In this interview, Matt Geiger, Managing Partner at MJG Capital, delves into the current market conditions and how various economic and political factors, such as the US Presidential Election, may influence the market. Matt also discusses his recent investment activities, including periods of inactivity and strategic allocation shifts within his portfolio, which is currently weighted 36% towards copper. He sees the potential for significant price movement in copper and provides insights into his investment strategy and outlook.

Leave a Reply

Your email address will not be published. Required fields are marked *

Name *
Email *
Website