• What has slowed the precious metals bull market this year? How strong is the investment thesis for gold and equities now?
• Are we on the cusp of significant M&A in the mid-caps?
• Portfolio differentiators in a rising price market – gold, silver, platinum, diamonds or other precious metals?
• How attractive are exploration stage companies now?
• What does diversification look like within your respective portfolios?
Adrian Day, Founder, Adrian Day Asset Management
Lawrence Lepard, Partner, Equity Management Associates
Matt Geiger, Managing Partner, MJG Capital Fund
Peter Maletis, President, ASA Gold & Precious Metals Fund, and Vice President, Merk Investments