The Deep Dive, Released on 11/2/22

Joining SmallCapSteve today is Keith Neumeyer, President & CEO of First Majestic Silver Corp (TSX: FR). Keith sits down to chat about inflation, and where the Fed is heading after the Bank of Canada’s recent hike. We also dive into silver, his read on its physical vs paper markets, the possibility of a shortage, and what that could mean. We close out the interview with some updates on First Majestic.

00:00 Introduction
00:27 The Bank of Canada’s surprising 50-bps hike
01:23 Is Canada choosing housing over battling inflation?
02:00 What’s the inflation outlook for 2023?
04:52 The state of the workforce
06:42 Are we running low on silver?
08:49 The macroenvironment that silver bull markets tend to favor
10:52 The catalysts that could move the price of silver in the next two years
13:47 First Majestic produces a record amount of silver in the last quarter
15:11 2021 Sustainability Report
16:23 What investors can look out for in Q4

Keith Neumeyer is the president and CEO of First Majestic Silver, one of the largest primary silver mining companies in the world. He’s also the founder and chairman of First Mining Finance. Both companies are traded on the Canadian and U.S. stock exchanges.

  Fed, inflation, Keith Neumeyer, silver, silver shortage