12min chapter

Monetary Matters with Jack Farley cover image

Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas

Monetary Matters with Jack Farley

CHAPTER

Investment Dynamics in Gold and Royalty Companies

This chapter analyzes the contrasting challenges faced by gold miners and the advantages enjoyed by royalty firms amid rising inflation and operational costs. It further explores the unique market positions of Franco Nevada and Texas Pacific Land Trust, highlighting the strategic benefits and long-term value potential of gold and copper mining royalties.

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