Markets, Tariffs & Resource Opportunities - Featuring Peter Boockvar and Matt Geiger
Big-picture market insights meet resource-sector outperformance
This weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks.
In part one, Peter Boockvar shares a macro lens on markets, bonds, and international flows.
In part two, Matt Geiger breaks down MJG Capital’s record H1 performance and where he sees the best opportunities in metals and prospect generators.
🔎 Key Insights From Peter Boockvar - Markets vs. Economy
Markets aren’t the economy: Despite mixed U.S. data, equities remain strong, powered by AI giants like Nvidia at a $4T market cap.
“Stock markets trade on hope… at some point things get reconciled.”Bond yields rising quietly: U.S. 30‑year yields above 5% mirror global moves - Japan, UK, France - signaling long-term inflation/debt worries that markets ignore… for now.
Foreign flows shifting: Canada sold $58B in U.S. treasuries; global central banks are diversifying into gold (4th year >1,000 tons).
Commodities in focus: Boockvar calls WTI crude at $67 “dirt cheap” and sees a sustained bull market across metals.
🔎 Key Insights From Matt Geiger - Resource Stocks Shine
MJG Capital up 35.7% H1 2025: Outpacing S&P on 5- and 10‑year metrics; “the best is yet to come” as capital shifts out of U.S. equities.
Precious metals lead the charge: Gold, PGMs, and silver dominate MJG’s gains; Bravo Mining’s key permits and resources stand out.
Copper & prospect generators: 35% copper weighting with catalysts beyond price moves; 36% of portfolio in prospect generators poised for hidden royalty value.
Big picture: Geiger highlights rare earth partnerships (MP Materials & DoD, Elemental Altus & Tether) as a new wave of outside capital entering mining.
🎧 Listen to the full interview here
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