In this episode, legendary investor Frank Holmes dives into the stellar performance of gold despite a strong dollar, the impact of global PMI on commodities, and the upcoming election cycle. Holmes shares his insights on the global trends in commodities, the influence of political policies, and the regulatory challenges in mining and energy sectors. He also discusses the importance of rule of law and jurisdictions in evaluating investments, and the key criteria he looks for in companies. Tune in to understand the macroeconomic forces and strategic investing in commodities and mining.
