Afternoon Panel Swiss Mining Institute - Identifying Opportunities

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Afternoon Panel Swiss Mining Institute - Identifying Opportunities At the Swiss Mining Institute in Zurich, StockBox’s Mark Fairbairn hosted a compelling panel featuring Willem Middelkoop, Matt Geiger (MJG Capital), Florian Grummes and Terry Salman. The discussion tackled the biggest questions facing commodity investors today from geopolitical conflict and inflation to the outlook for gold, silver and oil. Panellists examined whether recent market weakness signals the end of the bull market or simply a correction within a longer-term supercycle. With insights spanning macro risks, central bank policy, and real-world supply constraints, the panel offered a balanced view: expect volatility in the short term, but significant upside opportunities over the coming years. Key discussion points: Is the commodities bull market still intact? Gold and silver outlook amid global conflict Oil’s role in driving markets and inflation Central bank buying and liquidity cycles Supply chain disruption and resource scarcity Short-term corrections vs long-term supercycle Investment strategy during periods of volatility Identifying opportunities in beaten-down mining stocks