Podcast appearances and mentions of Matt Geiger

  Welcome to the KE Report Weekend Show!    This week, we explore the growing shift of capital out of the U.S., impacting both equity...

Welcome to the KE Report Weekend Show!    This week, we explore the growing shift of capital out of the U.S., impacting both equity and bond markets. Investors remain defensive, with gold emerging as the clear winner while the U.S. dollar continues to weaken. We also dive into the ongoing outperformance of gold stocks and where the best opportunities may lie in the current environment.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out. Segment 1 & 2 - Mike Larson, Editor-in-Chief at MoneyShow, kicks off the show outlining how market volatility, US policy uncertainty, and the erosion of traditional safe havens are fueling a powerful move into gold and potentially marking the beginning of a multi-year rotation out of US assets. He discusses how global capital appears to be shifting from US dominance toward international markets and hard assets, especially precious metals, and warns that this may not be a short-term trend but the early stages of a generational market transition. Click here to find out about the upcoming MoneyShow conferences.    Segment 3 & 4 - Matt Geiger, Managing Partner at MJG Capital, wraps up the show outlining how tariffs, geopolitical shifts, and safe haven demand are reorienting global capital flows and driving renewed interest in gold, critical minerals, and select junior miners. He discusses how the end of U.S. equity dominance could redirect trillions into commodities, why rare earth processor Neo Performance Materials is a top conviction pick, and how strong insider buying and selective junior exposure are shaping his current fund strategy. Click here to visit the MJG Capital website to learn more about Matt's fund.  

  Welcome to The KE Report Weekend Show!    This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends,...

Welcome to The KE Report Weekend Show!    This weekend show is focused on the precious metals sector, looking at recent M&A deals, trends, and a technical outlook for the metals and equities.   If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review.   Segment 1 & 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by discussing the recent Equinox-Calibre merger, its market reactions, and broader trends in the metals sector. We focus on the implications of mergers and acquisitions (M&A) for investors, with particular emphasis on the gold mining industry. Matt provides insights into the challenges and opportunities presented by M&A, touching on the need for operational synergies, the influence of geographical and management familiarity, and the potential for future M&A activities. Click here to visit the MJG Capital website to learn more about Matt's fund.  Segment 3 & 4 - Richard Postma, AKA Doc, is back to discuss his technical outlook on the gold market, individual metal stocks, and various other markets including the bond and US equity markets. Doc analyzes gold's potential to reach $3,000, the behavior of silver, and offers insights into precious metals equities that he has been buying. Additionally, he shares his perspective on uranium and energy stocks, the implications of rising interest rates in the bond market, and the overall direction of US stocks.

  Welcome to The KE Report Weekend Show! On this weekend's show we focus on investing in commodities stocks, private placements and a couple individual...

Welcome to The KE Report Weekend Show! On this weekend's show we focus on investing in commodities stocks, private placements and a couple individual stocks that have market attention. We also look at the broad markets and how a shift in the AI trade has impacted a range of markets, some positively, some negatively.    Please go back through our website (https://www.kereport.com/) and Podcast (https://rebrand.ly/KER-Podcast)  to listen to all our market commentary and company interviews.  We hope you all have a great weekend!    Segment 1 & 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by providing a comprehensive review of his fund's performance in 2024. Matt further explains investment strategies, red and yellow flags for private placements, and details his approach to stock picking. We also feature discussions on Koryx Copper, focused in Namibia, as well as Amarc Resources and current market excitement around its recent copper-gold discovery in BC. Click here to visit the MJG Capital website to learn more about Matt's fund.    Segment 3 & 4 - Mike Larson, Editor in Chief at MoneyShow, wraps up the show dissecting the week's major events, focusing primarily on news from the AI sector (DeepSeek) and its market impact. We delve into DeepSeek's recent innovation in AI models, which promises efficiency and cost reductions. Larson highlights how these developments have affected associated sectors like chipmakers and energy. The discussion shifts to broader market trends, revealing a noticeable shift in outperformance from tech to other sectors, such as small caps and industries like finance, real estate, and materials. We also explore the potential longevity of the bullish run in gold and commodities. Click here to find out about the upcoming MoneyShow conferences.

