Invest in Mining Sociopaths if You Want To Win says Analyst Joe Mazumdar

Joe Mazumdar of Exploration Insights explains why you must invest in mining sociopaths if you want to win. He also reveals insights from when he managed Newmont’s billion-dollar junior mining portfolio. Joe also shares where he is seeing value in the mining sector and offers one stock pick.

Joe Mazumdar is co-editor and analyst at Exploration Insights. Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities. He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:00 Introduction
1:11 PDAC takeaways
7:40 ASX vs TSX miners
11:41 Mining sociopaths will make you rich
18:00 Rupert Resources offers to buy B2Gold’s 70% interest in Finland JV with Aurion Resources
22:29 BHP says nickel facing difficult multi-year run
27:55 Artificial Intelligence in mining
29:40 Junior mining stock 2024 outlook
32:34 Joe managed Newmont’s BILLION-DOLLAR junior mining portfolio
39:21 Stock pick

#miningstocks #resourceinvesting #juniormining

[paulginsberg]

Joe is definitely one of the best. Very well informed and honest.

[brianjackson]

Love when Joe is on! Thank you for this.

[GenXstacker]

Other than Kirkland Lake what has Sprott invested in that hasn't been a disappointment?

Also it makes no sense to compare the Bank reserves of the US to China, because China needs dollars to buy oil and other commodities whereas the US doesn't need any foreign currency reserves. So China will never go to 70% of reserves in gold as long as the dollar is global reserve currency.

[josepha]

Kenorland Minerals, mostly gold, but has a couple of Ni projects in Manitoba. Right now they're not doing much with them. Giga Metals is a massive Ni project in BC which is having trouble getting funded. Slim pickings in Nickel Jr developers; Tartisan, Grid Metals, Talon Metals, can't name many others.

[WayneChechotko]

I avoid psychopaths, this is the way to go

[goldismoney]

END THE FED. Gold is money. Long miners/metals.

[doctorinvizible]

EGO /// Eldorado gold stock next year big big very profitable mine getting online in Europe ... very good mining district sub $200/oz all-in sustaining costs