Matt Geiger: Next Commodities Bull Market From Supply Side

02/19/16 • 36 min

Jason Burack of Wall St for Main St interviewed first time guest, technology entrepreneur, investor and resource fund money manager, Matt Geiger of MJG Capital http://www.mjgcapital.com/.Only 24 years old, Matt is already General Partner at MJG Capital where he invests money for a 10 year time frame for his investors into resource stocks. Matt focuses on juniors, prospect generators and near term producers in different commodities in energy and mining. Matt's fund avoids positions in hydrocarbon industries like oil, natural gas and coal but he pays attention to the entire energy complex because the energy sector is linked. During this 25+ minute interview, Jason asks Matt about his interesting background and then he asks Matt about buying resource stocks in this environment. Matt is bullish on a number of commodities including lithium, gold, silver and uranium. Jason and Matt discuss how many new technologies like smart phones and tablets require a lot of metal to go into them that Silicon Valley and Americans take for granted. This interview is a good discussion about investing in resource stocks in a very unloved industry right now.

Previous Episode

Greg Mannarino: Negative Interest Rates Coming to the US

Jason Burack of Wall St for Main St had on returning guest, former Wall St trader, author and economic expert Greg Mannarino https://traderschoice.net/During this 20+ minute interview, Jason asks Greg about the Federal Reserve and global central banks implementing negative interest rates. Greg thinks because all the major central banks constantly talk and "plan" with each other that it's inevitable that the US will also try negative interest rates just like Japan and parts of Europe are trying. Greg thinks this will hurt the real economy further and that the stock market is in a slow motion crash. Greg thinks gold and silver have bottomed due to physical supply constraints and money leaving the stock market and going into hard assets like precious metals.

Next Episode

Gordon T Long: Major Tax Grab Coming

Jason Burack of Wall St for Main St had on returning guest, Gordon T Long http://www.gordontlong.com/Gordon is a financial repression expert who has many years of experience working in corporate finance as a Chief Financial Officer (CFO) and as a technology executive and investor. His full bio can be found here: http://www.gordontlong.com/About_Us.htmDuring this 40+ minute interview, Jason asks Gordon about why the global credit cycle is tightening and the negative consequences of it happening. Gordon talks about corporations doing financial engineering to grow earnings without increasing revenues and how leveraged buyouts (LBOs) has exploded since 2008 because of the availability of cheap credit. He thinks the yield curve has been fully distorted to benefit governments, large corporations, big banks and Wall St. Gordon thinks all of this ties into problems in the bond market, negative interest rates and financial repression. Next, Jason asks Gordon about the bank stocks collapsing and about a potential stock market crash. Gordon thinks it's likely in the near future and that gold and silver prices have most likely bottomed. However, Gordon thinks gold will be confiscated or heavily taxed by the US government as it continues to rise in price. Jason and Gordon discuss how silver may be safer than gold because governments are less likely to confiscate it than gold. To wrap up the show, Gordon talks about how many more taxes are being layered onto middle class people on Main St, USA and how it will destroy the real economy in the near future until this changes.