What John Waldie is saying
Senior Portfolio Manager, SCP Resource Finance
4 dated public stances tracked since 2025-09-29, most recently 2025-09-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of John Waldie's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. John Waldie is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Returns 90d +18.0% (n=6) · 180d +25.3% (n=6)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-09-29
SILVER
bullish
Wealthion · video
Silver broke the key $40 technical level and is now running hard with momentum; the next resistance at $50 gives it more relative upside than gold from current levels
“if we break through 50 on silver, it goes even higher”
90d +55.3% · 180d +49.5%
Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market
2025-09-29
Gold Miners
bullish
Wealthion · video
Early-stage mining placements offer 50-400% returns in 18 months in the current cycle, with attached half-warrants that can turn a 4-5x underlying gain into a 7x total return as they move from inferred resource through feasibility studies toward production
“the underlying was up four and a half times but that warrant kicking in made a 7x return”
90d +14.2% · 180d +14.1%
Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market
2025-09-29
GOLD
bullish
Wealthion · video
Gold is only in the 'fourth inning' of a bull market with generalist investors barely allocated and earnings leverage to $3,800 still flowing through to producers' bottom lines over coming quarters
“we've got a lot further to go”
90d +13.1% · 180d +17.6%
Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market
2025-09-29
SKE
bullish
Wealthion · video
Skeena Resources is well advanced on the road to production, one of only 2-3 late-stage Canadian gold developers, poised to rerate from developer to near-producer multiples as the gold price holds at historically wide margins
“Skeena is well along, it's the road to production”
90d +27.9% · 180d +47.2%
Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market
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