Ed Coyne joins Jimmy Connor of Bloor Street Capital to discuss the gold and silver bull market, driven by renewed institutional demand. He also points to rising interest in uranium and copper as key beneficiaries of global energy demand and long-term infrastructure growth.

Host Ed Coyne speaks to Sprott CEO Whitney George and Senior Portfolio Manager Justin Tolman about the firm's strong performance in 2025, highlighting significant gains across gold, silver, copper and related strategies, driven by resource nationalization and supply disruptions. Looking ahead to 2026, they anticipate continued opportunities, increased investor interest and ongoing M&A activity as the mining and metals space gains broader recognition.

Sprott Portfolio Managers John Hathaway and Justin Tolman break down the powerful forces driving this year's gold and precious metals rally. They provide insights on market catalysts, mining equity valuations and explore how today’s environment compares to prior positive cycles. Learn more about how Sprott's deep technical expertise and on-the-ground diligence enhance its investment approach in the metals and mining space.

John Hathaway of Sprott highlights gold’s resilience, citing U.S. fiscal imbalances, Federal Reserve pressures, geopolitical risks and central bank de-dollarization as key drivers of support. He warns that extreme equity market concentration and leverage could spark a downturn, triggering stronger flows into gold and gold miners, which remain under-owned despite strong earnings.

Ed Coyne, Senior Managing Partner at Sprott, discusses the outlook for gold, silver, copper and other real assets amid economic uncertainty, geopolitical conflict and the potential for persistent inflation. He joins Jodie Gunzberg, CFA®, Managing Partner at InFi Strategies and Don Marleau, CFA®, Metals & Mining Managing Director at S&P Global Ratings.

Sprott is a global leader in precious metals and critical materials investments, with over $40 billion AUM and more than four decades of expertise. We offer investors diverse solutions across physical trusts, ETFs, mining equities and private lending.

Gold and silver can serve as core physical allocations, with gold standing out as a proven portfolio diversifier. For investors seeking potential upside, mining equities offer opportunistic potential beyond the stability of the physical markets.

James Connor of Bloor Street Capital speaks with Maria Smirnova, Sprott CIO, about the firm’s approach to gold and silver miner selection. Smirnova remains bullish on silver, citing a deep supply deficit and its essential role in electrification, despite prices lagging gold due to weak central bank demand and stagnant supply.

Silver remains significantly undervalued despite strong fundamentals, including rising industrial demand and consistent annual supply deficits. Although gold has surged to new highs, silver’s price has lagged, influenced by its hybrid role as both a monetary and industrial metal amid global economic uncertainty.

In this episode of Shifting Energy (Season 2), Steve Schoffstall, Director, ETF Product Management and John Kinnane, Director, Key Accounts at Sprott Asset Management, chat about how investors are navigating bumpy markets and global trade wars with assets like gold and silver.

Sprott’s Steve Schoffstall introduces GBUG, an actively managed ETF focused on gold and silver miners, using a team with deep industry expertise to identify investments. With a long-term, value-driven approach, it aims to provide exposure to precious metals while navigating market shifts.

Are tariffs set to disrupt gold, silver and uranium markets? Find out how potential trade barriers could impact prices and create arbitrage opportunities. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews John Ciampaglia, CEO of Sprott Asset Management, at the 2025 BMO Global Metals, Mining & Critical Minerals Conference.

Discover the unique advantages of Sprott Silver Miners & Physical Silver ETF (SLVR), a new ETF offering exposure to both silver miners and physical silver. With rising industrial demand and a tightening supply, SLVR provides investors with a strategic opportunity to benefit from silver’s dual role as a precious and industrial metal.

Sprott CIO Maria Smirnova and Rick Rule discuss key drivers for gold and silver in 2025. They emphasize central bank buying, Eastern demand and the erosion of purchasing power as major factors for gold. For silver, industrial demand, particularly from solar and EVs, is crucial.