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15 episodes with adrian day
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6 episodes with adrian day
6 episodes with adrian day
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2 episodes with adrian day
Adrian Day returns to Soar Financially with a sobering yet powerful take on the current macro landscape. From a slowing US economy to a looming Treasury funding crisis, Adrian lays out why gold's rise is far from over. He dives into undervalued miners, the collapse of foreign investment in US bonds, and why central banks are silently shifting out of dollars.#gold #inflation #dollar ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Is gold the most compelling investment of 2025? Adrian Day, CEO of Adrian Day Asset Management, says yes, and backs it up with conviction. In this powerful conversation with Trey Reik, Adrian explains why gold offers the best risk-reward profile in decades, and why even conservative investors should pay close attention. Adrian breaks down the real drivers behind gold's rise, from surging central bank demand and de-dollarization to the U.S. government's “criminally irresponsible” handling of long-term debt. And while gold is making headlines, gold mining stocks remain deeply undervalued. Adrian shares why most investors are still on the sidelines, what's starting to shift in 2025, and how miners now offer superior margins, strong balance sheets, and breakout potential. Key Topics Covered: Why gold is rising despite a strong dollar and higher yields Why central banks and Asian investors are driving demand Why Adrian holds 30% gold in conservative portfolios U.S. debt policy and the risks of a fiscal crisis Why gold stocks have lagged, and why that's changing in 2025 How to build a smart gold equity portfolio Adrian's strategy for picking junior miners: people and cash flow Chapters: 1:34 - Why Adrian's Firm Bets Big on Gold 5:33 - 30% Gold? Inside Day's Bold Allocation 5:50 - Why Adrian Day Went All-In on Gold (Even in the 90s) 9:46 - Will We Ever Stop Needing Gold? 11:17 - Why Gold Beat Everything in 2024 16:47 - Are $2 Trillion Deficits a Ticking Time Bomb? 22:40 - The Bond Meltdown No One's Talking About 25:07 - Is The Fed Losing Credibility? 28:49 - Tariffs Aren't Inflationary? 34:43 - Will Basel III Send Gold to the Moon? 37:07 - Gold vs Miners: What Belongs in Your Portfolio 40:08 - Why Gold Stocks Have Lagged And How That's Changing 46:23 - Have Gold Miners Finally Grown Up? 53:34 - Gold Mining Metrics: Forget Ounces, Follow Cash Flow 55:37 - How to Build a Winning Gold Portfolio 1:01:20 - What Adrian Day Owns In The Gold Equity Space Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/44589eo Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #GoldStocks #MiningStocks #AdrianDay #Macroeconomics #CentralBanks #Commodities #TreyReik #Inflation #DollarCrisis ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why is gold rushing from London to NYC? London is facing a gold shortage after traders pulled out $82B in bullion from the vaults of the Bank of England and stockpiled them in New York amid fears that Donald Trump will slap fresh tariffs on the shiny commodity. “No one wants to import gold from Europe or Britain... if there's a 10 or 20 or 30 percent tariff, no one's going to do that,” warns Adrian Day in his interview with Daniela Cambone.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️https://calendly.com/itmtrading/podcastor Call 866-349-3310
Subscribe to Global Analyst by Adrian Day. Receive a 10 percent discount when you subscribe with the FERG coupon code: https://www.adriandayglobalanalyst.com/subscribe-now Argentine President Javier Milei appears to be implementing as much of his political agenda as possible, with the proviso that he has limited support in the Senate and Chamber of Deputies. According to financial advisor Adam Dubove, Milei has effectively leveraged high citizen approval—a rare and compelling mandate—to push forward critical reforms. Milei's initial strategy focused on reforming or removing regulations that negatively impact Argentineans' daily lives. As Dubove explains, these actions have already begun to show positive results: "We're seeing a wider variety of products on supermarket shelves, and in some cases, prices are even decreasing due to increased competition … There's still much to be done, but we're heading in the right direction." When it comes to Milei's dollarization proposal, Dubove remains optimistic. He believes that Milei has been working to stabilize the Argentine peso and is taking careful, measured steps to avoid any unintended consequences, such as capital flight or a run on the US dollar. Show notes: https://impunityobserver.com/2024/12/11/javier-mileis-one-year-scorecard-reforms-now-bearing-fruit/
