The Scarcity of Gold Assets Is About to Matter: In-Depth with Cam Currie

Cam Currie of CG Wealth Managment and Head of Currie Metals and Mining Group returns to Mining Stock Daily for a wide-ranging discussion on the recent volatility across precious metals, mining equities, and global markets. Despite the sharp pullback in gold and silver, Cam explains why he sees the current environment as an opportunity rather than a warning sign, pointing to historically low valuations among producers, growing scarcity of development-stage assets, and continued central bank demand for gold. The conversation explores inflation risks, rising global debt burdens, energy market disruptions, and the long-term implications of higher interest rates on financial markets. Cam also shares his views on M&A activity, the next phase of the gold bull market, and why he believes North American investors have yet to fully appreciate the strategic importance of gold as a reserve asset. From developer valuations and takeover candidates to macro risks and resource sector opportunities, this episode offers a timely look at where experienced capital allocators are finding value today.

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