Episode 2 of The Market This Month is live — and 2026 momentum is building.
Powered by the Canadian Securities Exchange in partnership with Stockhouse, host Anna Serin is joined by co-host Bruce Campbell of StoneCastle Investment Management.
Spotlight topic: Volatility, rotation, and the next phase of the commodity cycle
Anna and Bruce break down rising gold and silver volatility, sector rotation across the market, and why capital is increasingly flowing beyond mega-caps into small and mid-cap opportunities.
Also in this episode:
• Precious metals volatility: what rising gold and silver VIX levels signal for investors
• Commodity cycle outlook: the case for a multi-year structural uptrend
• Market rotation: leadership broadening into energy, industrials, regional banks, and transportation
• Capital formation: a strong start to 2026 with oversubscribed financings and global participation
• CSE activity: new listings spanning exploration, metals, and AI-focused technology
Issuer financing highlights:
• Kuya Silver Corporation completed a ~$25M financing to expand operations at its Bethania Silver Mine.
• Pacifica Silver Corp closed financings totaling $23M+ to advance its flagship silver project in Mexico.
Plus: Why volatility in price does not necessarily signal weakening conviction — and how earnings season and upcoming resource conferences like PDAC could shape the next leg of 2026.
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The Market this Month
