Frank Giustra & Ian Telfer - The Bull Case for Gold | #430

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 20 July 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guests today are Frank Giustra and Ian Telfer, two successful mining executives that built Goldcorp to a $50 billion company. In today’s episode, we’re talking all about gold with two of the most knowledgable in the space. The guys discuss why the set up today mirrors 2001, a time right before gold when on a big bull run. We also touch on how gold performed during the 1970’s and why they’re so bullish on gold today that they started another mining company, Aris. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	The Mess Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did it industry regulations, he will now discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.6	Hey everybody, we have an amazing show for you today. Our guests are Frank Juster and
0:43.9	E and Telfer, two of the most successful mining executives ever that previously
0:48.3	built Gold Corp to a 50 billion dollar company. Fun fact, Frank also started Lionsgate Entertainment. In today's episode,
0:56.5	we're talking all about gold with two of the most knowledgeable and accomplished operators in the space.
1:01.8	The guys discuss why the macro set up today mirrors 2001, a time right before gold went on a big bull march.
1:09.5	We also touch on how gold performed in the 1970s and why they're so bullish on gold today that
1:14.0	they got the band back together and started another mining company, Aris Gold.
1:19.1	American Farmland is disappearing at an alarming rate.
1:22.3	According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:28.0	That's a landmass larger than the state of Florida,
1:30.6	lost a real estate development and soil burnout.
1:34.0	All the while the demand for food, especially healthy, organic food,
1:37.3	continues to rise as much as 13% annually in recent years.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.