Replay available
Watch the first panel discussion from the Deutsche Goldmesse Spring 2024 on May 3-4.
Host & CEO at Mining Stock Daily
Trevor Hall is the President of Clear Creek Digital, an investor relations consultancy working with junior mining and mineral exploration companies throughout the world. The agency in social media management, grassroots investor outreach, and new media prod...
Host & Founder at The Hedgeless Horseman
Writer & Founder at Pete Panda
"My first mining share was ‘Tenke‘ back in 2004, a giant copper-cobalt story in DR Congo. I’ve never lost the fever. In 2011, I sneaked into a Casey Research event during a college trip over in Vancouver. Meeting Rick Rule and Brent Cook for the first time ...
Team at 6ix Inc
Watch the replay and follow the connected company analysis, news, and investor updates for Mining Stock Daily, The Hedgeless Horseman, Pete Panda.
WEBVTT NOTE Transcription provided by Deepgram Request Id: 4511118d-f718-41fd-9bfb-5131a64b834e Created: 2024-05-22T15:38:08.875Z Duration: 1924.08 Channels: 1 00:00:10.080 -- 00:00:12.940 All right, everybody. Thank you so much. I 00:00:12.940 -- 00:00:15.460 hope everybody enjoyed their coffee break. 00:00:16.560 -- 00:00:18.619 When Kai reached out to me, 00:00:19.020 -- 00:00:20.500 which he does about twice a year, he's 00:00:20.500 -- 00:00:22.119 like, well, do you want to host another 00:00:22.119 -- 00:00:24.060 panel for Deutsche Goldmesse? 00:00:24.720 -- 00:00:25.779 Obviously, always 00:00:26.200 -- 00:00:27.980 happy to say yes. He's like, well, what 00:00:27.980 -- 00:00:29.140 do you want to talk about? And I 00:00:29.140 -- 00:00:31.520 said, Kai, you know, Something that's really been 00:00:32.080 -- 00:00:33.960 on the forefront of my mind is when 00:00:33.960 -- 00:00:37.120 we talk about cycles in the commodity space, 00:00:37.120 -- 00:00:38.600 we talk about it on the back of 00:00:38.600 -- 00:00:39.100 infrastructure. 00:00:40.200 -- 00:00:42.480 And it seems like for many decades, we've 00:00:42.480 -- 00:00:44.780 talked about the build out of infrastructure 00:00:45.560 -- 00:00:47.160 on the backs of Chinese 00:00:47.560 -- 00:00:48.060 stimulus. 00:00:49.200 -- 00:00:51.480 We know that the West is in dire 00:00:51.480 -- 00:00:53.460 need of a lot of infrastructure 00:00:53.780 -- 00:00:55.440 improvements and build outs. 00:00:56.239 -- 00:00:58.180 But what's really been on top of my 00:00:58.180 -- 00:01:01.260 mind lately has been digital infrastructure. And I 00:01:01.260 -- 00:01:03.580 think this is a topic that is 00:01:05.080 -- 00:01:05.900 maybe overlooked 00:01:06.340 -- 00:01:07.160 and somewhat 00:01:07.540 -- 00:01:10.160...