In this insightful episode, Andy welcomes John Feneck to discuss the first half of the year in the commodities markets, focusing on gold, silver, and juniors. They predict stellar Q2 earnings for GDX holdings and emphasize the bullish outlook for gold producers like Newmont, Agnico, and Barrick. The conversation dives into potential market corrections, the impact of Federal Reserve decisions, and the significant role of geopolitical events on commodities. Feneck shares his lucrative stock picks in gold, silver, and uranium, offering a deep dive into companies like Dakota Gold and SilverX. They round out the discussion with thoughts on energy markets, investment strategies, and upcoming market-moving events.
For more info on John Feneck, please visit:
www.feneckconsulting.com/
Stocks Discussed:
Silver X: AGX, AGXPF
Dakota Gold: DC
Golden Cariboo Resources: GCCFF
Element 79: ELMGF
Peninsula Energy Ltd: PENMF
F3 Uranium: FUUFF
Guardian Metal Resources: GMTLF
00:00 Introduction to GDX Holdings and Earnings Expectations
00:37 Recap of the First Half of the Year in Commodities
01:05 Gold Market Trends and Predictions
02:31 Impact of Upcoming Events on the Market
06:34 Investment Strategies and Stock Picks
11:09 Insights on Other Commodities and Jurisdictions
14:58 Energy Sector Analysis: Oil and Uranium
20:02 Final Thoughts and Upcoming Conference
2 авг 2024
