Peter Boockvar and Joe Mazumdar - The Economic Environment And Investing In Resources Stocks
Welcome to The KE Report Weekend Show! We split this Weekend's Show into two parts. The first half of the show is focused on how markets and interest rates are impacting a range of resource sectors. The back half of the show is all about an investment strategy for smaller exploration stocks.
We hope you all enjoy. Please share our segments through your podcast player (search "The KE Report"), YouTube and through email. And keep emailing us your questions and comments for all of our guests.
Segment 1 and 2 - Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show braking down all the recent economic data out of the US that matters for markets.
Click here to follow along with Peter at The Boock Report on Substack: https://peterboockvar.substack.com/
Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights wraps up the show with an extended segment discussing the difference between Australian and north American exploration companies. It leads into a much larger discussion on the state of the exploration industry and where Joe is investing his money.
Click here to visit the Exploration Insights website to learn more about Joe's investment letter: https://explorationinsights.com/
Timestamps -
Peter Boockvar
0:30 - Macro economic data for investors to watch
3:20 - Bond/interest rate market
6:11 - Rates higher, markets higher - What’s the deal?
8:19 - Equity market internals
10:59 - Currencies, USD in a range
13:19 - Gold market outlook
15:47 - Gold miners, why are they not getting any love
17:50 - Other resources, copper, green transition
19:27 - Contrarian investment ideas
21:13 - Natural Gas comments
Joe Mazumdar
23:37 - Recap recent trip to Australia
26:23 - Aussie companies more focused on production
28:26 - What North American investors need to focus on
30:55 - Different drilling strategies when drilling
32:48 - Should companies in North America change their exploration strategy
35:16 - Multi year funded is needed
37:08 - Are majors taking over the exploration game?
40:30 - Majors taking stakes in exploration companies
41:47 - Portfolio comments for resource investors
45:12 - Cash is king for resource equities
46:11 - Trading volume considerations for investors
47:23 - Innovation for exploration companies
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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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Managed by SmallCap Communications: https://smallcapcommunications.com
