In this panel discussion at the International Mining Investment Conference, I join Chris Parry and Jason Hamlin to discuss where we are putting our cash, where the risks are, and where the rewards may lie in the resource sector.

The discussion examines stock selection, mining speculation, commodity risk, and the need to distinguish real investment opportunities from fashionable narratives. In a sector driven by promotion, hope, and herd behavior, investors must focus on valuation, management quality, incentives, and the specific risk-reward profile of each opportunity.

Watch the full discussion below:

Key Takeaways:

• Where rational speculators are looking for opportunities in the resource sector
• Why investors must separate real value from promotional stories
• How risk and reward should be assessed in junior mining stocks
• Why management quality, incentives, and valuation matter more than commodity excitement
• How disciplined capital allocation protects investors from herd behavior