MB Fund podcast: Is Gold the anti-dollar? With John Deniz

In today’s investment webinar,MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Head of Operations Tim Fuller and funds manager John Deniz turn their attention to if Gold is the anti-dollar.

On the agenda, the correlation between USD & Gold, where we see the gold price heading, the US budget deficit and global liquidity. Additionally, the panel share what they’re hearing from companies and sectors of interest. As always, we wrap up with the investment implications of all of this.

View the presentation slides here

 

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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.

The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Tim Fuller is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

Tim Fuller

Comments

  1. great stuff Tim. Thanks. He knows his companies. I deliberately left out NCM’s PNG project to see if John mentions it and he did. He was also very much aware of NCM’s Canadian project and WA’s – the way he responded..

  2. John, what are some of the ‘Brownfield re-start stories’ that you speak of that you favour to succeed ? thnx

    • SnappedUpSavvyMEMBER

      I’d like to know the list of favourites too, probably need to invest to find out. Dreadnaught could be an example

      • Yep, there’s no better way to get to know a sector than dipping your toe in.

        I’ve been involved for years and, frankly, it’s a bit of a lottery — the management teams all have a great story to tell (nitially). Lot’s of promise, but only a handful will become good mines. Generally the best advice is to go with a team that has a track record, although discovering who they are isn’t easy to do, without being involved for some time.