Discovering Uncorrelated Returns for Gold Miners – Live with James Rasteh

Published on
January 7th, 2021
Duration
59 minutes

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Discovering Uncorrelated Returns for Gold Miners – Live with James Rasteh

Live ·
Featuring James Rasteh and Max Wiethe

Published on: January 7th, 2021 • Duration: 59 minutes

James Rasteh, partner and CIO of Coast Capital Management, LP, joins Real Vision’s Max Wiethe to discuss how he identifies the most attractive opportunities in the gold mining sector. Coupling an increase in the global demand for gold, driven in large part by emerging market economies and central banks like China and India, with shrinking supply due to the reduction in successful discoveries, Rasteh explains why he is betting on an industry he sees as highly profitable and exceedingly undervalued. He also talks about why the ESG investment industry is little more than a marketing gimmick, why it will not lead to productive change, and Coast Capital’s approach to introducing environmentally friendly practices to mining companies as investors in this sector.

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