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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Decline of Gold Prices

I'm really sorry, Jason. I was just going to say, you know, I've owned gold miners at various points over the years. And one of the things that's kind of always drove me a little nuts is that it seems like when the revenue side of things is starting to work better, the cost side goes up just as much. Like, what the hell's going on there? Why does that keep happening? Well, it's a good question. And I think it has to do with a lack of vision of a lot of the major companies while we own in our large cap strategy some of those names.

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