Royalty companies as a superior gold exposure
The guest argued royalty companies are a great way to gain gold exposure because they participate in price upside with minimal cost creep and lower operational risk.
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The Callback
Physical supply tightness drives structural precious metals bull case
58 weeks between these two statements.
The guest argued that gold is a unique asset that can act as a cheap convex hedge against a potential US debt or treasury market crisis, as its volatility increases as its price rises.
The guest argued royalty companies are a great way to gain gold exposure because they participate in price upside with minimal cost creep and lower operational risk.