Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the current depressed valuations in the gold and silver stocks, where once again the Beta mining stocks, with defined ounces in the ground, offer an increasingly attractive risk reward profile and optionality...
Continue reading » September 29, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to recap his key takeaways from the Precious Metals Summit in Beaver Creek and his speaking engagement at the mining event at the Colorado School of Mines last week. The topics discussed center...
Continue reading » September 23, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a candid discussion on 3 of the resource companies he is constructive on, based on the company work strategy and potential value creation in the medium to longer-term time horizon. The companies...
Continue reading » August 14, 2023 admin Kereport, Podcasts/Interviews 1 Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us for a nuanced conversation on how he approaches value-shuffling and position-sizing within his portfolio. One of the key points he makes is to constantly look at the percentage risk versus reward that may...
Continue reading » August 5, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review a recent trip to the Yukon territory of Canada, where he recaps his overall takeaway from this jurisdiction and his boots-on-the-ground site visits to Snowline Gold (SGD) (SNWGF) , Fireweed Metals...
Continue reading » July 28, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the rationale and lessons he hopes to share through tracking a constructed “Gamblore Portfolio” of 20 earlier-stage exploration stocks over time. The companies included are really more alpha plays that have...
Continue reading » June 22, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review a few junior mining stocks that have his interest based on their current risk/reward profiles, and because of recent or pending company news. Companies discussed are Magna Mining (TSX.V: NICU)...
Continue reading » June 9, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to unpack how he transitioned his risk/reward assessment skills from being a semi-professional poker player, to how he approaches value investing in junior gold, silver, and base metals mining stocks. We talk about...
Continue reading » June 1, 2023 admin Investing Strategies, Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman joins us to discuss the disconnect in price action between the junior exploration stocks compared to gold, silver, GDX and GDXJ. This ties into a discussion on junior stocks that have major companies as investors. Erik...
Continue reading » May 26, 2023 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman joins us this week to share his thoughts on Eskay Mining. He outlines what he likes about the exploration strategy this year after a couple tough years. Please let us know what you think of the...
Continue reading » May 21, 2023 admin Eskay Mining, Kereport, Podcasts/Interviews No Comment