Dave Erfle, Editor of the Junior Miner Junky joins us to discuss the current pullback in gold, silver and the underlying equities. We also look at the changing political landscape in Mexico and the SilverCrest US$1.7billion takeover. 

Dave provides insights into gold's correction after a lengthy bullish streak and highlights geopolitical factors like tensions in the Middle East, which previously propped up gold prices. We also consider the implications of a strong dollar and higher interest rates on the commodities sector. 

We then analyze the performance and future outlook of gold stocks, using GDX and GDXJ as references, amidst record high gold prices and earnings. 

On the silver front we discuss market dynamics and recent M&A activities in the sector, with SilverCrest being acquired for US$1.7billion by Coeur Mining. We balance the necessity for consolidation in the silver mining industry, the strategic significance of certain geographies for development assets, and the evolving investor confidence in Mexican mining projects under new leadership.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.