Sprott Radio
Host Ed Coyne interviews Sprott professionals and industry experts to understand today's investing landscape for precious metals and critical materials.
Sign of the Times
With on-campus advocacy and national TV exposure, two seniors studying nuclear engineering are leading the charge for nuclear energy. Veronica and Gabriel join Ed Coyne to share their inspiring story.
Beware The Dunkelflaute
Yes, our guest Professor Jan Emblemsvåg will explain what a "dunkelflaute" is and why it matters. He’ll also share the results from his analysis of Germany’s "Die Energiewende" energy transition program and explain to us the compelling potential of using nuclear propulsion to power the world’s shipping fleet.
Meanwhile... Down at the Gold Souk
When you’ve been in the gold game for fifty years, you learn a thing or two. When thirty of those years have been spent in the gold markets of the Middle East and the Asian sub-continent, you truly have a global perspective on how people of all walks of life build and store their wealth. Jeff Rhodes joins Ed to share stories from his life in gold.
Silver Usage Today
Michael DiRienzo, President and CEO at the Silver Institute, joins host Ed Coyne for a timely update on silver’s evolving use in our modern economy. While still functioning as a monetary metal, Mike walks us through silver’s expanding industrial usage.
Power Grab
Host Ed Coyne is joined by data center analyst Alan Howard for a deep dive on how the digital economy and AI are driving demand for new, clean, baseload power.
Sprott Debates #2 - David Rosenberg & Don Luskin
Will the Fed continue to cut? Is there still a possibility of a recession? What’s the trajectory for gold? To tackle these timely questions David Rosenberg and Don Luskin join Ed Coyne and John Hathaway for round two of our Sprott Debate series.
Coal To Nuclear and Other Good Stories
Coal to nuclear (C2N) is one of the more interesting energy transition stories. The sites exist, the local communities are receptive and much of the infrastructure is in already place. It’s the kind of good story that needs to be told and Science Communicator Zion Lights is just the person to do it. She joins Ed Coyne for an enlightening conversation about how we can achieve a high-energy, low carbon future.
Plugged In and Grounded
It’s back-to-school time, and we could not think of a better guest than Arjun Murti. With over 30 years on Wall Street covering the global energy sector, Murti could write a textbook on the topic, and joins host Ed Coyne for a far-ranging conversation on global energy and how energy security shapes our lives.
Not Waiting For The Grid
As demand for clean power for data centers continues to grow, the issue of proximity to power has also become a key theme. Brian Gitt from Oklo joins Sprott Radio to walk us through how clean, safe nuclear power can be located where it’s needed in the future.
What Happens When Tech Tops Out?
Host Ed Coyne is joined by Fred Hickey and John Hathaway for a timely discussion on the markets, Fed policy and the options for investors looking to rotate away from The Magnificent Seven.
*This podcast was recorded on June 25th 2024.
In Gold We Trust 2024
Friend of Sprott and gold guru Ronnie Stöferle joins host Ed Coyne to discuss the 2024 In Gold We Trust Report. With his typical blend of deep insights, humor, pragmatism and optimism, Ronnie comprehensively makes the case for gold right now.
The New Copper Story
Mining Analyst Stefan Ioannou joins host Ed Coyne for a timely update on the current supply-side dynamics of the copper industry. Spoiler alert – we need much more!
All of the Above Please
When it comes to the mix of energy options needed to handle rapidly growing global demand, many feel the best option is “all of the above”. Energy & Utilities Analyst for UBS's Chief Investment Office Jay Dobson joins host Ed Coyne for a top-down look at energy demand.
Wisdom from The Electric Grandma
Energy Expert Meredith Angwin joins Ed for a masterclass on something we all take for granted – the electricity grid. With common sense and good humor, Meredith explains duck curves, jackrabbit starts and what happens when millions of kettles in England are turned on at the same time. She also explains her key insight: what happens when grids fall prey to the fatal trifecta of overdependence on renewables, just-in-time natural gas, and imports from neighboring areas.
The Wisdom of Price & Volume
Who cares about the news? Not Carter Worth! For this veteran technical analyst, it’s all about the study of price and volume. Carter joins Ed Coyne for a fascinating discussion on the unique discipline of technical analysis.
