Money of Mine Unpacking the Ramifications of the Gold Pain Trade with Sam Berridge
Given all that’s transpired in markets lately, we felt overdue a discussion Perennial Value Management’s Sam Berridge.
As always, Sam shared his thorough and nuanced perspectives on a range of topics, starting with the macro environment and the implications for gold, the disparity between bullion and equities, learnings on management incentives, hedging risk in a volatile market and what other commodities are appealing to him, amongst many more subjects.
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(0:00:00)Intro
(0:02:30)Is the Macro scary?
(0:06:50)Risk management of Gold allocation
(0:14:15)Will Silver and Platinum see a tailwind?
(0:18:32)Are gold market darlings trading high?
(0:23:46)Ora Banda journey
(0:31:28)Value in small gold equities
(0:33:00)Did he tip into Bellevue raise?
(0:40:18)Outlook for everything other than Gold
(0:51:06)Will Simandou actually be the Pilbara killer?
(0:54:31)Uranium pop?
(0:59:17)Australian energy