Gold Bugs Buying In as Miners Regain Their Luster

The video discusses the recent performance of gold miners, highlighting a Bloomberg index that doubled after a significant decline. It explores gold's role as a hedge and currency trade, noting increased ETF inflows. The impact of currency fluctuations on mining costs is examined, with a focus on the Rand and Ruble. The video also covers miners' deleveraging and asset sales, positioning them better after tough years. Finally, it delves into hedge fund holdings, particularly the influence of big names like George Soros, and the backward-looking nature of 13F filings.

What fundamental changes have gold miners undergone in recent years?

What insights can be drawn from the 13F filings of hedge fund managers regarding their positions in gold?