Cam Currie is a senior investment advisor with Canaccord Genuity Wealth Management and leader of Currie Metals & Mining Group. He has over 30 years of industry experience and specializes in the precious and base metals sectors. Cameron has cultivated a deep and high-quality network of contacts within the global mining sector built on trust, credibility and his track record of success. In 2021, Cameron was recognized as one of the “Top 150 Investment Advisors in Canada” (as published by The Globe & Mail).
In this interview, Cam and I discuss the massive disconnect between the high gold price and the performance of the mining stocks, the reason why billionaires are buying gold stocks, which gold stocks billionaires like Ray Dalio & Stanley Druckenmiller are buying, the reason why silver keeps lagging, and why Cam thinks copper will keep falling.
According to Cam, gold equities are at a turning point, so we also discussed the gold stocks he likes as well as the ones he dislikes.
We also talk about gold, inflation, and the USD. Although Cam thinks that #silver will eventually outperform #gold and #uranium. That’s why he is long gold and silver miners. This might take a while, though, because Cam also thinks we’re entering a global recession.
Timestamps
00:00 recap
01:00 why is Newmont selling assets?
06:00 will Barrick save the mining space?
07:45 why are billionaires buying gold stocks?
10:50 what does Cam look for when picking gold stocks?
12:10 what risks would Cam never take?
17:45 what makes a management team good?
23:35 what will end the bear market in gold & silver stocks?
30:20 when will gold finally run?
35:10 what stocks does Cam focus on?
37:00 how much of Cam’s portfolio is invested in gold?
40:45 is the uranium bull market over?
44:30 what other metals does Cam like?
50:40 does Cam still like Vicuna stocks?
56:00 how many stocks does Cam own?
01:03:00 what does it take for Cam to like a company?
