Jamie Holman
Portfolio manager at Merck Investments who manages the ASA Precious Metal Fund, providing market analysis and investment insight on precious metals, royalties, and mining sector trends.
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Feb 27, 2026 • 53min
Jamie Holman on How Wartime Footing is Forcing Capital Back into the Mine
Jamie Holman, portfolio manager at Merck Investments who runs the ASA Precious Metal Fund, discusses capital rotating from tech into mining and energy. He links AI infrastructure buildout to renewed demand for physical inputs. They cover crypto and stablecoin-driven gold interest, creative royalty and streaming deals, and the U.S. shifting to a wartime footing to secure critical minerals.
