Resource Investing Risks & Opportunities in 2021 with Fund Manager Matt Geiger

Natural Resource fund manager Matt Geiger of MJG Capital discusses risks and opportunities for resource investors in 2021.  He also describes how he is positioning his fund’s portfolio right now for 2021.  And Matt shares how his fund performed in 2020 and why he saw overperformance in some stocks within his fund’s holdings.

0:00 Introduction

0:30 2020 fund performance

1:59 Outperformance within a few stocks in MJG portfolio

4:54 Norden Crown Metals Corp.

8:27 Risks & Opportunities in 2021 for resource investors

12:42 Cash position in 2021

15:36 Bullish commodities for 2021

17:50 Vanadium