Podcasts about mjg capital

  This weekend’s KE Report dives deep into two pivotal commodity trends:   Matt Geiger of MJG Capital outlines why it’s “game on” for junior...

This weekend's KE Report dives deep into two pivotal commodity trends: Matt Geiger of MJG Capital outlines why it's “game on” for junior mining stocks with a breakout on the TSX Venture, while Dan Steffens of the Energy Prospectus Group unpacks the tug-of-war between fear-driven oil pricing and strong natural gas fundamentals. 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 - Matt Geiger, Managing Partner at MJG Capital, kicks off the show to discuss the improving outlook for junior mining stocks, highlighting that while the TSX Venture isn't as mining-heavy as in past cycles, rising capital flows and exploration activity suggest a potential early-stage bull market for juniors. He also unpacks selective M&A trends in gold and silver, why copper still needs higher prices to incentivize development, and how he's cautiously managing a strong-performing, junior-heavy portfolio amid growing market optimism. Click here to visit the MJG Capital website to learn more about Matt's fund.    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, joins us to unpack the fundamentals driving oil and natural gas prices, rig count trends, and where he sees near-term upside.He explains why U.S. oil production may have peaked, how LNG export growth is tightening the natural gas market, and highlights two Canadian gas-weighted companies, Spartan Delta and Journey Energy, as attractive plays amid rising gas demand and discounted valuations. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.  

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, 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 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 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.   

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.

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.   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, 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 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 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.    

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.    

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, 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 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 interest merger/acquisition. We feature a well known fund manger and one of the best newsletter writer's in the sector to share their investing strategies for metals stocks as well as weigh in on the Calibre Mining and Marathon Gold merger.   Segment 1 and 2 - Matt Geiger, Managing Partner at MJG Capital kicks off the show by answering the question of if commodities stocks are in a bear market or just a long correction. Matt also outlines what his fund has been investing in after a long period of holding back capital. Click here to visit the MJG Capital website. Segment 3 and 4 - Joe Mazumdar - Publisher and Editor of Exploration Insights wraps up the show by first weighing in on the Calibre Mining merger with Marathon Gold. We then take a step back to discuss what Joe thinks about the health of the precious metals stocks, overall valuations and how he views critical mineral stocks vs precious metal stocks. Click here to learn more about Exploration Insights.

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 the Weekend Edition of The KE Report. On this Weekend Edition we focus on two types of resource companies; development stage and royalty companies. These types of companies offer very different investment opportunities but as you will hear from our guests you need to be selective in the companies and teams you invest in.   Please keep in touch with us through email. We love hearing your thoughts on the companies and guests we feature on the show. Our email addresses are Fleck@kereport.com and Shad@kereport.com.     Segment 1 and 2 - Brian Leni, Founder and Editor of The Junior Stock Review kicks off the show with a focus on development stage resource companies. We ask about the types of companies Brian invests in with a longer term investing strategy. We also discuss the high price predictions for metals associated with the electrification narrative. Click here to learn more about the Junior Stock Review website. Segment 3 and 4 - Matt Geiger, Managing Partner at MJG Capital keeps our focus on resource stocks while sharing his outlook for royalty companies. More specifically the small and mid size royalty companies. We also recap a recent site visit Matt attended in Brazil to Bravo Mining and Lara Exploration. Click here to learn more about MJG Capital.

Welcome to a special Canada Day and almost July 4th KE Report Weekend Show!   We are now done with the first half of 2023! The major surprises being the strength of the US markets and US economy.   On this Weekend's Show we have a generalist comment on the potential of markets strength to continue, a well respected news letter writer looks at development stage companies and the potential for M&A to pick up, and a fund manager shares his thoughts on the nickel market.   we hope you all enjoy the show! Please keep in touch by emailing us at Fleck@kereport.com and Shad@kereport.com.   Segment 1 - Mike Larson. Editor in Chief at The MoneyShow kicks off the show with a focus on the US markets strength. Mike shifted his strategy for markets at the perfect time to go long and ride the momentum higher. he shares his outlook for markets and metals in the second half of the year. Click here to learn more about the upcoming MoneyShow conferences. Segment 2 and 3 - Joe Mazumdar, Editor of Exploration Insights joins us to focus on potential M&A in the resource sector and development stage companies. We also discuss the copper sector with major gold miners shifting focus toward copper. Click here to visit the Exploration Insights website. Segment 4 - Matt Geiger, Managing Partner at MJG Capital wraps up the show by shifting our focus to the nickel market. We discuss big news with a private equity firm selling assets, how to value different deposits and if this sector could go through a lithium like boom. Click here to visit Matt's site - MJG Capital

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.

