Erik Wetterling, The Hedgeless Horseman, with a nuanced discussion on how company valuations can shift more due to investor sentiment than on actual fundamentals and newsflow during precious metals pullbacks. There are opportunities for investors to exploit these market disconnects.

Erik Wetterling, The Hedgeless Horseman, discusses opportunities he sees in advanced gold developers as they enter the second wave higher of the Lassonde Curve, with expanding economic margins.