SAN FRANCISCO, CA--(Marketwired - February 29, 2016) - Now that Exploration Insights founder Brent Cook is starting to see the bright side of the mining equity cycle, he brought in former Canaccord Genuity Analyst Joe Mazumdar to cover developers and producers at the newsletter. In this interview with The Gold Report, the pair share observations from their recent travels and a short list of companies they are compiling to take advantage of a possible upswing in gold in all currencies.
The Gold Report: Congratulations on the new Exploration Insights partnership, Brent and Joe. How is working on the newsletter side different than the analyst side?
Joe Mazumdar: A lot of the work for a sell-side analyst involves chasing news as it's released with little time for sober second thought. In my opinion, writing for Exploration Insights is more amenable to taking a longer look at the implications of events. The difference can be as wide as between writing for a daily newspaper such as the New York Post and for The Economist.
TGR: Do the two of you see the market similarly? In what ways do you differ?
JM: Over the past decade or so, Brent has tended to focus on lower market capitalization, low liquidity exploration companies that provide a high potential reward but with a high risk. Brent's letter provides the subscribers of Exploration Insights the benefit of his experience to offer companies in this category that are filtered for red flags. I try to provide the same filtering for the subscribers but…
Continue reading this interview: Why Brent Cook and Joe Mazumdar Are Doubling Down on the Exploration and the Insights
About Streetwise Reports / The Gold Report
Investors rely on The Gold Report to share investment ideas for the precious, base and critical metals sector. Our exclusive interviews with leading industry experts and analysts provide a clear picture of the causes of macro-economic shifts and the strategies that help you capitalize on developing trends.
Newmarket Gold Inc., Tahoe Resources Inc. and Guyana Goldfields Inc. are sponsors of Streetwise Reports. Brent Cook and Joe Mazumdar had final approval of the content of the interview and are wholly responsible for the validity of the statements. Opinions expressed are the opinions of Mr. Cook and Mr. Mazumdar and not of The Gold Report or its officers. The interview does not constitute investment advice. Each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility.
Carrie Beal Amaro