July 19, 2025

Weekend Show - Peter Boockvar & Matt Geiger - From Wall Street to Gold Stocks: Markets and Resources in Focus

54 minutes

This weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks.

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Show Segments

Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, joined the show to share his views on a market rally driven by AI enthusiasm despite uneven economic data, a global rise in long‑term rates, and shifting foreign capital flows. He also highlighted opportunities in international equities, a sustained bull case for commodities like gold, silver, and oil, and the need for patience with resource stocks as sentiment slowly rebuilds.

Click here to follow Peter at The Boock Report.

Segment 3 & 4 - Matt Geiger, Managing Partner at MJG Capital, joined the show to discuss his resource‑focused fund’s strong first half of 2025, driven largely by precious metals and standout positions like Bravo Mining and Neo Performance Materials, while highlighting his portfolio’s heavy weighting in copper and growing exposure to prospect generators. He also shared insights on shifting global capital flows, U.S. rare earth policy moves like the MP Materials deal, and Tether’s investment in Elemental Altus Royalties as early signs of new outside capital entering the mining sector.

Click here to visit the MJG Capital website and read over Matt’s investor letter.

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By KE Report

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