Show notes
In this week’s long-form episode of Mining Stock Daily, Trevor Hall is joined by Jared Dillian of The Daily Dirtnap and Chris Berry of House Mountain Partners and The Power Current.
Jared discusses his new book, The Awesome Portfolio, and why he believes investors are taking far too much risk by concentrating their wealth in equities. He lays out his approach to building a lower-volatility portfolio across stocks, bonds, gold, real estate and cash—and explains why he believes gold deserves a 20% allocation. Jared also weighs in on the recent move in gold, the outlook for interest rates and bonds, AI-driven capital spending, and what could surprise markets this fall.
In the second half, Chris Berry joins Trevor to break down the billions of dollars in new U.S. government support for critical minerals following a White House mining roundtable. They discuss where the capital is going, the growing role of government equity and conditional loans, whether Wall Street will follow Washington into mining, and why midstream processing remains one of the biggest missing pieces of the Western critical-minerals strategy. They also examine price floors, vertical integration, investment in U.S. mining schools, and whether today's critical-minerals policies can survive a change in political leadership.
Pre-order Jared Dillian’s new book, The Awesome Portfolio:
https://www.amazon.com/Awesome-Portfolio-stress-free-approach-investing/dp/1804094099
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