KEREPORT – THE HEDGELESS HORSEMAN – THU 14 JAN, 2021

THOUGHTS ON THE UNDER-PERFORMANCE OF PRECIOUS METALS TO THE REST OF THE COMMODITY SECTOR

Erik Wetterling, Founder of the Hedgeless Horseman joins me for an initial discussion about the under-performance of the precious metals to other commodities, including base metals and energy. This ties into the inflation narrative but there are some other factors that seem to be holding gold and silver down. We wrap up the interview by looking at a couple of the juniors that are bifurcating from the broad pullback in PM stocks.

CLICK HERE to listen to the interview.

Companies discussed: Eloro Resources & Eskay Mining