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Roscoe Widdup
Former Goldman Sachs mining analyst and founder of a gold fund, 888 Capital, with a focus on extracting value from the gold cycle. Places his and his family's wealth in the fund.
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Aug 27, 2025
• 48min
Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners
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Roscoe Widdup, a former Goldman Sachs mining analyst and founder of 888 Capital, shares his insights on the gold market, emphasizing why a specialized gold fund is essential in today's investment landscape. He discusses the critical demand drivers from central banks and ETFs, and how supply responses affect pricing. Roscoe provides a practical checklist for evaluating gold miners, covering aspects like asset quality and jurisdiction. His bullish perspective on gold highlights its enduring role as a store of wealth and the cyclical nature of the market.
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