What Pierre Lassonde is saying
Chairman & CEO, Firelight Investments
4 dated public stances tracked since 2025-10-02, most recently 2025-10-02. 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 Pierre Lassonde'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. Pierre Lassonde is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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.
2025-10-02
GOLD
bullish
Wealthion · video
Central banks buying ~1,200 tons/year (a third of new mine production), dollar share of reserves collapsing from 72% to 58%, G20 debt explosion + financial repression eroding fiat credibility, and China's Shanghai Gold Exchange poised to displace US…
“We will see gold at 17,250 — between now and 2030”
90d +11.7% · 180d +21.3%
Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030
2025-10-02
ATX
bullish
Wealthion · video
Atex Resources holds a 2-billion-ton copper-gold deposit (23 billion pounds of copper, 13 million oz gold) discovered by a geologist with a 40-year track record of world-class finds, with high-grade 2%+ copper zones that will serve as the starter mine and the…
“A kilometer of 0.9% copper — I think we're on our way”
Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030
2025-10-02
Gold Miners
bullish
Wealthion · video
GDX/GDXJ shares outstanding are at all-time lows despite gold tripling, institutional participation is near zero (only 1 of 20 European PMs holds gold stocks), and miners trade at roughly 3x cash flow vs 10–15x for other industries — while $3,800 gold margins…
“It won't require that much to come in the sector to really blow out the value”
90d +12.1% · 180d +19.9%
Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030
2025-10-02
TXG
bullish
Wealthion · video
Torex Gold produces the same ounce count as Lundin Gold (C$20B market cap) yet trades at a fraction of that value, with CEO Jody Kuzenko having done an exceptional job on community integration and operational execution that the market has not yet recognized
“That stock should be $80 — she's producing the same number of ounces as Lundin Gold”
90d +32.5% · 180d +72.5%
Pierre Lassonde: Gold Is Replacing the Dollar & Will Hit $17,250 by 2030
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