#235: Jupiter Asset Management - Why is the price of gold so important to investors?
Word on the Street
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Imagining Future Scenarios in Investing and the Relationship between Gold and Mining Stocks
This chapter emphasizes the importance of considering different future scenarios when investing and examines the connection between gold and precious metals stocks and equity risk. It explains that while there may be some correlation between gold mining stocks and equity risk on a daily basis, owning these stocks is not equivalent to owning an option. Furthermore, it highlights the unique position of these stocks in the equity market due to their exclusion from generalist investors' indexes.
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