We’re joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the ongoing strength in precious metals. Gold is holding above $3,800/oz and silver over $44/oz, with mining stocks - both large and small - continuing to outperform.

Discussion highlights:

  • Gold & Silver surge - strongest impulse move in 20 years, targets of $3,850–$4,000
  • Mining stocks outperforming - GDX, TSX Venture, and juniors still have room to catch up
  • Valuations - many development companies remain cheap on an “ounces in the ground” basis
  • Producers vs. juniors - Newmont (NEM) cash flows exploding, but early-stage juniors still offer big upside
  • Strategy - balancing short-term trading vs. long-term holding in a runaway bull market

Stocks mentioned:

  • GDX (VanEck Gold Miners ETF)
  • NEM (Newmont Corporation)

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.


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Investment Disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.