This week's conversation covers declining free cash flow estimates for tech giants like Microsoft and Alphabet, high levels of asset managers' net long positioning in US Equity Futures, and potential opportunities in undervalued gold-related stocks on the TSX Venture exchange.

0:00 Introduction
1:36 Kevin Smith Macro
15:06 Tavi Costa Macro
50:32 Quinton Hennigh Introduction
1:03:52 Jex Technologies Introduction
1:21:28 Red Canyon Resources Introduction
1:26:28 Snowline Gold Update
1:28:17 Sitka Gold Update
1:29:25 Newfound Gold Update
1:30:41 Lion One Metals Update
1:32:34 Kuya Silver Update
1:33:42 Red Pine Exploration Update
1:34:39 Conclusion

Find us Online:
Website: www.crescat.net
Crescat Twitter: @crescat_capital
Kevin Smith, CIO, Twitter: @crescatkevin
Tavi Costa, Macro Strategist, Twitter: @tavicosta
LinkedIn: Crescat Capital

Important Disclosures:
https://www.crescat.net/due-diligence...