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Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

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Navigating Gold Investments and Royalty Trusts in a Changing Market

This chapter explores gold production and investment strategies, with a focus on Franco Nevada's contributions and potential in gold royalties. It also examines the San Juan Basin Royalty Trust, addressing its market capital, challenges from natural gas prices, and the necessity of data-driven investment decisions.

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