Jay Martin views the trend of Western governments taking direct equity stakes in private mining projects as a bullish signal for investors because it ensures better access and policy support.
“The reason this is incredibly bullish for commodity investors is because there's a new investor at the table. Two two things have happened here. One is there's a new investor at the table who has incredibly deep pockets. But not just deep pockets. They have the ability to move policy to that project”
Wealthion · Nov 2025 · 1 episode · 14K views on this topicManagement issues are a more frequent cause of failure in the mining sector than asset or technical issues.
“people forget to look at at the human factor >> and you know and I've seen it many times it's not an asset it's not a technical issue it's a management issue right >> those things are fixable”
Wealthion · Oct 2025 · 1 episode · 87K views on this topicMining companies are currently undervalued and operating with high profit margins comparable to technology companies, yet the market is failing to recognize this potential.
“we're talking about those types of margins in the mining industry and people have not figured out or if they have figured out, they're all saying, well, this is not sustainable and these prices are going to have to fall and therefore, you know, this is going to be a problem for the industry.”
Wealthion · Feb 2026 · 1 episode · 18K views on this topicExtracted by a model; may misattribute who said what.
Complete months · first on record Oct 2025