Erik Wetterling – Precious Metals Corrections Highlight Which Portfolio Positions Are High-Conviction Alpha Investments Versus Beta Momentum Plays
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to reflect on the status of the gold and silver bull market, after the corrective moves of the last few months. He also outlines how he is approaching rebalancing his portfolio from a high-conviction standpoint, and by weighting his positioning heaviest to the junior resource stocks with compelling alpha catalysts on tap in their coming newsflow. He starts off noting that the correction thus far in gold and silver, from the high peaks earlier this year to the recent lows is almost getting as extreme, on a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.