  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...

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. Click here to visit the Wheaton Precious Metals website.  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. Click here to visit the MJG Capital website to learn more about Matt's fund.   

On this episode of The Wisconsin Sportsman, Pierce is joined by outdoor writer, Matt Geiger to talk all about his journey into hunting, the challenges faced by adult onset hunters, and the welcoming nature of the hunting community. The guys discuss the realities of hunting, tools and resources available for new hunters, and the art of writing about hunting experiences. Matt shares insights on the Ag Tag program and its impact on deer populations, emphasizing the connection between hunting, survival, and storytelling, and the guys explore the intricate relationship between farming, wildlife, and hunting, and discuss the unique experiences of late-season hunting, the challenges posed by Chronic Wasting Disease (CWD), and the importance of storytelling in connecting people with nature. Above all else, they emphasize the need for responsible hunting practices, building relationships with landowners, and the role of deer as an ambassador species in the ecosystem. Follow along with Matt, his fantastic writing, and his adventures on Instagram @geiger.matt and at geigerbooks.com   Lastly, the guys mention the Sharing the Land Initiative, the Cazenovia Doe Derby, and a Learn to Hunt Rabbits event with the Wisconsin BHA Chapter that are all coming up in the next two weeks. Check them out and get involved using the links provided!   Big thanks to our fantastic partners:   onX Hunt: www.onxmaps.com XOP Gear: www.xopoutdoors.com Huntworth: www.huntworthgear.com Be sure to check us out on social media too! Instagram Facebook YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Wisconsin Sportsman, Pierce is joined by outdoor writer, Matt Geiger to talk all about his journey into hunting, the challenges faced by adult onset hunters, and the welcoming nature of the hunting community. The guys discuss the realities of hunting, tools and resources available for new hunters, and the art of writing about hunting experiences. Matt shares insights on the Ag Tag program and its impact on deer populations, emphasizing the connection between hunting, survival, and storytelling, and the guys explore the intricate relationship between farming, wildlife, and hunting, and discuss the unique experiences of late-season hunting, the challenges posed by Chronic Wasting Disease (CWD), and the importance of storytelling in connecting people with nature. Above all else, they emphasize the need for responsible hunting practices, building relationships with landowners, and the role of deer as an ambassador species in the ecosystem.Follow along with Matt, his fantastic writing, and his adventures on Instagram @geiger.matt and at geigerbooks.com Lastly, the guys mention the Sharing the Land Initiative, the Cazenovia Doe Derby, and a Learn to Hunt Rabbits event with the Wisconsin BHA Chapter that are all coming up in the next two weeks. Check them out and get involved using the links provided! Big thanks to our fantastic partners: onX Hunt: www.onxmaps.comXOP Gear: www.xopoutdoors.comHuntworth: www.huntworthgear.comBe sure to check us out on social media too!InstagramFacebookYouTube

In todays Take Your Power Back Show ,TRUMP-YOUR MONEY-THE DEEP STATE FACE OFF ,Peak Performance Master Coach and host Kim Yeater Speak, freedom loving Patriot Verity Metals Owner, Matt Geiger.   With over a decade of experience in the precious metals industry, Matt shows us how to take our power back and get our money out of the deep state hands.  This is going to be show you want to listen to!! SUBSCRIBE & SHARE!! See it at Rumble: Listen in on All Podcast Platforms:   DONATE AND KEEP FREEDOM ALIVE:https://www.TakeYourPowerBackShow.com  SUBSCRIBE & SHARE!! DONATE AND KEEP FREEDOM ALIVE:https://www.TakeYourPowerBackShow.com 

  Welcome to The KE Report Weekend Show. It was a busy week with the US election and Fed meeting dominating market headlines. I have...

