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53. Robert Mullin - Upstream Downstream
Mutiny Investing Podcast
How to Build a Gold Asset Manager
I think the gold book right now is a really interesting example of that. I have a combination of kind of larger cap gold producers, you know, again, generating good dividend yields and good highly economic growth. And we also have a very interesting way to play that that I've talked about publicly before is a gold asset manager. Gold asset managers can win in multiple ways in that they get both the appreciation of the existing asset base as the sector rallies,.
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