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Join Lyndsay Malchuk on Market Frontlines, on location at the Vancouver Mining Event, for a conversation with Todd Stone, President and CEO of the Association for Mineral Exploration (AME). Todd has just returned from Prime Minister Mark Carney's first Canada Investment Summit in Toronto, where global investors managing more than $100 trillion in assets discussed putting capital to work in Canada. His biggest takeaway: ambition is now converting into action. He points to the Productivity Mega Deduction, announced right at the summit, and Bell's $52.5 billion investment in Saskatchewan as concrete examples, with nearly $500 billion in investment commitments announced by the Prime Minister at the close. Todd shares what investors said behind closed doors: they want certainty, respected timelines and rules that do not change midway through a project, and they are starting to see tangible improvements in regulatory and permitting processes. He describes a Prime Minister who does not mince his words and a summit where partisan politics were checked at the door. Todd also explains why just under 40% of the projects in the government's proposal book were mineral or mining projects, with the largest share in British Columbia, and what AME is now pushing the BC government to deliver on permitting timelines, land use planning and stable rules, amid talk of a provincial election and DRIPA. Essential viewing for investors interested in Canadian mining, mineral exploration and the investment climate in British Columbia.

Mining in Canada is no longer just a sector conversation. It is now about economic sovereignty, resource security, supply chains, and whether Canada can act on its critical minerals ambition before the window closes. In this episode of Markets & Leaders, host Lyndsay Malchuk speaks with Todd Stone, President & CEO of AME, about what is really changing in BC and Canadian mining. Todd brings a rare vantage point: nearly 12 years in BC politics, former Minister of Transportation and Infrastructure, technology entrepreneur, and now at the center of BC's mineral exploration industry. They discuss why critical minerals are now national security, how Canada can avoid China's rare earth dominance, the CEE expansion and why AME is pushing Ottawa to include engineering, technical studies, and feasibility costs, the valley of death in junior mining financing, DRIPA and the uncertainty it creates, the Port of Stewart and majority Indigenous-owned infrastructure in the Golden Triangle, why sophisticated capital is becoming more selective, what the Prime Minister's investment conference signals by putting 63 mining projects on the table, the Canadian Digital Core Library and AI in exploration, and what three things Todd is watching between now and December that could change the trajectory of BC mining. This is a practical, investor-relevant conversation about action, policy, capital, infrastructure, and whether Canada is finally ready to back ambition with decisions.

Join host Lyndsay Malchuk on Markets and Leaders for a sharp conversation with Michael Succurro, CEO of Fluent Capital Inc., President and Co-founder of Spark Financial Group, and Principal Broker of Spark Mortgages Canada Inc. The Fed has raised rates, but the real question is what that decision signals, what the bond market is answering back, and what it means for Canadians with mortgages, TFSAs, RRSPs, portfolios, cash, and businesses. Michael explains why this is less about 25 basis points and more about a broader rethink of monetary policy, why bond yields matter more than the Fed funds rate, and how the 2-year, 10-year, and Canada's 5-year yield shape fixed and variable mortgage decisions. They discuss policy divergence between the Fed and Bank of Canada, inflation data versus real-life costs, supply shocks, renewals, the weaker Canadian dollar, cross-border commuting, rental markets, tenant quality, the foreign buyer ban, and why the TSX's heavy exposure to banks, energy, materials, and mining creates a different opportunity set. Michael also shares views on AI, chips, mining inputs like copper, lithium, and tungsten, water stocks, quality investing when capital isn't cheap, and why investors now have to be right twice. If you want to understand what the market may be mispricing in inflation, tech, and asset prices, this is the conversation to watch.

Join host Lyndsay Malchuk on Market Frontlines for an in-depth conversation with Terry Lynch, CEO of Power Metallic Mines, just hours after the company released its maiden mineral resource estimate for the Lion Zone at the Nisk Project in Quebec: 4.75 million tonnes at approximately 3.9% copper equivalent, with about 87% classified as indicated. They break down what is actually proven versus what is still assumed, why 59% of the resource sits in a high grade open pit, how muon technology and continued drilling to depths beyond 900 meters could expand the resource further, and why Lynch believes the market is currently behind rather than ahead of itself. The conversation also covers capital costs, metallurgical recoveries, community support, the upcoming preliminary economic assessment targeted for the first half of 2027, and the company's plans for a NASDAQ ADR listing. Whether you are an investor, industry professional, or simply following the copper story, this episode separates hype from what has actually been demonstrated at Nisk, Lion, and Tiger.

