Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing.

Despite a relatively low gold price, 2014 marked a banner year for the Precious Metals Summit in Beaver Creek.

Gold prices are down, but the prospects for fully funded development stories are up.

Taylor urges investors to stay as liquid as possible so they can invest in undervalued companies poised to explode when the value of gold is reasserted.

In this interview with The Gold Report, Brien Lundin discusses a select group of gold and precious metals equities that he expects to perform well as near-term news reaches the market.

Jeff Killeen, mining analyst with CIBC World Markets, has spent much of 2014 on the road vetting junior mining projects. He says that the cash-and-catalyst mindset should remain prevalent for investors looking at explorer and developer equities.