A Weekly Special with Alex LeTourneau from Kitco
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Glad to hear from Alex. I watch their interviews on Kitco daily, love the coverage with mining CEOs, and he always has good questions and insights. Great to hear him on your sight AL!
He too will be on more often.
I also prefer the streaming companies like Sandstorm, Silver Wheaton, Royal Gold, and Franco Nevada that are ahead of the private equity companies, have streaming or royalty income, and upside exposure to the PM pricing without as much risk as some of the miners. Cory I agree Rick Rule is the man and Sprott looks like they will do well as the prices in this cycle improves. Once the private equity gets in full force, it will move the dial, but many will miss that move and get in late. I’d rather be early to the party and wait it out than miss the move.
I don’t know that I agree with that Alex. Why should Ukraine drive gold prices? When I hear about conflict over there I can assure you that buying gold is not on my mind. Where is the linkage? What I did immediately do though was check my numbers on oil, gas and wheat followed closely by corn and USD. Everything that I thought would move was moving. Gold failed pretty miserably. I don’t think most investors had it on their radar because this kind of conflict usually implies the dollar will strengthen not get weaker.