“Investing in the gold sector over the cycle has not proven to be a successful investment strategy. So, you do not want to invest in the entire sector. You want to be selective in the [gold] stocks you pick, whether the gold price is rising or not. And I think that remains the case for this cycle,” warns Resource Fund Manager Samuel Pelaez in this MSE episode.
Samuel Pelaez is the President, CEO and CIO of Olive Resource Capital Inc. He has dedicated the past decade to financing natural resource projects while serving as Chief Investment Officer and Portfolio Manager at Galileo Global Equity Advisors, and as an analyst at US Global Investors. Mr. Pelaez has been an early investor in numerous resource discoveries and has been an active participant in Canadian resource corporate transactions. Samuel graduated from the Schulich School of Business with Distinction. He also holds a Masters in Finance degree from The University of Cambridge. He was a scholar of the Financial Leaders of Tomorrow Program at the PBOC Graduate School at Tsinghua University in Beijing. Samuel is a CFA charter holder and member of the Toronto CFA Society where he resides. Mr. Pelaez is currently, President, CEO and a Director of Gossan Resources Ltd.
0:00 Intro
0:47 Gold Market
4:27 Impact of the Fed's Interest Rate policy
6:27 Opportunity in the gold equities?
7:22 “You want to be selective in the gold stocks you pick”
8:24 What makes a strong management team
12:17 Jurisdictional Risk
14:30 Argentina
16:42 Ecuador
18:56 Optionality as an investment theme
21:14 Aurion Resource ROFR on their B2Gold JV
23:14 Navigating Risk
26:04 Recession in 2024?
28:55 Recession and its potential effect on net zero
31:37 Energy vs Battery Metals
34:43 Choosing which opportunity to invest in
36:35 Olive Resource Capital
Sam’s website: olive-resource.com/
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