20 p.m. - 1:40 p.m.
The illusion of diversification: A 25-year-old gold bug’s take
Presenter(s): Ted Butler, Silver Advisor
1:40 p.m. - 2 p.m.
What's my favorite commodity in 2026?
Presenter(s): Chen Lin, Lin Asset Management
2 p.m. - 2:20 p.m.
Metals vs metal stocks during a bull run
Presenter(s): Robert Kientz, Libertarian Media
2:20 p.m. - 2:40 p.m.
Why high gold prices can still bankrupt your portfolio
Presenter(s): Trevor Hall, Clear Commodity Network
2:40 p.m. - 3 p.m.
An inflection point for commodities
Presenter(s): Otavio Costa, Azuria Capital
3 p.m. - 3:20 p.m.
The debasement trade vs. critical minerals
Presenter(s): Lobo Tiggre, The Independent Speculator
3:20 p.m. - 3:40 p.m.
The silver squeeze
Presenter(s): Willem Middelkoop, Commodity Discovery Fund
3:40 p.m. - 4 p.m.
Junior mining investing: A rational approach in an uncertain market
Presenter(s): Erik Wetterling, The Hedgeless Horseman
4 p.m. - 4:15 p.m.
How proven DLE tech can unlock lithium at scale
Presenter(s): Kal Kotecha, Junior Gold Report , Bill McClain, LibertyStream
4:15 p.m. - 4:40 p.m.
Panel: Learn why this bull market is different
Presenter(s): Adrian Day, Adrian Day Asset Management , Brien Lundin, Gold Newsletter
4:40 p.m. - 5:05 p.m.
Rick Rule’s portfolio additions for 2026
Presenter(s): Rick Rule, Rule Investment Media
Schedule at a Glance
Date
Sunday, March 1
Time
10:30 a.m. - 5:05 p.m.
Location
Investment Hub theatre
Chair(s)
Moderator(s)
Back to Investment Leaders Forum