Welcome to this week's KE Report Weekend Show! On this Weekend's Show we are focusing on the resource sector by first chatting with 2 fund managers detailing how they are managing their fund's portfolio, followed by a dive into the energy sector.   Please keep in touch with Shad and I through email. We love hearing what you think of our guests and the companies we featured throughout the week. Our email addresses are Fleck@kereport.com and Shad@kereport.com.   Segment 1 - Matt Geiger, Managing Partner at MJG Capital joins us to first recap his portfolio strategy this year, which has been less transactions. We discuss his outlook for gold, silver and base metal stocks. A couple trends we have seen recently in the sector include larger financings (for select companies) and Yukon being a popular jurisdiction. Click here to visit the MJG website. Segment 2 - Tavi Costa, Portfolio Manager at Crescat Capital is up next with a very different portfolio strategy. We focus on Crescat's Precious Metals SMA Fund where the team has completed 90 investments in the last 2 year. This strategy is focused on small cap, early stage exploration companies that are high risk and high reward. We also discuss how Crescat balances out risk and reward when making investments. Click here to learn more about Crescat Capital. Segment 3 and 4 - Dan Steffens, President of The Energy Prospectus Group wraps up the show by shifting our focus to the energy sector. We quickly recap the the marco landscape then move to the oil and gas stocks. Dan shares a number of companies ranging from large cap sector leaders down to small scale production, many with near term growth plans. Dan has provided all of you with a special $100 discount when signing up for the Energy Prospectus Group. Enter "CF100" when signing up. Click here to visit the Energy Prospectus Group     Exclusive Company Interviews This Week Metalla Royalty & Streaming – Acquisition Of A Silver Focused Royalty Portfolio From First Majestic Silver Aztec Minerals – Drill Results Continue To Expand The California Zone At The Cervantes Project, Mexico FPX Nickel – $12 Million Investment From A New Corporate Strategic Investor Rupert Resources – A Dive Into The Ikkari PEA and What Comes Next Heliostar Metals – A Major Acquisition Of A Gold Portfolio In Mexico Kodiak Copper – A New Gold-Silver Discovery, Beyer Zone, On The MPD Project Silver X Mining – Comprehensive Update On Production Growth, Revenue Growth, and Resources Growth Awale Resources – New Targets On The Odienné Project and An Update On The Colossal Gold Acquisition Calibre Mining – Exploration Focus Fueling Development And Grade-Driven Production Growth Fathom Nickel – Comprehensive Company Update At The Gochager Lake And Albert Lake Projects Electric Royalties – Forecasting Cash-Flow Positive Next Year, Updates On The Royalty Portfolio  

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 the longer term trends while Matt shares the fund manager perspective on how he's managing a resource fund portfolio.   We hope you enjoy this Weekend's Show! Please keep in touch with Shad and I through email. Our email addressees are Shad@kereport.com and Fleck@kereport.com.   Segment 1 and 2 - Doc kicks off the show by outlining the charts and technical indicators he is watching for gold, gold stocks balanced between juniors and majors, silver, US markets and the US Dollar. We are focused on the longer term trends and key levels to watch well into next year. Segment 3 and 4 - Matt Geiger, Managing Partner at MJG Capital joins us to outline how he is managing his long only resource equity fund. We discuss his views on the metals bucking the downtrend, lithium and uranium. Also the balance between precious metals and battery metals. All of this is discussed in context of compiling a well rounded long-term portfolio. Click here to learn more about MJG Capital.   Exclusive Company Interviews This Week Big Ridge Gold – Phase 1 Drilling And Improved Project Metrics Leading Towards Key Update To Hope Brook Resource Estimate Rugby Resources – Initial Drill Hole At Cabrasco Intersects 808 Meters of 0.46% CuEq Including 82 Meters Of 1.00% CuEq Novo Resources – Drilling Update and Results From The Becher Area In the Egina district LithiumBank – DLE Test Work Reports Up To 60X Grade Increase and Production Of High Purity Lithium Concentrate At Boardwalk Silvercorp Metals – Growth From 7 Producing Silver And Gold Mines, And 300,000 Meters Of Ongoing Exploration Utilizing 80 Drill Rigs Snowline Gold – Growing Land Packages In Yukon and Drill Results From The Valley Zone Intersecting 318.8M of 2.5g/t Gold GR Silver Mining – 2 Drill Programs Ongoing On the Plomosas Project Building Towards A Global Resource Update Stillwater Critical Minerals – 14 Drill Holes Including Rhodium Assays Will Be Feeding Into An Updated Resource Estimate At Stillwater West Skeena Resources – A New Discovery At Eskay Creek Intersecting 4.46 g/t AuEq Over 32.19 Metres, Recapping The 2022 Drill Program Silver Tiger Metals – A Team With Many Past Successes, Aggressive Drill Campaign At One Of The Highest Grade Historic Silver Mine With A Path To Near Term Production Headwater Gold – Company Introduction to 10 Exploration Projects In The Western USA, Including 4 Optioned To Newcrest Kenorland Minerals – The Sale Of A Project, Work Updates On JV Properties With Sumitomo, Antofagasta and Newmont Calibre Mining – Continued Development And Production Growth, Augmented By A Substantial Exploration Program In Nicaragua

