Discussing this Powerful Gold Move and Improved Mining Margins with David Lotan and Lord Ashbourne

This episode of Mining Stock Daily features host Trevor Hall in conversation with two guests from the European Gold Forum in Zurich. The first guest, Dave Lotan, a private investor, shares his insights on the junior mining sector, discussing the winners and losers amid rising gold prices and broader metal market movements. Lotan emphasizes the importance of cash flow for producers and the potential for alpha in mid-tier companies. The second guest, Charlie Ashbourne from Edison Group, delves into the macro fundamentals driving gold prices, including tailwinds and headwinds, such as interest rate cycles and inflation. Ashbourne also touches on the correlation between inflation and metal prices, as well as the connection between macroeconomics and the performance of mining companies, and anticipates potential volatility in the gold market with a possibility of gold reaching $3,000 or even $4,500 in the future.