Gold – Frank Giustra

Published on
August 9th, 2016
Topic
Gold, Hard Commodities, Global Outlook
Duration
36 minutes
Asset class
Equities, Commodities

Gold – Frank Giustra

Gold ·
Featuring Frank Giustra

Published on: August 9th, 2016 • Duration: 36 minutes • Asset Class: Equities, Commodities • Topic: Gold, Hard Commodities, Global Outlook

Gold Corp was just the start for Frank Giustra who has since created many mining, metals, oil and gas companies. He shares his thinking behind how he selects his deals and what buy signals to look out for.

Comments

  • RT
    Rune T.
    8 August 2016 @ 17:08
    After watching the whole Clinton Cash thing one has to wonder about Frank and a few others... success at what cost?
  • db
    don b.
    8 August 2016 @ 17:49
    The highlight of this interview is Grant asking the question of whether mining companies realize how much power they hold in the producing of the only real money gold & silver .
  • JV
    JACK V.
    8 August 2016 @ 19:00
    Interesting guy. Too bad about his relationship with the Clinton Foundation though....casts a shadow over everything he says/does.
  • fc
    frank c.
    8 August 2016 @ 19:44
    always surprised how the open interest in the futures market doesn't come up....its whats sets the price and right now we are at an historic level. The "commercials" are at a record paper loss, whats going to change? They will do everything in there power to create more paper to hammer the price down, with billions worth of paper representing staggering underlying ounces. I just feel it is not being addressed enough or not at all even. However if the commercials will get squeezed one will see Gold prices that are unimaginable. I really would like to see an interview related to this subject, I'll ask Milton
  • CZ
    Catherine Z.
    8 August 2016 @ 20:00
    C’mon… let’s not use this forum to discuss completely unrelated allegations related to Clinton that are agenda-driven and made in the midst of a vicious political campaign. This was a stellar interview that provided some of the most valuable insights on gold and the mining industry that I have ever heard. Really brilliant. Sincere thanks to Mr Giustra and Grant.
  • PD
    Philip D.
    8 August 2016 @ 21:05
    Indiana Jones. lol!
  • DH
    Dale H.
    8 August 2016 @ 21:26
    I enjoyed this interview with Frank. Agree with Catherine. Comments about anyone without 100% verified evidence are a waste of time. Frank is a great source of information on this topic. I have seen other great interviews with him too. The proof of this for me is my Aussie portfolio of gold miners and one Canadian miner. 200% so far since January. I'm looking hard at explorers. I think you need a geologist by your side for that. Maybe RV could interview Brent Cook?
  • wl
    whalen l.
    8 August 2016 @ 21:54
    by far the best interview that i listened to. whalen lou
  • GW
    Grant W. | Founder
    8 August 2016 @ 23:36
    This interview was about Frank's enormous expertise in the mining sector - the rest of it was irrelevant in the context of the discussion. Frank graciously agreed to share that expertise with a group of people more interested in learning from his vast experience in mining and investment than having a highly-polarized political debate. So much to take away from this. @Dale H Brent's interview is in the library so search for his name and you'll find a chat he and I had at PDAC last March
  • SS
    Sam S.
    8 August 2016 @ 23:59
    Felt like I was there listening to friends telling it like it is. Sweet. Thanks guys!
  • M
    Mark .
    9 August 2016 @ 00:14
    How can you argue with any of that?
  • CW
    Chad W.
    9 August 2016 @ 02:34
    Great interview!
  • TH
    Timo H.
    9 August 2016 @ 05:02
    Pure common sense, which unfortunately is not that common nowadays.
  • TK
    Theo K.
    9 August 2016 @ 06:14
    What about gold getting confiscated? Nobody says a thing about this.
  • A1
    Animal 1.
    9 August 2016 @ 07:14
    Great interview. Thank you both! Any thought on Colombia's government approach to mining? Great stock announcing earnings on Friday GCM.TO
  • YW
    Ying-chi W.
    9 August 2016 @ 08:18
    Great !
  • JB
    Jenny B.
    9 August 2016 @ 10:52
    Excellent interview!
  • FG
    Frank G. | Contributor
    9 August 2016 @ 12:12
    Absolutely fantastic!
  • GT
    Graham T.
    9 August 2016 @ 14:29
    Loved his comment about the Giant Squid. Muppets of the world unite and close your Goldman Sachs account.
  • HJ
    Harry J.
    9 August 2016 @ 16:39
    Good information very helpful
  • JM
    James M.
    9 August 2016 @ 17:04
    Nice to see a recently filmed piece and a great interview. Hope the filmed to published gap continues to close.
  • JV
    JP V.
    9 August 2016 @ 20:41
    Just 1 word : Bravo !! How I would like to sit down with this guy and have a chat, you can't imagine
  • CC
    Charnes C.
    9 August 2016 @ 21:08
    Glad to know I'm not 5
  • CC
    Charnes C.
    9 August 2016 @ 21:08
    Crazy
  • DL
    Derek L.
    9 August 2016 @ 23:48
