Kitco interviews from PDAC – 5 minutes each x 3. Rule, Morgan, Cook.
Three interviews from PDAC worth a look:
David Morgan: silver to confirm gold’s move (like Dow theory?) on either this run or (perhaps more likely?) the next:
Obviously from what he says, he likes the streamers:
http://www.kitco.com/news/video/show/PDAC-2016/1205/2016-03-07/Why-Silver-Not-Gold-Is-The-Ultimate-Safe-Haven—David-Morgan
Brent Cook likes that silver has not participated yet and also thinks more weak players will be washed out in the industry:
http://www.kitco.com/news/video/show/PDAC-2016/1203/2016-03-06/Gold-Smart-Place-To-Be-Putting-Your-Money-Now—Brent-Cook
Rick Rule thinks pullback coming soon, not sustainable near term then pullback then go forward. On pullback, many will bail out and miss the real move.
Sees typical gold moves running 5-6 years also what he called ‘bad’ companies outperforming initially (i.e. marginal producers):
http://www.kitco.com/news/video/show/PDAC-2016/1204/2016-03-06/Too-Late-To-Jump-On-The-Gold-Bandwagon-Rick-Rule-Chimes-In
I am not endorsing any views but they were all interesting, so I link to them here as a reference point.