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 - [ Ссылка ]
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 - [ Ссылка ]
Timestamps
Matt Geiger
00:00 Overview of Junior Resource Stocks
01:35 Defining Junior Stocks
02:59 MJG Capital's Investment Strategy
05:01 Bull and Bear Cases for Junior Companies
11:00 Market Sentiment and Capital Raising
16:04 Red Flags in Private Placements
24:33 Beaver Creek Conference Goals
Michael Oliver
29:02 Rate Cuts Priced In?
31:36 Overall Market Outlook
33:46 Market Rotation
35:12 Precious Metals Outlook, Gold and Silver
39:34 Silver Price Outlook
40:56 Gold Stocks And Silver
42:27 Copper Outlook
43:57 Oil And Nat Gas Outlook
44:24 Gains Market Outlook
45:07 Inflation Trade Setup
46:44 US Dollar And Interest Rate Outlook
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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
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