This weekend’s KE Report dives deep into the resource sector — from transformative North American mining deals to the investment forces driving gold, silver, and PGMs. Matt Geiger of MJG Capital breaks down the implications of headline M&A transactions and royalty sales, while Jeff Christian of CPM Group examines precious metals price drivers, demand trends, and market myths.

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Segments:

Segment 1 & 2 - Matt Geiger, Managing Partner at MJG Capital, joins to discuss a series of major resource sector deals, including Minera Alamos’ acquisition of the Pan Mine and Gold Rock from Equinox, Altius Minerals selling part of its Arthur Project royalty to Franco-Nevada, and Hudbay bringing Mitsubishi in as a partner on its Copper World project in Arizona, sharing insights on valuation, permitting risk, jurisdiction diversification, and the broader implications for M&A in mining and royalty companies.
Click here to visit the MJG Capital website to learn more about Matt’s fund

Segment 3 & 4 - Jeff Christian, Managing Partner at CPM Group, discusses how heightened political and economic uncertainty is driving investment demand in gold and silver, with both metals trading near record levels despite volatility. He outlines ETF inflows, futures positioning, and moderating central bank purchases, dispels misconceptions about silver supply deficits, and shares CPM’s outlook for higher silver prices and potential pullbacks in platinum and palladium as recent speculative surges unwind.
Click here to visit the CPM Group website to learn more about the firm.

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