Ross Beaty, the Chairman of Equinox Gold, dives into the gold market, revealing insights from his 39-year career with Kitco News Anchor Jeremy Szafron. Beaty discusses the unprecedented discrepancy between gold prices and equity valuations, describing it as the most significant he’s witnessed in decades. He also explores the broader commodity space, including copper’s vital role in the green energy transition and the evolving dynamics of silver. Beaty shares his bullish outlook on gold and silver markets, reflects on his transition towards environmental philanthropy, and offers valuable advice for investors navigating the current economic cycles in the mining sector.
“Why this disconnect?… To me the biggest, weird Delta I have seen in my career”