Cameron McCormack

speaker
292 appearances 1 recordings 1 series first heard Sep 2026 last heard yesterday

Cameron McCormack’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

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Mm.
Are looking at ways to diversify exposure, particularly away from the US.
Yep.
And gold has been that that void that's filled that.
Um that you know, that demands particularly come from emerging markets, again as a way to sort of decouple away from from the US.
Um if you look at say inflation, it's proving to be quite sticky, particularly in Australia, even in the US.
Um, you know, there's potential for um hikes.
um at the back end of this year.
Um obviously the RBA's, you know, increased um sort of develop I guess um you know diverging a bit.
Yeah.
But the g the key thing here is that you know inflation's proving to be very sticky.
And gold has been shown to be one of those, I guess, inflation hedge hedges um historically as well.
So I think, you know, there's a lot of tailwinds potentially for the goal for gold going forward.
Um and certainly as a house, for those that, you know, maybe aren't familiar with in terms of Vanek, globally, you know, we are major um investors in gold and particularly gold miners.
It's really been our sort of starting point um in terms of, you know, VANEC as a global business.
Um yeah, so from f in terms of gold I think there's potentially a lot of tailwinds for that particular um for that particular area.
Yeah.
We we're quite big players um in the space.
Um Wow.
Yeah, it's one of it's one of the components.
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