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Is the biggest opportunity in natural resources still ahead? In this high-conviction interview, John Waldie, Senior Portfolio Manager at SCP Resource Finance, joins Trey Reik to explain why we’re still early in the resource bull market—and where the smart money is moving now. From silver’s breakout potential to rare earths, uranium, and early-stage gold exploration, Waldie outlines why SCP is seeing 3x gains and why investors should pay close attention.

Waldie also reveals how SCP’s team moves faster than big banks: getting boots on the ground, spotting major discoveries, and financing them before the rest of the market catches on. He explains how deals like a $400M U.S. Department of Defense investment into MP Materials are reshaping the future of resource supply chains, and why silver could soon leave gold in the dust.

Key insights:
 • Why silver could break through $40, and go much higher
 • How SCP identifies early-stage deals before anyone else
 • Why U.S. national security is driving rare earth and uranium investments
 • The SCP private client model: Access to private placements & asymmetric upside
 • What central banks, BRICS, and de-dollarization mean for gold’s future
 • Why generalist investors haven’t arrived, and why that’s bullish

Video Length: 00:40:32

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