How to Save a Nuclear Power Plant
Respect for the mothers! Heather Hoff joins host Ed Coyne to discuss her career at Diablo Canyon Power Plant and how her organization Mothers for Nuclear contributed to saving the facility.
In Situ
To successfully invest in mining companies, you need to get amongst it – something Sprott portfolio manager and economic geologist Justin Tolman has been doing for decades. He joins host Ed Coyne to discuss his travels, and the things he looks for when evaluating mining projects.
Sprott Debates #1 - Don Luskin & Luke Gromen
In a departure from our regular interviews, Sprott Senior Portfolio Manager John Hathaway is joined by Luke Gromen and Don Luskin for a lively debate on the economy.
Don't Forget About Silver!
As silver comes back into the spotlight, we’ve got the right person to give us a timely refresher. Sprott Senior Portfolio Manager Maria Smirnova joins Ed for an update on silver and its growth as an industrial metal.
Nickel - The Hidden Metal
Used in far more than just coins today, nickel is the hidden metal that’s everywhere in our modern world. To walk us through its fascinating story, Ed Coyne is joined by Gary Coates from The Nickel Institute.
All Eyes on Uranium Part 2
Per Jander from WMC is back for Part 2 of our All Eyes on Uranium series. Per and host Ed Coyne discuss the recent production guidance announcements from Kazatomprom and Cameco and the overarching issue of the structural supply deficit in uranium.
Let's Talk About Gold and Purchasing Power
Ed Coyne is joined by Ronnie Stöferle to discuss gold’s quiet ascent to new all-time highs and how it can contribute to maintaining purchasing power in today’s economy.
All Eyes on Uranium Part 1
Per Jander joins host Ed Coyne for the first of a series of podcasts covering all the latest developments in uranium. Part 2 will be recorded and released after the upcoming announcements from Kazatomprom and Cameco in early February.
The Best Kept Secret
Sprott Portfolio Manager John Hathaway shares his views on gold, gold equities and why it’s important to be a contrarian.
The Lowdown on Uranium Demand
Justin Huhn, founder of Uranium Insider, joins host Ed Coyne for a deep analysis of the uranium fuel supply chain and the challenges to satisfy expanding demand. "This year alone, demand is around 200 million pounds and supply is about 160 million pounds. That means we're about 40 million pounds short."
What Happens When All the Corporate Debt Rolls Over?
MacroMavens founder Stephanie Pomboy joins host Ed Coyne to talk about The Fed, macroeconomics and what happen when all the corporate debt rolls over.
Battery Materials Deep Dive
Daisy Jennings-Gray from Benchmark Mineral Intelligence joins host Ed Coyne for a deep dive into today’s battery metals markets.
Positioning for the Future
Host Ed Coyne is joined by Sprott CEO Whitney George for an in-depth discussion about the asset management industry and how Sprott is positioning for the future.
Take What You Can Get
With demand for nuclear fuel growing and supply facing challenges, the prevailing sentiment at the recent World Nuclear Symposium in London was “take what you can get.” Just back from the event, John Ciampaglia and Per Jander join host Ed Coyne to update us on the full story.
New Best Friends Platinum and Hydrogen
Host Ed Coyne is joined by Shree Kargutkar for a timely update on platinum, including its role in hydrogen fuel cell technology.
The Great American Nuclear Renaissance
With the introduction of the Inflation Reduction Act, U.S. policy makers have reset the landscape for nuclear energy. Ed is joined by Benton Arnett from the Nuclear Energy Institute to walk us through the details.
Where Will the Gigafactory Feedstock Come From?
Joe Lowry, aka Mr. Lithium, joins Ed Coyne to walk us through all things lithium, including where ”Elon's first principle's rhetoric falls off the side of the table”.
The Yin and Yang of Tech and Gold
With the Fed pausing on interest rates following its June 13-14 FOMC Meeting and technology stocks looking a tad crowded and pricey, it’s time to check in with our friend Fred Hickey. We tap Fred’s 45+ years of investing in tech and gold stocks to understand their counterbalancing relationship.
