Garic Moran

Garic Moran from Moran Tice Capital Management dives into the Q1 performance of gold producers like Equinox and Newmont. He highlights strong earnings despite some missed targets and rising costs, revealing a paradox in investor sentiment. The conversation covers investment strategies and the bullish outlook for silver amid market uncertainty. Moran emphasizes the need for diversification in mining portfolios and shares insights on Newmont's financial resurgence and strategic decisions that could shape future trends.