Paul Gurney
Equity analyst at Beacon Securities specializing in metals and mining; provides market commentary on gold, copper, lithium and other commodities and advises on financings and capital markets activity.
Best podcasts with Paul Gurney
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Oct 17, 2025 • 44min
Paul Gurney on Metals Mania: Gold's Relentless Uplift, Copper's Supply Crunch, and an M&A Valuation Gap
Paul Gurney, an equity analyst at Beacon Securities specializing in metals, shares his insights on the current metals mania. He discusses the booming gold market driven by retail interest and currency concerns. Gurney highlights the tight copper market, emphasizing significant supply challenges and the high costs of project replacements. He identifies lithium as a hidden opportunity poised for rapid growth. The conversation also delves into the risks of overpaying in M&A and the impact of emerging U.S. policies on mineral development.
Apr 16, 2025 • 19min
Paul Gurney on Commodity Market Volatility with Copper, Lithium and Oil
Paul Gurney from Beacon Securities, author of the Gurney Game Plans, dives into the ever-changing commodities market. He discusses gold's resilience as a safe haven for investors and predicts a recovery for undervalued gold equities. Gurney highlights the complexities in the copper market caused by export restrictions and China’s refining dominance. He also analyzes current oil prices' sustainability challenges and the economic implications of EV technology on future demand. Gurney emphasizes the impact of geopolitical tensions on consumer choices.
