James Rasteh, CIO and co-founder of Coast Capital, joins Real Vision CEO, Raoul Pal, to discuss successful strategies for investing in gold mining stocks. Overspending on exploration has for the past decade been the most heinous sin of gold miners, Rasteh tells Pal, and that’s why balance sheet discipline can help unlock deep pockets of value in stocks other investors have overlooked. Rasteh shares with Pal specific examples wherein his activist strategy has been extremely successful, such as Jaguar Mining, as well as other companies he thinks have a bright future. Lastly, Rasteh and Raoul discuss the macro drivers of owning gold miners, and explore the risks and rewards of owning large-cap mining stocks vs. their mid- and small-cap counterparts. Filmed on August 14, 2020.INVESTING IN GOLD MINERS: THE MIDAS TOUCHThe Interview · Featuring James RastehPublished on: August 19th, 2020 • Duration: 53 minutesJames Rasteh, CIO and co-founder of Coast Capital, joins Real Vision CEO, Raoul Pal, to discuss successful strategies for investing in gold mining stocks. Overspending on exploration has for the past decade been the most heinous sin of gold miners, Rasteh tells Pal, and that’s why balance sheet discipline can help unlock deep pockets of value in stocks other investors have overlooked. Rasteh shares with Pal specific examples wherein his activist strategy has been extremely successful, such as Jaguar Mining, as well as other companies he thinks have a bright future. Lastly, Rasteh and Raoul discuss the macro drivers of owning gold miners, and explore the risks and rewards of owning large-cap mining stocks vs. their mid- and small-cap counterparts. Filmed on August 14, 2020.INVESTING IN GOLD MINERS: THE MIDAS TOUCH
The Interview · Featuring James Rasteh
Published on: August 19th, 2020 • Duration: 53 minutes
James Rasteh, CIO and co-founder of Coast Capital, joins Real Vision CEO, Raoul Pal, to discuss successful strategies for investing in gold mining stocks. Overspending on exploration has for the past decade been the most heinous sin of gold miners, Rasteh tells Pal, and that’s why balance sheet discipline can help unlock deep pockets of value in stocks other investors have overlooked. Rasteh shares with Pal specific examples wherein his activist strategy has been extremely successful, such as Jaguar Mining, as well as other companies he thinks have a bright future. Lastly, Rasteh and Raoul discuss the macro drivers of owning gold miners, and explore the risks and rewards of owning large-cap mining stocks vs. their mid- and small-cap counterparts. Filmed on August 14, 2020.
https://www.realvision.com/shows/the-interview/videos/investing-in-gold-miners-the-midas-touch?source_collection=8e80b18fdb074555bdd47d97e73fbe91
Found this interview fascinating on Real Vision by Raoul Pal
Huge compliment to Jake and the Evolution team as James Rasteh mentions being outbid for Red Lake as one of his great disappointments.
https://www.realvision.com/shows/the-interview/videos/investing-i...
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