Kitco's Paul Harris caught up with The Independent Speculator at the just concluded Deutsche Goldmesse exploration and mining stock conference in Frankfurt. He wanted to know about long-overdue M&A in the mining sector, as well as the underperformance we've seen in the equities (why own gold stocks if the metal goes up more with less risk?), so we got into the weeds on those subjects and more.

 

 

Timestamps:

00:00 - High metals prices. Is the sector rebounding?
02:30 - Will gold go higher when Fed cuts?
06:11 - When do mining equities start trading higher on good metal prices?
08:20 - No sign of the generalist investor?
11:49 - M&A in the mining sector