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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