February 01, 2025

Weekend Show - Matt Geiger & Mike Larson - Investing In Gold and Copper Stocks, The DeepSeek AI Narrative Shift

1 hour

Welcome to The KE Report Weekend Show! On this weekend’s show we focus on investing in commodities stocks, private placements and a couple individual stocks that have market attention. We also look at the broad markets and how a shift in the AI trade has impacted a range of markets, some positively, some negatively.

Please go back through our website (https://www.kereport.com/) and Podcast (https://rebrand.ly/KER-Podcast) to listen to all our market commentary and company interviews.

We hope you all have a great weekend!

Segment 1 & 2 - Matt Geiger, Fund Manager and Managing Partner at MJG Capital kicks off the show by providing a comprehensive review of his fund's performance in 2024. Matt further explains investment strategies, red and yellow flags for private placements, and details his approach to stock picking. We also feature discussions on Koryx Copper, focused in Namibia, as well as Amarc Resources and current market excitement around its recent copper-gold discovery in BC.

Click here to visit the MJG Capital website to learn more about Matt’s fund.

Segment 3 & 4 - Mike Larson, Editor in Chief at MoneyShow, wraps up the show dissecting the week's major events, focusing primarily on news from the AI sector (DeepSeek) and its market impact. We delve into DeepSeek's recent innovation in AI models, which promises efficiency and cost reductions. Larson highlights how these developments have affected associated sectors like chipmakers and energy. The discussion shifts to broader market trends, revealing a noticeable shift in outperformance from tech to other sectors, such as small caps and industries like finance, real estate, and materials. We also explore the potential longevity of the bullish run in gold and commodities.

Click here to find out about the upcoming MoneyShow conferences.

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