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Charlotte Mcleod
A Vancouver native, Charlotte has a BA in English and a Certificate in Editing from Simon Fraser University. She has an eye for detail and is passionate about creating and curating great content.
Charlotte began working at the Investing News Network in the spring of 2012 as editorial assistant, and has been hooked on mining since then. She's now editorial director for INN, and is always interested in hearing the latest mining news (and gossip).
Recent Conferences Reported On
VIDEO — Peter Krauth: Silver's 2022 Price Path, "Wild Card" Demand Factor to Watch
Peter Krauth: Silver Price in 2022, Can Anything Derail the Metal Now? youtu.be
Peter Krauth, editor of Silver Stock Investor, has a long-term silver price target of US$300 per ounce. But what does he see coming for the white metal in 2022?
Speaking at the Prospectors & Developers Association of Canada (PDAC) convention, Krauth said he thinks a realistic move for silver this year would be "to at least US$25, or a little bit north of US$25."
In his opinion, industrial demand will create a key price floor, while investment demand will be less predictable.
"I think that (investment demand is) going to be kind of the wild card that could really push silver much higher," Krauth explained. "People are going to get excited about gold, and they're going to look for an alternative."
When asked if there's anything that could derail the silver story, Krauth was candid: "There's one thing — the (US Federal Reserve) could start raising rates to 15 or 20 percent. And I think the odds of that are less than zero."
Although Krauth believes the best analogue for the current situation is the 1970s, he emphasized that inflation can't be solved the same way it was dealt with back then. He explained that the debt-to-GDP ratio was 35 percent during that decade, whereas now it is 130 percent. That means debt today is nearly four times what it was then.
"The Fed knows that it needs to raise rates in order to fight inflation, but it also knows that realistically it can't," said Krauth, who is also the author of the book "The Great Silver Bull."
As a breaking point approaches, he believes non-traditional portfolio elements like silver are key. "I really think the solution is to start looking at alternative assets," he said.
Watch the interview above for more from Krauth on silver. You can also click here for our recap of PDAC, and here for our full PDAC playlist on YouTube.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
"I think that (investment demand is) going to be kind of the wild card that could really push silver much higher," said Peter Krauth of Silver Stock Investor.
VIDEO — Will Rhind: Upside Favors Gold; Strong US Dollar Checking Gains for Now
Will Rhind: Upside Favors Gold; Strong US Dollar Checking Gains for Now youtu.be
Strength in the US dollar is keeping the gold price in check right now, but that won't last forever.
Speaking to the Investing News Network, Will Rhind, CEO of GraniteShares, said the yellow metal is in a good position given market conditions and looks set to strengthen moving forward.
"(Gold has) really managed to shrug off a lot of the negatives around rising rates and a strong dollar, and I think people have got to ask themselves, 'How much more can the dollar strengthen from here? ... Realistically is there more upside for the dollar here, or for gold?' I think clearly I'm in the camp of favoring gold on that one," he said.
As the dollar puts downside pressure on gold, inflation is providing support for the precious metal, and despite the US Federal Reserve's efforts, Rhind doesn't see a quick end to rising prices.
"We like to talk about (inflation) as one simple construct, but there is inflation that perhaps the Fed is more in control of and there's inflation that the Fed is much less in control of," he explained.
"I think in some respects it's kind of an unreasonable ask of the Fed to (try to control inflation) given that again there are some things that maybe they ... have more control over than others."
When asked if a recession is in the cards, Rhind referred back to historical precedent.
"I think in history we've never had an environment where inflation's been above I think 4.5 percent and it's been able to be brought down below that number without causing a recession," he explained. "So certainly the probability leans much more towards there being a recession."
Watch the interview above for more from Rhind on gold, as well as on the overall commodities sector.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
Is there more upside right now for gold or the US dollar? "I think clearly I'm in the camp of favoring gold on that one," said Will Rhind of GraniteShares.
