2 years ago

130

Senior Investment Advisor at Canaccord Genuity Cam Currie thinks no one is paying attention to several major developments in the gold sector that paint an extremely bullish picture for the future of the sector. Cam discusses the disconnect between the gold market and the prevailing narratives, the expansion of the BRICS nations, the effects of the Fed rapidly raising interest rates, and much more.

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00:00 Introduction
01:46 Gold Market Vs. Narrative
04:14 Gambling on U.S. Equities
06:04 Long-Term Gold Outlook
08:18 Expansion of BRICS
12:00 Institutional Investment in Gold
15:04 What's Missing From the Narrative?
16:22 Effects of Rapid Rise in Interest Rates
18:13 How Should Investors Approach the Sector?
22:05 Gold Surfacing in the Mainstream
25:39 Gold and Risk Aversion
27:32 ETFs and Index Investing
30:10 How Cam Values Companies
32:02 Geopolitical Risk
34:53: M&A Activity