The metals bull market (DK Interview)
Listen now
Description
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 actua...
More Episodes
On our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While...
Published 06/03/24
Published 06/03/24
JD sat down with Roscoe Widdup, founder of Triple Eight (T8) Capital for a deep dive into Roscoe’s view on markets. T8 run a Clean Energy Fund as well as a Gold Fund, which formed the foundational of all the different themes and companies discussed. Roscoe shared what he looks for in companies,...
Published 05/31/24
Links
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
