Erik Wetterling, Founder and Editor of the Hedgeless Horseman joins us to discuss management and stock selection in the resource sector amid a bullish market for metals.   Erik discusses his investment strategy focused on companies with ounces in the ground and substantial growth potential, his cautious approach to trading high-risk alpha stocks, and the importance of having a robust strategy that withstands volatility. He elaborates on his preference for post-discovery stories over pre-discovery plays, highlighting the significance of proven success and probable growth in his portfolio.

Timestamps

00:00 Introduction to Portfolio Management in the Bull Market 01:17 Eric’s Investment Strategy: Buying Low and Staying Invested 02:26 The Impact of Market Sentiment on Junior Stocks 04:18 Stock Picking: Focusing on Value and Growth 09:05 Balancing Risk and Reward in Early Stage Explorers 16:43 Analyzing Drill Results and Discovery Stories

 

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