Скачать или смотреть A Message to Gold Miners from Fund Manager David Finch...

Fund manager, David Finch of Ixios Asset Management kindly joined us to explore the full spectrum of mining equites. We largely discuss the state of gold miners who will be flush with cash at current gold prices. The question on David’s mind: which ones will allocate that cash best?

Plus we explore the more ‘out of favour’ commodities on David’s mind.

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CHAPTERS

0:00 Preview
0:17 David Finch joins, state of gold miners today
5:50 Exemplary Capital Management (AEM)
8:10 Growth M&A vs. Per-Share Value
13:35 China's Strategic Gold Accumulation
16:00 Portfolio Strategy: Quality vs. Leverage
20:00 Geographic Differences: Australia vs. Canada
29:40 Energy Transition Metals: Copper Outlook
48:30 Contrarian Views & Copper Stock Value

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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.
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