
Frank Giustra & Ian Telfer - The Bull Case for Gold | #430
The Meb Faber Show - Better Investing
00:00
The Cycle of the Mining Industry
We get calls more than most people about assets that may be available, because people know they can deal with it. We were in a couple of bidding situations at wedon river, but sometimes we didn't know we were bidding against some one else. The other thing were incredibly good at keeping jhangs quiet. So we're very proud of those things that we deliver and you can keep a secret. It just seems like no one cares at the moment, which for us is great. But i won't see it's a distress environment by any means. I would more classify it as a disinterest environment. F the people that own assets are sitting on them. There's not a lot
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.