On this episode of #SFLive, we are speaking with returning guest Matt Geiger, Managing Partner at MJG Capital in San Francisco. We discuss the one catalyst that will bring investors back, recession implications, investing in natural resources & mining investing. Guest: Matt Geiger, Managing Partner Company: MJG Capital Website: https://mjgcapital.com/ #investing #stocks Tags: Gold, Silver, S&P, Stocks, Stock Market, Stock Investing, Mining Stocks, Gold Miners, Gold Investing, bear market, bear market rally, dividend stocks, dividend investing, gold dividend, EMX Royalty, royalty company, mining investing, dividend yield, Newmont, Barrick, Barrick Gold, FED, USD, US Dollar, investing, stocks, bear market, snowline gold, ridgeline minerals, Kinross, Contango Ore, Fort Knox MAKE SURE TO SUBSCRIBE TO OUR CHANNEL & HIT THE ALERT BUTTON Also, follow us on http://www.twitter.com/soarfinancial - make sure to follow us & click on the bell icon! ►► Follow Us! ◄◄ Twitter:http://twitter.com/soarfinancial Instagram: https://www.instagram.com/soarfinancial/ Facebook: https://www.facebook.com/soarfinancial/ Website: http://www.soarfinancial.com/ SF Live is a new format by Soar Financial Partners. The goal is to give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Summer" by Bensound.com **Disclaimer:** Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences. Soar Financial may provide content on third-party sites and we disclaim any responsibility for the content of any information posted on such other websites.

Tom welcomes back MJG Capital Managing Partner Matt Geiger to the show. Matt discusses his fund's performance during 2021 and how things have changed from 2020. 2021 was overall flat for the fund but marginally up. He explains their weightings for precious metals and his long-term investment approach. There are advantages to being more patient than other investors. Matt is excited about the long-term prospects for energy metals due to the global decarbonization efforts. Energy metals are going to be a good space to be in but be careful of overall market risks. Ag commodities and fertilizer are also looking good. Removing emotion from trades is crucial as well as having a good macro framework to follow. Matt discusses the overvalued S&P and how equity markets are dangerously priced. Sentiment and valuations are currently lining up to bring serious concern regarding these markets. Equities are now valued higher than during the Dot Com bubble and in the last year, retail investors have put more money in markets than in the last 19 years combined. We've reached euphoric investment levels. Passive ETFs have created a feedback cycle of re-investment but eventually, we will have a true risk-off event. This will bite investors at some point. The major trends will eventually reverse so it's important to have a defensive approach. U.S. performance has to reverse compared to the rest of the world at some point and begin to tread water. The focus on growth over value is due to lower interest rates and the resulting economic forecasts. Time Stamp References:0:00 - Introduction0:52 - The Year Ahead6:36 - Long-Term Approach9:00 - Position Trimming13:14 - Macro Framework17:06 - S&P Risks22:00 - ETFs & Crashes24:22 - Trends & Future28:45 - Position Concentration31:40 - Finding Deep Value35:18 - Prospect Generators38:53 - Private Placements42:48 - Wrap Up Talking Points From This Episode Fund performance and state of the equity markets.Energy metals potential over the next decade.Passive ETFs create outsized market risk.Finding deep value in resource companies. Guest Links:Website: http://mjgcapital.com/Twitter: https://twitter.com/geigercountingMJG Fund Review: https://mjgcapital.com/wp-content/uploads/2022/01/January-2022.pdf 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.

