Mar 4, 2021
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Sean Fieler, president and chief investment officer at hedge
fund firm Equinox Partners, joins the podcast to make the case for
an unloved part of the equity markets: gold and silver miners.
This case is based on several variables, starting with
unprecedented fiscal and monetary policy that has marked this
particular epoch in global financial markets. "The idea that gold
and silver wouldn't do well in that environment are totally at odds
with financial history," says Fieler.
It goes a lot further than this, of course. Fieler discusses the
variables and even presents some favorite stocks.