Welcome to The KE Report Weekend Show. It was a busy week with the US election and Fed meeting dominating market headlines. I have to say I'm glad the week is behind us and we can look ahead to the last 2 months of 2024. However the selloff in metals and the stocks was not pleasant.   On this weekend's show we focus on how the election results could impact metals markets. A focus is on the precious metals, copper and critical minerals. We hope you all enjoy the show!   Segment 1 and 2 - Joe Mazumdar, Editor of Exploration Insights joins us to provide an in-depth analysis of how Trump's policies might influence the precious metals market, critical minerals, and mining regulations. We also explore potential changes in energy policies and their effects on metals like silver and copper, along with the state of the M&A landscape in the mining industry Click here to visit the Exploration Insights website to follow along with Joe.  Segment 3 and 4 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital wraps up the show by focusing on the junior resource stocks. We delve into historical market cycles, the impact of political changes on resource companies, and the current M&A activity in the mining industry. Matt also shares his thoughts on recent drill results out of Ridgeline Minerals. Click here to visit the MJG Capital website to learn more about Matt's fund.

Patriot Radio is the BEST stop for the news BEHIND the news from Matt Shea: a Pastor, Attorney, Military Officer, and WA State Representative. ____________ SUPPORT US Use promo code PATRIOTRADIO for HUGE savings on some of the BEST intelligence from Epoch Times! Subscribe here: https://ireadepoch.com BRAVETV is one of the best TV platforms that is not controlled by the enemy. Here's a big discount: https://bravetv.store/patriotradio ____________ FOLLOW PATRIOT RADIO Twitter: https://twitter.com/RepMattShea Rumble: https://rumble.com/user/MattShea Podcast: https://mattshea.podbean.com Gab: https://gab.com/MattShea #live #patriotradious #news #truth #america

In an industry where security, efficiency, and client relationships are paramount, having an integrated and democratized document and information management platform is more important than ever. In this episode of Banking Transformed, we explore the evolving landscape of document and information management in financial services with Matt Geiger from Sharefile. We discuss critical challenges banks and credit unions face and how innovative solutions can address these issues head-on. Matt also touches on the future of financial document management, including the role of AI and machine learning in creating more personalized, secure, and efficient systems. This episode of Banking Transformed Solutions is sponsored by Sharefile ShareFile helps professionals deliver modernized client experiences with collaboration and workflow technology that is highly secure, easy to use, and customizable to fit their organization's unique needs. Designed with highly regulated industries in mind, ShareFile offers secure, digital technology to simplify workflows and improve collaboration. ShareFile works with your existing technologies and gives you added visibility, speed, and efficiency, without sacrificing security. Visit sharefile.com

  Welcome to The KE Report Weekend Show. In this show we focus on metals and energy sectors where the stocks are showing disconnects to...

Welcome to The KE Report Weekend Show. In this show we focus on metals and energy sectors where the stocks are showing disconnects to the underlying commodity prices.   Please keep in touch by emailing us at Fleck@kereport.com and shad@kereport.com.   We hope you all enjoy this weekend's show and have a great weekend!   Segment 1 and 2 - Gold and Uranium Stocks - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show sharing insights from the conference in Beaver Creek, noting a surprising sentiment shift amid steady gold performance. Matt elaborates on mergers and acquisitions (M&A) trends in the junior royalty space and predicts potential future deals. The conversation also touches on uranium market dynamics, emphasizing the disconnect between uranium stock performance and the rising spot prices. Click here to visit the MJG Capital website to learn more about Matt's fund.  Segment 3 and 4 - Oil and Nat Gas Prices and Stocks - Dan Steffens, President of the Energy Prospectus Group wraps up the show by recapping the recent trends and factors affecting oil and natural gas markets. Dan shares his bullish outlook on natural gas, citing lower-than-normal inventories and strong international demand. He also reviews several companies in the gas sector, highlighting Antero Resources and Crescent Energy for their potential growth and stability. Additionally, Dan touches on the role of royalty companies like Kimbell Royalty Partners in the natural gas market. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.  

  Welcome to The KE Report Weekend Show! Thank you for tuning in on this Labor Day long weekend. Summer markets are now behind us....

