Imaru Casanova

Ima Casanova is a Portfolio Manager for VanEck's gold and precious metals strategy. She dives into the intricacies of gold mining, discussing the evolution of companies from aggressive expansion to strategic capital allocation. The conversation highlights how gold prices influence mining profits and the role of demand from central banks. Listeners learn about constructing portfolios focused on gold miners and the potential of gold as a diversification tool in uncertain economic times. Casanova also shares insights on balancing investments between gold bullion and mining equities.

Imaru Casanova, a Portfolio Manager specializing in Gold and Precious Metals at VanEck, discusses the undervaluation of gold stocks amidst rising gold prices. She highlights the importance of cash flow over earnings in mining evaluations and emphasizes common mistakes investors make. Casanova also delves into the effects of jurisdiction on mining company valuations and the unique strategies of royalty companies. The conversation uncovers both opportunities and risks in the dynamic gold market, making it a critical listen for investors.