Uranium Update from Per's Cabin
Just back from the 49th annual World Nuclear Fuel Market 49th Annual Meeting, Per Jander joins Ed Coyne for an update on uranium markets. The theme was “Mind the Gap”, which is not a nod to the London Underground but rather the pressing need for increased uranium production as countries ramp up nuclear power capacity.
Showdown - In Gold We Trust 2023
The In Gold We Trust 2023 Report is out and it’s our great pleasure to welcome back its publisher, Ronnie Stöferle. This year’s report is titled Showdown, a term, as Ronnie explains, well suited to this moment in time.
Silver Can Do It!
Sprott Chief Investment Officer Maria Smirnova joins host Ed Coyne for a timely discussion on the many uses of silver in our modern economy. While silver supply is constrained, demand continues to increase, given silver’s critical role in the global energy transition. In 2022, for example, silver demand for solar panel production hit record levels.
Hello Copper!
Host Ed Coyne and Nick Pickens from Wood Mackenzie discuss the bullish outlook for copper in 2023. Copper is key to electrical power generation and transmission, and sits at the center of the energy trilemma: the challenge of balancing cost, sustainability and security of supply.
Everything Everywhere All At Once
John Hathaway, CFA, shares his bullish outlook on gold and gold mining stocks, in the wake of recent bank failures and the Fed’s interest rate tightrope walk. “For open-minded investors, the good news is the train has yet to leave the station, and it’s not a high-risk decision to allocate to gold.”
Phone A Friend - How Uranium is Bought and Sold
Treva Klingbiel of TradeTech and Per Jander at WMC Energy join Sprott's Ed Coyne to discuss the inner workings of uranium pricing and contracts, the future of nuclear energy generation capacity and the development of SMRs.
Kabuki Dance of the Black Swans
Ed Coyne talks with Sprott’s John Hathaway about gold, the Fed’s next moves, the U.S. dollar, the debt ceiling and a flock of black swans.
2023 Outlook - Gold, Silver, Uranium, Copper, Lithium, Gold Miners and Beachballs
Following up on his recent 2023 Top 10 Watch List, Market Strategist Paul Wong joins host Ed Coyne to discuss key themes for the coming year. Topics include gold, silver, uranium, copper, lithium and gold miner equities, but which one may be ready to break free like a beach ball held underwater?
2023 Uranium Outlook: Is Nuclear Power Out of the Penalty Box?
Per Jander of WMC Energy and John Ciampaglia, CEO of Sprott Asset Management, talk with Sprott’s Ed Coyne about what may be ahead for uranium in 2023, the resurgence in nuclear power interest as energy security concerns become top of mind, and what’s happening in uranium conversion and enrichment.
November 2022 Uranium Update
Just back from the NEI's International Uranium Fuel Seminar in Las Vegas, Per Jander tackles the latest uranium market news with Ed Coyne and John Ciampaglia. The trio covers uranium spot price action, the doubling of Cameco's YoY uranium production targets and the increased flow of new nuclear reactor announcements from governments worldwide.
Fall Uranium Update
John Ciampaglia and Per Jander join Ed Coyne for this timely update on physical uranium and uranium stocks. Uranium markets have been abuzz in 2022 and are benefitting from positive sentiment among investors, despite the very difficult macroeconomic backdrop. Global governments are increasingly looking to uranium and nuclear power to help meet ambitious decarbonization goals, as the world transitions away from fossil fuels.
In Gold We Trust 2022
Host Ed Coyne is joined by Ronnie Stoeferle from Incrementum, to discuss the 2022 In Gold We Trust report. Topics include gold’s recent performance, inflation, Fed policy and how gold differs from commodities in general.
Uncovering the World of Uranium
Host Ed Coyne is joined by Tim Rotolo, co-creator of the North Shore Global Uranium Mining Index (URNMX), to discuss the current dynamics of the uranium mining sector and how the Index is constructed to provide exposure to the key components of the uranium mining industry.
Macro Gold Roundtable
The Fed’s recent rate hike provides the backdrop for an insightful conversation with market veterans John Hathaway and Fred Hickey. They discuss Fed policy, inflation, investor sentiment and other supportive factors that have created an interesting setup for gold bullion and gold miners.