Welcome to The KE Report Weekend Show! Thank you for tuning in on this Labor Day long weekend. Summer markets are now behind us.   On this Weekend Show we feature a Fund Manager and a technical trader to comment on different types of investments. We discuss investing in junior resource stocks and also look big picture from a trading sense at US markets (of course the Mag 7), the US Dollar and precious metals.   Segment 1 and 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by discussing the bull and bear case for junior resource stocks and how his fund is positioned. We also recap a presentation Matt made at focused on financings and red flags that make him say “no” to investments. Click here to visit the MJG Capital website to learn more about Matt's fund.  Segment 3 and 4 - Michael Oliver, Founder of Momentum Structural Analysis wraps up the show by sharing what his momentum based models are telling him about the US markets, US Dollar, gold and gold stocks. Michael thinks a big shift is coming in favor of commodities while markets move lower, led by tech. Click here to visit Michael's Momentum Structural Analysis website.   

    Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week,...

    Welcome to The KE Report Weekend Show! On this Weekend Show we recap key economic data and major market moves from the week, and discuss where opportunities lie for investors in metals equities.    We hope you all enjoy this Weekend Show!    Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc to Market website kicks off the show by recapping the US jobs data and market meltdown at the end of the week. Only 114,000 jobs were added, against the estimate of 185,000 further confirming the slowdown in the US economy and potential recession around the corner. Marc explains how Fed rate cut expectations have increased. On the market front we ask where, if anywhere, is a good place for investors to hide out. Click here to visit Marc's site - Marc To Market.  Segment 3 and 4 - Matt Geiger, Managing Partner of MJG Capital wraps up the show discussing the performance of the MJG fund in the first half of 2024, the resilience of junior mining stocks amidst metal price increases, and potential catalysts for the junior sector's momentum. Key topics include significant M&A activity in the resource sector, particularly the noteworthy Filo takeover, and strategies for investing in mining projects Click here to visit the MJG Capital website to learn more about Matt's fund. 

In this interview, Matt Geiger, Managing Partner at MJG Capital, delves into the current market conditions and how various economic and political factors, such as the US Presidential Election, may influence the market. Matt also discusses his recent investment activities, including periods of inactivity and strategic allocation shifts within his portfolio, which is currently weighted 36% towards copper. --- Thank you to our #sponsor CONTANGO ORE, Inc. (NYSE American: CTGO) - Developing Alaska's Next Gold Mines. Make sure to pay them a visit: https://www.contangoore.com/ ---

  Welcome to another KE Report Weekend Show! This weekend’s show is focused on resources stocks and metals prices. We discuss a number of key...

Welcome to another KE Report Weekend Show! This weekend's show is focused on resources stocks and metals prices. We discuss a number of key news releases for the past couple of weeks and outline the true drivers of gold, silver and copper prices.    Segment 1 and 2 - Extended Segment - Matt Geiger, Managing Partner at MJG Capital kicks off the show by sharing his insights on recent news out of Bravo Mining (drill results), Skeena Resources (a US$750Mil finance package), and Victoria Gold (mine failure). We also discuss how Matt is viewing the pullback in resources stocks, mostly from the junior side. Please note, we recorded this segment on Wednesday. Since that date the share price action is Skeena has been strong with the stock up 13% on Thursday and 10% on Friday. Click here to visit the MJG Capital website to learn more about Matt's open ended fund. Segment 3 and 4 - Jeff Christian, Managing Partner at the CPM Group wraps up the show by recapping a recent Q&A webinar with clients, focusing on the relationship between a potential U.S. recession and precious metal prices. He delves into historical precedents, like the 1980-1982 double-dip recession, and examines factors driving gold, silver, and copper prices. We also explore the growing skepticism around the green energy transition narrative and the economic contraction concerns impacting metal supply and demand. Lastly, he provides his forecasts for metal prices and investment trends in the coming months Click here to visit the CPM Group website to learn more about the firm.

Matt Geiger of MJG Capital joins the podcast today for some market commentary. It feels as if investors are welcoming summer doldrums with open arms this summer and teams return to exploration projects. Matt and Trevor also talk specifically about single-asset copper producers and how the last years of a bear market have effected the project generators.

