Gold Miners Overpriced
I discuss why many gold miners are overpriced and why investors should focus on valuation, asset quality, costs, jurisdiction, and management rather than simply chasing leverage to gold.
I discuss why many gold miners are overpriced and why investors should focus on valuation, asset quality, costs, jurisdiction, and management rather than simply chasing leverage to gold.
In this PDAC 2016 Mining Snaps video, I discuss why India remains the temple of gold and why gold continues to play such a central role in Indian culture, savings, and family security.
In this archived Korelin Economic Report discussion, I discuss VMS Ventures and broader opportunities in junior mining and resource-sector investing.
In this discussion on Scotch and Scholars, I discuss Capitalism & Morality and explain why capitalism depends on trust, honesty, reason, self-restraint, and a moral foundation.
In this TDV International & Investment Summit presentation in Acapulco on 20 February 2016, I discuss negative yields, India’s love for gold, and why gold remains central in societies marked by weak institutions and fragile currencies.
In this Anarchapulco presentation, I discuss why people should diversify and internationalize as the West changes in ways that threaten capital, freedom, and personal independence.
In this Korelin Economic Report discussion, I discuss who is buying precious metals stocks and why investors must separate genuine mining value from market excitement.
In this Acting-Man article, I examine negative yields, money printing, financial repression, and why the future of economic growth depends on reason, morality, and institutional strength.
In this video, I discuss why arbitrage should be an essential part of investing, particularly in junior resource markets where inefficiencies can create lower-risk opportunities.
In this Liberty Unbound article, I write from Iquitos, Peru, and examine what life in the Amazon reveals about poverty, development, culture, reason, and the limits of material prosperity.