Mike Beck: Highly Successful Resource Investor Shares His Latest Big Bet in Nickel

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Mike discusses the structural changes that have occurred in the past few years in the markets and the resulting negative implications for capital allocation in the juniors. The growth of passive funds and ETF's has dramatically diminished the investment capital opportunities for juniors.

Mike discusses his team's approach to investments and why they are currently invested in nickel. Mike feels that nickel is in a perfect storm, and he discusses several ways investors can gain exposure to the sector.

Time Stamp References:
1:10 - Juniors unable to obtain capital.
5:20 - Junior market has fundamentally changed.
8:40 - Mike's investment style.
11:30 - Demand outlook for nickel.
18:40 - How to you gain exposure to nickel.

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