In this episode of Soar Financially, Kai Hoffmann sits down with Adrian Day, Chairman and CEO of Adrian Day Asset Management, to discuss the pressing economic issues behind the headline: "GOLD Shaken, Jobs Lost & Missing BILLIONS!". They explore the recent $200 drop in gold prices, shocking revisions in U.S. job creation data, and missing billions from government budgets. Adrian provides insights into Federal Reserve policies, central bank activity, and their impact on gold and mining stocks. Don't miss this timely analysis of macroeconomic trends and what lies ahead for investors. #gold #trump #FED ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------
Adrian Day has never been this excited about gold's potential and he has good reason. Gold has thrived in a high interest rate environment, and now that rates are being cut in the face of continued inflation, Adrian believes the table is set for a gold bull market of unimaginable proportions.Coppernico Metals (TSX: COPR)https://coppernicometals.comDisclaimer: Commodity Culture was compensated by Coppernico Metals for promotion. Jesse Day is not a shareholder of Coppernico Metals. Nothing contained in this promotion is to be construed as investment advice, do your own due diligence.Adrian's Website: https://adrianday.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Subscribe to Global Analyst by Adrian Day. Receive a 10 percent discount when you subscribe with the FERG coupon code: https://www.adriandayglobalanalyst.com/subscribe-now Publisher Fergus Hodgson delves into "Right Here, Right Now: Politics and Leadership in the Age of Disruption," written by former Canadian Prime Minister Stephen Harper. In this video, Hodgson presents the book as an essential guide to modern conservative thought. Harper eloquently argues that conservatism is about “seeing the world as it is,” rather than striving for ideological purity. He emphasizes the significance of the nation-state as a crucial institution, countering globalist dominance. He believes that the nation-state provides a core identity for people, and that patriotism should be embraced—especially within Western civilization. During times of rapid innovation and uncertainty, people naturally gravitate toward their nations. "Right Here, Right Now" offers insightful ideas on how conservatives can navigate these disruptive times effectively. Read the article: https://impunityobserver.com/2020/09/02/stephen-harper-tough-love-never-trumpers/
Subscribe to Global Analyst by Adrian Day. Receive a 10 percent discount when you subscribe with the FERG coupon code: https://www.adriandayglobalanalyst.com/subscribe-now This episode features Ryan Smyth, former treasurer of the Atlantica Party from Nova Scotia, Canada. He explains the challenges and successes of managing a startup political organization focused on free markets and individualism in the classical-liberal tradition. After four years of inactivity, the Atlantic Party re-entered the political scene in 2016, contesting the 2017 and 2021 provincial elections. While they did not secure seats in the legislature, Smyth believes they shifted Nova Scotia's political dialogue. In April 2024, the Atlantica Party opted to deregister, given a lack of volunteers. However, Smyth contends that operating the Atlantica Party was a worthwhile endeavor, albeit from the margins. Despite modest electoral results, the party succeeded in bringing classic-liberal concerns to the electorate. Several of their proposals have been adopted by other political parties and leaders, marking a lasting influence even without legislative representation. Show notes: https://impunityobserver.com/2024/09/10/lessons-from-building-a-new-political-party/
Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins me to recap the Q2 earnings out of the major mining companies and discuss his outlook for resource equities. We start by analyzing the strong performance of major precious and base metals companies, emphasizing the importance of higher metals prices and effective cost control. Highlights include discussions on Agnico Eagle and Barrick, operational challenges faced by the industry, and market overreactions to temporary setbacks. Adrian also shares his perspective on opportunities within mid-tier and junior stocks. This ties into a discussion on the continued cautious investor sentiment and the broader macroeconomic environment affecting gold equities. Click here to learn more about Adrian Day Asset Management.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian explains why gold and gold stocks are presenting a “very unusual circumstance.” He shares his take on a variety of recent mining transactions and jurisdictional happenings. Adrian also reveals the qualities he looks for in a senior miner. 0:00 Intro 0:53 Lundin/BHP's deal for Filo Mining: Bullish Argentia? 