  Welcome to The KE Report Weekend Show! We are sticking to the gold, silver and copper markets this weekend analyzing pricing and equity investment...

Welcome to The KE Report Weekend Show! We are sticking to the gold, silver and copper markets this weekend analyzing pricing and equity investment trends.   Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital shares his insights on copper market trends and portfolio strategies. We start by recapping the updates to his portfolio, and a deep-dive into the copper market dynamics. Matt shares his strategies and recent investment moves, including a major allocation to copper and a new high-grade copper discovery. Click here to learn more about MJG Capital. Segment 3 and 4 - Axel Merk, President and CIO of Merk Investments wraps up the show discussing trends in gold ETFs, including inflows and outflows, and the current state of the gold market. Axel provides insights into investor behaviors, and the broader commodity market including gold, silver, and copper. Click here to learn more Merk Investments.    

You know the action movie character John Wick? The assassin who avenges the death of his dog? Well, did you know the real John Wick lives in Wisconsin? Matt Geiger introduces us to him.

    Welcome to The KE Report Weekend Show! This week was dominated by geopolitical news out of the mid-east. We covered the day to...

Welcome to The KE Report Weekend Show! This week was dominated by geopolitical news out of the mid-east. We covered the day to day moves in Daily Editorials so on this Weekend's Show we stick to the larger trends in place for commodities and commodity stocks.   Commodities have drastically outperformed markets this month. How long will it continue? How much more money will rotate into commodities and when will it filter to the junior stocks? We ask all these questions in this Weekend's Show!   Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital kicks off the show by sharing his thoughts on the gold and copper prices. We discuss how Matt is viewing private placement opportunities, how he thinks junior companies will fund work programs for this year, and what stocks are set up best to play catch up to the gold price... Click here to learn more about MJG Capital and the resource fund that Matt runs.   Segment 3 and 4 - Dan Steffens, President of the Energy Prospectus Group wraps up the show with a focus on the oil and natural gas sectors. We cover the key drivers of price and Dan shares 2 stocks in his small-cap growth portfolio; Riley Exploration Permian and Surge Energy. We also have Dan outline an upcoming luncheon in Houston he is hosting featuring InPlay Oil. If you want more information on the luncheon please email energyprospecus@gmail.com... Click here to learn more about the Energy Prospectus Group.    

Try not to wolf out because we're talking about John Landis' classic, An American Werewolf in London (1981). Backpacking along with us is Xero Gravity, who went on a werewolf binge and has recommendations! Up for discussion: Alex's underdeveloped character, urban set pieces, dirty movie theaters, and British rural horror. Plus: a queer reading of David and Jack's relationship, Jewish horror, an unsexy sex scene, and extended tangents about werewolf anatomy. References: > Matt Geiger. “The Secret Queer Subtext of 'An American Werewolf in London'” Incluvie > Marisa Mercurio. “Queer Moon Rising / The Love of a Good Woman Won't Save You: Queer Narratives in An American Werewolf in London (1981)” Ancillary Review of Books > Jon Spira. “I Think He's a Jew: The Werewolf's Secret” Video Essay. Arrow Physical Media Release Questions? Comments? Snark? Connect with the boys on Twitter, Instagram, Youtube, Letterboxd, Facebook, or join the Facebook Group to get in touch with other listeners > Trace: @tracedthurman > Joe: @bstolemyremote > Xero: @xghorror / @blerdymassacre Be sure to support the boys on Patreon!  Theme Music: Alexander Nakarada   Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Geiger from MJG Capital discusses the recent turn in the commodity market. He believes that gold is the bellwether for commodities and that the recent breakout is the real deal. He also discusses the opportunities in junior equities and the criteria he uses to evaluate copper companies. Matt shares his insights on exploration and mining opportunities in Africa, particularly in the Arabian Nubian Shield. He concludes by recommending several mining books for listeners to explore.

  Welcome to The KE Report Weekend Show! On this Weekend’s Show we discuss potential weakness in the US markets, breakouts in gold and Bitcoin,...

