1677 days ago
Investor and fund manager Matt Geiger starts with a discussion of the nickel market and its performance over the past year. The long-term demand picture looks good as E.V. adoption rates continue to grow, and Matt suggests that lithium-ion batteries should instead be called nickel-ion batteries. He thinks the market will embrace the improving nickel narrative.
2372 days ago
Resource guru Matt Geiger does not find gold as appealing as other metals. Much of the demand for gold comes from jewelry and investment. There is a lot of jewelry purchased in India and China. Very little gold is used in industry mostly because of the cost.
2433 days ago
Fund manager Matt Geiger thinks we were in a consolidation period of this precious metals bull market for the past year. He doesn’t see much downside from here. It’s been a relatively healthy period for investors to get into the market. In terms of the gold price we are more likely to reach $1400 than to see $1200 again, he argues.
2803 days ago
It’s definitely not too late to get into the precious metals bull market - that is the claim made in this week's Palisade Capital podcast, by Matt Geiger. Even though the gains at the beginning of this cycle have been extreme, we still have a long way to go. These next 16-18 months should be exciting! Matt argues says that typically the real money will be made in the first half of the cycle. He recommends being aggressive in investments up to mid 2018- after that it’s likely to be less lucrative.