4:20 Agnico's investment into Foran Mining 7:37 Copper sector M&A 11:12 Canadian government blocks Zijin's Solaris investment 16:35 What does it mean to understand a jurisdiction or culture? 21:28 Rising gold price risk 25:15 “We are headed towards a reckoning” 34:09 Gold's “Very Unusual Circumstance” Means Somebody is Wrong 40:39 Social Media's effect on markets 43:37 Best senior miner? 48:22 Adrian Day Asset Management http://www.adriandayassetmanagement.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Adrian Day warns that a U.S. recession is on the horizon, with the signs becoming harder to ignore. He also points out that unsustainable consumer spending trends are causing debt levels to get out of control, particularly with the increasing use of credit cards and buy-now-pay-later schemes. In our conversation, we also discuss interest rates, the gold market, investment strategies, and much more. #gold #federalreserve #investing ------------ Thank you to our #sponsor CONTANGO ORE, Inc. (NYSE American: CTGO) - Developing Alaska's Next Gold Mines. Make sure to pay them a visit: https://www.contangoore.com/ ------------
Many Third-World nations have valuable natural resources within their borders. Converting them into lasting economic development, rather than a one-off shot in the arm, is easier said than done. The first step is to consider the perspectives of investors, and our Publisher Fergus Hodgson argues that the investor's perspective is found in Investing in Resources (341 pages, 2010) by Adrian Day. Hodgson reviews Day's book, and explains why it offers gems for open-minded policymakers. Read the full review: https://impunityobserver.com/2024/06/19/the-key-to-leveraging-mining-for-economic-development/ Buy the book: https://amzn.to/4ekMFgh #mining #investment #latinamerica
Looking for a conservative asset management firm with experience in investing in commodities? We have just the one for you.In this interview, Adrian Day, President of Adrian Day Asset Management, discusses his firm's investment strategy on global value investing and commodities. He emphasizes commodities like gold as a potential hedge against mainstream market trends, noting their ability to act independently of, and often contrary to, the market.Watch until the end of this interview to learn more about Adrian Day and his firm's investment philosophy, current market views, and approach to risk management and performance.Invest with Adrian Day Asset Management today: https://adriandayassetmanagement.comWatch the full YouTube interview here: https://www.youtube.com/watch?v=0JcHIZb8HZUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1
Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins us to discuss the recent developments in the precious metals market. We focus on the notable pullbacks in gold and silver prices, examining the factors behind these moves including China's gold buying trends and the US jobs report. Adrian explains the nuances of market reactions, emphasizing the roles of central bank activities and macroeconomic indicators. Despite temporary market weaknesses, Adrian identifies strong investment opportunities in undervalued mining stocks, particularly major stocks like Barrick, Franco-Nevada, and B2Gold, along with some development stage companies. The conversation navigates through the cautious sentiment among general investors, the impact of speculative behavior on metals prices, and the long-term prospects of a rebound in the sector. Click here to learn more about Adrian Day Asset Management.
#FortunaSilver First Quarter Earnings Review Fortuna Silver released their first quarter earnings on Wednesday, and to go through the results, Fortuna CEO Jorge Ganoza joins me on the show, along asset manager Adrian Day. To find out more about the latest earnings, their exploration plans, and an update on San Jose, join us for this live call on Friday at 11:30 AM eastern! - To read the press release with Fortuna Silver's first quarter earnings numbers go to: https://fortunasilver.com/investors/news/fortuna-reports-financial-results-for-the-first-quarter-of-2024/ To find our more about Adrian Day and his asset management services go to: https://adriandayassetmanagement.com/ - To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ This video was sponsored by Fortuna Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the business aspects of the mining industry. Adrian stresses the importance of understanding a company's financial situation beyond initial disappointments, using Barrick Gold as an example of a company with a history of optimistic production estimates leading to missed targets but effectively managing these issues. He emphasizes the significance of cost metrics like per ounce operating costs and all-in sustaining costs (AISC) for evaluating mining companies' profitability and efficiency. The conversation touches upon the challenges faced by mining operations, such as equipment