Join Lyndsay Malchuk on Market Frontlines for an exclusive conversation with John Windsor, COO of NU E Power Corp. (CSE: NUE, OTC: NUEPF, Frankfurt: NUE1). As AI, data centers, and industrial growth drive unprecedented electricity demand, John explains why the real opportunity may not be owning power plants, but securing land, interconnection, permits, equipment, offtake, and the path to construction before everyone else. Drawing on 30 years across wind, hydro, solar, storage, renewable natural gas, trading, hedging, and asset monetization, he breaks down NU E Power’s development-focused model, stage-gate discipline, milestone-based acquisitions, and how projects are de-risked before capital is deployed. The discussion also covers the Haze project in Alberta, the Lethbridge One solar project, and NU E Power’s broader development pipeline across Canada, the US, and Asia. Whether you’re an investor, developer, or energy market watcher, this episode delivers actionable insight into the new power infrastructure opportunity.

In this 26th episode of Markets & Leaders, host Lyndsay Malchuk speaks with Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company, about how to test mining stories before you invest. Christopher calls critical minerals a marketing ploy and explains why strategic, defense, and critical are not interchangeable. Using antimony as a case study, he traces its rise from 6,000 to 60,000 a ton and its fall back to 20,000, asking who actually uses antimony and why fire retardants, not ammunition, remain the real demand story. The discussion moves into copper, capex, bloated timelines, complex deposits, permitting, and why the 18-year discovery-to-production timeline is misleading. Christopher explains why mining has a management and cost-control problem, why diesel dependency leaves mines exposed, and why the real value in many critical minerals sits in processing and midstream rather than only in the pit. He reveals what makes him walk away from a junior, why "we'll drill more" is a red flag, and why timing matters when prices are hot but collapse before production. The conversation expands into overlooked commodities like fluorspar, borates, strontium, water, and uranium, especially as AI data centers and water scarcity reshape the resource landscape. If you want to understand how to test a mining story before you invest, this is the conversation to watch.

Join Lyndsay Malchuk on Market Frontlines as she sits down with Edward Gosselin, CEO and Director of Kobo Resources, for an in-depth conversation about the company's rapidly evolving gold story in Côte d'Ivoire. With more than 47,850 metres drilled across 240 holes and two rigs still turning, Kobo Resources is approaching a pivotal moment: the transition from pure exploration to defining what exactly it has found. Discover how the geological understanding at the Kossou project has shifted dramatically from an initial two-target model to a much larger system with multiple parallel structures, a strike extent of nearly 5 kilometres, and mineralization that remains open at depth. Learn about the company's maiden Mineral Resource Estimate (MRE) being prepared by WSP, the unusually clean metallurgical results showing approximately 97% average gold recovery using conventional gravity and cyanidation, and why the neighbouring mine's depleting production profile could make Kobo's asset strategically valuable. Edward also opens up about what still keeps him up at night, the unknowns on the western and eastern extensions, permitting advantages, funding considerations, and what would make him personally call this project a genuine success. Whether you're an investor, mining analyst, or following the gold exploration space in West Africa, this episode delivers actionable insights into what happens when years of drilling force you to redraw the map.

