Conversation With A Gold Veteran

0
Conversation With A Gold Veteran
3112014 / Pixabay

Conversation With A Gold Veteran by Chris

Larry Scharf is a senior vice president of investments at Raymond James in Connecticut. One of Larry’s favourite markets – and one which he’s been studying and investing in for over 30 years – is the gold market.

I met Larry over 2 years ago when he became a client of mine and his insights into the gold market are most definitely worth your time.

Gates Capital Management Reduces Risk After Rare Down Year [Exclusive]

Gates Capital Management's ECF Value Funds have a fantastic track record. The funds (full-name Excess Cash Flow Value Funds), which invest in an event-driven equity and credit strategy, have produced a 12.6% annualised return over the past 26 years. The funds added 7.7% overall in the second half of 2022, outperforming the 3.4% return for Read More

Today I’ve got for you a conversation I recorded last week with Larry.  You’ll want to hear it, given that the financial house of cards is creaking and groaning with ever increasing stress while geopolitical tensions – as discussed a few weeks ago and again last week – are increasingly favourable towards gold.

Here’s just a few topics that Larry and I have covered:

  • Where are we likely at in the gold cycle?
  • Bullion vs. mining stocks – how to size your investment positions?
  • A little known fact about Russian and Chinese buying of gold.
  • How can we be so certain that “the big money” hasn’t even touched mining stocks yet?
  • The relationship between the dollar and gold
  • And more…

For anyone who wants to connect directly with Larry you can reach him by email or by phone on 203-635-5409.

– Chris

“You have to try to put as many dots together as you can. And when you see enough of them line up you make your bet.” — Larry Scharf

Capitalist Exploits is a team of globe-trotting professionals dedicated to seeking out and investing into unique, undiscovered, and profitable opportunities worldwide. This could be an asymmetric trading opportunity in the global currency markets, seeding a tech startup in Israel, or co-investing into a bespoke private equity deal in Ghana! Our team lives and spends time in several different countries, on several different continents. Although we all come from different cultural backgrounds and parts of this great ball of dirt hurtling through space, in today’s world this matters little, as our values and mission are all aligned.
Previous article Canada: The Trouble With A Northern Escape Plan
Next article US Middle-Market Transaction Sizes Indicate Concentration In The Core

No posts to display