
businessOct 26, 202234:12pending
How to Navigate a Resource Portfolio through a Bear Market with Fund Manager Matt Geiger
About this episode
Natural Resource fund manager Matt Geiger reveals how he is navigating his resource portfolio through this bear market. Even though we are seeing historically-low valuations for mining equities, Matt is preparing for another 12 to 18 months of rocky markets. He also reveals a key thing he learned in the past year as a resource investor.
0:00 Introduction
0:35 Key economic or commodity data you are looking at to see where the market is going?
3:20 Time horizon for a junior miner investment?
7:20 Adriatic Metals
10:53 Percentage cash now?
13:05 Commodity breakdown within your portfolio?
15:00 Ag minerals
17:54 Altius Minerals and Starr Royalties
22:59 Growing ESG movement affecting your investment strategy?
27:49 Key thing you learned in the last year?
Matt’s website: http://mjgcapital.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
0:00 Introduction
0:35 Key economic or commodity data you are looking at to see where the market is going?
3:20 Time horizon for a junior miner investment?
7:20 Adriatic Metals
10:53 Percentage cash now?
13:05 Commodity breakdown within your portfolio?
15:00 Ag minerals
17:54 Altius Minerals and Starr Royalties
22:59 Growing ESG movement affecting your investment strategy?
27:49 Key thing you learned in the last year?
Matt’s website: http://mjgcapital.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
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