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Gold Telegraph
@GoldTelegraph
GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON
“Gold has outperformed every fiat currency in history.”
In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger.
Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion.
Mr. Myerson now serves as Deputy Chair of Eldorado.
Thank you for joining me, Dan.
TIMESTAMPS:
(00:22) — Origins: from Morgan Stanley to Glencore
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(02:53) — Transition into the physical commodity world
(05:22) — Understanding risk through global supply chains
(07:57) — The decision to build a mining company
(09:40) — The Foran–Eldorado transaction: strategy and rationale
(15:24) — Stepping into the Deputy Chair role
(17:05) — Copper demand vs supply: what the market is missing
(20:44) — Why new supply is harder than ever to build
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(22:05) — The outlook for a tightening copper market
(23:20) — McIlvenna Bay within the broader platform
(27:39) — Why Saskatchewan: jurisdictional advantages
(31:08) — Jurisdiction as a mispriced risk in mining
(33:09) — What it really takes to build a mine
(35:42) — Key milestones: production and near-term catalysts
(37:20) — Gold vs copper: stability and growth
(38:46) — Discovering gold
(41:26) — Why gold continues to matter
(43:50) — The copper-gold platform: long-term vision
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(46:14) — Free cash flow and capital allocation
(48:28) — What investors should be focused on right now
GOLD TELEGRAPH CONVERSATION 15:
— Gold Telegraph ⚡ (@GoldTelegraph_) April 17, 2026
DAN MYERSON
“Gold has outperformed every fiat currency in history.”
In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold… pic.twitter.com/KZHIbtZPDC
Source(s):
• https://x.com/GoldTelegraph_/status/2045211656725082280
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