$WPM Wheaton Precious Tape Reports
Per Ticker.id: $WPM Wheaton Precious Tape Reports — 10 podcast mentions across 3 podcasts (30 days), latest 2026-08-22 00:05 UTC.
Yeah. This kind of links with what I said before, which is you should own gold. We own it through the miners. We buy individual miners, but if you don't want to do the research, you want to just own some of the large miners that are out out there, this is a good collection of them. The top holding is Agnico Eagle, then Newmont, Barrick, Wheaton Precious Metals, Franco-Nevada's in there, Kinross Gold, some of the bigger names with market caps in the tens, if not hundreds of billions of dollars. So yes, I think this is a good way to get exposure, especially if you have none. Now, should you do cash-secured puts? Well, the issue with that is that you may not get assigned unless there's a large pullback in gold and gold miners, which certainly could happen. We've had a good run as of late. It had support back in July, early July. What do we bottom out at? About $70 per share. Now we're already up to $102 and change, and that's just in the past few weeks. So it's a little bit overbought in the short term. Would like to see a bit more bit of volatility, a bit of pullback just to get back in. But once again, are you going to get put it exactly? I don't know if that's really going to happen. So I think adding cash-secured puts is not a bad idea, but I wouldn't use that as a sole way to get in because you may not get assigned. And yeah, you'll keep a little of that premium on the put, but you want upside. That's what this is about. There's a lot of volatility. You have to know that. You have to know that volatility is the name of the game in the miner, in the gold miner world, any of the commodity stocks, they have high volatility. You have to be comfortable with that. But in an environment like this where debasement is the name of the game of, of our financial system, there's the right tail of that volatility that is being experienced right now. And the right tail is the positive outcome. Most people, when they hear volatility, they think left, they think left tail, they think negative. But this is the right tail and things are looking up for the space.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22Yeah. Yeah. And it's still, it's got a lot of upside. And, and that's, and David Carafello, who ran Goldcorp as the CEO, I mean, they've got some great managers there. They're very disciplined and they're very focused. That's one. That's a smaller one. Medium would be OR Royalties, which is the Osisko Royalties, OR Royalties. They renamed it, which is sort of a mid-tier. And then we own Royal Gold and also Wheaton Precious Metals and Franco Nevada as the big guys. And in terms of the miners, like Niko Eagle, we've owned for some time, and you can't go too far wrong with that. And yeah, we have a couple of smaller positions. They're not overly large. And, you know, Power Metallic, which is a poly— poly— um, uh, polymetallic, um, business, and they predominantly copper. Um, but that's, that's exploration. They're drilling and they're doing a lot of work. But we love this. We love what they're doing. Um, it's got all— it's got 14 different billionaires invested in it. It's, you know, it's well established. Terry Lynch is the CEO. It's, it's a great property, um, and you can buy it pretty cheap. But that's a smaller one, more— a little bit more speculative. And yeah, so there's just, there's a few names there on that side that we own.
Jonathan Wellum — Thoughtful Money with Adam Taggart · With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum · 2026-08-18