Welcome to The KE Report Weekend Show! On this Weekend's Show we discuss potential weakness in the US markets, breakouts in gold and Bitcoin, copper breaking above $4 and Bitcoin recently over $70k.   Be sure to go back throughout the week to listen to the many Daily Editorials and Company Updates we released! Keep in touch with us through email to let us know of any guests you would like to see on the show.   We hope you all have a great weekend!   Segment 1 and 2 - Rick Bensignor, President of Bensignor Investment Strategies kicks off the show with an extended segment focused on US markets, gold vs rates, gold stocks and Bitcoin. Rick is a true generalist investor who's goal is to beat the markets. He shares some detailed levels for us to watch over the coming weeks. Click here to visit the In The Know Trader website to learn more about Rick's investment products. Segment 3 and 4 - Matt Geiger, Managing Partner at MJG Capital wraps up the show with a focus on copper's break above $4/lb, what his found is investing in in the copper space, and his takeaways from PDAC.  Click here to learn more about MJG Capital and the fund focused on resource equities.    

    Welcome to the KE Report Weekend Show! This weekend’s show is focused on resource stocks and how to build a better portfolio. We...

Welcome to the KE Report Weekend Show! This weekend's show is focused on resource stocks and how to build a better portfolio. We feature a well known analyst and fund manger to help us better analyze individual companies, avoid management red flags and isolate the commodities they think have the best potential this year.   Be sure to go back through the week to listen markets commentary through Daily Editorials and Company Updates. You can also subscribe to our YouTube channel, by clicking here, or our Podcast by searching "The KE Report".   Segment 1 and 2 - Joe Mazumdar, Editor of Exploration Insights kicks off the show with a recap of the main themes he noted at the recent Vancouver resource investment conferences. This ties into specific metals that are being talking about and Joe's thoughts on copper and uranium. Joe shares some details on a new portfolio comparison tool he is working on to help investors compare projects and companies. Click here to learn more about Exploration Insights. Segment 3 and 4 - Matt Geiger, Managing Partner at MJG Capital joins us to discuss management red flags for resource companies. He outlines 25 obscure red flags in the recent investor letter available on the MJG Capital website. We also ask Matt about his strategy this year for the fund and what metal is a true contrarian play. Click here to visit the MJG Capital website.

Welcome to The KE Report Weekend Show! It was a week for the history books all courtesy the Fed and Jerome Powell. The markets had a pivot party on Wednesday with gold and the large gold miners really doing well.    This Weekend's Show is focused on the significance of the Fed pivot and what changes for investors in 2024.     Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc to Market kicks off the show with a deep dive into the Fed pivot, the data that contributed to the pivot and which markets he thinks are in true longer-term uptrends. On Marc's website the day before the Fed meeting Marc perfectly called the pivot! Unlike many other commentators this was the first time Marc made this call. Click here to visit Marc's website - Marc to Market.   Segment 3 and 4 - Matt Geiger, Managing Partner at MJG Capital wraps up the show with a focus on resource stocks. We discus what it will take for the junior stocks to start performing better, highlight some recent private equity and streaming deals, and look at the carbon credit sector. Click here to visit the MJG Capital website.

    Welcome to the KE Report Weekend Show! It was another good week for markets and on the precious metals front there was an...

Welcome to the KE Report Weekend Show. On this Weekend’s Show we focus on the resource stocks. While gold stocks have struggled there has been...

For this week's long-form episode for the long weekend, we welcome in MJG Capital's Matt Geiger. Matt has spent a lot of time traveling these past few months to visit projects currently allocated in the MJF portfolio. We talk about about some of these specific companies and provide some thoughts as shareholders of what we'd like to see as next steps. These companies include Kenorland Minerals, Elemental Altus Royalties, and EMX Royalty. We also talk in-depth of Brazil and its resource industry. The country rides a fine line between East and West. How does it delicately balance its friendly and productive relationship with the United States while also continuing to be heavily involved in BRICS developments? We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠www.arizonasonoran.com⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠fireweedmetals.com⁠.

Welcome to a special Canada Day and almost July 4th KE Report Weekend Show!   We are now done with the first half of 2023!...

