Скачать или смотреть JRI 33: How to succeed investing in the mining sector with Peter Boockvar

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Time Stamps Below:

Peter Boockvar is the Chief Investment Office of Bleakley Financial Group, a $9B wealth management firm. Prior to Blea ley, Peter spent multiple decades working within various funds and firms and possesses a lifetime of relevant experience and expertise. He is a regular contributor to CNBC and other news outlets and is the editor and founder of "The Boock Report". https://boockreport.com/

Peter joins me for a ranging conversation that covers topics such as his firm and his investing philosophy, macro conditions impacting the commodity sector, to investing tips for retail investors.

Time Stamps:

01:30: What Bleakley is
03:30: How to handle jurisdictional risk
07:50: The risks of the metals sector
08:30: Are companies “too small” for Bleakley?
10:00: What is Bleakley long on
11:40: Supply and Demand Concerns in Commodities
17:00: Why is gold not responding predictably
18:00: Historical analogues and when we might expect gold and gold explorers to rerate
21:10: What sort of exposure/value does Bleakley place on Royalty/Producer/Developer/Explorers?
22:40: Catching a cycle in Gold
26:30: Advantages of Explorers
27:45: Advice for retail investors in the commodity sector – controlling yourself and your emotions
31:50: What too look for in companies
32:30: What to avoid
34:00: The trigger for the next generalist bull market in metals


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