52:10

EssentialThe Essential Conversation

Investing in Gold Miners: The Midas Touch

Featuring James Rasteh

Aug 19, 2020 • 52 minutes

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Essential

The Essential Conversation

Investing in Gold Miners: The Midas Touch

James Rasteh and Raoul Pal discuss how to unlock deep pockets of value in gold mining stocks.

Featuring James Rasteh

Aug 19, 2020 • 52 minutes

James Rasteh, CIO and co-founder of Coast Capital, joins Real Vision CEO, Raoul Pal, to discuss successful strategies for investing in gold mining stocks. Overspending on exploration has for the past decade been the most heinous sin of gold miners, Rasteh tells Pal, and that’s why balance sheet discipline can help unlock deep pockets of value in stocks other investors have overlooked. Rasteh shares with Pal specific examples wherein his activist strategy has been extremely successful, such as Jaguar Mining, as well as other companies he thinks have a bright future. Lastly, Rasteh and Raoul discuss the macro drivers of owning gold miners, and explore the risks and rewards of owning large-cap mining stocks vs. their mid- and small-cap counterparts. Filmed on August 14, 2020. 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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