Why Investors Are Overlooking Major Market Shifts in Gold and Copper - Brett Heath

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Publicado 2024-07-20
Jeremy Szafron, Anchor at Kitco News, interviews Brett Heath, CEO of Metalla Royalty, to discuss the critical dynamics shaping the gold and copper markets. Heath provides an in-depth analysis of gold's price surge, noting the incredible price action despite minimal investor participation and predicting prices will go much higher than anticipated. He explains surprising outflows from gold ETFs like the GDXJ despite record-breaking prices, indicating potential future market shifts. Additionally, Heath sheds light on the long-term challenges in the copper market, emphasizing the inelastic supply and rising demand, driven by mines that started production in the 1950s and 60s. This setup, combined with a well-documented supply deficit extending through the mid-2030s, could significantly impact copper prices

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00:00 - Introduction
01:10 - Gold's Price Action
03:25 - Central Bank Demand for Gold
05:00 - Investor Participation and ETF Outflows
07:15 - Emerging Market Reserves Shift
09:00 - Copper Supply Dynamics and Inelasticity
11:45 - Long-Term Demand for Copper
14:10 - Impact on Mining Operations and Margins
16:05 - Metalla Royalty's Long-Term Strategy
18:00 - Closing Thoughts and Future Outlook

#Gold #Copper #Investing #MarketTrends #MetallaRoyalty #BrettHeath #KitcoNews #ETFs #Mining #PreciousMetals #Commodities #EconomicOutlook #InvestorInsights #FinancialNews #MarketAnalysis #LongTermInvesting #SupplyDemand #GoldPrices #CopperMarket
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Todos los comentarios (17)
  • @gethariram1985
    Investors are still in denial about the fundamentals of the economy. They expect rares will soon be cut and believe the topline GDP numbers signal a strong economy. However, they dont. Credit card balences are maxed out, more credit is hard to come by for consumers, a ton of companies are about to beforced into refinancing their debs at far higher interest and the regional bank backstop program is out this month. There's also the fact that inflation ticks higher than expected every single time the markets believe a rate cut is around the corner and a rate cut would cause a surge in inflation. The fed sees this stuff, guys. The only wild card for us investors is to actively engage the market by trading, we always over complicate things when we speculate. It's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 100k to a decent 732k in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
  • High gold prices do not move miners right away, but once that catchup trade hits, look out.
  • I've been hearing the same story from Metalla for 2 years now. Be patient, just be patient. I wasn't only able to see one or two weeks in front of my face Brett. Two YEARS is way too long to be hearing the same talking point.
  • Eldorado gold is a good play. Huge copper and gold reserves to come online in 2025 with the skouries mine.
  • ❤ ❤ Imagine exploring the wonders of nature, trekking through lush forests, or capturing breathtaking sunsets from mountain peaks, all while your investments grow effortlessly through copytrading. Visualize having the freedom to embark on new adventures, pursue your hobbies, and spend quality time with friends and family, all because you leveraged the potential of copytrading to craft the lifestyle you've always desired.
  • @user-su7dn9kn3s
    the bigger players have moved. but investors have been burned at least 3 times in the last 4 years with gold stock runups and then collapse
  • Just buy gold don't bother with this stock stuff