Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the key investing themes and takeaways from the 2 TopShelf Partners conferences we attended last week: the Commodities Global Expo 2025 in Fort Lauderdale, Florida; and then the Natural Resource Stocks Expo 2025 in Atlanta, Georgia. Erik also highlights 11 different companies that caught his attention at the event either as portfolio positions, or new companies that he is doing more due diligence on. This is a wide-ranging conversation that gets into gold, silver, copper, nickel, and critical minerals resource investing.
The companies discussed in the interview are: First Nordic Metals Corp. (TSX.V: FNM, OTCQB: FNMCF, Stockholm: FNMC SDB, Frankfurt: HEG0), Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP), Stillwater Critical Minerals Corp. (TSXV:PGE)(OTCQB:PGEZF)(FSE:J0G), Scottie Resources Corp. (TSXV: SCOT) (OTCQB: SCTSF) (FSE: SR8), West Red Lake Gold Mines Ltd. (TSXV: WRLG) (OTCQB: WRLGF), Denarius Metals Corp. (TSXV: DSLV) (OTCQX: DNRSF), Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV), U.S. Gold Corp. (Nasdaq: USAU), Zeus North America Mining Corp. (CSE:ZEUS)(OTCQB:ZUUZF)(FRANKFURT:O92), Fairchild Gold Corp. (TSXV: FAIR), and Cerrado Gold Inc. (TSX.V: CERT) (OTCQX: CRDOF).
* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.
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