Welcome to The KE Report Weekend Show -Holiday Special. Since it’s the end of the year it’s a great time to reflect on the current state of the markets and look ahead to 2025.
This Weekend Show provides some invaluable insights into metals equities as I feature an executive from one of the largest royalty companies in the space and a fund manager focused on metals equities. I hope you all enjoy this weekend’s show and take away some valuable information to use for investing in 2025.
As always please keep in touch with me through email. My email address is Fleck@kereport.com.
- Segment 1 and 2 Randy Smallwood, President and CEO of Wheaton Precious Metals (TSX | NYSE | LSE: WPM) kicks off the show to discuss the state of the market for precious metals equities. We cover market cycles, the unconventional bull run in gold, the unique streaming business model of Wheaton, and the critical role of geopolitical and economic factors. Randy also touches on the significant buying trends from Eastern markets and addresses the challenges and opportunities within the sector.
- Segment 3 and 4 – Matt Geiger, Fund Manager and Managing Partner at MJG Capital wraps up the show by recapping a couple of his best and disappointing investments in 2024, and sharing his 2025 big picture themes. Key 2025 themes include the impact of central bank buying, potential spillover into broader metals, and the ongoing M&A boom. We also address jurisdictional risks in regions like the Ivory Coast and Peru and consider the potential for money rotation into lesser-known metals like tin.
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Click here to visit the MJG Capital website to learn more about Matt’s fund.