In this conversation, Dave MacNicol interviews John Ing, a seasoned expert in gold and precious metals. They discuss the current state of gold as an investment, its historical significance, and the dynamics of supply and demand in the gold market. John emphasizes gold’s role as an insurance policy against economic uncertainty and inflation, while also exploring the challenges faced by gold mining companies. The conversation touches on geopolitical factors influencing gold prices, the American perspective on gold ownership, and the future of both junior and major gold companies. Additionally, they delve into the topic of rare earth metals and their processing challenges, concluding with insights on the broader market trends affecting precious and industrial metals.
DAVID MACNICOL
B. Eng. Sci, CIM, FCSI
Founder & President, MacNicol & Associates Asset Management
David established MacNicol & Associates Asset Management Inc. in 2001, after an extensive 20-year career in the investment management business, working for Canada Trust, Cassels Blaikie / Citibank, Connor Clark and Cumberland Asset Management.
