This is the start of a new segment on the KE Report called Conversations With Money Managers. I found when talking to some of my guests, especially larger fund managers, we did not get to dive into topics as thoroughly as we would have liked. This new forma of interviews are much longer but enable us to do a deeper dive into major sectors of interest. I am hoping to have at least one of these conversations every month. Please email me with guests you would like to see featured – Fleck@kereport.com.
In this Conversation With Money Managers I chat with Matt Geiger, Founder of MJG Capital Fund. We focus on the precious metals markets and the investment narrative that he is utilizing for his fund. We balance the opportunities in gold vs silver stocks. Matt even shares with us his most recent investment in the fund. Copper is also discussed in terms of the overall market. We wrap up the discussion with a look into the political developments in Ecuador.
This is over 30 minutes so grab your favorite drink and take some notes on what Matt has to say. Please let me know what you think of this format.
Click here to visit the MJG Capital Fund website.