Franco-Nevada Corp. (FNV-T)

He steers clear of the gold sector, as everything depends on the commodity price. You could look at streaming, such as FNV. It is quite expensive, but if you have your heart set, add on a pullback.

The go-to gold name for retail investors. Let's you sleep well at night. They're insulated from capital costs and overruns from gold and silver production. Also, they benefit from upside in commodity price through optionality. A perennial outperforming in mining.

Likes base metals more because of where we are in the cycle, but gold and gold stocks are sending signs that they want to break out. Testing the upper range. Gold stocks look to be putting in a multi-month low and set to run. FNV looks set to test $200, breaking above highs of 2020 would be really positive. Gold is one of his best ideas. Yield is 0.93%.

If you're going to be in gold, a royalty company is the way to go. King Kong of the royalty firms. He's never been a gold bug. It doesn't always protect you from inflation. If the world is taking a nosedive, how will gold help you? He's not sure on timing. His experience investing in gold has always been uneven.

If you're looking for gold exposure, worth considering. Watch and wait, as the sector's been strong. Interest rate cuts would be negative catalysts for gold names. Enter on a pullback.