What happens to capital markets communication when AI can process almost everything, investors expect information instantly and trust becomes harder to earn? In this episode of Markets & Leaders, Lyndsay Malchuk sits down with Nick Kuzyk, Founder of Answir, and Andrew Moncur, Founder of Capital Markets Dad and Head of Sales at Answir, for a wide ranging conversation about where investor communication is heading and what investors actually want from companies. We get into AI and capital markets, investor psychology, trust, storytelling, reputation, the changing information landscape and the increasingly human side of finance. AI can identify patterns, compare years of commentary and make enormous amounts of information easier to access. But communication is about more than information. It is also about judgment, context, credibility, relationships and understanding the people behind the public story. We also get into why some companies have an incredible story but still struggle to capture investor attention, who investors actually trust when information is coming from everywhere, and what exceptional capital markets communication could look like five years from now. The ‘International Investment Forum’ – (‘IIF’) provides information on investment trends and ideas, covering all aspects of various industries, from top executives and managers around the world. Because apparently investor psychology wasn’t the only psychology we were studying in this episode.

What happens to trust when almost everything else can be manufactured? AI reads every filing, transcript and analyst note faster than any investor ever could. It still cannot tell you why management made the call at that moment, what they were seeing that the market was missing, or what happened in the room before the press release went out. In this Market Knowledge episode, Lyndsay Malchuk explains why the advantage in investing is moving from collecting information to reading the people behind it. In this episode: - Why 94% of B2B buyers now start their search inside a large language model, and what that shift means for reputation - The parts of a management decision that never reach a database - How a CEO behaves when the numbers are bad, and why that behaviour changes how you read the next announcement - Why trust is a filter for the quality of information you are about to receive, and never a popularity contest - A short preview of the upcoming Markets and Leaders episode on the judgment behind the public story Because you are not investing in a spreadsheet. You are investing in a business run by real people.

Iron ore doesn't make headlines like gold, oil or copper... but perhaps it should. In this episode of the Markets & Leaders Podcast, host Lyndsay Malchuk sits down with Rahul Goel, Senior Vice President of Corporate Development at Century Global Commodities, for a conversation that goes far beyond mining. From global infrastructure and AI data centres to geopolitics, China, India, supply chains and the future of steel, this discussion explores why iron ore may be one of the world's most strategically important—and overlooked—commodities. Drawing on decades of experience trading commodities across China, Singapore, Vietnam, Australia, Europe and the Middle East, Rahul shares his perspective on reading global markets, navigating commodity cycles and identifying the trends many investors are missing. The conversation also explores Century Global's unique corporate strategy, including its profitable food distribution business in Hong Kong and how it was intentionally developed to help support the company's long term iron ore strategy. Whether you're an investor, entrepreneur, mining executive, or simply interested in the forces shaping the global economy, this episode offers a fresh perspective on a commodity that quietly influences almost everything around us. Topics discussed: • Why iron ore may be the world's most overlooked commodity • China, India and the future of global steel demand • AI infrastructure and the growing need for steel • Commodity supercycles and geopolitical risk • How professional commodity traders read the global economy • The future of iron ore investing • Century Global's long term strategy • The company's unique food division and diversified business model

In this episode of Market Frontlines, host Lyndsay Malchuk speaks with Jon Bey about the transition from development story to construction story for a North American mine-to-market supply chain feeding lithium iron phosphate batteries. The conversation covers a recent global exchange listing and its impact on investor access, the layered financing stack combining private capital with non-dilutive government contributions from multiple sovereign sources, an updated mineral resource that sharply increased confidence in the project's geological continuity, and the flexibility built into offtake agreements amid a rapidly evolving LFP battery supply chain. Jon Bey lays out an aggressive timeline toward production by the end of the decade, explains why phosphate rather than lithium may end up being the real bottleneck for electrification, and addresses the risks that could realistically knock the project off schedule. In this episode: • Listing on a major global exchange opened access to large institutional investors previously unable to hold the stock • A feasibility study is targeted within roughly six months, followed by permitting and a final investment decision • Over $30 million in capital plus more than $20 million in non-dilutive government contributions are already secured to reach the final investment decision • Multiple sovereign governments across Europe and North America have signaled capital commitments toward eventual mine construction • An updated resource estimate came in at 294.2 million tons with a nearly 400% increase in the indicated category • Offtake agreements have no price floor or ceiling, keeping upside exposure while retaining the majority of production for future transformation • Phosphoric acid supply, not lithium, may end up being the real constraint on battery-driven electrification • An aggressive 2029 production target hinges on execution speed through feasibility, permitting and construction

