Join us for an in-depth look at the forces driving volatility in metal markets. We'll examine recent price swings and explore the macroeconomic and geopolitical factors at play.
Fri, February 6, 2026 at 1:00 PMendedReplay
Investor webinar replay
Meeting Overview The meeting focused on the recent volatility in the precious metals market, discussing the factors contributing to the rapid price changes and the potential future outlook. Panelists shared insights on market sentiment, investor behavior, and the implications of economic policies on precious metals. Key Discussion Points - Recent record highs in gold and silver prices followed by sharp corrections. - Market sentiment at the Vancouver Resource Investment Conference indicating a cautious outlook. - The impact of short-term investors and leveraged trading on market volatility. - Discussion on the psychological behavior of retail investors during price fluctuations. - The potential influence of Kevin Warsh's nomination as Federal Reserve Chair on interest rates and precious metals. - Long-term trends in the precious metals market versus short-term speculative movements. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor t...
Anthony Moreau, CEO and Director of American Eagle Gold, also serves as a Director of QC Copper & Gold, Orecap Invest, and Mistango River Resources. Formerly with IAMGOLD, where he held various roles, including in Business Development and Innovation. Anthony is also the leader of the Young Mining Professionals Toronto. He also co-founded the YMP Scholarship Fund, which has raised over $1.25 million since its inception seven years ago. Tony is a Queen’s School of Business graduate and a Chartered Financial Analyst (CFA).
John Sclodnick has worked in equity research for over a decade, most recently leading the mining equity research team at Desjardins Capital Markets since 2021. He has covered primarily precious metals companies, with a range of development stages from exploration to large cap producers. Over that time, he has developed strong relationships with institutional investors and mining industry professionals. Mr. Sclodnick holds a B.A. in Economics and Philosophy from Dalhousie University, and an M.B.A. from the Schulich School of Business where he graduated from the Global Mining Management program.
David has over a decade of experience in corporate finance and capital markets with a focus on the natural resource sector. As an executive with the PowerOne Group he has developed a depth of knowledge in representing, advising, and assisting emerging companies in accessing capital, advising on mergers and acquisitions and managing their businesses. David is a Chartered Professional Accountant and has also served in a variety of executive roles and director positions to a wide array of private and public enterprises.
Kit Marrs is the Co-Founder, CEO, and President of Alaska Silver, (formerly Western Alaska Copper & Gold). He has more than 25 years experience in mineral exploration and development, property evaluation, and project financing in Alaska and Mexico. Mr. Marrs has worked for major mining companies and consulting firms including Anaconda Minerals Company (Anaconda), Kennecott/Bear Creek Mining, Watts Griffis & McQuat, and Penoles, SA de CV. In 1981, he was the project geologist for the Illinois Creek/Round Top Project for Anaconda and directed the exploration program. He has extensive experience in financing, permitting, and implementing real estate development projects and joint venture developments with values of $10-30 million USD. His combined experience in both geologic exploration and development in Alaska, and real estate project financing, permitting and development gives Mr. Marrs a unique set of skills to lead this company. He holds Bachelor of Science and Master of Science degrees in Economic Geology from the University of Arizona, and served from 2005-2021 on the Advisory Board for the University of Arizona’s Department of Geosciences.
Replay transcript excerpt
Speaker 1: Hello everyone and thank you so much for joining us today. We're here to discuss the recent turbulence in the precious metals market and what a turbulent ride it's been. Speaker 1: With record highs quickly followed by historic drops. To talk about it I'm pleased to be joined by Anthony Moreau from American Eagle Gold, Speaker 1: John Schladnick from Nevada King, David D'Onofrio from White Gold Corp, and Kit Mars from Alaska Silver. Speaker 2: Before we dive in, a couple of quick housekeeping notes. Speaker 1: Today's event is being recorded and will be available for viewing shortly after we conclude. Speaker 1: And since we're live, please feel free to submit your questions in the chat. We'll do our best to address them, time permitting. Speaker 1: Now let's get right into it. Precious metals experienced a dramatic surge to record highs last month, followed by a sharp correction and liquidity shocks that spilled into broader markets. Speaker 1: So my 1st question to the panel is this. What do you identify as the main triggers for this turbulence and how long might we expect the volatility to persist? Speaker 3: Well, I mean, maybe I can just jump in at being at the Vancouver Resource Investment Conference Speaker 3: last week. Speaker 3: Yeah, probably some other panelists may have been there, but the general kind of feeling and sentiment was that, you know, it feels like a bit of Speaker 3: a tinderbox. And I think people were like, this is wonderful having gold at 5, 500 Speaker 3: and silver at, you know, I think it got up to 117 Speaker 3: bucks. And it was like, this can't really just persist on this trajectory. Like it hit that hockey stick inflection point. Speaker 3: So I think there was a bit of bracing for the pullback. But the other side was li...
