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Erik Wetterling - Portfolio Management in Precious Metals, Selecting All-Weather Stocks

May 20, 2024
  • Erik Wetterling
KEReport
By KEReport
KEReport

Erik Wetterling, Founder and Editor of the Hedgeless Horseman joins us to discuss management and stock selection in the resource sector amid a bullish market for metals.

Erik discusses his investment strategy focused on companies with ounces in the ground and substantial growth potential, his cautious approach to trading high-risk alpha stocks, and the importance of having a robust strategy that withstands volatility. He elaborates on his preference for post-discovery stories over pre-discovery plays, highlighting the significance of proven success and probable growth in his portfolio.

Click here to visit Erik's site - The Hedgeless Horseman - https://www.thehedgelesshorseman.com/

Timestamps
00:00 Introduction to Portfolio Management in the Bull Market
01:17 Eric's Investment Strategy: Buying Low and Staying Invested
02:26 The Impact of Market Sentiment on Junior Stocks
04:18 Stock Picking: Focusing on Value and Growth
09:05 Balancing Risk and Reward in Early Stage Explorers
16:43 Analyzing Drill Results and Discovery Stories

Listen to the podcast on our website: https://www.kereport.com/

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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.

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
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