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

Gelados Santini