Dave Erfle, Founder of The Junior Miner Junky, joins us to share how he’s looking at the macro set up in gold and how it contrasts with the commodity sector at large and the general equity markets. There are parallels Dave sees to the current markets and the 1970s markets where rising inflation was dismissed until it caused stocks to roll over, and then the precious metal sector took off. We then discuss the potential opportunities at present in quality mining stocks that have corrected down in pricing, and what qualities Dave looks for in positions he buys and recommends. We wrap up with general trading rules for how he actively manages his portfolio, while also managing risks in times like these.