Royalty Stocks Risks, Gold Stocks Opportunities, Copper Stocks Challenges | Joe Mazumdar Interview скачать в хорошем качестве

Royalty Stocks Risks, Gold Stocks Opportunities, Copper Stocks Challenges | Joe Mazumdar Interview

Joe Mazumdar, editor & publisher of the Exploration Insights newsletter, joins Resource Talks for a conversation about the state of the gold market, copper’s potential for a dynamic 2024, and the risks of investing in royalty stocks. As gold is sitting around an all-time high, and copper is gaining velocity, Joe thinks those two metals will drive his portfolio in 2024. Mazumdar does have some exposure to #uranium and #uraniumstocks , rare earth metals, and a few other commodity that he calls "liquid metals" - which, by the way, have nothing to do with the physical properties of the metals - but not to the same degree as #gold and #copper . Joe Mazumdar joined Brent Cook as co-editor and analyst of Exploration Insights in December 2015 and transitioned into being the sole editor a couple of years later.Previously, Joe spent six years as Senior Mining Analyst at Haywood Securities and Canaccord Genuity in Vancouver, six years as Director of Strategic Planning, Corporate Development at Newmont Mining (Denver), and over two years as Senior Market Analyst/Commodity Trader at Phelps Dodge (now Freeport McMoRan, Phoenix). For more information, visit https://explorationinsights.com Timestamps 00:00 recap 00:55 important warning 01:35 why is gold at an all-time high? 05:09 where is the best risk-reward for gold stocks? 14:35 what are the risks of royalty stocks? 24:50 which royalty stocks does Joe like? 42:55 will a top-down framework be better for 2024? 45:30 how does Joe get exposure to copper? 01:04:30 why does Joe only have 1 uranium stock? 01:06:40 is management always important? 01:12:10 are the Chinese done in Africa? 01:14:10 does Joe like Africa for investment? 01:31:30 what else did Joe do in 2023? 01:41:25 does Joe like South America for investment? 01:49:20 is Argentina now more attractive? 01:52:50 how is Joe’s portfolio split for 2024? 01:56:00 does Joe like Greenland for investment? 01:57:30 what was Joe’s main takeaway from 2023? 01:59:30 what’s the issue with electric vehicles? 02:06:10 does Joe like battery metals? 02:08:30 what is Joe looking forward to in 2024? 02:20:00 are deals with majors a good thing? 02:23:07 contact details