Brent Gilchrist on Canada's Mining Leadership

Our latest CSE podcast episode is live — heading into VRIC with a deep dive into the resource sector.

Host Anna Serin sits down with Brent Gilchrist, CEO of Deans Knight and President of JDS Mining, for a wide-ranging conversation on investing, mining, and where opportunities are emerging as we head into 2026.

Spotlight topic: Resources, discipline, and long-term value creation
Brent shares a unique dual perspective as both a mine builder and portfolio manager, explaining why successful resource investing is about backing strong management teams and durable businesses—not chasing commodity prices.

In this episode, we cover:
• Why Canada remains a global leader in mining talent, capital, and expertise
• Gold at all-time highs—and why great companies matter more than price
• Oil & gas cash flow discipline and why energy stocks are decoupling from oil prices
• Exploration, permitting, and the long road from discovery to production
• M&A, capital allocation, and what mining CEOs should do with excess cash
• Energy demand, AI, and the growing pressure on Canada’s policy framework

“It’s not about predicting commodity prices—it’s about understanding the business and the people running it.” — Brent Gilchrist

Whether you’re an investor, issuer, or market participant, this episode reinforces why understanding the business behind the commodity—management quality, capital discipline, and long-term strategy—matters far more than chasing price, especially as the resource sector heads into 2026.

#AlwaysInvested

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