MJG Capital's Matt Geiger joins us this afternoon for his take on the continued weakness in the metals, miners and junior explorers. He also provides a bit of insights into his thoughts on the Fed and political challenges in the future.

Matt Geiger of MJG Capital and Luis Rivera, well-known resource investor, joins the podcast this week for a sit-down interview to discuss all things junior mining. Topics include the weakness in both junior metals equities and the metals themselves and how the two have positioned themselves since the highs in gold this past August. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. 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. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

Tom welcomes back MJG Capital Fund manager Matt Geiger to the show. Matt outlines his funds' performance over the past year, and while he has few concerns about commodities in general, there is the risk of a broad market sell-off. A sell-off could affect precious metals and the junior resource equities. The general equity markets have been overvalued for some time, but it's hard to determine when that top will arrive. It's time to be cautious since it's far from certain that 2021 will be smooth sailing. To that end, he is focusing on building up his funds cash position. Matt explains the differences between class 1 and class 2 nickel and why he finds this metal particularly intriguing. Today's batteries should be called nickel-ion batteries, not lithium-ion. In order to build out this electrification, the world will need much more nickel and copper. Where all this extra supply will come from has yet to be determined. When evaluating companies, Matt focuses first on the management's history, then the underlying asset, and then the jurisdiction. His fund approach has focused on royalty and streaming companies for returns. This approach has worked well for them, and he is now looking for royalty opportunities in other commodities. He suggests investors have a plan for adjusting their portfolio's position sizes, particularly in a resource portfolio. For his fund, they will only allocate 2%-10% in a single position. He discusses the Robin Hood trader's short squeeze, the effect on Gamestop, and how a silver squeeze didn't make sense at this time. We did get generalist investor's interest in silver and some excitement into the market. Hopefully, this momentum holds, and we see steady price appreciation over the next couple of years. Time Stamp References:0:00 - Intro0:33 - MJG Fund performance.5:51 - 2021 Outlook8:23 - Battery Metals and Nickel14:24 - Copper & Nickel Demand19:22 - Evaluating Companies & Jurisdiction26:00 - Rebalancing Your Portfolio30:03 - Silver Squeeze Thoughts33:04 - Wrap Up Talking Points From This Episode• Use caution in case of general equity correction.• Battery metals - nickel & copper.• Evaluating companies, finances, and jurisdiction.• Royalty and streaming benefits. Guest Links:Website: https://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.

In this week's long-form interview, we welcome back well-known resource investor Warren Irwin for another segment from out discussion first aired earlier this week. In this segment, Warren talks about shorting the market and shares ideas of a few instances when he was squeezed while in a short position. We then turn to Luke Alexander, CEO of Newcore Gold, to talk about the recent drilling results from the Enchi gold project in Ghana. And finally, Matt Geiger of MJG Capital joins us to share is words of advice to be caution in these markets and how he's positioning his portfolio. We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. Corvus Gold is a North American gold exploration and development company, focused on its near-term gold-silver mining projects in southwestern Nevada. The Company holds a commanding land position within the Bullfrog Mining District. Neighbouring, adjacent projects controlled by AngloGold Ashanti, Kinross Gold and Coeur Mining highlight this active District. The two 100% owned North Bullfrog & Mother Lode projects have a combined nearly 4-Million oz gold of in-pit resource and continues to grow with an on-going, successful, resource expansion drill program. Corvus trades on the TSX and the Nasdaq with the symbol KOR. 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. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com.

MJG Capital's Matt Geiger joins us this week for a an in-depth conversation on a number of different topics, including the market volatility spurred from political disfunction. We also talk about a recent example of insider selling investors in resource companies should be watching during their own research. Matt also spends some time talking about diversifying his fund's portfolio into something other than precious metals. We then turn to Summa Silver CEO Galen McNamara to discuss the company's discovery holes reported on earlier this week from the company's Hughes Property around Tonopah, NV. We'd like to thank our Sponsors! Integra Resources trades on the TSX-V under ITR and the NYSE American with ITRG. Integra Resource is advancing its past producing DeLamar Gold-Silver project in SW Idaho through aggressive drilling and exploration. The latest Resources Estimate released earlier this summer showed approximately 4 million Gold equivalent ounces in the measured and indicated category.The maiden PEA for the project established a net present value of C$473-million and an IRR of 43%. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Corvus Gold is an advanced gold-silver exploration and development company focused on the North Bullfrog and Mother Lode Projects in Nevada. The company has been named a Top Five TSX gold equity performer Four of the last Seven years & a multi time top 50 OTCQX performer. Corvus Gold trades on the Toronto Stock Exchange and the Nasdaq with the symbol KOR. Follow all the news form Corvus and its two-mine projects with fast-tracked potential via the company's website, corvusgold.com. 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 10 billion pounds of copper and 18 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. Rio2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a robust list of project and company information on their website, rio2.com.

