Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review how he is trading the gold, silver, and base metals junior exploration stocks in light of the end-of-year volatility. We discuss that in addition to the conclusion of tax loss selling,...
Continue reading » December 23, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review some trading strategies in gold, silver, and base metals junior exploration stocks, after the initial discovery hole has been made. He discusses that many of the mining investing mantras about “taking...
Continue reading » December 9, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review why some junior mining stocks are not moving despite the continued rally in gold, silver, and the precious metals producers. We discuss that quite often the value drivers of earlier-stage explorers...
Continue reading » December 3, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review some recent news catalysts out of 2 different exploration companies, Eloro Resources (TSX.V: ELO) (OTC: ELRRF) and Brixton Metals (TSX.V: BBB) (OTC: BBBXF). Eloro Resources made recent land acquisitions of the...
Continue reading » November 28, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss portfolio management, and how he is continuing to block out macro to focus instead on the company-specific micro news and developments. We discuss 2 different companies, Magna Mining (TSX.V: NICU) and...
Continue reading » November 11, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss portfolio management, and how the upward moves in higher conviction plays and larger position-sizing cushioned the corrective moves lower in many other juniors. One of the key takeaway points Erik makes...
Continue reading » November 5, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss the absurd valuation mismatches seen near bottoms of bear market corrections, when comparing market caps of the advanced explorers, developers, and producers to where some of the earlier-stage grass roots explorers...
Continue reading » October 30, 2022 admin Kereport No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review how he is reshuffling his portfolio and adding in more beta optionality plays and small micro-cappers, in addition to the traditional quality alpha plays. He points out that you don’t want...
Continue reading » October 21, 2022 admin Kereport, Podcasts/Interviews 3 Comments Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the risk/reward set ups at market extremes, and makes the point that what we do at extremes has the biggest impact on the longer-term performance of our portfolios. As the saying...
Continue reading » October 3, 2022 admin Kereport, Podcasts/Interviews No Comment Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the advantage of considering the advanced explorers or developers overall sunk costs in relation to their current valuations to spot inefficient markets. We dive into the topic considering all the sunk...
Continue reading » September 23, 2022 admin Kereport, Lion One Metals, Podcasts/Interviews No Comment