Dan Nathan is joined by Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report. How do recession fears dominate commodity trades in 2023 (14:00)? Peter makes a call that 70-75% of companies reporting earnings will beat the EPS consensus estimate (24:00). After the break, Peter interviews Rudi Fronk, CEO of Seabridge Gold. Rudi details how he got started in the gold mining industry as well as Seabridge’s KSM Project and taking a long-term view on mining investment (26:00). As the green energy movement takes over the world, copper will become the most important mineral and how Rudi has learned to time the gold market (39:00). Rudi offers his thoughts on the current macro environment and how that will impact precious metals (43:30). How does Rudi view the relationship between Bitcoin and gold (48:00)?
Check out our show notes and transcript here
----
See what adding futures can do for you at cmegroup.com/onthetape.
----
Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod.
We’re on social:
Follow Dan Nathan @RiskReversal on Twitter
Follow @GuyAdami on Twitter
Follow Danny Moses @DMoses34 on Twitter
Follow us on Instagram @RiskReversalMedia
Subscribe to our YouTube page
