Understanding the potential rewards, pitfalls & idiosyncratic risks associated with resource stocks is challenging at the best of times.

However in this fascinating interview. Top notch, fund managers & industry specialists - Georges Lequime & Mark Smith of Amati Global Investors Strategic Metals - provide me with a masterclass in investing this exciting asset class.

What is a strategic metal? Start
Why is this sector is interesting. 01:15
Benefits offered by precious metals. 03:50
Where is the #gold price heading? 05:35
Why buy stocks, rather than the commodity? 09:15
Preference for small/midcaps vs largecaps. 11:00
Atlantic Lithium Limited. 13:40
Managing geopolitical risk. 18:25
AngloGold Ashanti. 21:15
Talga Group. 25:00
FRESNILLO PLC. 31:00
Cameco Corporation. 35:35
HOCHSCHILD. 40:10
Centaurus Metals. 43:40
M&A upside. 45:45
Investment time horizons & targeted returns. 49:05
K92 Mining Inc. 52:15
How to invest in the fund. 56:45

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