Seasoned resource fund manager Warren Irwin returns to the show to provide expert commentary on how he sees the current gold, uranium, coal, copper and zinc markets. Warren Irwin’s G-10 Special Situations Fund (US) LP earned the top position in 2016 among the 4,099 hedge funds tracked by BarclayHedge with a 156.32% annual return. Other Rosseau funds also took the second and sixth spots with returns of 155.94% and 128.89%, respectively.
0:00 Introduction
1:10 Gold Price
5:50 Gold equities
8:00 Colonial Coal
14:04 Uranium
17:35 Opportunity Cost
20:09 Copper
21:38 Inflation
25:25 Copper and Inflation
28:43 Zinc
Warren’s fund: https://www.rosseau.com/
To learn about Warren’s first-hand experience with the Bre-X mining scam of the 90’s listen to our in-depth interview from PDAC 2018:
http://www.miningstockeducation.com/2018/04/warren-irwin-discerning-mining-stock-scams-from-bre-x-until-today-top-hedge-fund-manager-shares-insights-pdac-2018/
Sponsor: https://osinoresources.com/ TSXV:OSI OTC:OSIIF
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