March Madness of Macro: Quinn Thompson on Energy and Equity Fragility
Mining Stock Daily
How long before consumers feel agricultural pain?
Quinn explains planting timelines, procurement lags, and how price rises pass through to consumers.
Most investors are caught off guard by the dizzying shifts in the macro landscape — especially as energy prices, geopolitics, and supply chain disruptions collide in unexpected ways. Quinn Thompson, CIO at Lekker Capital, pulls back the curtain on how a 40-year geopolitical saga is culminating in today's energy crisis, and why traditional macro models no longer apply. Quinn shares why the energy market is just the tip of the iceberg, with supply chain constraints threatening everything from agricultural staples to critical minerals. He breaks down the fragile state of global geopolitics, revealing how recent military escalations and policy decisions are shaping markets and investor opportunities. Quinn explains why the coming quarters could see a perfect storm—rising yields, stalled growth, and waning liquidity—that will challenge even the most seasoned investors. His candid take on precious metals, energy assets, and agricultural commodities offers a roadmap for navigating these turbulent times with resilience.
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Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.com
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com
Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
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