Crescat Live Market Call - March 13th, 2026 Commentary

In this Live Market Call, the team examines the U.S. federal budget deficit as a percentage of GDP and its long-term implications for markets and fiscal sustainability. The discussion also explores how rising oil prices could trigger a stagflationary shock, driving inflation higher while slowing growth, and why the recent flattening of the yield curve has stalled amid geopolitical tensions with Iran and energy market volatility. The episode concludes with exploration mining updates from Sitka Gold, Yukon Metals, and Barksdale Resources. 0:00 Introduction 1:59 Kevin Smith Macro 31:33 Quinton Hennigh, PhD, Introduction 33:53 BCM Resources Update 35:45 PJX Update 38:57 Norsemont Mining Update 41:43 Mogotes Metals Update 46:17 Goliath Resources Update 48:27 Sitka Gold Update 50:41 Firefox Gold Update 52:24 Condor Resources Update 54:16 Barksdale Resources Update 55:08 Alpha Exploration Update 57:40 Barksdale Resources Update 58:18 Harvest Gold Update 1:00:21 Eskay Mining Update 1:01:32 Alaska Silver Update 1:03:24 Irving Resources Update 1:05:03 Newfound Gold Update 1:06:41 Yukon Metals Update 1:09:47 White Gold Corp Update 1:12:17 Conclusion Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence...