Mining Stock Daily Grant Williams and Matt Geiger: Investing During Crises and Navigating a Spirited Metals Market
Jul 11, 2025
Grant Williams, author of "Things That Make You Go Hmmm...", shares insights on investing during crises and the critical differences between bond and equity markets. He emphasizes long-term strategies and gold's role in portfolios. Joining him, Matt Geiger from MJG Capital discusses current trends in the mining sector, including Tether's investment in Elemental Altus and recent copper market volatility. They explore how economic changes impact investment decisions and the evolving dynamics within the metals royalty market.
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Past 40 Years' Easy Investing
- The last 40 years offered the easiest investing environment in history due to low rates and growing markets.
- Grant Williams stresses that recognizing this is key as the world undergoes significant change making future investing harder.
Rethink Investments After Change
- If you believe the world has changed, reassess your investment framework and adjust accordingly.
- Always question if your current investments remain valid in a new environment and act on that analysis.
America: Best Option, Not Exciting
- America today is the best option for money, not necessarily an exciting or exceptional market.
- The investment focus has shifted from business fundamentals to stock price movements alone.