Michael Howell: Know This Before Buying Gold & Silver Stocks
Michael Howell talks about gold & silver, as well as gold & silver stocks, and how global liquidity influences the future for precious metals.
More specifically, Michael Howell explained to me why global liquidity matters for gold and silver, as well as how he would invest a $1M portfolio if he had to today.
Furthermore, we discussed the potential for gold and silver to see inflows of institutional capital as well as the potential for the new 60/40 portfolio to include gold and silver as well as gold and silver stocks.
Later in the conversation, Michael Howell also talked about the state of the dollar as the global reserve currency and how he sees the future for other commodities outside of gold & silver - think; copper, tin, zinc, uranium, and more.
After my conversation with Michael Howell, this interview contained a:
- Troilus Gold CEO interview
- Capitan Silver CEO interview
ABOUT:
1. Troilus Gold (TSX: TLG)
Troilus Gold Corp. is a Canadian development-stage mining company focused on the systematic advancement of the former gold and copper Troilus Mine towards production. The Troilus copper-gold project is located in the tier-one mining jurisdiction of Quebec, Canada, where it holds a large land position of 435 km² in the Frôtet-Evans Greenstone Belt. A Feasibility Study completed in May 2024 supports a large-scale 22-year, 50ktpd open-pit mining operation, positioning it as a cornerstone project in North America.
Read more about Troilus Gold here - https://troilusgold.com/
2. Capitan Silver (TSX-V: CAPT)
Capitan Silver is a well-funded junior exploration company focused on its 100% owned gold and silver Cruz de Plata Project in Durango, Mexico. The Company is led by a management team that has successfully advanced and developed several heap leach operations in Mexico over the past 16 years.
Read more about Capitan Silver here - https://www.capitansilver.com/
Important warning:
NONE OF THE COMPANIES HAVE PAID FOR THE PRODUCTION OF THIS VIDEO. NO QUESTIONS WERE EXCHANGED, AND NOBODY SAW THE END PRODUCT PRIOR TO ITS PUBLICATION.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps
00:00 intro
01:00 Why does global liquidity matter for gold & silver?
04:45 How would Michael Howell invest $1M?
09:55 Will gold be part of the new 60/40 portfolio?
14:15 Are we at the beginning or the end of a cycle?
16:10 Will fear be pushing gold & silver higher?
17:45 Why isn't liquidity coming into gold stocks?
19:35 Will institutional capital come back into gold stocks?
26:15 Will central banks keep buying gold?
29:05 Will the dollar remain the world's reserve currency?
31:30 Will China keep investing in natural resources?
36:25 Does Michael Howell own gold stocks?
43:30 Which jurisdictions does Michael Howell not like?
49:03 What is the biggest challenge in global macro?
55:15 Troilus Gold company overview
59:10 Troilus Gold CEO interview
01:46:41 Capitan Silver company overview
01:51:33 Capital Silver CEO interview
