Up, Up, Up
Real Vision: Finance & Investing
00:00
The Catch-Up Trade for Miners
In this chapter, they discuss the catch-up trade for miners in the context of charting the price of miners and how they have not kept up. They highlight the argument that miners should experience extraordinary periods of profitability during high prices and there should be a catch-up by miners. The speaker also mentions the role of physically backed gold and silver ETFs and the pressure faced by gold miners due to energy costs, government regulations, and nationalization attempts in certain regions.
Transcript
Play full episode
