Historic Gold Breakout: Bigger ‘Upside’ Ahead, Says CEO Who Called Rally | Joe Ovsenek

Feb 6, 2026

Joe Ovsenek, CEO and president of Tudor Gold, a mining leader behind the Treaty Creek project. He discusses why today’s gold rally feels different, the role of central bank buying and geopolitics, plans for a high-grade underground mine, and how permitting, financing, and majors’ discipline shape mining strategy.

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INSIGHT

Multipolar World Fuels Gold Demand

Geopolitical fragmentation is driving sustained gold demand beyond investor flows.
Joe Ovsenek argues a multipolar world reduces appetite for US dollars and boosts gold as a common currency.

ADVICE

Plan Studies Using Conservative Gold Prices

Use conservative gold assumptions for studies; Ovsenek suggests around $3,000/oz for planning.
He warns not to overstate long-term prices when building feasibility into project economics.

INSIGHT

High-Grade Shapes Improve Mine Economics

Defining higher-grade domains within a large resource materially improves mine planning.
Tudor Gold focused on higher cutoffs to identify shapes that can support an underground mine with better economics.

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Learn more about Tudor Gold here: https://tudor-gold.com/ and on X (https://x.com/TUDGoldCorp)Joe Ovsenek, CEO of Tudor Gold, explains why gold at $5,000 is sustainable due to central bank buying and a shifting multipolar world, and outlines his company's plans to develop a high-grade underground mine at their project in British Columbia.Watch Joe's last interview with David: https://youtu.be/XLR0taKPZgs*This video was recorded on January 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOE OVSENEK AND TUDOR GOLD:x (@tudgoldcorp): https://x.com/TUDGoldCorpWebsite: https://tudor-gold.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:12 - Sentiment shift and lessons from 20113:11 - How miners are viewing and handling this rally10:49 - Repricing value and deposit overview13:45 - Deposit overview and strategy going forward16:49 - Central bank buying and Joe’s career insights21:08 - Global commodities complex#gold #mining #investing