Not having Conviction Hurts Returns (Dave Franklyn Interview)
We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more. Sign-up for the Director’s Special All inf...