Money of Mine The metals bull market (DK Interview)
We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.
On the agenda:
- The new bull market in gold (and why miner’s valuations are still cheap)
- The role of quants and central banks in this bull market
- Copper: Physical premiums and why copper theft is a good proxy for scrap supply
- What actually causes mining capex blowouts
- The tricks of the silver mining trade
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(0:00:00)DK back on MoM
(0:02:37)Gold bull market - stocks to follow?
(0:17:51)The role of quants, ETFs and central banks in gold
(0:21:54)Copper: physcial premiums
(0:26:23)The tricks of the silver trade
(0:42:45)What actually causes mi