Proven Investment Strategies for the “Energy Decade” with Resource Insider’s Jamie Keech

Host Bill Powers interviews returning guest Jamie Keech of ResourceInsider.com, a former mining engineer, on why his “energy decade” thesis is strengthening as tech-driven demand (especially data centers) pushes huge new power requirements. Keech explains how Resource Insider evolved from a gold-and-copper newsletter into a larger team with expanded exposure to uranium, lithium, and privately built energy businesses including an Oklahoma energy royalty venture and a North Dakota terminal acquisition that has begun paying dividends. In mining stocks, he says their historic performance showed consistent outperformance in advanced-stage explorers with resources/data, strong teams, and stable jurisdictions, while grassroots exploration largely failed unless returns came from private-to-public arbitrage. He updates Mayfair Gold after Muddy Waters’ board changes and announces a new public stock-picking product alongside their historic private-placement focus.

00:00 Intro

00:30 Energy Decade Thesis

01:02 Carrying Capacity and Data Centers

04:18 Resource Insider Evolution

06:28 Mining Strategy Sweet Spot

09:23 Private Arbitrage Wins

10:47 Mining vs Energy Allocation

12:25 Terminal Business Exit Plans

16:16 Predator or Prey Ethics

20:04 Mayfair Gold Update

21:53 Using AI for Diligence

22:47 New Stock Picking Service

24:32 Newsletter Competitive Edge

26:29 Wrap Up and Contact