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The metals bull market (DK Interview)
Manage episode 419427548 series 3359702
We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.
On the agenda:
- The new bull market in gold (and why miner’s valuations are still cheap)
- The role of quants and central banks in this bull market
- Copper: Physical premiums and why copper theft is a good proxy for scrap supply
- What actually causes mining capex blowouts
- The tricks of the silver mining trade
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
(0:00:00)DK back on MoM
(0:02:37)Gold bull market - stocks to follow?
(0:17:51)The role of quants, ETFs and central banks in gold
(0:21:54)Copper: physcial premiums
(0:26:23)The tricks of the silver trade
(0:42:45)What actually causes mi
345 episodes
Manage episode 419427548 series 3359702
We had the delight of sitting down with Terra Capital’s Dylan Kelly (DK) to chat about some big resource investing topics.
On the agenda:
- The new bull market in gold (and why miner’s valuations are still cheap)
- The role of quants and central banks in this bull market
- Copper: Physical premiums and why copper theft is a good proxy for scrap supply
- What actually causes mining capex blowouts
- The tricks of the silver mining trade
Sign-up for the Director’s Special
All information in this podcast is for education and entertainment purposes only and is of general nature only.
The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.
MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.
Thank you to our Partners:
VRIFY – Communicate in 3D
grant@vrify.com
GetWet Solutions – Innovative bladder tanks for mobile water storage
Matt.hall@getwetsolutions.com.au
DSI Underground – Ground support gurus
https://www.dsiunderground.com/contact
Silverstone – Energy solutions for your business
kenny@sstone.com.au
CRE Insurance – Insurance Brokers for the Construction, Resources and Energy sectors
davidh@creinsurance.com.au
WA Water Bores – WA’s premier water well drilling company
James@wawaterbores.com.au
Brooks Airways – Perth’s leading charter flight operators
ops@brooksairways.com
K-Drill – Safe, reliable, and productive surface RC drilling
ryan@k-drill.com.au
We use SPARK - Market data for active ASX Traders - https://sparktrader.com
Buy Money of Mine MERCH
Join our exclusive Money Miners Facebook Group & request access to the Hooteroo chat group.
(0:00:00)DK back on MoM
(0:02:37)Gold bull market - stocks to follow?
(0:17:51)The role of quants, ETFs and central banks in gold
(0:21:54)Copper: physcial premiums
(0:26:23)The tricks of the silver trade
(0:42:45)What actually causes mi
345 episodes
All episodes
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