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Listen "Selective Optimism for Gold Stock Alpha"
Episode Synopsis
Investing in Alpha: How to find company-specific opportunities in any market? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Warren Irwin, President & CIO of Rosseau Asset Management, at the Vancouver Resource Investment Conference. Gain insights into the resource investment landscape and what to expect in 2025.Key Points:- Gold Market: Gold equities underperforming despite record highs, facing competition from crypto and tech.- Canadian Mining: Discusses potential for a new conservative government to boost resource industries by streamlining permitting and building pipelines. Criticizes government interference in mining, using Solaris Resources as an example.- Global Competition: Notes Saudi Arabia's emergence as a mining hub and Canada's declining position due to political alignment and destructive policies.- Investment Strategy: Focus on company-specific opportunities (alpha) rather than broad market trends, with a cautious outlook for 2025.Special thanks to our sponsor Snowline Gold Corp for making this coverage possible. Visit https://snowlinegold.com/ today.Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold) Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining) 00:00 Introduction: VRIC 01:29 Challenges in the Gold Sector02:15 Geopolitical Impacts on Natural Resources05:39 First Nations and Resource Development09:59 Canada's Position in Global Mining14:32 Outlook for Gold and Copper18:58 Trump's Impact #vric #mining #Trump #gold #copper Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
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