Invest in Mining Sociopaths if You Want to Win says Analyst Joe Mazumdar

Joe Mazumdar of Exploration Insights explains why you must invest in mining sociopaths if you want to win. He also reveals insights from when he managed Newmont’s billion-dollar junior mining portfolio. Joe also shares where he is seeing value in the mining sector and offers one stock pick.

Joe Mazumdar is co-editor and analyst at Exploration Insights.  Joe has an extensive, multi-decade background in working for both mining companies and the financial institutions that cover and invest in mining equities.  He possesses an excellent understanding of geology, the process of exploration and development, and what it takes to run and finance a mining company.

0:00 Introduction

1:11 PDAC takeaways

7:40 ASX vs TSX miners

11:41 Mining sociopaths will make you rich

18:00 Rupert Resources offers to buy B2Gold’s 70% interest in Finland JV with Aurion Resources

22:29 BHP says nickel facing difficult multi-year run

27:55 Artificial Intelligence in mining

29:40 Junior mining stock 2024 outlook

32:34 Joe managed Newmont’s BILLION-DOLLAR junior mining portfolio

39:21 Stock pick

Joe Mazumdar’s website: https://www.explorationinsights.com/

Follow Joe on Twitter: https://twitter.com/JoeMazumdar