383. What’s going on with gold and silver?

Gold and silver are more than commodities, they’re a long-term hedge, portfolio diversifier and reflection of economic policy according to today’s guest. Ned Naylor-Leyland, manager of the Jupiter Gold & Silver fund, dives into the dynamics driving gold and silver markets today. He explains the recent market swings caused by margin trading, Fed policy signals and investor enthusiasm. We also cover how physical ownership mitigates counterparty risk and why mining companies present a compelling investment opportunity. Ned also highlights silver’s critical industrial uses and explains why gold and silver remain essential portfolio assets for the long term.What’s covered in this episode: Recent gold and silver market swingsImpact of Fed announcements and central bank policyLeverage and volatility explainedPhysical gold vs ETFs vs paper silverWhy mining companies are undervaluedSilver’s industrial usesCounterparty risk and de-risking strategiesLong-term portfolio allocation for precious metalsLearn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.