Exploring Mining Garrett Goggin Talks Tariffs, Gold, Explorers, and Royalty Plays to beat the market
Feb 11, 2025
32:05
Garrett Goggin Talks Tariffs, Gold, Explorers, and Royalty Plays to beat the market February 11, 2025 Investorideas.com, a global investor news source covering mining and metals stocks releases a new episode of the Exploring Mining Podcast . Host Cali Van Zant talks to Garrett Goggin, CFA and Founder of the Golden Portfolio about what’s going on with gold, US policies, royalties, and explorers versus developers Sign up for Garrett's free "Secrets of a Mining Analyst Master class" here: https://goldenportfolio.com/subscribe/?utm_source=CVZ
Overview: Garrett discusses the recent surge in gold prices, attributing it to factors such as China's shift from investing in US dollars to gold, the potential for the US to monetize its gold reserves, and the increasing interest in gold as a monetary asset. Cali asks about the possibility of returning to a gold standard, to which Garrett responds that while it's unlikely, a standard of measure is necessary for currency systems. He also shares his observations on investor sentiment and the shares outstanding for gold ETFs, indicating that gold is not yet at a peak. Garrett discusses the advantages of investing in royalties over mining companies. He highlights that royalties offer stable returns, as they are locked in contracts that do not change over the life of a mine, unlike mining companies whose costs escalate with the gold price. He also points out that royalties have lower overheads and offer free exploration upside. Garrett talks about the undervaluation of gold exploration companies and the potential for a significant increase in their value when the market recognizes their worth. He also mentions the potential for institutional investors to return to the gold sector due to its performance. He also notes the speculative nature of Bitcoin and the potential for its investors to return to gold-backed assets. About Garrett Goggin I’ve traveled the world in search of gold and silver. I’ve visited many mines and talked with the people that run them. I worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst. I’ve keynoted many of the world’s preeminent Gold Conferences including the Prospectors Developers Annual Convention (“PDAC”) in Toronto, the Denver Gold Show Europe in Zurich, and Deutsche Goldmesse in Frankfurt, Germany. I’m sought after by many leading gold & silver developers because they respect my research and seek my coverage. I’m a Chartered Financial Analyst (CFA) Charterholder. The CFA charter is the gold standard in the investment business. With over four years of study, and an overall completion rate of about 10%, there are less than 200K total charterholders worldwide. I also hold the designation of Certified Market Technician (CMT). I hold MS and MBA business degrees from Babson College, ranked #2 College in the US by the WSJ. Sign up for Garrett's free "Secrets of a Mining Analyst Master class" here: https://goldenportfolio.com/subscribe/?utm_source=CVZ LinkedIn https://www.linkedin.com/in/garrett-goggin-cfa-77693a5/ X: https://x.com/GarrettGoggin The Investorideas.com podcasts are also available on Apple Podcasts, Audible, Spotify, Tunein, Stitcher, Spreaker.com, iHeartRadio, Google Podcasts and most audio platforms available. Visit the Podcast page at Investorideas.com: https://www.investorideas.com/Audio/ Research mining stocks at Investorideas.com with our free mining stocks directory at Investorideas.com About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Our original branded content includes podcasts such as Exploring Mining, Cleantech, Crypto Corner, Cannabis News, and the AI Eye. We also create free investor stock directories for sectors including mining, crypto, renewable energy, gaming, biotech, tech, sports and more. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors. Paid content is always disclosed. Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining Follow us on Facebook https://www.facebook.com/Investorideas Follow us on YouTube https://www.youtube.com/c/Investorideas
Overview: Garrett discusses the recent surge in gold prices, attributing it to factors such as China's shift from investing in US dollars to gold, the potential for the US to monetize its gold reserves, and the increasing interest in gold as a monetary asset. Cali asks about the possibility of returning to a gold standard, to which Garrett responds that while it's unlikely, a standard of measure is necessary for currency systems. He also shares his observations on investor sentiment and the shares outstanding for gold ETFs, indicating that gold is not yet at a peak. Garrett discusses the advantages of investing in royalties over mining companies. He highlights that royalties offer stable returns, as they are locked in contracts that do not change over the life of a mine, unlike mining companies whose costs escalate with the gold price. He also points out that royalties have lower overheads and offer free exploration upside. Garrett talks about the undervaluation of gold exploration companies and the potential for a significant increase in their value when the market recognizes their worth. He also mentions the potential for institutional investors to return to the gold sector due to its performance. He also notes the speculative nature of Bitcoin and the potential for its investors to return to gold-backed assets. About Garrett Goggin I’ve traveled the world in search of gold and silver. I’ve visited many mines and talked with the people that run them. I worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst. I’ve keynoted many of the world’s preeminent Gold Conferences including the Prospectors Developers Annual Convention (“PDAC”) in Toronto, the Denver Gold Show Europe in Zurich, and Deutsche Goldmesse in Frankfurt, Germany. I’m sought after by many leading gold & silver developers because they respect my research and seek my coverage. I’m a Chartered Financial Analyst (CFA) Charterholder. The CFA charter is the gold standard in the investment business. With over four years of study, and an overall completion rate of about 10%, there are less than 200K total charterholders worldwide. I also hold the designation of Certified Market Technician (CMT). I hold MS and MBA business degrees from Babson College, ranked #2 College in the US by the WSJ. Sign up for Garrett's free "Secrets of a Mining Analyst Master class" here: https://goldenportfolio.com/subscribe/?utm_source=CVZ LinkedIn https://www.linkedin.com/in/garrett-goggin-cfa-77693a5/ X: https://x.com/GarrettGoggin The Investorideas.com podcasts are also available on Apple Podcasts, Audible, Spotify, Tunein, Stitcher, Spreaker.com, iHeartRadio, Google Podcasts and most audio platforms available. Visit the Podcast page at Investorideas.com: https://www.investorideas.com/Audio/ Research mining stocks at Investorideas.com with our free mining stocks directory at Investorideas.com About Investorideas.com - Big Investing Ideas Investorideas.com is the go-to platform for big investing ideas. From breaking stock news to top-rated investing podcasts, we cover it all. Our original branded content includes podcasts such as Exploring Mining, Cleantech, Crypto Corner, Cannabis News, and the AI Eye. We also create free investor stock directories for sectors including mining, crypto, renewable energy, gaming, biotech, tech, sports and more. Public companies within the sectors we cover can use our news publishing and content creation services to help tell their story to interested investors. Paid content is always disclosed. Disclaimer/Disclosure: Our site does not make recommendations for purchases or sale of stocks, services or products. Nothing on our sites should be construed as an offer or solicitation to buy or sell products or securities. All investing involves risk and possible losses. This site is currently compensated for news publication and distribution, social media and marketing, content creation and more. Disclosure is posted for each compensated news release, content published /created if required but otherwise the news was not compensated for and was published for the sole interest of our readers and followers. Contact management and IR of each company directly regarding specific questions. More disclaimer info: https://www.investorideas.com/About/Disclaimer.asp Learn more about publishing your news release and our other news services on the Investorideas.com newswire https://www.investorideas.com/News-Upload/ Global investors must adhere to regulations of each country. Please read Investorideas.com privacy policy: https://www.investorideas.com/About/Private_Policy.asp Follow us on X @investorideas @Exploringmining Follow us on Facebook https://www.facebook.com/Investorideas Follow us on YouTube https://www.youtube.com/c/Investorideas