Category: Podcasts/Interviews

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss portfolio management, and how he is continuing to block out macro to focus instead on the company-specific micro news and developments.  We discuss 2 different companies, Magna Mining (TSX.V: NICU) and...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss portfolio management, and how the upward moves in higher conviction plays and larger position-sizing cushioned the corrective moves lower in many other juniors.   One of the key takeaway points Erik makes...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review how he is reshuffling his portfolio and adding in more beta optionality plays and small micro-cappers, in addition to the traditional quality alpha plays.    He points out that you don’t want...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the risk/reward set ups at market extremes, and makes the point that what we do at extremes has the biggest impact on the longer-term performance of our portfolios.  As the saying...

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. ...