Erik Wetterling – Cyclicality In Resource Stocks, And 3 Exploration Companies Focused In Sweden
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the cyclicality of resource stock investing in the #commodities sector, where there are periodic steep corrections, followed by the inevitable sharp rallies higher. He outlines that one must put the existing bear market in that context, knowing that eventually the sentiment will turn back higher like it always does.
We then shift over to 3 #exploration companies in #Sweden, and the opportunities that Erik sees in at present valuations in the pro-forma Barsele Minerals (BME.V) in the process of merging with Gold Line Resources (GLDL.V) for a large 100 km #gold trend to explore, and then 2 junior exploration companies focused on potential changes to #uranium extraction in Sweden, both District Metals (DMX.V), and Mawson Gold (MAW.V), that have other base metals and precious metals projects respectively as other value drivers. .
*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.