Eric Sprott, Mark O’Dea, Oxygen - I’m Trying To Look For Some Value That’s Not Appreciated By The Market | #246

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 2 September 2020

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 246 we welcome our guests, the legendary Eric Sprott, and Oxygen Capital’s Mark O’Dea. In today’s episode, we’re talking gold, silver, mining and exploration. We talk about recent performance, and the popularity of gold among some high-profile institutional investors. We get into the lifecycle of mining and exploration companies, and allocating capital over the full lifecycle. We hear the story of the Gold Corp. Challenge, and how that became the launch point that took Mark O’Dea from contract geologist to running what would later become a multi-billion takeout by Newmont. We discuss the M&A appetite in the sector, and cover some practical thoughts on how investors can put some of the things from this conversation together to potentially implement a few ideas for their own portfolio. All this and more in episode 246 with Eric Sprott and Mark O’Dea. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Faver Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Our many podcast listeners, we have a truly amazing show for you today with gold prices hitting all time
0:46.1	highs we decided to invite a couple of the most legendary and accomplished investors and
0:51.8	operators and the natural resource and mining sector. and over mining and exploration. We talk about recent performance of the metals and the
1:04.7	popularity of gold among some really high-profile institutional investors,
1:08.6	including Uncle Warren Buffett and Charlie Munger.
1:12.5	We get into the lifestyle of mining and exploration companies.
1:16.1	We even get to hear the story of the Gold Corp challenge
1:18.5	and how that became the launching point that took one of our guests
1:21.7	from contract geologists to running what would later
1:24.3	become a multi-billion exit by Newmont. We discussed the M&A appetite in the sector and
1:30.7	cover some practical thoughts on how investors can put some of the insights from this
1:34.6	conversation together to implement a few ideas for their own portfolio.
1:39.1	American Farmland is disappearing at an alarming rate.
	...

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