Silver Miners Are Down: Jan Willhöft Says That's the Opportunity

Recorded on August 25 2026, at NRS Studios Jan Willhöft, Partner at AXINO Capital GmbH, joins Steve Yang of Natural Resource Stocks to discuss how AXINO approaches junior-mining investing across gold, silver, copper, uranium, and critical resources. Jan explains why he believes late-stage exploration and early-development companies may offer opportunity after larger producers captured much of the first wave of investor attention. He also lays out a contrarian framework built around buying sectors when sentiment is weak, including his views on silver, lithium and overlooked Mexican mining assets. The conversation examines how European industrial demand could drive more direct investment, equity…