Episode Details

In this episode, Steve Yang sits down with Joe Mazumdar, editor of Exploration Insights, a geologist and widely followed analyst who helps serious investors “turn rock into money.” Joe explains why the direction of U.S. real rates — not just their level — pulls gold up or down, how central-bank diversification underpins the metal, why that demand doesn’t automatically flow into equities, and what it means for producers, royalty companies, and juniors. He also shares on-the-ground sentiment from conferences and site visits, plus where he’s looking in silver, copper, rare earths, and more. Key Topics: Rate direction vs gold ·…