Comments
Transcript
-
JSWhen there are 36-37 minutes left the interviewee says we take 1700usd/once or 1500/once, as indicative price (along the lines of what he means) for his analysis. Why that price and was a different one before lets say when gold was at 1350 level? Many thanks
-
IWHaha yes Max Richter. Great interview!
-
NLBotswana might be one exception when it comes to Africa. But overall agree. Great clip and thank you both.
-
JFThe number of comments here is indicative of the 99% orientation on RV towards Crypto, this view is confirmed by the death of the Precious Metal section on the exchange.
-
SPGreat interview. James mentioned three macro factors on gold he keeps a close eye on. The first was all the USD money printing. Then the conversation moved on to ESG. I would love to know what James second and third macro variables of interest are! Regards, Saxon
-
SSThe disturbing thing about this interview is that I find myself agreeing with almost everything James said. Normally, I like interviews where my views are challenged, but I suppose this is good from time to time. ;) If there was one thing where he did succeed in challenging my view, it is that big royalty companies like Franco Nevada may find it increasingly difficult to outperform, because royalties are no longer cheaply available. That is a good point: the royalty space has become really crowded in the last couple of years, and it may be time to sell up the trusty old favourites like Franco and Wheaton.
-
jlAnother very good interview. James is a firework of a person, and Max did a great job. Interesting perspectives James mentioned on some miners, like Newmont. Very curious what he thinks about Barrick Gold.
-
ECOut freaking standing! To borrow from an ole bluesman legend's song by Lightening Hopkins "Now is a Needy Time" for this presentation. As good or better than any RV show I have seen though I have missed plenty. Both participants raised the bar for future RV shows.