failure, geopolitical risks, maturing mines, and hurdles common to every operation. Fortuna is used as an example of a company whose significant zinc production should be considered in evaluating its revenue distribution among different metals. Adrian discusses the disconnect between gold prices and mining stocks, attributing it to gold's strong performance amidst central banks and Chinese investors seeking safe havens and the broad stock market's strength. Despite potential risks, such as a pause or reduction in buying by central banks and a negative macroeconomic environment, Adrian highlights the opportunity presented by undervalued gold stocks. The speaker also touches upon exploration expenditures and their importance in discovering new deposits despite the increasing difficulty of finding them. In his investment strategy, Adrian emphasizes investing in senior miners and major royalty companies during the current market cycle due to their undervalued status and likelihood to move first when the gold sector takes off. The conversation concludes with a discussion on economic stress in financial systems caused by excessive debt accumulated during periods of ultra-low interest rates, with maturing low-interest loans causing strain for households and corporations between 2024 and 2026. Adrian emphasizes the undervaluation of gold mining companies considering gold prices and their margins. Time Stamp References:0:00 - Introduction1:16 - Miners & Missed Targets6:43 - All-In-Costs Metrics9:47 - Production Misses14:39 - Risks & Juridiction18:50 - Valuing Poly Deposits20:55 - Gold Price & Miners26:17 - Closing The Gap?30:19 - Mergers & Timing Cycles33:16 - Companies & Exploration36:12 - Portfolio Strategies39:37 - Royalty & Streaming42:16 - Low Premiums on Metals46:20 - Silver & Sentiment47:47 - OTC Purchases & Reports50:28 - Consumers & Metrics53:00 - Biggest Stress Points57:30 - Long-Err-Term Bonds?1:02:48 - Wrap Up Talking Points From This Episode The financial situation of mining companies, even those with initial disappointments, should be thoroughly understood for long-term investment opportunities. Barrick Gold serves as an example of managing production misses effectively. Cost metrics like per ounce operating costs and all-in sustaining costs are crucial for evaluating mining companies' profitability and efficiency. Various factors that have led to a disconnect between gold prices and mining stocks, presenting opportunity for undervalued gold stocks. Guest Links:Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global an...
In my effort to bring you all more company specific commentary I reached out to Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, to comment on a couple companies he recently updated his clients on. Adrian shares his thoughts on two prospect generators, Lara Exploration (TSX.V:LRA) and Midland Exploration (TSX.V:MD), as well as one royalty company, Orogen Royalties (TSX.V:OGN). I will have Adrian back on the show to discuss a few more companies next month so stay tuned! Click here to learn more about Adrian Day's services. Upcoming live events! May 2nd Snowline Gold webinar – 12-noon PT – Regional Exploration Potential In An Emerging Gold District - Click here to register
Adrian Day can't believe the low valuations of the major gold producers as the metal rips to all-time highs and he thinks the market will eventually wake up to this mispricing and bring gold and silver stocks into a mania. Adrian discusses the factors he thinks will continue to drive the gold and silver price, how central bank buying is playing a key role, why he believes China will be the next economic superpower, and much more. Adrian Day's Website: https://adrianday.com Follow Jesse Day on X: https://twitter.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
Trey Wasser, CEO and Director of Dryden Gold Corp (TSX.V: DRY) (OTC: DRYGF), joins me for an introduction to this junior resource company focused on exploration across the Dryden Gold District, in Northwestern Ontario, Canada. The Dryden Gold District is many kilometers of mineralized trend, and incorporates three main areas: The Gold Rock Camp, Tremblay, and Lower Manitou. We discuss how the company came together focused on gold exploration in this district, the historical exploration work completed on their project, the 3,000 meters of drilling the company has completed thus far at Gold Rock, with some step-out assays still pending, and the drilling plans over the next few months and the summer field work strategy. Trey also gives us his background along with profiling the industry experience of Dryden Gold's management team and board of directors, and also breaks down their relationship with strategic shareholder Alamos Gold, an other key strategic shareholders like Rob McEwen, Eric Sprott, Adrian Day, and a few institutional funds. We wrap up getting the financial health of the company, share structure, and key news on tap in the year to come. If you have any questions for Trey regarding Dryden Gold, then please email me at Shad@kereport.com. Click here to follow the latest news at Dryden Gold
