Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction
2:03 Kevin Smith Macro
14:19 Tavi Costa Macro
48:03 Quinton Hennigh Introduction
51:52 Snowline Gold Update
1:03:28 Sitka Gold Update
1:12:50 Rackla Metals Update
1:20:28 Kingfisher Metals Update
1:27:18 Talon Metals Corp
1:35:51 Eloro Resources Update
1:37:56 Yukon Metals Update
1:42:42 Eskay Mining Update
... We apologize, the video cut off prior to the end of Quinton’s comments and closing statements. We will post the remainder as a second video. Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction2:57 Kevin Smith Macro25:39 Tavi Costa Macro57:41 Quinton Hennigh Updates "What I Did On My Summer Vacation" 1:44:47 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
In this week’s market call, we break down major macro and metals trends shaping 2025. Charts highlight the shifting landscape of foreign holdings of U.S. financial assets, the divergence in capex between the new and old economy, and gold’s breakout as a top-performing asset year-to-date. We also cover the energy sector’s historically low weighting in the S&P 500 and a compelling cup-and-handle formation in silver. Dr. Quinton Hennigh joins with exploration updates across all major mining names, including the latest drill results and discovery progress.
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction
2:02 Kevin Smith Macro
13:35 Tavi Costa Macro
47:34 Quinton Hennigh Introduction
48:00 Novo Resources Update
56:59 Westward Gold Update
1:11:13 Goliath Resources Update
1:13:59 Hannan Metals Update
1:20:27 Snowline Gold Update
1:22:27 Sitka Gold Update
1:28:07 Tectonic Metals Update
1:32:40 Conclusion
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Description to add when scheduling:Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/