Investing, Markets & Money

In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we welcome back Bruce MacLachlan, President of Bold Ventures, to discuss the company's latest exploration successes across its Canadian mining projects.

We explore the recent visible gold discovery at the Traxxin Gold Project, where high-grade drilling results have increased confidence in the project's exploration potential. Bruce explains why the latest findings could significantly expand the known gold mineralisation and what investors should watch for as follow-up drilling gets underway.

The conversation also covers Bold Ventures' unexpected rare earth elements discovery at the Burchell Project. With encouraging indications of heavy rare earth mineralisation, alongside existing gold, copper and zinc targets, the project is developing into an exciting critical minerals opportunity at a time when demand for strategic resources continues to rise.

We also discuss:

- The latest developments at the Joutel and Willcorp projects
- Bold Ventures' new OTC listing (BVLDF) for US investors
- The outlook for exploration across Ontario and Québec
- Why critical minerals and gold remain key themes for investors

If you're interested in gold stocks, rare earth elements, critical minerals, Canadian mining stocks and junior mining companies, this episode provides valuable insight into one of Canada's most active explorers.

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https://www.thearmchairtrader.com

01:11 Big discovery for Bold Ventures
04:14 Planning the next phase of exploration
06:30 Exciting rare earth discovery
11:19 Burchell project strategy
12:34 Joutel project update
14:56 Bold's OTC listing in the US
15:55 Results from Wilcorp project

Falco Resources CEO Luc Lessard joins Stuart on this episode of the Investing, Markets & Money podcast to break down the Horne Five project in Quebec - a large-scale, multi-metal deposit the market has yet to fully price in. With an updated feasibility study just released, a 28% IRR, and industry-leading production costs, Luc explains why this could be one of the most overlooked gold stories in Canada.

Stay tuned to learn about:
✔️Why the market hasn't priced in the project yet, despite sub-$800/oz production costs (vs. ~$1,400/oz industry average)
✔️Why Horne Five could make Falco a takeover target for a major producer within the next 4–5 years
✔️The updated feasibility study numbers: $3.4B NPV, 28% IRR, built on a $3,600/oz gold price

You can find out more about Falco Resources here - https://www.falcores.com/en/
You can sign up to The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/newsletter/

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01:26 Falco Resources Horne Five project
03:20 Quebec regulatory process
05:07 Latest feasibility study
07:04 The scale of the Horne Five project
07:45 Falco Resources share price
09:37 Financing the project
10:48 How does Horne Five stack up against other projects?
13:54 Project infrastructure
15:26 Why is Horne Five attractive?
19:03 What next for Falco Resources?

Welcome to the Investing Money and Markets podcast, brought to you by the Armchair Trader. This week, we're looking at space investments.

Join host Stuart Fieldhouse as he chats with Elvira Kuramshina, Associate Director, Quantitative Research at WisdomTree Europe.

Stay tuned for information to find out:

✔️ Where space stands from a geopolitical lens
✔️What investing experts have to say about SpaceX
✔️How space stocks are likely to impact the global economy in the future

And lots more.

You can find out more about WisdomTree here - https://www.wisdomtree.eu/
Sign up for The Armchair Trader's free investing newsletter here - https://www.thearmchairtrader.com/newsletter/

In this eposode we're diving into Bitcoin and gold – exploring whether Bitcoin is really a new alternative to gold or something different altogether.

Join host Stuart Fieldhouse as he chats with Dovile Silenskyte, Director, Digital Assets Research at WisdomTree, uncovering why long-term holding beats market timing, how Bitcoin's volatility is changing, and what the future holds for these two macro assets in your portfolio.

Stay tuned for information to find out:

✔️Whether Bitcoin is still considered to be a volatile asset.
✔️Who's buying Bitcoin now and why.
✔️Whether Bitcoin will be a competitor to gold in the future.
✔️How current events are impacting the Bitcoin market.

And lots more.

You can find more information on WisdomTree's crypto ETFs here - https://www.wisdomtree.eu/en-gb

Sign up for The Armchair Trader free newsletter here - https://www.thearmchairtrader.com/new...

Chapters
01:20 Should you buy and hold bitcoin?
03:57 Are institutions buying bitcoin?
05:13 How does Bitcoin behave versus traditional assets?
07:00 Bitcoin versus Gold
11:24 Bitcoin exposure through ETFs
14:40 Stablecoins
15:15 Is Bitcoin going to replace fiat currency?
16:20 Bitcoin regulation

Is biotech finally back? In this episode, Stuart sits down with Ailsa Craig, co-manager of the International Biotechnology Trust from Schroders, a £1bn+ closed-ended fund with a 4% dividend yield and 30+ years of history, to break down everything self-directed investors need to know about the biotech sector right now.

They cover:
✅ Why biotech has been in a prolonged bear market (and why that's changing)
✅ The M&A wave sweeping the sector — and how IBT is benefiting
✅ FDA uncertainty under the new US administration
✅ AI's real (and realistic) impact on drug development timelines
✅ The pancreatic cancer breakthrough that could be approved within months
✅ Where the best risk-adjusted opportunities are in biotech today
✅ What could be the "next game-changing" moment for the sector?

Whether you're new to biotech investing or a seasoned investor looking for smarter sector exposure, this episode gives you a fund manager's inside view on one of the most complex - and rewarding - corners of the market.

🔔 Subscribe for more investing insights every week
👍 Like if you found this useful
💬 Drop your biotech related questions and comments below

LINKS & RESOURCES:
🔗 International Biotechnology Trust: https://www.schroders.com/en-gb/uk/individual/funds-and-strategies/investment-trusts/international-biotechnology-trust/
🎙️ The Armchair Trader: https://www.thearmchairtrader.com

DISCLAIMER: This podcast is for informational and educational purposes only
and does not constitute financial advice. Always do your own research before
making investment decisions.

00:00 Introduction & welcome to Ailsa Craig
00:40 What is the International Biotechnology Trust?
02:28 How biotech boomed - and crashed - after COVID
05:35 Why the FDA matters so much to biotech investors
06:42 Innovation, ageing populations & unmet medical need
08:05 AI in drug development: hype vs. reality
10:06 Biotech strategies for investors
12:04 The "Biotech 2.0" opportunity: de-risked, commercial-stage companies
13:55 A wave of M&A activity this year
16:10 The pancreatic cancer breakthrough changing everything
18:55 What could be biotech's next game-changing moment?