Jay discusses gold and silver mining stocks with Sean Fieler, the CIO and owner of Equinox Partners; a $600M precious metals focused Hedge Fund. Sean breaks down Equinox’s investment process and holdings; including the stocks he’s watching.
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Sean Fieler
CIO and Majority Owner
Equinox Partners
About Sean
Sean Fieler graduated from Williams College in 1995 with a degree in Political Economy and received the Branson Memorial Scholarship in 1994. Upon completion of his undergraduate studies, he joined Equinox Partners. He is the firm’s managing member and majority owner. Sean has analyzed mining companies for the duration of his career.
Timestamps
0:00 Intro
4:48 Gold Miners Performance in 2021
9:24 Is Crypto Detracting from Gold?
11:36 Breakdown of Equinox Partners’ Mining Portfolio
14:32 How to Build Your Mining Watch List
21:12 Geopolitical Risk
27:05 Canadian Oil & Gas Investments
33:34 Crypto Assets
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