Matt Geiger – Thoughts on recent investments in gold, battery metals, phosphate and silver stocks
Matt Geiger, Managing Partner at MJG Capital joins us for an extended conversation focused on investing in resource stocks.
We start with gold and the recent run to over $1,850/oz. Matt shares the types of gold stocks he likes and the ones he is avoiding. We also have a discussion on how he views smaller development plays.
Next up is recapping his comments from the last interview on the phosphate sector. This ties into base metals and the disconnect we are continuing to see with the stocks lagging the metals price.
We wrap up the call with Matt sharing some of the new positions the fund has initiated and his strategy moving into 2022.