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More risk on assetts

Erik Wetterling – Comparing Wack Valuations Between Advanced Explorers, Developers, and Producers Versus The Earlier-Stage Drill Plays

Erik Wetterling, The Hedgeless Horseman, discusses the absurd bear-market valuation mismatches seen between advanced companies versus earlier-stage grass roots explorers.

Fri 28 Oct, 2022
6 comments

Dana Lyons – The Risk On Trade Is Back

Dana Lyons, Fund Manager and Editor of the Lyons Share, joins us to unpack why he feels the two-way trade rotation market has run it’s course and now it is more of a risk-on turn higher in most of the US market sectors.

Thu 4 Nov, 2021
10 comments