John Waldie

John Waldie, a Senior Portfolio Manager at SCP Resource Finance, shares his insights from decades in precious metals finance. He reveals that the precious metals bull market is just entering its fourth inning, with silver poised to potentially outpace gold. As generalist investors and family offices begin to explore this sector, Waldie emphasizes the astronomical returns possible through early-stage placements. He also discusses the crucial role of resources, reserves, and feasibility studies in valuing mining projects and highlights the opportunities and risks across various jurisdictions.

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.