Matt Geiger: Keynote: The Case for Natural Resource Equities

By paul matysek / June 10, 2019 / www.youtube.com / Article Link


To subscribe to our newsletter and get notified of new shows, please visit http://palisaderadio.comMatt builds a case for why the natural resource equities historically have been the place to be and why that trend will continue. The world's population is projected to continue to grow, and consumption will almost certainly increase. Matt feels that holding mining equities will outperform owning the physical commodities. He points out that we have pulled more metal out of the ground in the last 25 years than in all previous human history. At some point in the coming decades, we will run into severe shortages. Natural resource extraction will continue to be essential for the foreseeable future.Time Stamp References:2:00 - Reasons to own commodity equities.3:00 - World population trends.5:50 - Per capita consumption set to increase.7:50 - Global consumption of resources.9:00 - Past 90 years commodities are down in real terms.11:20 - Mining equities have outperformed the S&P 50012:10 - Resources are historically cheap.13:45 - What to look for in Juniors.17:00 - His fund's overall strategy.

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