Uranium Update
Host Ed Coyne is joined by Per Jander from WMC Energy for a lively discussion on nuclear energy and how the uranium market has evolved since the launch of the Sprott Physical Uranium Trust. Ed and Per breakdown how environmental and geopolitical concerns, increased energy demand and energy security are all impacting the shift in sentiment towards nuclear energy.
The Value of Gold Equities
Welcome to Season 2, Episode #1 of Sprott Gold Talk Radio. Join Ed Coyne and Senior Portfolio Manager Doug Groh for a deep dive on gold mining stocks. Coyne and Groh explore the tremendous opportunity gold equities offer and uncover their potential to bring value to a diversified investment portfolio.
Top 10 Memorable Moments From Season 1
We are officially in “Year in Review” mode on Sprott Gold Talk Radio. To commemorate our first season, we count down the best moments and insights from our great list of guests.
Silver is Everywhere
Host Ed Coyne is joined by Michael DiRienzo from The Silver Institute for a broad-ranging discussion on silver in our modern economy. The white metal’s unique status as both a store of value and an industrial metal has always made it a compelling investment, and with its new applications in advanced technologies, the story is even more fascinating.
Fall Precious Metals Update
Sprott Market Strategist Paul Wong joins host Ed Coyne for a timely update on gold and gold miners. They focus on gold's wild ride in 2021 and analyze the impact of the Fed's monetary policy. Paul provides fascinating insights into the state of the precious metals complex.
The 50th Anniversary of the Nixon Shock
On August 15, 1971, President Richard Nixon suspended the convertibility of the U.S. dollar into gold. This effectively ended the Bretton Woods Agreement, which had been put in place in the mid-1940s to stabilize the post-WWII economy. Jim Grant, founder and editor of Grant’s Interest Rate Observer, joins host Ed Coyne to look back at this significant event in monetary history. In this lively conversation, Jim and Ed dig into Nixon’s motivations and explore where we are today, 50 years into the fiat currency era.
Opportunities in Uranium
Sprott's Ed Coyne and John Ciampaglia join Per Jander of WMC Energy to discuss the promising investment case for uranium and the launch of Sprott Physical Uranium Trust (TSX: U.UN). The Trust invests and holds substantially all of its assets in uranium in the form of U3O8 or "yellowcake," which is created in the first stages of its lifecycle from mined ore to spent fuel.
In Gold We Trust
Ronnie Stoeferle, a founding partner of Incrementum AG, joins host Ed Coyne for a lively discussion on gold, silver and gold miners. The conversation focuses on Monetary Climate Change, the title theme of the latest In Gold We Trust report. The theme describes the multi-layered paradigm shift triggered by the COVID pandemic and the policy responses that ensued. Incrementum’s analysis suggests that profound changes in fiscal and monetary policy will have tangible consequences for the investing landscape.
Platinum and Palladium Explained
Host Ed Coyne is joined by Portfolio Manager Shree Kargutkar for an update on the PGM group metals: platinum and palladium. Topics include supply-demand dynamics, geopolitical challenges for miners and platinum's role in fuel cell electric vehicles (FCEVs).
The Value of Silver
Senior Portfolio Manager Maria Smirnova joins host Ed Coyne for a comprehensive analysis of all things silver. With its dual qualities of being a monetary metal and an industrial metal, silver occupies a unique position in the investing landscape. Maria and Ed examine how silver fits into a world of unprecedented government debt on one hand and increasing industrial usage on the other. Maria provides insights on the supply-side dynamics of silver, the current state of the gold/silver ratio, and the inherent complexity of evaluating mining stocks.
Investing in Today's Gold Equities Market
“If you wear your hat as a value investor or as a contrarian, you have to be interested in gold stocks.” - John Hathaway
John Hathaway, Senior Portfolio Manager, joins host Ed Coyne for an informative discussion on gold equities. They cover the effects of interest rates on gold, how gold miners are performing in today’s climate, the key differences between gold mining equities and the S&P 500 Index and Sprott Gold Team’s process for evaluating gold stocks.
Gold The Original Alternative Asset
For the first episode of our new podcast Sprott's Ed Coyne discusses how gold can function as a non-correlated alternative asset within an investment portfolio.
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