VIDEO — Kal Kotecha: Gold Price Holding Up Well, Time to Watch for Buying Opportunities
Kal Kotecha: Gold Price Holding Up Well, Time to Watch for Buying Opportunities youtu.be
Gold's performance has disappointed some market participants this year, but according to Dr. Kal Kotecha of Junior Gold Report, the yellow metal is holding up well compared to other assets.
Speaking at the Prospectors & Developers Association of Canada (PDAC) convention, Kotecha said that looking back over the last 20 years, gold has outperformed major indexes like the S&P 500 (INDEXDJX:.DJI).
"A lot of people want to see gold at US$5,000 and US$10,000 (per ounce), kind of like how bitcoin rose quite a bit. But gold is a different beast in itself," he said. "So in my opinion gold is doing well."
Speaking about overall market turmoil, Kotecha noted that the definition of a recession is two negative quarters of GDP growth, and said poor monetary and fiscal policy decisions have created a difficult economic environment.
"I feel the government has pumped in so much money. That's a big part of GDP, and at this point that's going to be negated by a lot," he told the Investing News Network on the sidelines of the convention. "The consumer spending in my opinion will also be negated by a lot, so GDP is bound to go down."
Kotecha said that keeping cash on hand can be a good strategy for investors. Referring back to March 2020, when COVID-19 caused major stock declines, he explained that circumstances like that can be a key buying opportunity.
"Those are the times that in my opinion people can make a lot of money by putting money into assets — as in their favorite junior mining stocks or other stocks," he said.
Watch the interview above for more from Kotecha on gold and the outlook for the US economy. You can also click here for our recap of PDAC, and here for our full PDAC playlist on YouTube.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
"Those are the times that in my opinion people can make a lot of money by putting money into assets," Kal Kotecha of Junior Gold Report said.
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Table of Contents
- Australia Mining Trends 2021: Green Energy Transition Gains Attention
- Australia Mining Outlook 2022: Energy Shift to Bring Opportunities for Investors
- 5 Top Australian Stocks in Mining
A Sneak Peek At What The Experts Are Saying
“Australia has the opportunity to be a green energy powerhouse if it has the political will and foresight, endowed with vast reserves of lithium, nickel, copper, rare earths, uranium and plenty of wind and sun to drive renewable energy production.”
— David Franklyn, Argonaut
“With the exception of 2020, foreign investment into Australia has been steadily increasing and we expect this to continue as demand rises for minerals critical to the energy transition, and government policy supports the building of a safe and productive mining industry.”
— Paul Mitchell, EY
“Australia’s national export income and stock market will likely be jolted higher in Q2 and for the rest of the year, with the luckily commodity-rich country tipped to come out on top while the world braces for the big three Rs: record inflation, rising interest rates and a possible recession.”
— Jessica Amir, Saxo Markets
Who We Are
The Investing News Network is a growing network of authoritative publications delivering independent, unbiased news and education for investors. We deliver knowledgeable, carefully curated coverage of a variety of markets including gold, cannabis, biotech and many others. This means you read nothing but the best from the entire world of investing advice, and never have to waste your valuable time doing hours, days or weeks of research yourself.
At the same time, not a single word of the content we choose for you is paid for by any company or investment advisor: We choose our content based solely on its informational and educational value to you, the investor.
So if you are looking for a way to diversify your portfolio amidst political and financial instability, this is the place to start. Right now.
VIDEO — John Kaiser: No Upside in Tesla, Lithium Juniors are the Future of the EV Story
John Kaiser: No Upside in Tesla, Lithium Juniors are the Future of the EV Story youtu.be
Tesla (NASDAQ:TSLA) may be at the center of the electric vehicle (EV) revolution, but the Elon Musk-led company has no upside left. That means investors need to look elsewhere for opportunity.
That's according to John Kaiser of Kaiser Research. Speaking at the Prospectors & Developers Association of Canada (PDAC) convention, he said that lithium juniors have become the place to be.
