Mining Stock Daily Mountainside Chat with Julian Brigden: Skepticism in a September Cut
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Aug 13, 2025 
Julian Brigden, co-founder of MI2 Partners and macroeconomic expert, shares his insights on the current financial landscape. He explores the intricate dynamics between the US dollar, inflation, and bond yields. The discussion pivots to investment strategies in the mining sector, highlighting the significance of South American markets and the evolving role of Brazil in rare earth elements. Brigden also navigates the precious metals markets, indicating a possible shift in favor of silver as inflation rises, while emphasizing the impact of political shifts in Argentina on resource investment.
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Focus On Mid‑Tier Gold Producers
- Watch mid-tier gold producers as the next levered beneficiaries of any further gold rise.
- Favor producers with strong capital allocation and fewer speculative exploration gambles.
Prefer Copper Cathode Producers
- For U.S. copper exposure, prioritize companies that produce cathode on site to avoid reliance on foreign smelters.
- Avoid companies producing concentrates if domestic smelting capacity is lacking.
Processing Bottleneck Is The Real Weakness
- Critical minerals strategies need both raw-asset development and domestic processing capacity.
- The US and Canada lack much processing and skilled engineers after decades of offshoring to China.