Gold Panel: Pullback or Rally?
Автор: 121 Mining Investment TV
Загружено: 2024-06-16
Просмотров: 644
Описание:
Moderator:
Darrin Blumenthal, Managing Director, Amvest Capital
Panel discussion with:
Coille Van Alphen, Portfolio Manager, Equinox Partners
Daniel Oliver, Founder, Myrmikan Capital
Alex Rovira, Managing Director, Brightstar Resources
George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors
Timestamps:
00:00 – Introductions
02:01 – High level drivers of the recent high gold price
10:01 – Disconnect between the gold price and the underlying equities
14:00 – Why should investors be looking at gold equities
20:09 – Should gold miners be hedged?
21:20 – The potential for increased M&A in the gold mining space
25:03 – Gold price forecasts
32:19 - Q&A 1
35:50 - Q&A 2
42:27 – Final comments on gold equities
This was recorded at our 121 Mining Investment New York event from 3-4 May 2024. For more information about the event and those who participated, click here: https://www.weare121.com/121mininginv...
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