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

50 minutes

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.

More episodes from The Meb Faber Show

#268 - Best Idea Show - Doug Ludlow, MainStreet - We’re Now Saving The Average Company Using Our Platform About $75,000 Per Year

In episode 268, we welcome our guest, Doug Ludlow, the co-founder and CEO of MainStreet, a startup making it easy for businesses to access government incentive programs. In today’s episode, …

The Best Investment Writing Volume 4: Tyler, Portfolio Charts - The Benefits of Bond Convexity

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever

In episode 267, we welcome our guest, Edward Altman, professor at the Stern School of Business at NYU. In today’s episode, we’re talking corporate …

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s Asset Allocation ETFs, the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), …

#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique …

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

How you can listen to this podcast

You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56