With the Federal Reserve keeping the gas pedal down on its hyperinflation campaign, investors are increasingly turning to silver. But while that part is easy enough to see, sorting out the good from the bad with the silver mining stocks is a whole other universe of knowledge. Which fortunately Matt Geiger of MJG Capital joined me on the show to discuss. He's one of the sharper minds I've come across in the gold and silver industry, and to get an excellent roadmap and handguide to the world of silver stock Investing, click to listen to the interview now!

The #Silver Stock Investing Handguide: With Matt Geiger With the Federal Reserve keeping the gas pedal down on its hyperinflation campaign, #investors are increasingly turning to silver. But while that part is easy enough to see, sorting out the good from the bad with the #silverminingstocks is a whole other universe of knowledge. Which fortunately Matt Geiger of MJG Capital joined me on the show to discuss. He's one of the sharper minds I've come across in the gold and silver industry, and to get an excellent roadmap and handguide to the world of silver stock Investing, click to watch the interview now! - To find out more about Matt and his fund go to: https://mjgcapital.com/ - To get your copy of The Big Silver Short go to: https://www.amazon.com/gp/product/B08BFL34T9/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0 - To get your audiobook copy of #TheBigSilverShort go to: https://arcadiaeconomics.com/thebigsilvershortaudio/ - To buy or sell #gold, #silver, #platinum, or #palladium through our precious metals sponsor #MilesFranklin, who's offered to match or beat any price in the country: Email: Arcadia@MilesFranklin.com Or call: 833-326-GOLD (4653) - To support the petition to ban J.P. Morgan from trading in the gold and silver markets go to: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver - Click here to subscribe to Arcadia's Youtube channel: http://bit.ly/2t1HKOj - If you would like to support the show go to: https://arcadiaeconomics.com/supporttheshow/ - Follow Arcadia Economics on Twitter: https://twitter.com/ArcadiaEconomic - To contact Arcadia go to: https://arcadiaeconomics.com/contact/ - For Arcadia's precious metals trading and option consulting email: consulting@arcadiaeconomics.comSubscribe to Arcadia Economics on Soundwise

Matt Geiger of MJG Capital shares his thoughts on why the smartest investments and speculations in the junior and precious metals space were made earlier this winter and spring. He talks about why he's approaching this current market with caution. Matt and Trevor also discuss today's moves in the overall major indices in the US.

Collin welcomes back friend and MJG Capital Fund manager Matt Geiger to the show. Matt is cautious about this market and expects a re-test of the mid-March lows. The Feds unprecedented action is an unknown variable that has to be considered. Investors should hold enough cash in case of another market sell-off. You want to be extremely selective with which companies you invest. A lot of demand destruction is currently occurring as a result of unemployment and reduced consumption. Uranium and Gold are the two most obvious places to be in this market, and demand for both is holding up. The world wants Gold as a safe-haven, and we still need energy. Nuclear reactors are not shutdown quickly or easily, and most utilities are reluctant to take that action. Matt discusses what he likes and looks for in the royalty and streaming business and private placement opportunities. Time Stamp References: Talking Points From This Episode • Likely more turbulence ahead. • Gold and uranium are performing well. • He remains cautious about silver for now. • Royalty and streaming. 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.

www.resource-insider.com ***EPISODE 10*** Matt Geiger is the Founder and Managing Partner of MJG Capital, a natural resource focused investment partnership. In this conversation Jamie and Matt discuss the similarities/differences between resource investing and tech investing, current market volatility and the impact on the gold space, and how Matt is deploying capital. Matt has been managing money in the mining sector for the last 8-years and has a comprehensive view of the sector and where opportunities lie for both new and seasoned investors. ***RI QUARANTINED*** A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

