Gold: The “Third Rail” of Capital Allocation
In its Gold vs. Bitcoin video series, Real Vision features John Hathaway, Senior Portfolio Manager of Tocqueville Asset Management, being interviewed by Dan Tapiero of DTAP Capital. They take a closer look at gold’s recent breakout, and discuss what are the best gold equities to own right now. Hathaway lays out the bullish macro environment for the yellow metal, walks through the difficulties of building new mines and the impact on global supply, and notes why he expects more M&A (merger and acquisitions) activity in the sector. He also expands on current opportunities for investors and explains just how inexpensive gold stocks are right now.
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