Tavi Costa of @crescatcapital shares his thoughts on gold's recent price activity, outlining why he thinks the yellow metal will lead other commodities higher. He sees silver and copper as metals that will benefit from its rise.
"To me gold is sort of the first thing to really move, and the first box to check in terms of a secular market. But where you're really going to likely get those big returns is going to be on things that tend to move with gold. And as we see gold move, usually you tend to see other metals really leading the way to the upside," he said.
#Investing #Mining #Gold
0:00 - Intro 0:27 - Gold to lead other metals higher 5:08 - M&A trends in the mining industry 9:12 - "Dr. Copper" and the global economy 13:02 - How to play the natural gas sector 19:02 - When will hated gold stocks perform? 26:09 - Now is the time to get busy 28:30 - Outro
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