Gold: The “Third Rail” of Capital Allocation

Published on
October 25th, 2019
50 minutes

Gold: The “Third Rail” of Capital Allocation

Real Vision Essential ·
Featuring John Hathaway and Dan Tapiero

Published on: October 25th, 2019 • Duration: 50 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.