On November 10, 2017 I gave a presentation at the Metals Investor Forum in Vancouver in which I argued that the slump which has afflicted the resource sector since April 2017 makes no sense in the current macroeconomic and geopolitical context at a time when overall risk appetite is growing. It should be viewed in the same manner as a sudden low tide that precedes a tsumani which I believe will be unleashed by the validation of the Wits 2.0 Hypothesis during H1 of 2018. The presentations and interviews of the companies in my sessions are posted below. Also worth checking out is the 45 minute Panel Discussion - Where to Invest done November 11 featuring Gwen Preston as moderator, Jay Taylor, Greg McCoach and John Kaiser.
MIF Company Presentation and Interview Video Links