$449M Fund's Biggest Gold, Silver, Uranium, and Copper Positions
$449M fund manager David Finch of Ixios Asset Management talks about his silver, gold, uranium, and copper investments, as well as his thesis behind going into the metals and mining space to begin with.
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The mining and exploration space is highly likely to lose you money.
Failure is the norm and should be the expectation.
Don’t risk what you can’t afford to lose.
The minimum risk on anything mentioned in this publication is 100% loss of capital.
Read the official filings on www.SedarPlus.ca.
Timestamps
00:00 Intro
01:13 IMPORTANT DISCLAIMER!
01:30 What is Ixios' portfolio breakdown?
05:35 Why is gold no longer correlated with US real yield?
10:35 Does the gold price depend on China?
13:05 Is China secretly buying gold?
14:41 Is this a permanent shift in global reserve dynamics?
16:45 Will 2025 change the game for gold?
19:08 Will geopolitics improvements put pressure on gold?
21:45 Will central banks keep driving the gold price?
24:25 Can gold keep running if the USD is strong?
26:14 Will China keep buying gold in 2025?
28:45 Is the Yuan the next reserve currency?
30:45 Do US interest rates still matter for gold?
32:10 Is David still bullish on gold mining stocks?
37:30 What is his larges position?
38:10 How does David pick mining stocks?
44:15 How does David recognize a real asset vs fluff?
46:10 What the issue with gold mining stocks?
51:15 Which type of junior mining stocks will go up?
59:08 Is David still bullish on silver?
01:03:50 Will there be a silver squeeze?
01:07:00 How many positions does David have?
01:12:30 When does David sell a stock?
01:14:30 What jurisdictions does David like?
01:25:25 Does David own tin stocks?
01:22:00 Does David own uranium stocks?
01:24:30 Which copper stocks does David own?
01:26:50 What commodity is David most bullish on?
01:30:15 Why is Volkswagen doing this?
01:36:30 Outro
This is an interview with Ixios Asset Management's David Finch.
