Wilfred (Wilf) Frost
speaker
2,338 appearances
15 recordings
1 series
first heard May 2026
last heard 3 Aug
Wilfred (Wilf) Frost’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Jun 2026 with 6.
Appearances
version of that trade.
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And and just give me so blended average of the producers in your portfolio.
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What is the PE multiple or whichever multiple you care about most?
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So,
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that they had back then.
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And and how quickly does that change if prices are twenty percent lower than you expect?
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Just dwell for me then on rough splits of the underlying commodity, the producers, as you say, the sort of safer equity and the and the sort of more than the other.
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Well look what the way I like
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There's often a big picture point to commodities, which is, you know, the cure for high commodity prices is high commodity prices.
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You draw more money into the the mining assets and and more is discovered.
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Does that apply to gold and silver as much as to other commodities?
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And do you understand the argument for Bitcoin over gold and silver when when that argument comes up?
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Um, y you mentioned we talked there a little bit about where is the gold for the for the miners looking to to find new gold.
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Let's talk about the other question, where is the gold that's already been mined that you raised earlier?
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Showing 1041–1060 of 2,338 · page 53 of 117
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