A highly interesting discussion was had between hedge fund managers, analysts and precious metals commentators explaining the deflationary environment we are actually experiencing, the mixed merits a strong US dollar and how inflation expectations dictate gold price movements more than simply price cost inflation.

We hear various portfolio strategies and assessment of why to hold producing miners, juniors and royalty streaming companies.

Panellists: Chris Mancini, Research Analyst, Gabelli Funds Matt Geiger, Founding Partner, MJG Capital Peter Krauth, Editor, Silver Stock Investor Dan Oliver, Founder & Managing Member, Myrmikan Capital

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