Interview with Jamie Strauss

Published on
January 7th, 2016
Duration
22 minutes

Up Next

Related Videos

“The Gold Bull Market Is Only in the Fourth Inning”
The Interview ·

“The Gold Bull Market Is Only in the Fourth Inning”

Active vs. Passive – The Endgame
The Interview ·

Active vs. Passive – The Endgame

Macro Mayhem: Filtering the Signal from the Noise
The Interview ·

Macro Mayhem: Filtering the Signal from the Noise

The Economics of Common Sense
The Interview ·

The Economics of Common Sense

Investing in The Miracle Cures
The Interview ·

Investing in The Miracle Cures

The Madness of Crowds
The Interview ·

The Madness of Crowds

Impact Investing: Making the Case for Charter Schools
The Interview ·

Impact Investing: Making the Case for Charter Schools

The Recession-Proof Portfolio: Investing in Vice Companies
The Interview ·

The Recession-Proof Portfolio: Investing in Vice Companies

IPO Alternatives: SPACs, Direct Listings & Private Market Investments
The Interview ·

IPO Alternatives: SPACs, Direct Listings & Private Market Investments

Lending Booms and Credit Doom
The Interview ·

Lending Booms and Credit Doom

Economic Dignity and the Policy Endgame
The Interview ·

Economic Dignity and the Policy Endgame

Jeffrey Gundlach — Waiting for the Next Big Trade
The Interview ·

Jeffrey Gundlach — Waiting for the Next Big Trade

Cannabis 2.0 and the Industry’s Enterprise Future
The Interview ·

Cannabis 2.0 and the Industry’s Enterprise Future

The Inflation Fairy Tale
The Interview ·

The Inflation Fairy Tale

Optimism for a Digital Future Amid Harsh Economic Realities
The Interview ·

Optimism for a Digital Future Amid Harsh Economic Realities

Dmitry Balyasny: Seeing All The Angles
The Interview ·

Dmitry Balyasny: Seeing All The Angles

Silicon Valley Innovation in the Covid Era
The Interview ·

Silicon Valley Innovation in the Covid Era

The Economics of Video Games and Movies
The Interview ·

The Economics of Video Games and Movies

Leon G. Cooperman and the American Dream
The Interview ·

Leon G. Cooperman and the American Dream

Hendry and Treue: The Immortal Trades
The Interview ·

Hendry and Treue: The Immortal Trades
47

Interview with Jamie Strauss

The Interview ·
Featuring Jamie Strauss

Published on: January 7th, 2016 • Duration: 22 minutes

Jamie Strauss, Founder of Strauss Partners, drills down into mining, metals, and natural resources, analyzing the fundamentals within the industry structure and overall resource supply and discussing a breadth of topics from diamond, zinc, and nickel, to mining royalty streaming.

Comments

  • BM
    Barry M.
    8 February 2016 @ 01:58
    1 0
    Not sure why so many thumbs down were given, I found it informative and worthwhile, jmho
  • JH
    John H.
    7 February 2016 @ 21:42
    0 0
    what uranium bandwagon? CCJ recently broke thru its '09 lows.
  • JS
    John S.
    10 January 2016 @ 08:04
    3 0
    Interesting and useful discussion
  • TJ
    Terry J.
    8 January 2016 @ 11:49
    3 0
    Excellent discussion and worth it alone to hear Jamie's pearls of wisdom on uranium!
  • GC
    Gary C.
    7 January 2016 @ 21:48
    5 0
    Great perspective by insider on Streaming/Royalty business, now with hedge funds bringing flowers and funds to commodity space..is this needed funding, or just more shovel sellers to digging industry?

Chapters

  1. 00:00:00
    Industry & Supply
  2. 00:07:32
    Investment Management
  3. 00:10:22
    Royalty Streaming
  4. 00:14:50
    Capital Costs
  5. 00:17:20
    Outlook