Jared Dillian discusses his recent conference, the performance of gold, and the state of the markets. He highlights the standout presentations at his conference and the positive sentiment towards academic personalities. Dillian believes there is still upside for gold and discusses his strategy of fully hedging his position. He also mentions the geopolitical factors affecting gold and the potential for gold to go parabolic in the future. Dillian shares his bearish outlook on the general markets and the potential for further downside. He discusses the transition and sector rotation happening in the markets, particularly in energy and basic materials. Dillian also talks about the Federal Reserve's rate cut expectations and the potential embarrassment they may face if inflation ramps up. He mentions the India story for copper and the potential for infrastructure growth.
When will Gold's Outperformance Move Capital into Exploration Equities?
Dakota Gold Announces a Maiden Resource for the Richmond Hill Gold Project in South Dakota
Treasury Metals and Blackwolf Combine to Advance Goliath Gold Complex Project in Ontario
Morning Briefing: Treasury Metals + Blackwolf Copper and Gold Combine Forces, Li-FT Power Report 2023 Results
Introduction to Trident Royalties and its Thacker Pass Lithium Royalty
Morning Briefing: Updated MRE for Thesis Gold, Imagine Lithium Expands Casino Royale
Li-FT Power Concludes Winter Drill Program at Yellowknife
FPX Continues to De-Risk the Flow Sheet for Baptiste
Morning Briefing: NGEx Confirms Two Distinct Styles of Porphyry-Related Mineralization at Lunahuasi
Minera Alamos Adds to its Copper Portfolio
Morning Briefing: Arizona Sonoran Concludes MainSpring Drilling; District Metals hits Massive Sulphide
Craig Shapiro on Awareness of the Treasury Put During a Time of Rising Capital Costs
Newcore's Luke Alexander Talks Enchi Production Profile following its Updated PEA
Introduction to Abitibi Metals and the B26 Polymetallic Deposit
Exploration Update from Aldebaran Resources
Morning Briefing: Newcore Publishes Updated PEA, BHP Makes a Move on Anglo American
Morning Briefing: Koryx Copper, Red Pine Exploration Assay Results
Permit Received: Magna Mining's CEO Jason Jessup on Dewatering Crean Hill, Sudbury
Mark Thompson Returns for a Discussion on the Dynamics of the Tin Market
Ascot Pours First Gold at Premier
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