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______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠______This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠⁠

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. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠⁠

Vizsla Copper provides an exploration update from its 2026 diamond drill program at the Palmer VMS project in Alaska. CEO Craig Parry was interviewed by Mining Stock Daily. The 2026 program is advancing on schedule with two diamond drill rigs currently operating. Initial drilling has intersected thick intervals of semi-massive and massive sulphide mineralization within the South Wall Zone, while continuing to refine the company's understanding of the geological and structural controls on mineralization. Assay results from the initial drill holes are pending. At its Thira discovery in central B.C., the company drilled 304.8 metres of 0.48% CuEq. Parry said the second drill program at the Poplar Project has significantly advanced the company's understanding of the system at the Thira target, where the team is working to define a large-scale copper porphyry system.

Prince Silver CEO Derek Iwanaka discusses the company’s advanced-stage Prince Silver Project in Nevada’s Pioche Mining District. The past-producing mine historically yielded silver alongside significant manganese, zinc and lead, while recent drilling has also identified deeper gold mineralization. Prince Silver now has roughly 165 historic and modern drill holes supporting work toward its first NI 43-101 resource estimate, targeted for late 2026 or early 2027. Iwanaka also discusses expanded land holdings, metallurgy, potential open-pit and underground development, and the company’s goal of defining more than 100 million silver-equivalent ounces.

Elemental Royalty and Integra Resources have published their Q2 results. Riley Gold says Kinross has began drilling at their JV project in Nevada. Relevant Gold begins drilling their largest campaign ever in Wyoming. This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠⁠

Phoenix Metals' Greenwood Project is a gold-copper brownfield spanning underground and open-pit bulk-tonnage targets across 12,888 hectares in southern B.C. CEO Nicholas Campbell was interviewed by Mining Stock Daily. The district has produced over 1 million ounces of gold, 6.3 million ounces of silver, and 560 million pounds of copper historically. Phoenix Metals is anchored by a partnership with the Osoyoos Indian Band and a 200 t/d permitted mill already on site.

White Gold CEO David D'Onofrio joins Mining Stock Daily to break down the company's maiden preliminary economic assessment for its flagship White Gold Project in the Yukon, which delivered a C$1.9 billion after-tax NPV, 38% IRR, and 1.7-year payback at US$3,600/oz gold. D'Onofrio previews the company's largest-ever 15,000–20,000 metre 2026 drill program, which is testing underground extensions at Golden Saddle and new greenfield targets across White Gold's 300,000-hectare, 21-property Yukon land package.