Commodities

One of our Principals Sean Russo, sat down with Brian Chu of the Australian Gold Fund and chatted about why there is a great deal more to hedging than “giving up the price upside” when it comes to its role in supporting debt finance.

Sean Russo of Noah’s Rule, chats with Shae Russell about why emerging gold miners can and should hedge sensibly to balance debt and minimise equity dilution and reveals what job he did in the days before electronic market places were a thing.

Is gold the lifeboat your portfolio needs? Is that what gold prices are telling us? Hedley Widdup MD of Lion Selection and Sean Russo of Noah’s Rule had fun exploring the theme and hopefully painting a picture that changes how some investors think about the role of gold and gold equities in their portfolio.