Grizzle Gold & Silver Roundtable ⚒️ Does a Fed Rate Cut Cycle = $5K Gold & $50 Silver?
With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals!
LEAD PARTNERS:
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
West Red Lake Gold Mines: https://westredlakegold.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
COMPANIES:
West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/
Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/
Kobo Resources (TSXV:KRI): https://www.koboresources.com/
First Nordic Metals (TSXV:FNM): https://fnmetals.com/
Outcrop Silver (TSXV:OCG): https://outcropsilver.com/
Topics:
0:00 Intro
2:03 Valuing Gold: A Historical Context
5:53 Gold Demand: Emerging Markets vs. Developed Markets
8:34 Gold Miners vs. Physical Gold
14:40 The Golden Age for Scarce Assets
19:21 The Value of Gold as a Diversifier
22:42 Gold vs. Silver in a Portfolio Context
24:38 The Structural Decline of Europe
27:37 The Outlook for Scarce Assets
31:09 The Drivers of the Gold/Silver Ratio
32:17 Renewable Energy Demand for Silver
33:32 The Scarcity of Quality Silver Assets
35:05 What Drivers Underpin a Valuable Silver Mine
37:11 Silver Miners: Historical Drivers for Valuation Rerating
39:02 Silver & Gold Miners: M&A Cycle
41:02 Tier 1 Silver Development: Panuco Silver-Gold Project
43:24 High Grade Silver: Santa Ana Silver - Gold Project
45:43 Key Advantages of Investing in Gold Mining Projects within Canada
47:18 The Value of Having a Permitted Mine on the Cusp of Production
48:41 The Prolific Gold Mining History of Red Lake
49:52 The Importance of the Golden Runway for Investors
51:17 The Madsen Mine in the Sweet Spot of the Golden Runway
53:30 High Grade Gold in West Africa
56:06 Scandinavian Gold Exploration
57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors
59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden
1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil
1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle
1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign
1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project
#gold #silver #mining