Value Investing, Gold, and the Future of Real Assets with Whitney George
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Value Investing, Gold, and the Future of Real Assets with Whitney George
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Summary
Whitney George, CEO of Sprott Inc. and one of the most respected names in value investing and the metals sector, joins David Marcus for a wide-ranging discussion on markets, cycles, and conviction.
Whitney reflects on his path from Royce & Associates, where he helped build a $40B small-cap platform, to his leadership at Sprott, where he’s steering one of the world’s premier asset managers in precious metals and critical materials.
Topics include:
• The evolution of small-cap and value investing over four decades
• Gold’s dual role as safe haven and alternative currency
• How inflation, fiscal policy, and deglobalization are reshaping markets
• The coming “supply-demand crunch” in uranium, copper, and silver
• Why real assets may define the next decade of opportunity
Whitney also shares lessons learned from past cycles, his optimism about the resilience of U.S. markets, and why patience and discipline still matter most in investing.