Michael Succurro stopped chasing Nvidia and Tesla. He buys what those companies have to buy. In this episode of the Markets and Leaders Podcast, host Lyndsay Malchuk sits back down with Michael Succurro, Managing Partner and CEO of Spark Financial Group, to talk about how a portfolio manager makes decisions when nobody knows what happens next. Michael explains why he gave up predicting where the mega caps are heading. Sentiment moves those names now, not performance, and one bad weekend for a CEO can wipe billions off a stock. So he looks one layer down instead, at the copper, the lithium, the battery makers and the chip suppliers the giants depend on. Then Lyndsay turns into the worst client he has ever had. Five thousand dollars into the Magnificent Seven. A ten bagger from a guy at the golf course. Uranium from the barber, cash under the mattress, a stock tip off Instagram. Michael gets 30 seconds to talk her out of each one. What you will hear: Why discipline beats brilliant ideas over a 20 year horizon The picks and shovels approach to AI, electric vehicles and water infrastructure Why an AI chatbot is no substitute for a licensed financial adviser How social media turned stock picking into meme culture The shoe shine boy rule and what it says about tips from your barber What a large corporate cash position tells you about the next 12 months Fear of loss and fear of missing out, the two emotions behind most bad trades Measure twice, cut once, applied to a portfolio

Gold gets the headlines. Copper gets the growth story. Iron ore gets ignored, and it is the one commodity behind almost everything the world is trying to build right now. Steel is what economic ambition looks like once it becomes physical. Ports, railways, bridges, transmission lines, defense programs and the enormous data centers behind AI all run on it. And before there is steel, there is iron ore. In this episode of The Market Knowledge, Lyndsay Malchuk looks at why the iron ore question is no longer just about supply and demand. China reshaped the scale of the market for two decades. Now demand is fragmenting across India, infrastructure programs, defense budgets and data center construction, while supply stays concentrated and governments get far more deliberate about where their raw materials come from. The harder part is turning a deposit into a producing mine. Permitting, infrastructure, financing, construction and schedule risk all sit between a resource estimate and a single shipped ton. That gap is where Canada's iron ore story becomes a capital markets story as much as a mining story. WHAT YOU'LL HEAR: - Why steel demand tracks physical infrastructure, not software cycles - How AI data centers, electrification and defense spending pull on the same material - What changes when Chinese demand matures and new demand centers appear - Why ore quality, processing cost and location decide the economics - Why supply security is becoming a pricing factor of its own - What it actually takes to move a project from resource estimate to production

Join host Lyndsay Malchuk on Market Frontlines for an eye-opening interview with Catherine Flax, CEO of Zefiro Methane Corp. Most people have no idea about the scale of the orphan well crisis. Discover how millions of unplugged, leaking wells across North America are releasing toxic methane and other super pollutants into the air, contaminating groundwater, making land unusable, and even causing homes to explode. Learn how Zefiro is tackling this monumental problem, the bipartisan support behind federal funding, why plugging a well can cost $100,000 or more, and how the company is becoming the premier pure-play environmental services firm in this massive commercial opportunity. Whether you care about health, safety, real estate, energy, carbon credits, or building a resilient business for the future, this conversation reveals why you're at more risk than you think.

Join host Lyndsay Malchuk on Market Frontlines for an exclusive, in-depth interview with Glen Lynch, CEO of Volatus Aerospace. As the world shifts from treating autonomous systems as emerging technology to recognizing them as strategic capability, Volatus is no longer simply making the case for drones. Discover how the company has evolved into a full-spectrum aerospace platform encompassing manufacturing, autonomous systems, aerial intelligence, defense training, counter-drone technology, and proprietary software. Learn about their new 53,000 square foot facility in Mirabel, their breakthrough Transport Canada certification for detect-and-avoid capabilities, and their expansion into larger aircraft for wildfire suppression and remote deliveries. From Arctic operations and border surveillance to the defense industrial strategy and sovereign capability, this conversation cuts through the headlines to examine the real transformation happening at Volatus Aerospace and what it means for investors and the future of Canadian aerospace.