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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
Weekend Show - Matt Geiger & Brien Lundin - Precious Metals Portfolio Strategy: What Stocks To Hold And Where To Rotate
The KE Report
1 hour 2 minutes
5 days ago
Weekend Show - Matt Geiger & Brien Lundin - Precious Metals Portfolio Strategy: What Stocks To Hold And Where To Rotate
Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference
This week’s Weekend Show dives deep into the current phase of the metals bull market - exploring how investors should navigate the sharp rebounds in gold and silver and where to look next as copper and base metals build momentum.
Segment 1 & 2 - We’re joined by Matt Geiger, Managing Partner at MJG Capital, to unpack the precious-metals pullback and rebound - his base case is a multi-month consolidation within an intact bull market, with producers showing leverage and M&A accelerating. He discusses how MJG has trimmed precious-metals exposure, built cash, stayed overweight copper on looming supply deficits, and is favoring high-quality juniors and prospect generators.
Click here to visit the MJG Capital website to learn more about Matt’s fund
Segment 3 & 4 - Wrapping up the show with Brien Lundin, editor of The Gold Newsletter and host of the New Orleans Investment Conference, discussing the strong turnout and investor optimism at this year’s event, the continued undervaluation and upside potential in precious metals and energy stocks, the importance of identifying credible newsletter writers, and his insights on portfolio strategy and standout exploration plays in the current metals bull market.
Click here to learn more about the New Orleans Investment Conference and access the conference recordings.
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The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
