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Value Investing, Gold, and the Future of Real Assets with Whitney George

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Manage episode 518997019 series 3666577
Content provided by New York Private Finance / David Marcus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Private Finance / David Marcus 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.

Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction.

Whitney reflects on his path from Royce & Associates, where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering one of the world’s premier asset managers in precious metals and critical materials.

Topics include:
• The evolution of small-cap and value investing over four decades
• Gold’s dual role as safe haven and alternative currency
• How inflation, fiscal policy, and deglobalization are reshaping markets
• The coming “supply-demand crunch” in uranium, copper, and silver
• Why real assets may define the next decade of opportunity

Whitney also shares lessons learned from past cycles, his optimism about the resilience of U.S. markets, and why patience and discipline still matter most in investing.

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 518997019 series 3666577
Content provided by New York Private Finance / David Marcus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by New York Private Finance / David Marcus 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.

Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction.

Whitney reflects on his path from Royce & Associates, where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering one of the world’s premier asset managers in precious metals and critical materials.

Topics include:
• The evolution of small-cap and value investing over four decades
• Gold’s dual role as safe haven and alternative currency
• How inflation, fiscal policy, and deglobalization are reshaping markets
• The coming “supply-demand crunch” in uranium, copper, and silver
• Why real assets may define the next decade of opportunity

Whitney also shares lessons learned from past cycles, his optimism about the resilience of U.S. markets, and why patience and discipline still matter most in investing.

  continue reading

11 episodes

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