Can Gold & Silver Stocks Still do Well in 2026? | David Finch Ixios Asset Management Interview
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Timestamps:
00:00:00 Chapters
00:00:32 Did we miss the bull market?
00:05:26 How should I look at valuations?
00:07:40 What could cause the next leg up?
00:10:45 Does the gold price need to double for stocks to do well?
00:17:22 What are the precious metals ETF telling us about the market?
00:19:06 How is David's fund doing?
00:20:55 What's the biggest fund?
00:21:27 What's the split between gold and silver?
00:23:39 Are they buying more juniors now?
00:25:45 What's the biggest position in the fund now?
00:26:38 How does he know when to sell?
00:28:06 How does he build NPV models?
00:32:18 Is there a jurisdiction discount and/or premium?
00:35:26 How much cash are they keeping?
00:37:07 Are the gold/silver ETFs really a good bet?
00:40:20 What's David's checklist?
00:42:48 Is David building copper exposure?
00:44:21 What else is David paying attention to now?
00:47:17 Where does David get his information from?
00:52:59 Closing thoughts
This is an Ixios Asset Management interview with CEO David Finch.
