The Korelin Economics Report

Weekend Show – Joe Mazumdar & Matt Geiger – What The Election Means For Resource Stocks


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Welcome to The KE Report Weekend Show. It was a busy week with the US election and Fed meeting dominating market headlines. I have to say I’m glad the week is behind us and we can look ahead to the last 2 months of 2024. However the selloff in metals and the stocks was not pleasant.

 

On this weekend’s show we focus on how the election results could impact metals markets. A focus is on the precious metals, copper and critical minerals. We hope you all enjoy the show!

 

  • Segment 1 and 2 – Joe Mazumdar, Editor of Exploration Insights joins us to provide an in-depth analysis of how Trump’s policies might influence the precious metals market, critical minerals, and mining regulations. We also explore potential changes in energy policies and their effects on metals like silver and copper, along with the state of the M&A landscape in the mining industry
  • Click here to visit the Exploration Insights website to follow along with Joe. 

  • Segment 3 and 4 – Matt Geiger, Fund Manager and Managing Partner at MJG Capital wraps up the show by focusing on the junior resource stocks. We delve into historical market cycles, the impact of political changes on resource companies, and the current M&A activity in the mining industry. Matt also shares his thoughts on recent drill results out of Ridgeline Minerals.
  • Click here to visit the MJG Capital website to learn more about Matt’s fund.
  • Joe Mazumdar
    Matt Geiger
    ...more
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