{"podcast":{"title":"Unearthed","slug":"unearthed-6688808","podcast_index_feed_id":6688808,"rss_url":"https://feed.podbean.com/WGCnx/feed.xml","website_url":"https://WGCnx.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/18367285/cover-art-no-episode.jpg","author":"World Gold Council","episode_count":47,"summary":"Join the World Gold Council’s market strategists for informative and insightful discussions with global thought leaders. Together, we’ll unearth golden insights spanning macroeconomics, investment and consumer trends, geopolitics, technology, trust, supply chains and more.","last_synced_at":"2026-06-25T22:18:18.538022+00:00","page_url":"https://stenobird.com/podcast/unearthed-6688808"},"episode":{"title":"Unearthed: Mining Equities and the Golden Thread in Global Markets ft. George Cheveley, Ninety One","slug":"unearthed-mining-equities-and-the-golden-thread-in-global-markets-ft-george-cheveley-ninety-one","published_at":"2025-04-24T04:00:00+00:00","page_url":"https://stenobird.com/podcast/unearthed-6688808/unearthed-mining-equities-and-the-golden-thread-in-global-markets-ft-george-cheveley-ninety-one","show_page_url":"https://stenobird.com/podcast/unearthed-6688808","url":"https://WGCnx.podbean.com/e/unearthed-mining-equities-and-the-golden-thread-in-global-markets-ft-george-cheveley-ninety-one/","audio_url":"https://mcdn.podbean.com/mf/web/96zsxy3ff2hcuckp/Unearthed_-_George_Cheveley_Fullmix8qg4z.mp3","summary":"In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, welcome George Cheveley, Portfolio Manager at Ninety One, for an insightful look into the dynamics of the gold mining equities market. With gold hitting record highs throughout 2024 and again this year, they dig into why mining stocks haven’t kept pace and what’s driving the disconnect. George shares how investors should think about mining companies today, what factors influence their performance – from cost pressures to growth metrics – and how sentiment is starting to shift from earnings to value. The conversation also covers what kind of growth matters most to investors and how to think about mining equities in the context of broader portfolio decisions. Tune in for a detailed breakdown of what’s behind the headlines – and subscribe to Unearthed on your favourite podcast platform to stay up to date. Additional Resources: Gold Demand Trends Q4 (Full Year) 2024 Gold Reserves by Country Notable Quotes: “One of the things that I have heard from time to time is a production cliff looming for some of the producers, maybe five to ten years out, because of the pain the industry went through and the slowdowns in exploration.” – John Reade “ The gold industry has changed. The management of the industry has changed, and part of that is because of the circumstances that they went through in the last cycle.” – John Reade “ I think my own view is we're never going to end up with too few gold companies because every day there's people starting up junior gold companies. There's always somebody trying. I do think we probably could do with a bit more consolidation at the moment, but I also readily agree it's very hard to do.” – George Cheveley “I think time and tim…","meta_description":"In this episode of Unearthed, hosts John Reade and Joseph Cavatoni, Senior Market Strategists at the World Gold Council, welcome George Cheveley, Portfoli…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1432,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/unearthed-6688808/episodes/unearthed-mining-equities-and-the-golden-thread-in-global-markets-ft-george-cheveley-ninety-one/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/unearthed-6688808/unearthed-mining-equities-and-the-golden-thread-in-global-markets-ft-george-cheveley-ninety-one.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}