The S&P 500 is at a critical crossroads – MarketWatch Interview
June 25, 2026 - The S&P 500 is at a critical crossroads. A break lower could signal more losses ahead. Investors might consider loading up on protection here. Interview with Kevin Smith and Joseph Adinolfi. Learn More »
Activist Mining Section – Live Market Call 6/18/26
June 18, 2026 - Activist mining slides from Crescat’s Live Market Call on 6/18/26. Learn More »
Crescat’s Live Market Call – June 18th, 2026 Commentary
June 18, 2026 - In the June 18, 2026 Crescat Live Market Call, Kevin Smith and Nathaniel Gilbert discuss why equities have historically been an imperfect hedge against inflation, rising U.S. government net interest outlays as a percentage of GDP, and the broader macroeconomic implications for investors. The call also features exploration and development updates from Bell Copper, Barksdale Resources, Fathom Nickel, Goliath Resources, Hannan Metals, Kalo Gold, Red Canyon Resources, Alaska Silver, Labrador Gold, Cantex Mine, Kingfisher Metals, Orestone Mining, and Cosa Resources. Learn More »
Activist Mining Section – Live Market Call 6/5/26
June 5, 2026 - Activist mining slides from Crescat’s Live Market Call on 6/5/26. Learn More »
Crescat’s Live Market Call – June 5th, 2026 Commentary
June 5, 2026 - Kevin Smith and Nathaniel Gilbert opened the June 5 Live Market Call with a macroeconomic review, highlighting the historical relationship between stocks and inflation, and the growing burden of U.S. government interest expenses relative to GDP and total debt. The discussion then shifted to a broad update on junior mining and exploration companies, covering precious metals, uranium, nickel, and copper opportunities, with commentary on recent developments, drill results, exploration programs, and investment outlooks for companies including Silver Bow Mining, Sitka Gold, Eskay Mining, Goliath Resources, Yukon Metals, Condor Resources, Orestone Mining, Cantex Mine Development, Alaska Silver, Hannan Metals, BCM Resources, Fathom Nickel, Cosa Resources, and Aztec Minerals. Learn More »
Vulnerabilities from SpaceX IPO – YahooFinance Interview
May 28, 2026 - Crescat Founder & CIO, Kevin Smith, is featured on Yahoo Finance for a segment covering the large-cap market risks of the pending SpaceX IPO and rotational small-cap value opportunities in exploration mining. Learn More »
Activist Mining Section – Live Market Call 5/22/26
May 22, 2026 - Activist mining slides from Crescat’s Live Market Call on 5/22/26. Learn More »
Activist Mining Section – Live Market Call 5/8/26
May 10, 2026 - Activist mining slides from Crescat’s Live Market Call on 5/8/26. Learn More »
Crescat Capital’s Kevin Smith Covers the Three Biggest Risks Facing Investors Right Now
April 27, 2026 - Crescat Founder and CIO Kevin Smith joins NYSE TV to discuss the Iran inflation shock, the bubble in A.I. stocks, and the hawkish incoming Fed chair. Learn More »
Crescat’s Live Market Call – April 10th, 2026 Commentary
April 10, 2026 - This week’s Live Market Call covers our macro-outlook, including a potential major depreciation of the US dollar and a corresponding rise in commodities like gold. The discussion touches on a "great rotation" out of overvalued large-cap equities and into undervalued assets like precious metals, highlighting periods where gold has historically outperformed the S&P 500. Dive into our investment in Tectonic Metals, a gold exploration company with promising drill results in Alaska. Learn More »