Erik Wetterling – Precious Metals Corrections Highlight Which Portfolio Positions Are High-Conviction Alpha Investments Versus Beta Momentum Plays

Erik Wetterling – Precious Metals Corrections Highlight Which Portfolio Positions Are High-Conviction Alpha Investments Versus Beta Momentum Plays

June 9, 2026

About this episode

Erik Wetterling discusses the current state of the gold and silver markets and his high-conviction investment strategies.

Erik Wetterling, The Hedgeless Horseman, reflects on the status of the gold and silver bull market, after the corrective moves of the last few months. He also outlines how he is approaching rebalancing his portfolio from a high-conviction standpoint, and by weighting his positioning heaviest to the junior resource stocks with compelling alpha catalysts on tap in their coming newsflow.

People in this episode

Guest: Erik Wetterling

Mentioned in this episode

Organizations: The Hedgeless Horseman

Products: gold, silver

Places: junior resource stocks

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