Gold Panel: Pullback or Rally?

Moderator:
Darrin Blumenthal, Managing Director, Amvest Capital
Panel discussion with:
Coille Van Alphen, Portfolio Manager, Equinox Partners
Daniel Oliver, Founder, Myrmikan Capital
Alex Rovira, Managing Director, Brightstar Resources
George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors
Timestamps:
00:00 - Introductions
02:01 - High level drivers of the recent high gold price
10:01 - Disconnect between the gold price and the underlying equities
14:00 - Why should investors be looking at gold equities
20:09 - Should gold miners be hedged?
21:20 - The potential for increased M&A in the gold mining space
25:03 - Gold price forecasts
32:19 - Q&A 1
35:50 - Q&A 2
42:27 - Final comments on gold equities
This was recorded at our 121 Mining Investment New York event from 3-4 May 2024. For more information about the event and those who participated, click here: www.weare121.com/121mininginv...

[@JackGodo]

Aurania Resources. Dr Keith Barron. Ecuador. Gold, copper, Silver, zink, rare earth metals. GLTA.

[@alexconnors1027]

BTC is at $70K why wouldn't real money be at $9K..I love Dan Oliver..