Uploaded June 2026 | Updated September 2026, 2 weeks ago
Recorded June 16th
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here (in-person is sold out):
cvent.me/XOqdLa?via=TheDeepDive.ca
#Silver #gold #resources #mining #stockmarket #spacex #oil
In this conversation with Kai Hoffmann, Host and Founder of Soar Financial, we discuss the possible US-Iran deal, what it may really mean for oil, gold, and broader capital markets, and why the current geopolitical backdrop may still be far more fragile than the headlines suggest. Kai explains why he thinks the fog of war is still thick, why oil may be telling a different story than gold, and why the market may be underestimating how unresolved the deeper trust issues remain.
We also get into the SpaceX IPO, what that kind of liquidity vacuum could mean for risk capital, the state of Germany and Europe, and why Kai believes the world is slowly waking up to the real importance of commodities, mining, and gold as monetary insurance. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Catch our full suite of content below:
Website: thedeepdive.ca
Twitter: twitter.com/TheDeepDive_ca
Facebook: facebook.com/TheDeepDive.ca
Instagram: instagram.com/the.deep.dive
LinkedIn: https://www.linkedin.com/company/the-...
0:00 Intro
0:23 The US-Iran Deal and the Fog of War
7:17 What the SpaceX IPO Means for Markets
14:02 Germany, Europe, and Economic Drift
19:24 Why the World May Be Waking Up to Commodities
27:01 Gold as Monetary Insurance
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Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
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TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
=================================================================
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.
Recorded June 16th
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here (in-person is sold out):
cvent.me/XOqdLa?via=TheDeepDive.ca
#Silver #gold #resources #mining #stockmarket #spacex #oil
In this conversation with Kai Hoffmann, Host and Founder of Soar Financial, we discuss the possible US-Iran deal, what it may really mean for oil, gold, and broader capital markets, and why the current geopolitical backdrop may still be far more fragile than the headlines suggest. Kai explains why he thinks the fog of war is still thick, why oil may be telling a different story than gold, and why the market may be underestimating how unresolved the deeper trust issues remain.
We also get into the SpaceX IPO, what that kind of liquidity vacuum could mean for risk capital, the state of Germany and Europe, and why Kai believes the world is slowly waking up to the real importance of commodities, mining, and gold as monetary insurance. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Catch our full suite of content below:
Website: thedeepdive.ca
Twitter: twitter.com/TheDeepDive_ca
Facebook: facebook.com/TheDeepDive.ca
Instagram: instagram.com/the.deep.dive
LinkedIn: https://www.linkedin.com/company/the-...
0:00 Intro
0:23 The US-Iran Deal and the Fog of War
7:17 What the SpaceX IPO Means for Markets
14:02 Germany, Europe, and Economic Drift
19:24 Why the World May Be Waking Up to Commodities
27:01 Gold as Monetary Insurance
====================================================================
Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets.
=================================================================
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
=================================================================
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses.




![He Wasn’t Allowed to Lose Money In Mining | Warren Gilman - Queen’s Road Capital
Save $50 on your 2026 Rule Symposium online ticket using code VA50 here:
https://cvent.me/XOqdLa?via=TheDeepDive.ca
#stockmarket #goldprice #gold #silver #uranium #finance
In this conversation with Warren Gilman, Chairman & CEO of Queen’s Road Capital [TSX: QRC], we get into the three rules he was given when he managed mining investments for one of the richest men in the world, how he built a structure designed to avoid losing money on individual investments, and why that same approach became the foundation for Queen’s Road Capital.
We also break down what Warren looks for before writing a check, why orebody quality matters more than almost anything else, how Queen quality matters more than almost anything else, how’s Road uses convertible debentures to protect downside while keeping upside open, and why he remains firmly bullish on gold and silver after the recent pullback. If you value real mining conversations without the usual noise, subscribe to the channel and share this with someone else who takes this market seriously. That support helps us keep bringing on guests like this and asking the questions that matter.
Catch our full suite of content below:
Website: https://thedeepdive.ca/
Twitter: https://twitter.com/TheDeepDive_ca
Facebook: https://www.facebook.com/TheDeepDive.ca/
Instagram: https://www.instagram.com/the.deep.dive/
LinkedIn: https://www.linkedin.com/company/the-...
0:00 Intro
1:20 From Mining Engineer to Lee Ka-shing
5:03 The 3 Rules That Changed Everything
12:10 The Deal That Put the Structure to the Test
17:18 What Warren Looks For Before Investing
23:04 Why Arrow Changes the Uranium Story
30:22 Why Atha Was Worth the Exception
36:27 Why Gold and Silver Still Go Higher
Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more.
Were upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just whats happening in the Canadian public markets.
TheDeepDive.ca Team
Writers: Jordan Lutz & Steve Hyland
Producer: Chriz Rayos
Host: Steve Hyland
Post Production Head: Oveja Rayos
Disclaimer:
Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses. He Wasn’t Allowed to Lose Money In Mining | Warren Gilman - Queen’s Road Capital](https://i.ytimg.com/vi/o9GQHAy-LVs/mqdefault.jpg)





