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Roscoe Widdup on gold, central banks and quality miners

Gold expert Roscoe Widdup explains central bank gold demand, the supply cycle, and his simple checklist for picking quality gold miners.

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About this episode

In this Australian Investors Podcast episode, your host Mitchell Sneddon discusses:

  • Why a specialised gold fund makes sense in the passive/AI era
  • Gold’s demand drivers, especially central banks and ETFs
  • How supply responds in phases and why that can steepen the cost curve
  • A practical checklist for picking quality, cash-generating gold miners

 

If you love learning about commodities, gold and resources investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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Topics Covered

  • Why gold still plays a “store of wealth” role and why central banks matter
  • The three-phase supply response and what it means for price
  • A 5-point miner checklist: asset quality, jurisdiction, balance sheet, responsibility, edge
  • Final thoughts: portfolio sizing (bullion vs miners), cycles and when to walk away

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