David discusses some of the unique things that are currently happening in the gold markets. European institutions are investing in gold since they can now get better returns than from negative-yielding bonds. Gold stocks have yet to move since most investors are complacent from the current bull market in equities. When the equity markets roll over in the next year or so you will see a large rally in gold stocks. Now is the time to look for value investments and to understand the psychology of markets.
Time Stamp References:0:40 - Unique things happening in gold markets.3:30 - Investors are still complacent.5:45 - Value Investing strategies.9:50 - Favorite Investment Authors.14:00 - Look for cheap asset classes.