Derren Geiger - CEO of Cornerstone Acquisition &amp; Management returns to the podcast to breakdown the global macro scene and it&#x27;s impact on the oil &amp; gas minerals and nonop space. In particular, Derren opines on the status quo of the Petro Dollar, waning demand for US Treasuries, and the trickle-down effect of the Ukraine and Iran Wars on globally traded commodities. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice. A big thanks to our 3 Minerals &amp; Royalties Podcast Sponsors: --Tokenized Energy: If you are interested in allocating capital to oil &amp; gas minerals, royalties, and nonop assets in order to earn digital mailbox money, then visit www.tokenizedenergy.com or download the Tokenized Energy app for your Apple or Android phone. --Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more. --Farmers National Company: For more information onFarmer’s land management services, please visit www.fncenergy.com or email energy@farmersnational.com

Analyzing the Petro Dollar, Geopolitical Conflicts, & Treasury Demand w/ Derren Geiger - CEO of Cornerstone

The Minerals and Royalties Podcast

Welcome to the Minerals and Royalties Podcast, the home of CEOs and investors in the Minerals and Royalties space. Hey guys, this is Tim Powell from the Minerals and Royalties Authority. I recently sat down with Darren Geiger, CEO of Cornerstone Acquisition and Management Company, who came back onto the podcast to discuss the macro scene and its impact on the minerals

and non-off space, including the current health of the petrodollar, waning U.S. Treasury demand around the world, the Ukraine-Russian War, the Iran War, the Strait of Hormuz, and their collective impact on global commodities outside of oil and gas. Let's jump into the episode and hear more of what Darren had to say. All right, Darren, welcome back onto the podcast. We always like to talk macro and there isn't a better time to do so. So excited to trade thoughts. You're always very thoughtful and

well informed on what's going on around the world, how it affects commodities and just looking forward to peeling back the onion. So welcome back on. Yeah, thanks for having me on. I appreciate it. I know you've been on several times. I know you've been in the mineral space for multiple decades plus, but those who aren't familiar, just quick two minute refresher just to set the table as an investor, mineral space, commodities, et cetera, et cetera. And then we'll dive into the topics that are relevant

in today's market. Sure. Thanks again, Tim, for having me on. Darren Geiger, CEO of Cornerstone Acquisition. We're based here in Southern California, portfolio manager of the Caritas Funds. We ran those funds. Well, we launched Cornerstone in 2004 with a strict mineral strategy and we launched the funds that same year. Ran the funds through 2021. So a 17-year time horizon.

Analyzing the Petro Dollar, Geopolitical Conflicts, & Treasury Demand w/ Derren Geiger - CEO of Cornerstone

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Analyzing the Petro Dollar, Geopolitical Conflicts, & Treasury Demand w/ Derren Geiger - CEO of Cornerstone

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.