Mining Stock Daily

In this week’s long-form episode of Mining Stock Daily, Trevor Hall is joined by Jared Dillian of The Daily Dirtnap and Chris Berry of House Mountain Partners and The Power Current.

Jared discusses his new book, The Awesome Portfolio, and why he believes investors are taking far too much risk by concentrating their wealth in equities. He lays out his approach to building a lower-volatility portfolio across stocks, bonds, gold, real estate and cash—and explains why he believes gold deserves a 20% allocation. Jared also weighs in on the recent move in gold, the outlook for interest rates and bonds, AI-driven capital spending, and what could surprise markets this fall.

In the second half, Chris Berry joins Trevor to break down the billions of dollars in new U.S. government support for critical minerals following a White House mining roundtable. They discuss where the capital is going, the growing role of government equity and conditional loans, whether Wall Street will follow Washington into mining, and why midstream processing remains one of the biggest missing pieces of the Western critical-minerals strategy. They also examine price floors, vertical integration, investment in U.S. mining schools, and whether today's critical-minerals policies can survive a change in political leadership.

Pre-order Jared Dillian’s new book, The Awesome Portfolio:
https://www.amazon.com/Awesome-Portfolio-stress-free-approach-investing/dp/1804094099

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Scorpio Gold CEO Zayn Kalyan joins Mining Stock Daily from the Manhattan District mine in Nevada to discuss recent drill results and the evolving exploration model at the Manhattan Gold District. Kalyan highlights mineralization within previously overlooked volcanic units, opening a potentially large-scale caldera target with similarities to Round Mountain. He also discusses the company’s three-rig drill program, progress toward a 50,000-metre 2026 campaign, its two-million-ounce resource target, upcoming metallurgical work, silver analysis, and plans for a Nasdaq listing aimed at expanding Scorpio’s U.S. investor base.

Fox Tungsten is advancing its 100%-owned Fox Tungsten Project in central British Columbia, what it says is one of the highest-grade tungsten deposits in the world. CEO Stephen Gray spoke to Mining Stock Daily. In June, the company announced a fully-funded 20,000-metre drill program aimed at expanding the current resource of 582,400 tonnes at 0.83% WO3 (Indicated) and 565,400 tonnes at 1.23% WO3 (Inferred) ahead of a targeted preliminary economic assessment in H1 2027.

Magna Mining CEO Jason Jessup joins Mining Stock Daily to break down a landmark Q2 2026. It was a quarter that saw the company swing from nearly $20 million in the red to positive free cash flow, driven by record tonnage, strong grades, and disciplined cost control at McCreedy West. Jason digs into the exciting R2 Footwall Zone discovery at Levack, where the advancing 2950 Level drift is now within striking distance of what he calls the most exciting exploration target in the company's portfolio, with early mining potentially beginning as early as Q1 2027. He also addresses the higher treatment and refining charges in the quarter, explaining a retroactive contract adjustment with Vale that he expects to normalize — and provide a net benefit — going forward.

We lead with the Q2 results from Rio2 and Magna Mining. We have exploration updates from American Pacific Mining, Intrepid Metals and Great Pacific Gold.

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