Natural Resource Investing with Warren Irwin, CIO Rosseau AM
We had the great opportunity to have an in-depth discussion with Warren Irwin, founder and chief investment officer of Rosseau Asset Management, one of the longest running natural resource focused hedge funds globally.
Our discussion ranged from the current macro landscape as it relates to resource investing, government intervention in the sector and how he goes about picking resource juniors.
We hope you enjoy the chat!
Warren's Bre-X article: https://ceo.ca/@WarrenIrwin/2016s-top...
All Money of Mine episodes are for informational purposes only and may contain forward looking statements that may not eventuate. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Chapters:
00:00 - Intro
02:27 - The Macro View
06:30 - Mining M&A
08:42 - Warren's Investment Philosophy
11:31 - Enduring Commodity Downturns
13:38 - Shorting
17:45 - Leverage
18:42 - Picking Aussie Juniors?
21:48 - Lithium
23:13 - Copper
27:13 - Government Intervention
31:58 - Sizing Resource Investments
35:23 - This Commodity Cycle
36:52 - Producers vs. Developers
38:52 - Mining Industry Scams
42:10 - Scams in the Industry Right Now