383. What’s going on with gold and silver?

Gold and silver are more than commodities, they’re a long-term hedge, portfolio diversifier and reflection of economic policy according to today’s guest. Ned Naylor-Leyland, manager of the Jupiter Gold & Silver fund, dives into the dynamics driving gold and silver markets today. He explains the recent market swings caused by margin trading, Fed policy signals and investor enthusiasm. We also cover how physical ownership mitigates counterparty risk and why mining companies present a compelling investment opportunity. Ned also highlights silver’s critical industrial uses and explains why gold and silver remain essential portfolio assets for the long term.

What’s covered in this episode: 

• Recent gold and silver market swings
• Impact of Fed announcements and central bank policy
• Leverage and volatility explained
• Physical gold vs ETFs vs paper silver
• Why mining companies are undervalued
• Silver’s industrial uses
• Counterparty risk and de-risking strategies
• Long-term portfolio allocation for precious metals

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.