Today we shift gears a bit and bring the focus back to the precious metals and miners. For this conversation, I can think of no one better to have as a guest than Ned Naylor-Leyland, precious metals fund manager for Merion Capital in London.
In preparation for what is now almost certainly coming over the horizon, yesterday we spoke with Ronni Stoeferle regarding "big picture" issues. Today, we ask our old pal, Ned, to discuss the mining shares and how to profit from them in the months ahead.
On Wednesday, we had a chance to get caught up with our old pal, Ned Naylor-Leyland of Old Mutual Investors in London. Ned's job as fund manager puts him in front of institutional investors worldwide so it's always extraordinarily valuable to hear from him directly.
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.