Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the ridiculous valuations seen in the resource stocks as the sector sentiment remains depressed. We see the persistent trend of retail investors and institutions continuing to shrug off good news and further value-creation by the resource companies, which he sees as opportunities hiding in plain sight.

Erik points to a few examples of the major disconnect in 3 resource stocks, with regards to their market caps in relation to the sum of the all the parts within company projects and ongoing value creation from a string of solid newsflow. The companies referenced are Briton Metals (BBB.V) (BBBXF), District Metals (DMX.V) (DMXCF), and I-80 Gold (IAU.TO) (IAUX).*

*In full disclosure, the companies mentioned by Erik in this interview include personal positions in his portfolio, and they may also be site sponsors on The Hedgeless Horseman website at the time of this recording. Additionally, Shad has a position in I-80 Gold at the time of this recording.

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