I’m happy to present a new podcast and CEO interview.
In this episode Dan Nathan and I discuss commodities, particularly gold and silver with the latter also benefiting from industrial uses as well as being a monetary metal. Then we discuss the importance of copper in this new age of electrification and renewables. We also cover the upcoming earnings season and my view that 70-75% of companies reporting earnings will beat EPS consensus estimates, as they always seem to do and why. Finally, we talk fears of an extended economic slowdown and what that means for stock valuations.
Then, my interview with Rudi Fronk, CEO of Seabridge Gold. Rudi tells the story of how he got started in the gold mining industry, the past cycles of boom and bust and the opportunities those presented. We then dive into Seabridge’s KSM Project, the largest undeveloped gold, silver and copper project in the world, and long-term prospects in mining investments, as well as a look into the green energy transition and the role of gold, silver and copper. Finally, Rudi offers his thoughts on the current macro environment and how that will impact precious metals. We even give some thoughts on crypto and the comparisons to precious metals.
I hope you enjoy!
Peter
Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.