The Metals Bull Market (DK Interview)

Описание: We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.

On the agenda:

The new bull market in gold (and why miner’s valuations are still cheap)

The role of quants and central banks in this bull market

Copper: Physical premiums and why copper theft is a good proxy for scrap supply

What actually causes mining capex blowouts

The tricks of the silver mining trade

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CHAPTERS

0:00:00 DK back on MoM
0:02:37 Gold bull market - stocks to follow?
0:17:51 The role of quants, ETFs and central banks in gold
0:21:54 Copper: physcial premiums
0:26:23 The tricks of the silver trade
0:42:45 What actually causes mining capex blowouts

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

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