Presentation Deck – Live Market Call 11/6/26
November 6, 2026 - Presentation slides from Crescat’s Live Market Call on 11/6/26. Learn More »
Crescat’s Live Market Call – November 6th, 2026 Commentary
November 6, 2026 - Live Market Call from 11/6/26 - details to come. Learn More »
Presentation Deck – Live Market Call 10/30/26
October 30, 2026 - Biotech Fund presentation slides from Crescat’s Live Market Call on 10/30/26. Learn More »
Crescat’s Live Market Call – October 30th, 2026 Commentary
October 30, 2026 - A special episode featuring the Biotech Fund Portfolio Manager, Lars Theill, PhD. Crescat will be launching a Biotech Fund as of 1/1/27. Please reach out to our Head of Investor Relations, Marek Iwahashi, at [email protected] for more information on how to get invested. Learn More »
Presentation Deck – Live Market Call 10/23/26
October 23, 2026 - Presentation slides from Crescat’s Live Market Call on 10/23/26. Learn More »
Crescat’s Live Market Call – October 23rd, 2026 Commentary
October 23, 2026 - In this week's Live Market Call, Crescat Capital's CIO Kevin Smith and Analyst Nathaniel Gilbert dive into the macroeconomic significance of the BarCap US High-Yield Credit Spread relative to 10-Year U.S. Treasuries, alongside evidence that China’s official central bank gold buying is heavily underreported. They highlight how San Cristobal Mining has emerged as a premier top producer in 2025 and discuss the historically wide valuation gap between junior gold explorers and physical gold. Finally, the team provides crucial geologic and exploration updates on high-conviction activist holdings, including Tectonic Metals, Sitka Gold, and other key portfolio companies. Learn More »
Cautious Outlook in OpenAI & Anthropic as AI CapEx Climbs – Schwab Network
October 22, 2026 - Stalling earnings growth for companies like OpenAI is a strong warning sign for Crescat Capital's Kevin Smith. He believes there's appetite for OpenAI and Anthropic, though both companies' valuations keep Kevin from being a bull on either. So, how should investors fearful of valuations and ballooning CapEx position for the current market environment? Learn More »
Presentation Deck – Live Market Call 10/9/26
October 9, 2026 - Presentation slides from Crescat’s Live Market Call on 10/9/26. Learn More »
Crescat’s Live Market Call – October 9th, 2026 Commentary
October 9, 2026 - Join Crescat Capital’s CIO & Founder Kevin Smith and Analyst Nathaniel Gilbert for this week's Live Market Call covering the U.S. budget deficit's jump to nearly $2 trillion, the worst 10-year nominal return from treasury bonds in history, the persistent supply and demand deficit for silver, and more. Following their macro conversation, Kevin provides updates on some of Crescat’s high-conviction junior explorers, including insights from Crescat’s Geologic & Technical Advisor Dr. Bill Pearson. Mining updates feature Sitka Gold, Goliath Resources, Eloro Resources, Silver Bow Mining, and more. Learn More »
Financier Flags Cracks in Inflation Tech Rally – Northern Miner
October 9, 2026 - Weakening participation in the Nasdaq rally signals a possible market top, says Crescat Capital founder and CEO Kevin Smith, whose firm hedges some funds against a selloff that could also hit junior miners... Learn More »