Episode 5 (recorded November 2019): While some investors consider mining to be one class of investments, we break the industry down to four categories that can have vastly different return characteristics: 1) base metals/bulk materials, 2) fertilizer minerals, 3) energy and tech metals/materials, and 4) monetary (aka precious) metals. The chart that we talk about can be viewed here: www.aerecuracapital.com/aerecura-mining-quadrants.html
Hosted by David Stein, MSc., CFA, Managing Partner of investment firm Aerecura Capital. In David's 20-year career in the capital markets and investments he has specialized in the mining sector and especially precious metals. David is also the Founder and President of silver mining company, Kuya Silver. This podcast is not intended to promote Kuya, but those who are interested can follow the links above for more information.