In short: Held up as the exception that proves the "corporate gold standard" case: "I think that Rob McEwen does that" — one of the very few miners actually retaining bullion, and "one of the biggest fans and supporters of the In Gold We Trust report." (Host Michelle Makori disclosed she sits on McEwen's board.)
McEwen Mining comes up as the live example of Stöferle's most unusual proposal: the "corporate gold standard." His argument is that it's odd for a miner to tell the world gold protects you from paper money, then immediately sell every ounce it digs up for paper money. He thinks miners should keep 5–10% of production as bullion on their own balance sheet.
Rob McEwen is one of the very few actually doing it, and Stöferle credits him as one of the biggest supporters of the In Gold We Trust report. This is a reference point in a thesis about industry behaviour, not a rating of the stock. (Note: the host, Michelle Makori, disclosed she sits on McEwen's board.)
1:18:13There's very few companies actually following that idea and I developed that chapter together with Chris Ritchie who was at Silvercrest and it's just a thought, it's a discussion that I wanted to start. So it's called The Product Is the Solution and Michelle I have to say that being in this industry for so many years I think there's very very few industries that have a worse reputation and I think that comes from, first of all, not really delivering the story good enough. You
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