Natural Resource fund manager Matt Geiger describes how he is positioning his fund’s portfolio right now for 2020. The MJG Capital fund saw over 75% gains in 2019. In this interview Matt shares insights on how he approaches investing in the mining sector. Some specific topics discussed are gold royalty space trends and opportunities, uranium sector investing advice, Ecuador as a mining jurisdiction, and what to look for in a potential development company investment. 0:15 Introduction 1:07 Recapping 2019 performance of over 75% gains 3:56 Positioning the fund for 2020 6:09 Gold royalty trends and investment opportunities 12:52 Base metal royalty valuation vs. gold royalties 15:34 Discussing uranium stocks 21:44 What to look for in a uranium investment now 25:56 Due diligence process for niche metal plays 28:50 Discussing Ecuador as a mining jurisdiction 34:02 What Matt looks for in a development company Matt’s H2 2019 Investor Letter: http://mjgcapital.com/wp-content/uploads/2020/01/January-2020.pdf 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.

Today we air the last two interviews conducted from Dawson City, Yukon during the Yukon Mining Investment Conference last month. We welcome Matt Turner, CEO, of Rockhaven Resources to discuss upcoming plans for exploration on the Klaza project. We also discuss valuation techniques with Matt Geiger of MJG Capital. We'd like to thank our sponsors! Integra Resources trades on the TSX-V under ITR and the OTCQX under IRRZF. Integra Resource is advancing its past producing DeLamar (DeL - a - Marr ) Gold-Silver project in SW Idaho through aggressive drilling and exploration. An updated Resources Estimate is expected in Q2 and a maiden PEA in H2 2019. The management of Integra successfully sold its previous brownfields project for C$590 million in summer 2017. Read more about the company and its successful management team at integraresources.com. Pacific Empire Minerals Corp. is a junior exploration company focused on the discovery of gold-rich copper deposits in British Columbia, Canada. Pacific Empire trades on the TSX Venture Exchange under the symbol PEMC and on the OTCQB markets under the symbol PEMSF. The Company currently has a very tight share structure. Pacific Empires’ unique approach to the prospect generator business model incorporates the Company’s own reverse circulation drill to advance projects beyond that of typical prospect generators. The focus for Pacific Empire during 2019 is its Babine Porphyry Belt projects in central British Columbia where Pacific Empire has assembled a 17,000 hectare land position over the past 12 months. During 2019, Pacific Empire is also planning aggressive reverse circulation drill programs on its Sat, Bulkley and Paragon properties. More information on Pacific Empire can be found at pemcorp.ca. 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 10 billion pounds of copper and 18 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. Mining Stock Daily is produced by: www.clearcreekdigital.com www.investmentresearchdynamics.com (Mining Stock Journal)

SBTV speaks with Matt Geiger, Managing Partner at MJG Capital, about how the electric vehicle megatrend becoming mainstream and why nickel will be a winner for electric vehicle adoption. We asked Matt if EVs are an easy sell to consumers and how one can invest in nickel early in the electric vehicle megatrend.

SBTV speaks with Matt Geiger, Managing Partner at MJG Capital, about how the electric vehicle megatrend becoming mainstream and why nickel will be a winner for electric vehicle adoption. We asked Matt if EVs are an easy sell to consumers and how one can invest in nickel early in the electric vehicle megatrend.

Recorded live in Kyiv, Ukraine, Miner Moment #10 features an interview with Black Iron CEO Matt Simpson, talking about the current geopolitical scene in Ukraine and the new mineral development opportunities in the country. We're also joined by San Francisco-based fund manager Matt Geiger of MJG Capital, who shares his initial impressions of Ukraine as a destination for investment dollars.

Jason Burack of Wall St for Main St interviewed first time guest, technology entrepreneur, investor and resource fund money manager, Matt Geiger of MJG Capital http://www.mjgcapital.com/.Only 24 years old, Matt is already General Partner at MJG Capital where he invests money for a 10 year time frame for his investors into resource stocks. Matt focuses on juniors, prospect generators and near term producers in different commodities in energy and mining. Matt's fund avoids positions in hydrocarbon industries like oil, natural gas and coal but he pays attention to the entire energy complex because the energy sector is linked. During this 25+ minute interview, Jason asks Matt about his interesting background and then he asks Matt about buying resource stocks in this environment. Matt is bullish on a number of commodities including lithium, gold, silver and uranium. Jason and Matt discuss how many new technologies like smart phones and tablets require a lot of metal to go into them that Silicon Valley and Americans take for granted. This interview is a good discussion about investing in resource stocks in a very unloved industry right now.