Comments
Transcript
Chapters
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What effect has your radically transparent investor letter from December had on your career?
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What is your market outlook?
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How do you approach constructing a precious metals portfolio?
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How do you find edge in the precious metals markets?
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Why buy precious metals and miners now?
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Gold in a Crisis
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How do you identify specific opportunities to add to your portfolio?
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Should retail investors concentrate or diversify within the precious metals space?
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How to Find Attractive Junior Miners
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What obstacles exist to investing in miners?
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What impact do passive investments have on the space?
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What impact does ESG have on your strategy?
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How often do ESG issues alter mining plans?
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What effect does US government policy on the dollar have on mining internationally?
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What is a company that you like and a company you don’t like?