Gold Mining Stocks 2025: Outlook, Risks & Opportunities, with Golden Prospect
In this episode of Investing, Markets & Money, we dive into gold and precious metals with Robert Crayfourd, co-manager of the Golden Prospect Precious Metals Fund at CQS New City.
The fund has just been named Best Investment Trust for Growth at the 2025 Online Money Awards—and Robert explains the strategy behind its success. You can find more on the awards here - https://www.thearmchairtrader.com/online-money-awards/
Stuart and Robert cover:
- Why small & mid-cap miners can deliver better returns than gold ETFs
- Central bank gold buying and the weaponization of the dollar
- The outlook for gold, silver, and other precious metals in 2025
- How geopolitical risk, US debt, and interest rates shape the sector
- The value of active management in mining vs passive ETFs
👉 Don’t miss Robert’s insights on why gold may still be “underowned” and how his team finds opportunities others overlook.
If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.
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00:00 Intro to Golden Prospect Precious Metals [LON:GPM]
02:09 How flexible is the trust's mandate?
02:40 The global gold market
05:09 What has been driving the gold price up?
07:25 Geopolitical risk versus central bank holdings
10:55 Why buy an investment trust and not an ETF
12:30 Going on site visits
14:13 Managing risk
16:26 Political elements to running the trust
17:00 The trust's geographic exposure
17:47 Other metals besides gold: silver
20:55 Sustainability and corporate governance
22:41 Miners and government disputes, e.g. Barrick in Mali
23:56 Golden Prospect wins Best Investment Trust for Growth
27:08 Gold/silver producers using cash for development
28:12 Spotting takeover targets
30:20 How have ETFs affected the market?
31:49 The fund's subscription shares rights issue
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What are Corporate Bonds and How Do You Invest? | Ep.145
Stuart meets Rezaah Ahmad of corporate bond marketplace WiseAlpha. They cover the definition of a corporate bond and how they work, the size of the bond market, equity dividends vs bond coupons and what to look out for when considering investing in this type of asset.
If you enjoy these conversations, the best way to support the show is a quick rating or review — it helps more investors discover us.
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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00:00 Intro to WiseAlpha Corporate Bonds
01:12 What is a Corporate Bond?
01:45 How they differ from Government Bonds
03:05 How big is the bond market?
03:45 Benefits of Bonds over Equities - dividends vs coupons
05:42 Which companies have corporate bonds, e.g. Ocado?
07:26 Bond holders are ahead of the queue
08:40 Investing in corporate bonds for pensions
09:51 Risks with corporate bonds
12:07 Paying attention to central bank rates
13:13 Bond prices vs bond yields explained
15:41 Bond ratings - investment grade and beyond
17:44 Liquidity - how do you trade?
24:58 Buying and selling on www.WiseAlpha.com
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Why currency hedging is important for small investors - with Stuart Thomas of Precidian
We meet Stuart Thomas of Precidian Investments to learn about the importance of being currency-hedged. We look at what currency hedging is and how to, when you buy a stock listed in a different currency from your own, mitigate the additional risks of currency fluctuation.
🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.
#Currencies #Forex #Hedging #Trading #GBP #USD
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Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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00:00 Intro to Precidian Investments
04:39 What is currency hedging?
07:57 What currency risks are investors exposed to?
10:33 How can traders reduce your currency risks?
13:14 Are there enough ETFs outside the USA?
14:51 Managing the costs and fees of currency hedging
16:53 Does currency hedging matter for intraday traders?
18:27 Does it matter to me?
20:00 ADRs vs. forex futures
23:08 What can go wrong?
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🎧 Why Japanese Equities Are Booming | Masaki Taketsume, Schroder Japan Trust
Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed companies.
On the podcast we talk to Schroder Japan lead fund manager Masaki Taketsume about running a best ideas portfolio in Japan. We discuss some of the key trends he is seeing in the market, including the yen, interest rates, tariffs and shareholder activism. He also explains the trust’s approach to stock picking and the benefits of investing in under-researched companies.
🎧 Subscribe and stay updated with insights from leading investors, fund managers, and innovators.
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
SoundCloud - https://soundcloud.com/armchairtrader/
Follow us:
BlueSky - https://bsky.app/profile/thearmchairtrader.com
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00:00 Intro to the Schroder Japan Trust
01:45 Market cap of invested companies
02:37 The yen and Japanese interest rates
04:47 The effect of inflation on Japanese companies
05:57 Effect of trade barriers on Japan
08:00 Corporate governance and shareholder interests
11:25 Opportunities with under-researched companies
12:56 Which sectors are looking good?
13:46 Why is active fund management important with Japan equities?
15:17 Activist campaigns in Japan
17:27 Over-diversified business groups
20:24 Outlook for Japanese equities
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Why Central Banks Are Buying Gold Like Never Before | Ep.142
In this episode of the Investing, Markets & Money podcast, we're diving into the surging commodities markets—with a spotlight on gold and silver—alongside Nitesh Shah, Head of Commodities and Macroeconomic Research at @WisdomTreeEurope .
🔑 Key topics covered:
Why gold prices surged to $3,500
How geopolitical risk and de-dollarisation are driving central bank gold buying
The silent gold accumulation by central banks—what they’re not reporting
Is gold becoming the world’s second reserve currency?
Why silver might be the next breakout star, especially with new industrial demand
📈 If you're an investor tracking macro trends, commodity cycles, or global monetary shifts, this is a must-listen.
👉 Subscribe for more expert insights, ETF trends, and global market analysis.
#Gold #Silver #Commodities #WisdomTree #InvestingPodcast #CentralBanks #Macroeconomics #GoldPrice #FinancialMarkets #DeDollarisation #InflationHedge #NiteshShah
Listen on:
Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f
Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070
Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast
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00:00 Gold prices
04:05 De-dollarisation
08:01 Central banks buying gold through intermediaries
10:44 Silver prices
15:42 Is the Gold:Silver ratio a good indicator?
17:25 How liquid is the silver market?
19:02 Platinum prices
23:23 Oil market thoughts
28:24 US administration pro-oil
29:36 Livestock futures
31:01 Commodities for smaller investors
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Listen on SoundCloud, YouTube or wherever you get your podcasts.
Ireland