Former Northern Superior Resources CEO Simon Marcotte joins us with a slide deck and a bold macro call: a $30,000 gold thesis.
We dig into why Marcotte thinks the post 2020 policy era favors hard assets, how a 2026 refinancing wall and a steepening yield curve could accelerate gold, and why he’s still all-in on IAMGOLD after Northern Superior merged with it. The interview places an emphasis on Canadian tier one assets and what a re-rate of gold equities could look like as the cycle matures.
Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
