Matt Geiger Of MJG Capital Delivers 109% Return in 2025, Overweight Copper, Issues Silver Warning

Описание: Matt Geiger of MJG Capital joins Goldfinger Capital to discuss his fund's tremendous 2025 performance, which metals he's overweighting for 2026, and why silver's move is raising his caution level.

Matt Geiger is CIO and founder of the MJG Capital Fund. The MJG partnership returned 109.26% in 2025, representing its second-strongest year since inception. The fund has outperformed both the S&P 500 and TSX Venture over one-year, three-year, and ten-year time horizons – with the MJG partnership returning 27.9% annualized over the past decade relative to
14.8% and 6.5% for its respective benchmarks

Skip to 08:30 mark if you only want to hear about metals, mining and markets.

00:00 Intro
01:08 Post WWII world order at risk
06:45 ROW equity outperformance since Q1 2025
08:32 Key drivers of 2025 performance
10:05 Mining stocks are no longer unloved and out of favor
12:10 Replaying the 2025 bull market run
14:05 Huge capital raises in Q4 2025
14:33 Silver's parabolic move makes Matt nervous
19:30 Matt could see silver moving higher over next 4-8 weeks
23:30 Previous silver bull market tops had much different macroeconomic fundamentals
27:55 Even if silver had a substantial correction, the resulting silver price would still bode well for miners
28:55 The higher silver goes in the near term, the greater the risk of a blow-off top
30:10 Which metals is Matt most bullish on in 2026?
33:45 Boom in exploration activity in 2026 bodes well for prospect generators and high-quality explorers
35:45 When did the current junior mining bull market begin?
39:00 March 2020 capitulation washout bottom
41:00 2007-2008 drawdown in junior miners was ~80%
44:55 Thank you for your attention to this matter!


DISCLAIMER: The work included in this video is based on current events, technical charts, company news releases, corporate presentations and the author’s opinions. It may contain errors, and you shouldn’t make any investment decision based solely on what you read here. This publication contains forward-looking statements, including but not limited to comments regarding predictions and projections. Forward-looking statements address future events and conditions and therefore involve inherent risks and uncertainties. Actual results may differ materially from those currently anticipated in such statements. This video is provided for informational and entertainment purposes only and is not a recommendation to buy or sell any security. Always thoroughly do your own due diligence and talk to a licensed investment adviser prior to making any investment decisions. Junior resource companies can easily lose 100% of their value so read company profiles on www.SedarPlus.ca for important risk disclosures. It’s your money and your responsibility.