Mining Stock Education

In this episode of Mining Stock Education, host Bill Powers talks with Matt Geiger of MJG Capital about the impressive performance of his fund, which has outperformed the S&P 500 over both five and ten-year periods. Matt discusses the fund's structure, investment strategies, and portfolio breakdown, including significant weightings in copper and precious metals. He also highlights the current landscape for royalty and streaming companies, the role of prospect generators in the market, and his approach to managing exits in the face of market volatility. The podcast provides valuable insights into the mining sector, investment strategies, and future market trends. 00:00 Introduction and Performance Overview 01:51 Market Trends and Predictions 06:14 Portfolio Breakdown and Strategy 09:20 Prospect Generators and Royalty Models 16:17 Recent Developments in the Royalty Space 25:12 Competitive Dynamics in the Royalty Sector 26:10 Challenges and Opportunities in Hard Rock Royalties 26:47 Prospect Generators: Criteri