“I’m super bullish on small caps…now is the time to do your homework”.
In this episode Callum Newman, small cap specialist from Fat Tail Investment Research, joins the podcast to talk how iron ore producers are ‘mining money’, why ‘less bad’ news has been boosted the small cap sector, how “risk-on” is back and there’s plenty of quality resource stocks ready to boom.
Timestamps:
(2.23) Making a buck from the volatile small cap sector
(4:45) Small caps: Will they be the ‘bounce back belters’ of 2024?
(8:56) The reflation trade and less bad news
(11:24) Gold and ‘Squandermainia’
(14:15) Iron ore producers are ‘minting money’
(18:40) Chinese property has been an issue for over a decade (23:59) Looking beyond headlines for resource investing opportunities
(28:27) Is there still a bull case for lithium?
(31:40) A game of ‘hot or not’ for commodities
(35:00) “I think the market can run for several years.”
(36:26) A simple beer on tap please