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EssentialThe Essential Conversation

Gold: The "Third Rail" of Capital Allocation

Featuring John Hathaway and Dan Tapiero

Oct 25, 2019 • 49 minutes

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Essential

The Essential Conversation

Gold: The "Third Rail" of Capital Allocation

Legendary investor John Hathaway sits down with Dan Tapiero to discuss gold's recent breakout and to review his favorite companies in the space.

Featuring John Hathaway and Dan Tapiero

Oct 25, 2019 • 49 minutes

What are the best gold equities to own right now? Legendary investor John Hathaway of the Tocqueville Gold Fund sits down with Dan Tapiero of DTAP Capital to discuss gold's recent breakout and to review his favorite companies in the space. Hathaway lays out the bullish macro environment for the yellow metal, walks through the difficulties of building new mines and the impact on global supply, and notes why he expects more M&A activity in the sector. He also expands on current opportunities for investors and explains just how inexpensive gold stocks are right now. Filmed on October 15, 2019 in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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