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10/10/18

Joe Mazumdar at the Metals Investor Forum September 2018

This 30 minute presentation by Joe Mazumdar was reco'd to me* and called "superb" by my contact. who was right. It is.



He explains what went on at Beaver Creek this year and it's chock full of insights, but perhaps the most interesting is when he talks passive investment in the mining sector, the advent of private equity and its effect on today's market. Metalheads should dedicate some of an evening to this. Youtube here.


*Not by Joe M or Brent Cook