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Sentiment toward gold investments has become much more bullish than when this week’s guest, John Hathaway, began managing the Tocqueville gold fund in 1998. Then, almost everyone spurned gold in favor of paper investments. Buying undervalued asset classes is a successful strategy employed by Tocqueville. But now, as the mood toward gold turned positive, are we nearing the end of the gold bull market? Or not?
What about gold mining shares? Is it possible the economics for gold mining could be improving, even if the metal itself levels off in nominal terms? What are some of the qualities the
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