What makes a "smart deal" in the mining sector? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Matt Geiger, Managing Partner at MJG Capital, about investing in the junior mining space. On the sidelines of the 2025 Mines and Money Conference in Miami, Geiger shares his insights on the gold and copper cycles, noting we are still early in the metal cycle. He discusses factors driving metal prices, including central bank buying and the potential impacts of US policy under President Trump. Geiger also highlights potential M&A activity in the gold sector and what makes a smart deal.

Key points:
- Still early in the metal cycle
- Central bank buying is a primary catalyst for gold prices
- Trump's policies are a net positive for the mining space
- Potential for increased M&A activity in the gold sector
- Smart deals should have operational synergies

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Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.