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Matt Geiger, Managing Partner at MJG Capital Fund LP, a limited partnership specializing in natural resource investments. Matt shares his outlook for investing in metals and mining, including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.

Tom welcomes back MJG Capital Managing Partner Matt Geiger to the show. Matt remarks on the recent rallies and predicts that a smaller rally could occur on a Fed pause, while noting that reaching new highs is still in the realm of possibility. He believes the next decade holds promise for investing in miners and commodities and that this will eventually trickle down to junior miners, making him feel comfortable with the current situation. Macro factors are aligning well for precious metals, with mid-tiers beginning to pick up and the broader markets waiting in anticipation. Matt predicts that mining will eventually become more popular among younger generations. He also acknowledges the hype surrounding lithium mining, but believes that a correction is needed in that market with the trend moving towards lithium ion phosphate batteries. Matt is seeing increasing M&A activity, including some significant acquisitions. He provides advice on investing in junior miners and explorers; suggesting that betting on the people rather than individual projects is usually the best approach. Time Stamp References:0:00 - Introduction1:37 - Miners & Sentiment8:06 - Gold & Resistance14:35 - Commodities Value17:36 - Mining & Politics21:49 - Lithium Mining25:23 - Refining Capacity27:42 - Strategic Minerals31:22 - Copper Demand34:05 - Silver Thoughts37:44 - Canada Divestment?41:14 - Jurisdictions48:08 - M&A Activity51:43 - Junior Mining Mistakes1:01:06 - Wrap Up Talking Points From This Episode The next decade will be a good one for investing in miners and commodities.M&A Activity is picking up in the mining sector.Lithium mining is currently a hot topic, but Matt believes a correction in the market is required. Guest Links:Website: http://mjgcapital.com/Twitter: https://twitter.com/geigercounting Mr. Geiger is Managing Partner at MJG Capital, a limited partnership specializing in natural resource investments. The partnership is long-only and holds a concentrated portfolio of resource equities. Investments include explorers, developers, and producers of precious metals, energy metals, industrial metals, and ag minerals. Matt is a graduate of the Wharton School at the University of Pennsylvania and previously founded a venture-backed technology company most recently valued at $150m.

Today we welcome back in to MSD, Matt Geiger of MJG Capital. Matt and Trevor go in-depth of how metal investors and speculators are faced with the fundamentals of supply/demand vs recessionary concerns on the base metal side, and why gold's brightest days may be closer than many believe. And with Lithium's fall recently, is it time to look at buying that dip? We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. ASCU is an early-stage copper developer and explorer of the Cactus Mine and its satellite project, Parks/Salyer, both situated on a 4km mine trend on private land in Arizona's porphyry copper district. Opportunity for significant growth and scale exist along the trend, while future capex requirements outlined in the Cactus PEA benefit from significant onsite and nearby access to infrastructure. The Company is led by an executive management team and Board which have a long-standing track record of successful project delivery in North America. For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

On this Weekend’s Show we feature two of our favorite guests, Richard Postma (AKA Doc) and Matt Geiger. Doc provides a technical outlook focused on...

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.

The guys resurrect the Matt Geiger Fact of the Day segment after stumbling along his name during the jersey journey. Walker and Doug get to their first real debate at number 44.Rock AutoAmazing selection. Reliably low prices. All the parts your car will ever need. Visit RockAuto.com and tell them Locked On sent you.MEGAPHONE: Follow & Subscribe to the Locked On Hornets Podcast on these platforms

The guys resurrect the Matt Geiger Fact of the Day segment after stumbling along his name during the jersey journey. Walker and Doug get to their first real debate at number 44. Rock Auto Amazing selection. Reliably low prices. All the parts your car will ever need. Visit RockAuto.com and tell them Locked On sent you. MEGAPHONE:  Follow & Subscribe to the Locked On Hornets Podcast on these platforms

Matt Geiger has recently published his latest MJG Capital Newsletter and is here today to comment on how he's managed the volatility of the junior exploration market these past couple months. We also look ahead as to the macro backdrop of monetary policies and how precious metals may find a mode of recovery.