Adrian Day returns to the channel for a comprehensive overview of the financial markets, the gold price developments, and where he sees opportunities in the mining space. A thorough and detailed discussion! ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Adrian Day Company: Adrian Day Asset Management https://adriandayassetmanagement.com/ Recording date: February 28th, 2024 #gold #stocks #goldprice --------------------- Save the Date DEUTSCHE GOLDMESSE May 3 & 4 in Frankfurt, Germany www.deutschegoldmesse.com Register today. --------------------- ►► Follow Us! ◄◄ Twitter: http://twitter.com/soarfinancial Website: http://www.soarfinancial.com/ **Disclaimer:** Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences. #USEconomy #Economy #SP500 #SP5000 #stockmarket #stocks #investing #money #gold #soarfinancially #marketcrash #recession #inflation #bonds #bondmarket #bondauction #usbonds #consumerdebt #FED #goldprice #goldinvestment #investments #money #savings #bankingcrisis #bullmarket #bulltrap #silver #silverprice #silvermarket #oil #oilprice #china #centralbanks #GlobalFinance #FederalReserve #EconomicWarfare #MonetaryPolicy #COVID19 #Petrodollar #JanetYellen #FinancialIndependence #CurrencyStability #Inflation #EconomicRecession #CapitalReorganization#GeopoliticalTensions #BankingSystem #EconomicAnalysis#FinancialCrisis #InterestRates #GlobalEconomy #EconomicStrategy
Adrian Day returns to the channel for a comprehensive overview of the financial markets, the gold price developments, and where he sees opportunities in the mining space. A thorough and detailed discussion! ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Adrian Day Company: Adrian Day Asset Management https://adriandayassetmanagement.com/ Recording date: February 28th, 2024 #gold #stocks #goldprice --------------------- Save the Date DEUTSCHE GOLDMESSE May 3 & 4 in Frankfurt, Germany www.deutschegoldmesse.com Register today. --------------------- ►► Follow Us! ◄◄ Twitter: http://twitter.com/soarfinancial Website: http://www.soarfinancial.com/ **Disclaimer:** Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences. #USEconomy #Economy #SP500 #SP5000 #stockmarket #stocks #investing #money #gold #soarfinancially #marketcrash #recession #inflation #bonds #bondmarket #bondauction #usbonds #consumerdebt #FED #goldprice #goldinvestment #investments #money #savings #bankingcrisis #bullmarket #bulltrap #silver #silverprice #silvermarket #oil #oilprice #china #centralbanks #GlobalFinance #FederalReserve #EconomicWarfare #MonetaryPolicy #COVID19 #Petrodollar #JanetYellen #FinancialIndependence #CurrencyStability #Inflation #EconomicRecession #CapitalReorganization#GeopoliticalTensions #BankingSystem #EconomicAnalysis#FinancialCrisis #InterestRates #GlobalEconomy #EconomicStrategy #doomberg
Adrian Day is a British-born writer and money manager who has made a name for himself searching out unusual opportunities around the world. He has two books on the subject, including the groundbreaking Investing Without Borders. A graduate of the London School of Economics, he is president of his own money management firm, Adrian Day Asset Management, where he specializes in global diversification and resource equities for individual and institutional clients. Adrian has been a frequent guest on CNBC, and Wall Street Journal radio, and has been interviewed in Barron's, The Cape Town Argus, La Vie Francais, and many other leading publications. His latest book, just published, is the acclaimed Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks, published by Wiley. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Adrian Day LinkedIn
Here to discuss geopolitics, the current state of the natural resource space, and buying opportunities for your portfolio is Jayant Bhandari, the founder of Capitalism and Morality, and a highly sought out advisor to institutional investors. We will discuss a geopolitics, coal, uranium, China, resource stocks, Argentina, President Javier Milei, Chile, Farmers Protest, President Trump's and Biden, Canadian Gold Stocks, Gold, arbitrage opportunities, buy opportunities, philosophy, Rick Rule, Adrian Day, Jeff Diest, Jay Martin, Maxime Brunerie, and much, much more! Visit: https://jayantbhandari.com/ Timestamp/Chapters: 15:00 What is the catalyst for resources stocks to surge? 15:28 What is Jayant sharing with his clients 25:58 Philosophy We are an education channel that promotes resource stocks, with a proven track record of success in resource stocks and (highest)
