Erik Wetterling – Navigating The Sea Of Low Sentiment In Junior Mining Stocks

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to reflect on the sea of low sentiment in junior mining stocks and also provides some strategies and insights as to how he manages his portfolio in this type of environment.  One area reviewed is the more recent shift in his focus from Alpha mining stocks with  “probable growth” to the Beta mining stocks with more optionality when sentiment shifts back higher.  

We outline similar analogs when many other commodities resource stocks were down 80%-90% a few years back like oil, nat gas, uranium, lithium, palladium, and copper, but then had a huge reversal in trend and then the related resource stocks shot up 5x, 8x, 10x or more.   The best time to have been accumulating those sectors was when the outlook was most bleak, when sentiment was low, and frankly when some of those sectors were despised by investors assuming they’d stay down perpetually.

As an added bonus, (and because we ranted to each other for so long before starting the recording for the official podcast) we decided to include some of the pre-call banter and discussion on how we both approach investing in the resource stocks.  This is admittedly a more candid dialogue between two friends just talking the markets and what we have done and are doing with our money.   This is not to be viewed as investment advice, as investors should seek the guidance of financial professionals, know their own risk tolerance levels, and the included conversation is simply for entertainment purposes.

CLICK HERE to access the interview.