In this interview with Brian Sylvester of The Gold Report, I discuss arbitrage opportunities in the junior mining sector and why market inefficiencies can offer attractive returns to disciplined investors.
We talk about gold, the U.S. dollar, negative-yielding investments, the weakness of many junior mining companies, and the importance of management quality. I also discuss specific arbitrage situations, valuation discipline, and why investors must focus on the margin of safety rather than promotional excitement.