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Barron's Streetwise

Can You Dig It?

Barron's Streetwise

Barron's

Business

4.81.5K Ratings

🗓️ 18 April 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

Jack gives gold bugs their due, and hears from strategists about what’s next for the metal, and mining stocks.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Race the rudder, raise the sails, raise the sales!

0:05.0

Captain, an unidentified ship approaching, over.

0:07.0

Roger that.

0:08.0

Wait, is that an enterprise sales solution?

0:13.0

Reach sales professionals, not professional sailors.

0:17.0

With LinkedIn ads, you can target the right people by industry, job title, and more. To get £100 off your first

0:23.0

campaign, go to LinkedIn.com slash lead to claim your credit. That's LinkedIn.com slash lead. Terms and

0:29.2

conditions apply. You can look at gold being determined by a number of big picture macro variables

0:35.8

historically, but in my opinion, picking the gold price

0:39.3

move is often when those models are going to break. And at the moment, they're all broken.

0:44.3

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe. And the voice you just heard

0:49.6

is Daniel Major. He covers material stocks, including gold miners for UBS. He says the gold price

0:57.2

models are broken. Gold has gotten nuts. Dan thinks it's an excellent time for mining stocks.

1:03.6

We'll hear about his favorites. We'll also talk with an RBC Capital strategist and a Black

1:08.8

Rock portfolio manager about why gold is beating everything lately.

1:13.7

Is that good news or bad news and is it likely to continue?

1:18.0

That's all next.

1:22.7

Listening in is our audio producer Alexis Moore.

1:25.7

Hi, Lexus.

1:26.6

Hey, Jack.

1:27.3

Do you own any gold?

1:29.2

Yes, I have a very tiny, tiny gold chain.

...

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