WTFinance Has the Commodity Market Bottomed? with Gwen Preston
On todays episode of the WTFinance podcast I had the pleasure of speaking with Gwen Preston, Founder of @The Resource Maven and expert of the commodities markets.
During the podcast we talked about an outline of the commodity markets, how China slowdown may be changing the commodity market, which commodities are underrated and red flags to be aware of when investing. I hope you enjoy!
Interview recorded - 11th of August, 2022
0:00 - Introduction
0:20 - Outline of Commodities market
5:00 - Looking too far ahead for commodities?
7:30 - Slowdown in China and shift away
10:17 - Major investment in commodities after shock
12:30 - Commodity countries will benefit
13:05 - What commodities are underrated
18:28 - FED pivoting?
21:40 - Key indicators Gwen is watching?
25:30 - Current price action in Copper
27:14 - How Gwen has positioned her portfolio?
30:10 - Exposure through stocks?
31:30 - What do you look at in a stock?
34:55 - Red flags for companies?
38:03 - One message to take away from our interview?
38:58 - Resource Mavern
Gwen knows mining and exploration. As a senior writer with The Northern Miner, Gwen spent years visiting projects and interviewing geologists, management teams, and analysts to understand which projects and pieces of news mattered and why. In the midst of that, she spent two years working with Marin Katusa of Casey Research, where she learned about capital markets and the newsletter business.
She now has a deep base of knowledge and a network of contacts across the sector, exactly what is needed for successful resource investing.
Resource Maven offers full exposure to Gwen’s search for resource stocks with real potential. The search incorporates all the factors that play into a company’s odds of success:
- The markets. Gwen launched Resource Maven in late 2014 for a reason: the best time to invest is at the bottom and the metals markets are there. The pending bull cycle will offer a rare opportunity to multiply money as demand bests supply for many metals, prices climb, and investors return to the very real resource market.
- Geology. Before all else, a project has to offer prospective geology. With a background in chemistry and many years on the job, Gwen understands the basics of geology. When the talk gets too technical, she has a list of experienced geologists she is lucky to call friends who help her understand and assess.
- Location. Politics, fiscal regimes, social considerations, and infrastructure can make or break a project. Understanding these issues is essential in selecting resource investments with real potential.
- Money. Raising money for exploration is not easy; finding funds to build a mine is even harder. Success depends on the right kind of promotion, tight financial management, strong negotiating skills, and above all else retaining a focus on building shareholder value. It is here that the people running a company really matter.
Gwen Preston -
Website - https://resourcemaven.ca/
LinkedIn - https://www.linkedin.com/in/gwen-preston/
Twitter - https://twitter.com/miningmavengwen?
YouTube - https://www.youtube.com/channel/UCjHtT-BWGrCJIwEymKADYgQ?view_as=subscriber
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
TikTok - https://vm.tiktok.com/ZMeUjj9xV/
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/
Twitter - https://twitter.com/AnthonyFatseas