Jay sits down with the chairman of U.S. Gold Luke Norman to break down a rare position in the mining cycle: a fully permitted, shovel-ready project in Wyoming that has cleared the hardest hurdles and is now moving toward financing and construction. The conversation focuses on what actually matters at this stage: validated economics, capital strategy, and timeline to production, while also unpacking the disconnect between market valuation and asset value, the shifting appetite for U.S.-based resources, and how macro forces like liquidity cycles and central bank demand are shaping the gold narrative today.