The Market Huddle cover image

Precious Metals, Mining & The Economy (guest: Tavi Costa)

The Market Huddle

00:00

The Contrarian Opportunity in the Mining Industry

Exploring the historical underperformance of mining companies compared to precious metals like gold, this chapter discusses the potential for alpha in investing in miners amidst their recent lackluster performance. It delves into the reasons behind the mining sector's reduced contribution to GDP and the cautious approach within the industry due to capital constraints, while highlighting the potential resurgence and profit opportunities in mining stocks.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app