Buy Hold Sell, by Livewire Markets
Oct 8, 2026 · 16 min · 8 segments
Quantitative data vs. qualitative insights — why not both? In this episode, we cut through the market noise using Market Index’s new stock screening tool, Stock Scores, to uncover top ASX stocks…
It's not such much about the company itself, but I'm a little bit less enthused about, uh, the prospects for gold.
So when you do commodities, in particular the, the smaller cap ones, uh, it's nice to, to see that the share price is not an all-time high, but equally, you obviously have to have a view on, on the product, on the, on the, on the gold build in this case.
Uh, you never know what, what's gonna happen with, uh, with, with, with the elections, with, uh, the bond yields and et cetera.
And, uh, the difference between having exposure to gold and having exposure to gold miners is that, um, you fall less when it's gold, and you fall more when it's the miners.
But equally so, if you have a bigger bolt than I have, you, you get more upside on the miners and, than, than the gold price.
Now, I'm of the view that every portfolio should have exposure to gold, but typically I have gold, not the gold miner.
Um, it doesn't mean that you can't make money out of gold miners, but at the moment I'm a little bit more undecided on, on the immediate outlook.
Every investor I think should have some sort of hedge against the worst-case scenario, and in the past, gold has been part of that hedge.
Um, it hasn't really behaved as it should or as it used to in the past, but here we are, you know, 41.60 or whatever it is in the gold price.
It's not such much about the company itself, but I'm a little bit less enthused about, uh, the prospects for gold.
So when you do commodities, in particular the, the smaller cap ones, uh, it's nice to, to see that the share price is not an all-time high, but equally, you obviously have to have a view on, on the product, on the, on the, on the gold build in this case.
Uh, you never know what, what's gonna happen with, uh, with, with, with the elections, with, uh, the bond yields and et cetera.
And, uh, the difference between having exposure to gold and having exposure to gold miners is that, um, you fall less when it's gold, and you fall more when it's the miners.
But equally so, if you have a bigger bolt than I have, you, you get more upside on the miners and, than, than the gold price.
Now, I'm of the view that every portfolio should have exposure to gold, but typically I have gold, not the gold miner.
Um, it doesn't mean that you can't make money out of gold miners, but at the moment I'm a little bit more undecided on, on the immediate outlook.
Every investor I think should have some sort of hedge against the worst-case scenario, and in the past, gold has been part of that hedge.
Um, it hasn't really behaved as it should or as it used to in the past, but here we are, you know, 41.60 or whatever it is in the gold price.
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