Episode 74: A deep dive into geopolitical risk ft. Mickey Fulp

This week we're joined by the Mercenary Geologist, Mickey Fulp, to talk about the rising spectre of geopolitical risk for miners! Matt sits down to chat about a few recent high-profile cases, including: Eldorado Gold (TSX: ELD; NYSE: EGO) in Greece; Acacia Mining (LON: ACA) in Tanzania; Tahoe Resources (TSX: THO; NYSE: TAHO) in Guatemala; and much more! Has Canada been a major benefactor as companies turn their eyes back home? Mickey's done background research and brings together a growing list of companies that have run into socio-political problems across the globe. He also discusses his experiences in Latin America, and explains where he'd be comfortable investing his money! We also dig into the current state of metals markets, including the recent rally in base metals, as well as the macro political situation involving North Korea and the potential impact on gold. Timeline 3:00 General macro economic and political update 5:15 Base and precious metals 8:05 Talking the North American stock markets 10:15 Geopolitical risk introduction 12:00 Mickey's geopolitical risk list 15:45 Digging into Latin America 18:00 Mickey's geographic investing tips 20:18 What's the mining outlook like for the U.S.? 22:30 2017 Precious Metals Summit Beaver Creek Articles referenced: Greek government bends on Eldorado’s ultimatum: http://www.northernminer.com/people-in-mining/eldorado-golds-ultimatum-greece-gets-results-not/1003789567/ Uncertainty in Guatemala drives Tahoe to suspend dividend and guidance: http://www.northernminer.com/financial-matters/uncertainty-guatemala-drives-tahoe-suspend-dividend-guidance/1003788547/ Commentary: One theory on the root of Acacia’s troubles in Tanzania: http://www.northernminer.com/court-cases/commentary-one-theory-root-acacias-troubles-tanzania/1003788396/ OceanaGold, B2Gold scramble as Philippines gov’t may suspend 20 more mines: http://www.northernminer.com/news/oceanagold-b2gold-face-political-uncertainty-philippines/1003777828/ Facts ‘n’ figures: ICSG says copper production declining: http://www.northernminer.com/commodities-markets/facts-n-figures-icsg-says-copper-production-declining/1003789486/ Editorial: Gold, copper reach new highs: http://www.northernminer.com/news/editorial-gold-copper-reach-new-highs/1003789425/ Music Credits: "Cool Rock" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Isolated" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/