Category: Kereport

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to reflect on the sea of low sentiment in junior mining stocks and also provides some strategies and insights as to how he manages his portfolio in this type of environment.  One area...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the recent shift in his focus from Alpha mining stocks with  “probable growth” to the Beta mining stocks with more optionality when sentiment shifts back higher.   As a value investor in junior...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us unpack how he approaches value investing in “probable growth” companies his portfolio of junior gold and silver mining stocks.  A key point covered is that most investors are not really longer-term buy and...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us with his reaction to the recent bounce we’ve seen in the precious metals along with most markets, and how he approaches value investing in his portfolio of junior gold and silver mining stocks. ...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review that he has seen lighting strike twice recently is his portfolio, and he further outlines his approach to value investing in junior gold and base metals mining stocks.  We follow up...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to discuss the stage of mining stocks on the Lassonde curve that he is most attracted to; which are post-discovery exploration growth stories.  While investing in junior mining stocks, he is keen on...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to unpack why he is using diversification as a strategy in his precious metals portfolio of junior mining stocks.  We discuss which kinds of gold and silver companies Erik is looking at to...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website,  joins us to unpack how he approaches position sizing within his portfolio of junior mining stocks.  We discuss which kinds of companies get their appropriate weighting within the portfolio, and how every stock doesn’t need...