Welcome to the KE Report Weekend Show! It was another good week for markets and on the precious metals front there was an interesting merger/acquisition. We feature a well known fund manger and one of the best newsletter writer’s in the sector to share their investing strategies for metals stocks as well as weigh in on the Calibre Mining and Marathon Gold merger.
- Segment 1 and 2 – Matt Geiger, Managing Partner at MJG Capital kicks off the show by answering the question of if commodities stocks are in a bear market or just a long correction. Matt also outlines what his fund has been investing in after a long period of holding back capital.
- Segment 3 and 4 – Joe Mazumdar – Publisher and Editor of Exploration Insights wraps up the show by first weighing in on the Calibre Mining merger with Marathon Gold. We then take a step back to discuss what Joe thinks about the health of the precious metals stocks, overall valuations and how he views critical mineral stocks vs precious metal stocks.