
Investment strategy
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Search complete. 2 mentions across 2 episodes found for "Investment strategy".
Oct 23, 2026
Gold Miners' Earnings Soar, but Valuations Stay Low | Kenny Zhu
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0:09Paul HarrisHOST
Today is Wednesday, October the 21st, and we're talking about gold and gold companies.
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0:14Paul HarrisHOST
Joining me now is Kenny Zhu, Director of Research and Investment Strategy at Sprott Asset Management.
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0:20Paul HarrisHOST
Kenny, welcome to Kitco.
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0:22Kenny ZhuGUEST
Thanks for having me, Paul.
AI Boom Faces New Tests From Chips to Immigration
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9:00Ed LudlowHOST
But the, the sort of macro point is that stocks, technology stocks in particular, have been at record highs, um, and taken a breather in the last 24 hours or so.
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9:09Ed LudlowHOST
Joining us now is Matt Weir, Goldman Sachs Wealth Management co-head of the Investment Strategy group.
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9:14Ed LudlowHOST
And actually, you know, coming into this this morning, my question for you is whether we've hit a market top or not.
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9:18Matt WeirGUEST
[laughs]