    Really enjoyed this. Grim predictions from Frank but I think he is right on. Laughed when Grant said tongue-in-cheek "We've all been there" when Frank recounted retiring rich before 40 because he did not want to do it anymore....don't think Frank even heard him. Great interview.
  • TM
    Thomas M.
    10 August 2016 @ 02:15
    Would like to hear about different companies for the retail investor. Not stock recommendations but companies you can research and follow for yourself in the gold space. I think it would help, in my humble opinion.
  • JC
    John C.
    10 August 2016 @ 06:49
    Great interview for sure. Unfortunately, 'keeping the politics out of the markets' isn't feasible anymore (if it ever was). One thing I know from living in emerging market countries is that sooner or later you're going to have to play ball at least at some level with government stooges or else you'll never get anything done. Sad to hear about his connection to the Clinton Foundation but that tangled web might be as bad as the GS squid....
  • JC
    John C.
    10 August 2016 @ 06:51
    One more thing...he said he's not a 'stock picker' but from the interview he seemed to be focused on gold stocks (Barrick, Newmont, etc.) so it would have been good to hear how he plans on playing gold going forward...assume it's not in paper ETFs of course but will it be large caps, juniors, physical etc. (assume a combination of all of them right?). Thx
  • JV
    Jens V.
    10 August 2016 @ 10:38
    Another great interview, thanks. I would like to have links to the reports that Frank has written about gold and the markets in general, if possible. The one from 2001 that he mentions would also be interesting to read, to see what his arguments were back then. They're probably still fully valid.
  • JM
    Justin M.
    13 August 2016 @ 08:45
    HAHAHA, talk about preaching to the choir. This guy clearly has an impressive background, but hes spitting back all of the same tired datapoints that us PM enthusiasts have seen repeatedly over the past 4 years.
  • VP
    Vincent P.
    17 August 2016 @ 17:38
    Very well balanced gold interview. Not far over the top like many others seem to be. Definitely sense from him, the same frustration most of have and we know what that is.....#@%&@!!!
  • AO
    Aram O.
    17 August 2016 @ 19:36
    OK Jazz enthusiasts. Could anyone tell me what piece is playing at the beginning of GOLD series videos? Please help me! I could listen to this for hours. Other than that, great interview! Blame the Clintons, not this guy. In a pay-to-play, you have to pay, sad as it is...
  • DF
    Dominic F.
    22 August 2016 @ 14:14
    Just like the coach of a terrible football team that needs to show confidence, especially in the media. Either the team gets better or he loses his job. It just takes time ;-)
  • de
    dale e.
    23 August 2016 @ 22:56
    Excellent. He covered all the bases. Would like to here more from him.
  • ml
    michael l.
    27 August 2016 @ 02:09
    I haven't watched Clinton Cash and am not a Clinton fan (not that anyone cares), but took Frank in this interview at face value...and found his thinking very tight and well-reasoned, and found him to be very level-headed. This was an excellent interview and I'd like to see Frank back more often. Well worth the time.
  • BG
    Brandon G.
    11 September 2016 @ 06:01
    I have both of the papers Frank wrote in the early 2000s: The Good, The Bad, The Ugly http://puu.sh/r7d64/b9214e6f98.docx A Tarnished Dollar Will Put a Shine On Gold http://puu.sh/r7d7z/101967f26a.docx In case anyone is interested.
    • VS
      Valentin S.
      26 June 2018 @ 19:06
      files gone dude. repost?
  • BG
    Brandon G.
    11 September 2016 @ 06:05
    I would also like to add, Frank Giustra has recently started his own gold exploration company in a joint venture with Brian Paes Braga. Website is www.fioreexploration.com.
  • JH
    John H.
    24 October 2016 @ 01:44
    Holy Crap, that was interesting. Grant was asking about gold mining management understanding macro! And Frank's reaction was: "dude, they are busy enough with managing the business. you expect them to stick their necks out on the macro play?" not gonna happen in a major way. so, as investors, that's our job: picking the miners who "get it" and want their stock to enjoy the full "beta" to the gold price. I LOVE picking individual miners, but I also love CEF and JNUG. If my rich aunt asked me how to invest that is what I would tell her: 66% CEF and 33% JNUG. the rest is for those (myself included) who have the interest, bandwidth, capital, and constitution for individual names. Full stop.
  • HJ
    Harry J.
    24 October 2016 @ 15:02
    Tell me about his political involvement with Hillary. Did he broker the sale of American uranium deposits to Russia?
  • dm
    dan m.
    17 December 2016 @ 15:28
    so this is Bubba's pal
  • dm
    dan m.
    17 December 2016 @ 15:39
    Wear an undershirt dude
  • DS
    Darryl S.
    17 May 2018 @ 10:01
    Place marker here. This conversation (and Giustra) will become important in the coming months. I will be fascinated to revisit it in due course.

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