Erik Wetterling – PM Corrections Highlight High-Conviction Alpha Investments Vs. Beta Momentum Plays

Wetterling argues the current gold and silver correction is nearly as extreme as moves during the Great Financial Crisis, suggesting most downside has already occurred.

Corrections clarify portfolio conviction: investors should add to high-conviction positions with specific catalysts while selling beta momentum plays that lose appeal as prices drop.

Goliath Resources is highlighted as a fully-funded junior with a 50,000-meter drill program, demonstrating how alpha catalysts can drive rerating independent of sector sentiment.