If you're interested in Jean-Marie Eveillard's approach to value investing and using gold as insurance, check out part 2 of the third hour of Jim Puplava's Financial Sense Newshour.
It includes an interview with Rachel Benepe, manager of the First Eagle Gold Fund. She describes the First Eagle philosophy to buying gold bullion and gold mining stocks, and it is really enlightening. And she breaks down three mining stocks her fund owns, explaining what the First Eagle team sees in them.
One of the most intriguing interviews I've listened to (or seen, for that matter) in a while.
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