With gold and silver stocks turning at the start of March and upward momentum growing in just the first few days in April, we focus on investors psychology and portfolio management.   

Erik Wetterling, Founder and Editor of the Hedgeless Horseman joins us to detail what he’s seeing on twitter in terms of bullish comments and stock performance for gold and silver stocks. We ask about taking profits vs rotation of money into other metals stocks and what metals Erik has allocated his portfolio towards.

Timestamps

0:00 – Psychology when looking at the rally in precious metals stocks 4:58 – When to sell the winners 10:16 – Portfolio management, growing the portfolio or concentrate your positions 13:11 – Weightings in certain metals

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