Referencing a report from Rio Tinto (ASX:RIO,LSE:RIO,NYSE:RIO), Kaiser said that by 2035, roughy 1 million tonnes of lithium metal equivalent will be needed to support EV demand.
"The brines are going to come up with a big chunk, and Australia's pegmatites will add more, (but) that probably still will take care of only half," he said, noting that he expects companies working in Eastern Canada to step up.
Eastern Canada has suffered setbacks as a lithium jurisdiction due to past issues, including the downfall of Nemaska Lithium, but Kaiser said that the area is similar to Western Australia, where companies have seen success with pegmatite exploration. And in addition to that, it benefits from good access to water.
"Without this lithium becoming a reality, Tesla goes to a buck — it dies," he said.
Kaiser sees the lithium market as a gateway to the mining sector for young people, and said that although it can be tricky to understand, the payoff can be substantial.
"Play a statistics game. Look at the sector, see who's serious. Put together a basket of these lithium companies and treat it like a Silicon Valley startup portfolio where they have dozens of high-risk stories," he said, noting that while there will be failures, there will also be a handful of "superstars."
Watch the interview above for more from Kaiser on lithium and the opportunities he sees in the space. You can also click here for our recap of PDAC, and here for our full PDAC playlist on YouTube.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
Although the lithium market can be tricky to understand, the payoff can be substantial, said John Kaiser of Kaiser Research.
VIDEO — Adrian Day: Recession, Stagflation, Crash? Where We're Going, What it Means for Gold
Adrian Day: Recession, Stagflation, Crash? Where We're Going, What it Means for Gold youtu.be
The US Federal Reserve hiked interest rates by 75 basis points last week in its ongoing fight against inflation, amping up its efforts to tame prices and leaving market watchers wondering what's next.
Speaking just ahead of the central bank's meeting, Adrian Day, president of Adrian Day Asset Management, said usually the Fed starts out hawkish and then backs off. But this time around the opposite is happening.
This is due to various factors, but US President Joe Biden's recent meeting with Fed Chair Jerome Powell is among them — in their discussion, Biden expressed that inflation is the Fed's responsibility.
"If you've just had a meeting with the president where he has told you — and then announced to the world — that inflation is your number one priority and you're responsible, you continue to be hawkish. And I think that's got the market really nervous," Day said at the Prospectors & Developers Association of Canada (PDAC) convention.
Day doesn't think the Fed will be able to bring inflation down to a reasonable level without provoking a recession, and noted that if the market isn't already in one now, it will get there by the end of the year.
A recession combined with high prices results in stagflation, and Day said that looking at stagflationary periods from 1960 to now shows that energy and gold are top performers during these times.
"The number one performing asset has been energy, and the number two performing asset has been gold," he explained on the sidelines of the show. "Gold and gold stocks have done well in every single stagflationary period, so I think gold is really where you want to be positioned if you see stagflation coming."
Watch the interview above for more from Day on gold and the outlook for the US economy. You can also click here for our recap of PDAC, and here for our full PDAC playlist on YouTube.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
Gold and gold stocks have done well in every stagflationary period dating back to 1960, said Adrian Day of Adrian Day Asset Management.
VIDEO — Gwen Preston: Uranium Market "Very Bullish," Which Stocks Have Potential?
Gwen Preston: Uranium Market "Very Bullish," Which Stocks Have Potential? youtu.be
The uranium sector has been building steam in recent years, leaving investors eager for returns.
Speaking at the Prospectors & Developers Association of Canada (PDAC) convention, Gwen Preston of Resource Maven described the market as "very bullish," saying that diverse factors have contributed to uranium's turnaround.
Watch the interview above for more from Preston on uranium. You can also click here for our recap of PDAC, and here for our full PDAC playlist on YouTube.
Don't forget to follow us @INN_Resource for real-time updates!
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.
Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.
Gwen Preston of Resource Maven described the uranium market as "very bullish," and spoke about how to identify promising companies.
