The Deep Dive, Released on 3/14/22

Starting off the week for the Daily Dive today is that of David Erfle of JuniorMiningJunky.com. David sits down with us today to discuss the latest hot print for the consumer price index, his expectations from the Fed this week, and his view on the potential for quantitative tightening. Also discussed is the impact of the recent volatility in nickel, Russian sanctions, the recent rise in uranium, and his views on the recent price action of gold.

David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com.

  David Erfle, gold, inflation, junior mining