John Waldie

John Waldie, Senior Portfolio Manager at SCP Resource Finance, discusses the dynamic landscape of natural resources. He highlights that we’re only in the early stages of a resource bull market, with silver poised for impressive gains and rare earths gaining strategic importance due to national security. Waldie explains how SCP quickly identifies lucrative opportunities, and he shares insights on the benefits of private placements for investors. He anticipates significant shifts in the gold market, driven by trends like de-dollarization and BRICS developments.