Episode Details

Recorded on March 30 2026 Jeff Phillips joins Andy Millette to break down the recent gold and junior mining correction, why he still sees a larger bullish setup in commodities, and why many junior resource stocks still have not reflected stronger metal prices. He explains how he separates the big-picture gold and commodity thesis from the much riskier junior resource equity market, why parabolic moves force disciplined investors to sell into strength, and why most companies in the space still fail his standards. Jeff also lays out the narrow lane he stays in as an investor, focusing on people, share…