Investing in Alpha: How to find company-specific opportunities in any market? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Warren Irwin, President & CIO of Rosseau Asset Management, at the Vancouver Resource Investment Conference. Gain insights into the resource investment landscape and what to expect in 2025.

Key Points:

  • Gold Market: Gold equities underperforming despite record highs, facing competition from crypto and tech.
  • Canadian Mining: Discusses potential for a new conservative government to boost resource industries by streamlining permitting and building pipelines. Criticizes government interference in mining, using Solaris Resources as an example.
  • Global Competition: Notes Saudi Arabia’s emergence as a mining hub and Canada’s declining position due to political alignment and destructive policies.
  • Investment Strategy: Focus on company-specific opportunities (alpha) rather than broad market trends, with a cautious outlook for 2025.

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