Ross Beaty has been building mining companies for 50 years. From
Pan American Silver to Equinox Gold, his name is synonymous with
the Canadian resource sector. In this episode of In the Money
with Amber Kanwar the legendary mining entrepreneur explains why
gold’s surge past $3,300 may have plenty of room left. He breaks
down how central banks, geopolitical chaos, and a growing
distrust of the U.S. dollar are driving demand—and why tight
supply could keep prices elevated.
Amber and Ross discuss the underperformance of gold stocks vs
bullion as well as the internal missteps and operational
challenges that stalled Equinox Gold’s momentum. Beaty owns those
missteps and lays out how the company is positioning for a
rebound.
Beaty weighs in on Trump-era tariffs, M&A in the mining
sector, and misguided critical mineral policy in Canada. Plus, he
shares how Chinese mining firms are scooping up assets while
Western investors remain gun-shy. Beaty also explains why he
believes Bitcoin isn’t a real threat to gold’s dominance.
To end the interview, Ross shares the best and worst deals of his
career, the Canadian mining leaders he admires, and why gold,
silver, and copper still top his list. A must-watch for anyone
investing in commodities, macro trends, or Canadian markets.
Timestamps
00:00 Show intro
01:05 Did Ross anticipate this big gold rally?
04:15 What is Ross’s guiding light when it comes to gold and what
does the future hold?
11:15 Break
11:50 What usually drives a downside for gold?
14:00 Ross’s view on crypto and what it means for gold
16:20 The relationship between gold and gold stocks
18:50 Discussing gold companies and what’s coming for them
22:20 Break
22:45 M&A in the gold sector
26:10 What happened with Equinox Gold and what’s the path
forward?
31:55 Why Ross believes he needs to talk candidly about the
problems with Equinox
33:35 Has there been M&A interest in Equinox?
37:40 Who does Ross admire and why he thinks Canada is a great
place for mining (and hopes it stays that way)
40:40 Ross’s rant on the obsession with critical minerals
44:20 Ross on renewable energy: Trump is the king of chaos
50:00 Rapid fire questions
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
With $62 billion in assets, ATB Financial is powering
possibilities for more than 820,000 financial services clients in
Alberta and beyond. Visit https://ATB.com/inthemoney for more
information
Over the last 45 years, Middlefield has helped Canadians build
and preserve wealth through active management. Ask your financial
advisor about Middlefield or learn more at
https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting
https://MurrayWealthGroup.com. World Class Investing. Wealth
built Together.
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
questions@inthemoneypod.com
DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.