Paul Brink of Franco-Nevada (TSX:FNV,NYSE:FNV) shares his perspective on the gold market, noting that the metal's reaction to the latest US Federal Reserve interest rate hike could represent a key change in the space.
"I think it is a really important inflection point. It points to the fact that people are now focused on different drivers," he said.
Brink also discusses company developments and strategy.
This interview was filmed on September 23, 2026.
0:00 - Intro
0:26 - Gold inflection point
2:25 - Organic growth focus
3:52 - Role as capital provider
5:50 - $4.3 billion available
7:45 - Cobre Panama outlook
10:06 - Higher oil price impact
12:44 - Investor base changes
14:36 - Royalty/streaming M&A
16:59 - Paul's final thoughts
17:38 - Outro
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