Navigating the Sell-Off — Watch Lists, Capitulation, & New Trends with Bill Powers & Brian Leni

Mining Stock Education · Jul 2, 2026 · 1h 2m

Bill Powers and co-host Brian Leni sit down for their monthly Junior Mining Insights chat, recorded amid a sharp pullback in gold (down to ~$4,000 from a ~$5,500 high) and broad weakness across junior mining stocks. Topics covered: • Handling portfolio drawdowns — Bill shares being down 43% on a recent junior mining buy, and the two discuss how pre-assessing downside/upside risk (and tranche buying) helps investors stay rational during volatility • Bear-market psychology — why uncertain, quiet markets (especially summer) can be the best time to pick off quality companies with less competition…