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Why gold still shines: Roscoe Widdup on the cycle, central banks and picking miners

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Manage episode 502684484 series 2501533
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

– Why a specialised gold fund makes sense in the passive/AI era

– Gold’s demand drivers, especially central banks and ETFs

– How supply responds in phases and why that can steepen the cost curve

– A practical checklist for picking quality, cash-generating gold miners

If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– Why gold still plays a “store of wealth” role and why central banks matter

– The three-phase supply response and what it means for price

– A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge

– Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away

Chapters (approximate)

(00:00) Introduction

(01:55) Why Roscoe Established a Gold Fund

(04:10) Why Gold?

(08:21) What Would Stop Central Banks From Buying

(09:44) Why Roscoe Is Bullish

(11:59) Does Roscoe Specifically Invest in the Commodity Gold?

(14:06) Business Life Stages

(16:09) What Makes a Good and Bad Miner

(22:56) Does Roscoe Visit The Places?

(24:19) What Does Roscoe Ask Management?

(27:05) How Many Gold Miners Are In the Investable Universe

(29:17) Why Not Gold ETFs?

(33:42) Where Are We In The Cycle?

(40:44) What Would Make Roscoe Decide To Close It

(43:30) Leigh's Favourite Investors

Resources for This Episode

– Ask a question – just select the Investors Podcast

Rask Resources

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

– Instagram: @rask.invest

– TikTok: @rask.invest

DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

609 episodes

Artwork
iconShare
 
Manage episode 502684484 series 2501533
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

– Why a specialised gold fund makes sense in the passive/AI era

– Gold’s demand drivers, especially central banks and ETFs

– How supply responds in phases and why that can steepen the cost curve

– A practical checklist for picking quality, cash-generating gold miners

If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics Covered

– Why gold still plays a “store of wealth” role and why central banks matter

– The three-phase supply response and what it means for price

– A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge

– Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away

Chapters (approximate)

(00:00) Introduction

(01:55) Why Roscoe Established a Gold Fund

(04:10) Why Gold?

(08:21) What Would Stop Central Banks From Buying

(09:44) Why Roscoe Is Bullish

(11:59) Does Roscoe Specifically Invest in the Commodity Gold?

(14:06) Business Life Stages

(16:09) What Makes a Good and Bad Miner

(22:56) Does Roscoe Visit The Places?

(24:19) What Does Roscoe Ask Management?

(27:05) How Many Gold Miners Are In the Investable Universe

(29:17) Why Not Gold ETFs?

(33:42) Where Are We In The Cycle?

(40:44) What Would Make Roscoe Decide To Close It

(43:30) Leigh's Favourite Investors

Resources for This Episode

– Ask a question – just select the Investors Podcast

Rask Resources

🔗 Explore all Rask services – https://bit.ly/R-services

📋 Get Financial Planning – https://bit.ly/R-plan

📈 Start investing with Rask – https://bit.ly/R-invest

📜 Access Show Notes – https://bit.ly/R-notes

❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest

📲 Follow us on social media:

– Instagram: @rask.invest

– TikTok: @rask.invest

DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

609 episodes

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