TFMR Podcast #28 - Ned Naylor-Leyland discusses the miners
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We all know and love Ned around here. Over the past year or so, he has become one of the "public faces" of our movement as he consistently and eloquently states the principles and necessity of sound money. What you may not realize is that Ned's day job is that of a fund manager.
What kind of fund, you ask? Ned manages a portfolio of miners for Cheviot Asset Management in London. In short, the miners are his specialty. Recognizing this, I thought it would be fun to discuss mining stocks with Ned, particularly since the metals are rolling higher again and the HUI has finally broken above 460.
Ned also discusses the current status of the physical silver exchange he first brought to out attention back in February so please the time to listen to this entire podcast. I'm confident that you'll enjoy it.
Ned Naylor-Leyland is manager of the Old Mutual Gold and Silver Fund. Ned graduated with a BA (Hons) degree from the University of Bristol in 1998. He began his career in 2001 at Neilson Management, later moving to Smith & Williamson (formerly NCL Investments) in 2003 where he was an Investment Manager. Ned later worked at Cheviot Asset Management in London before joining Old Mutual in 2015.
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