- Overview 1 Intro 0:00:00 2 Government Policy: Precursor to Change 0:00:10 3 DNA of Volatility 0:00:15 4 Identifying Strong Leadership 0:01:08 5 Who You Know, What You Know 0:01:20 6 Govt Says Okay to These 0:02:16 7 Social Media 0:02:52 8 Lifecycle of a Mine: Then 0:03:56 9 Lifecycle of a Mine: Now 0:04:15 10 What's Your Perspective? 0:05:00 11 Higher Gold Prices? 0:05:52 12 A Precursor To Change 0:07:34 13 Bad News Is Good News 0:08:19 14 Start the Presses! 0:08:42
- The Market for Gold 15 Love Trade vs Fear Trade 0:08:45 16 Cultural Celebrations 0:09:24 17 China + India’s Rising GDP 0:09:57 18 China Led Gold Purchases 0:11:34 19 China Gold Purchases Soar 30% 0:13:15 20 Proposed New Currency 0:13:56 21 BRICS Members 0:14:13 22 China and Russia 0:14:43 23 Global Defense $ Rising 0:14:52 24 Defense $ as Share of GDP 0:15:13
- Gold Price 25 Gold at All-Time High 0:16:08 26 A Global Phenomenon 0:17:14 27 Gold Eclipses S&P 0:17:31 28 Gold This Century vs S&P 0:17:38 29 Historic Gold Demand from Banks 0:18:09 30 Costco 0:18:40 31 Foreign Banks Transitioning 0:20:06 32 Treasuries Volatility 0:21:21 33 Bond/Gold Return Ratio 0:22:03
- Miners Overview 34 Gold Miners: Juniors vs. Seniors 0:24:14 35 Largest Mining Deals 0:24:57 36 We Own These Royalty Names 0:25:06 37 Royalty Companies $/E 0:25:25 38 Franco-Nevada vs Berkshire Hathaway 0:25:40 39 Royalty Companies Advantages 0:25:47
- Investment Model 40 Quantamental Model 0:26:21 41 Quantamental Process 12:27:45
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Government Policy Is a Precursor to Change
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