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Is the biggest opportunity in natural resources still ahead? In this high-conviction interview, John Waldie, Senior Portfolio Manager at SCP Resource Finance, joins Trey Reik to explain why we’re still early in the resource bull market—and where the smart money is moving now. From silver’s breakout potential to rare earths, uranium, and early-stage gold exploration, Waldie outlines why SCP is seeing 3x gains and why investors should pay close attention.

Is a historic silver shortage about to send prices vertical? Sprott Asset Management CIO Maria Smirnova says we’re five years into a 1.2-billion-ounce supply deficit, and industrial demand from EVs, solar panels, and AI-hungry data centers is only accelerating. With mine output falling, exchange inventories drained, and silver’s market a tiny $30 billion a year, just a flicker of Western investment could light the fuse.