Lead-Lag Live

Unearthing Profits: A Deep Dive into Metal and Mining Investments with Gwen Preston


Listen Later

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.

Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston. Leveraging her experience in chemistry, journalism, and global mineral exploration, Gwen helps us navigate the intriguing labyrinth of geology, jurisdiction, and capital markets. We also look at the evolution of mining cycles over time, especially in light of the significant liquidity in the market.

Next off, we bring the spotlight on gold miners and gold prices. Gwen dissects the reasons behind gold's strong performance, hinting at central banks' penchant for gold. We also explore the leverage gold stocks offer to investors and how gold often leads miners. Aside from gold, we delve into the realm of base metal miners, their distinguishing factors, and why a firm belief in gold is a vital denominator when considering gold investment. We also touch on copper and iron ore and their potential recession signals. 

Finally, our journey leads us to China – a key player in metal demand. We delve into the balance between supply and demand for base metals, and how the green transition is driving this demand. Gwen highlights the challenges posed by capital costs and the scarcity of new mines. A special focus is placed on lithium - its importance, geographic concentration, and the exponential growth in demand. So, gear up as we uncover the investment potential of lithium and other metals, specifically looking at the discovery and building/operating phases of lithium projects. Stay tuned for a closer look at copper, the next big thing to watch out for in the metal market.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

Se

With ChatDOC, instantly analyze professional documents using  AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.
Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.
Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

...more
View all episodesView all episodes
Download on the App Store

Lead-Lag LiveBy Michael A. Gayed, CFA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

88 ratings


More shows like Lead-Lag Live

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

934 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

916 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

249 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

Supply Shock by Blockworks

Supply Shock

113 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

383 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

93 Listeners