Weekend Show - Matt Geiger & Jeff Christian - Analyzing Metals Stock News, And Where Prices Are Going

Welcome to another KE Report Weekend Show! This weekend's show is focused on resources stocks and metals prices. We discuss a number of key news releases for the past couple of weeks and outline the true drivers of gold, silver and copper prices. 

• Segment 1 and 2 - Extended Segment - Matt Geiger, Managing Partner at MJG Capital kicks off the show by sharing his insights on recent news out of Bravo Mining (drill results), Skeena Resources (a US$750Mil finance package), and Victoria Gold (mine failure). We also discuss how Matt is viewing the pullback in resources stocks, mostly from the junior side. Please note, we recorded this segment on Wednesday. Since that date the share price action is Skeena has been strong with the stock up 13% on Thursday and 10% on Friday.

• Click here to visit the MJG Capital website to learn more about Matt’s open ended fund.

• Segment 3 and 4 - Jeff Christian, Managing Partner at the CPM Group wraps up the show by recapping a recent Q&A webinar with clients, focusing on the relationship between a potential U.S. recession and precious metal prices. He delves into historical precedents, like the 1980-1982 double-dip recession, and examines factors driving gold, silver, and copper prices. We also explore the growing skepticism around the green energy transition narrative and the economic contraction concerns impacting metal supply and demand. Lastly, he provides his forecasts for metal prices and investment trends in the coming months

• Click here to visit the CPM Group website to learn more about the firm.