Interview with Trey Wasser, CEO, and Maura Kolb, President of Dryden Gold Corp.Our previous interview: https://www.cruxinvestor.com/posts/dryden-gold-pre-ipo-3497-gt-gold-over-85-meters-red-lake-20-4417Recording date: 3rd January 2024Dryden Gold Sets Out to Unlock Exceptional Gold Grades in Ontario's Overlooked Dryden DistrictDryden Gold Corp is focused exclusively on exploring its district-scale Dryden gold project located in northwest Ontario. The company has consolidated over 20 kilometers of strike length covering a major gold-bearing geological formation known as the Dryden shear zone. Despite limited recent exploration, historical drilling has delivered exceptionally high-grade gold mineralization in certain zones.According to CEO Trey Wasser, "we have a very strategic land package in The Dryden Camp" that is seeing renewed interest given the sheer scale of the consolidated land position and evidence that the project could host world-class high grade mineralization similar to the Red Lake gold district.The company has already attracted a roster of renowned mining investors and industry experts like Eric Sprott, Adrian Day, and Robert McEwen to support Dryden's exploration efforts. An initial drill program is already underway while Dryden concurrently listed its shares recently on the TSX Venture exchange under the ticker "DRY".Dryden's exploration is focused on better understanding high grade gold at the historic Gold Rock zone but the company sees potential to significantly expand the broader mineralized system across its 20 kilometer shear zone land position. CEO Wasser notes “we also want to show that this area could get much much bigger” with further systematic exploration.Early geochemical and geological analysis results from initial field work and drilling in late 2022 is expected shortly which could serve as an important catalyst for the stock if gold grades impress. With a strengthened gold market in 2023, the timing is right for drill-ready high grade exploration stories like Dryden to unlock substantial value.Learn more: https://cruxinvestor.com/companies/dryden-goldSign up for Crux Investor: https://cruxinvestor.com
Adrian Day, Founder of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, joins us to focus on the macro drivers for the gold price, and how that relates to gold stocks and precious metals royalty companies. We start by recapping the big changes in Fed policy from last year to this year, with the shift to monetary tightening in the prior year, and now the anticipated shift to monetary loosening. The discussion then shifts to what factors he feels will cause gold and PM sector to have a sustainable breakout; getting into monetary issues, geopolitics, and supply/demand factors. Next we pivot over to the environment for the larger royalty companies in the sector like Franco-Nevada (FNV) and Wheaton Precious Metals (WPM), and how the types of transactions they did decades ago have shifted over time to the present environment. Adrian also weighs in on how is viewing the environment in some of the smaller to mid-size royalty companies, like Elemental Altus, Altius Minerals, and Orogen Royalties that utilize a prospect generator model to build baskets of royalties, and if we'll see more consolidation in the sector and more merger and acquisition transactions. This ties into a discussion on M&A in the gold mining stocks and which companies will be acquired, and which juniors may be next in the ongoing theme of 2 nearby junior companies combining into larger companies of scale and size. Adrian highlights the potential synergies between G2 Goldfields (GTWO.V) and Reunion Gold (RGD.V), as well as Aurion Resources (AU.V) and Rupert Resources (RUP.TO) as ones he has his eyes on due to their proximity. The topic is discussed of whether strategic stakeholders are a good thing, or can also be a prohibitive things in future acquisitions. Wrapping up Adrian outlines the types of companies that he feels most attractive in today's environment, with the key themes being the larger precious metals royalty companies, gold producers, and gold juniors that actually have some revenues coming in or the adequate access to capital. He sees bargains across the board, but reminds investors to still be selective as not every company will rally in a precious metals bull market. Click here to learn more about Adrian Day Asset Management.
Welcome to the KE Report Weekend Show! We hope all of our American listeners are having a very happy Thanksgiving weekend. We really appreciate...
Welcome to the KE Report Weekend Show! We hope all of our American listeners are having a very happy Thanksgiving weekend. We really appreciate you taking time out of your weekend to tune in. On this Weekend's Show we focus on investing in gold, critical minerals, oil and natural gas stocks. There are some comments on the macro environment but most of the time is focused on investing in larger cap stocks and higher dividend paying stocks. Segment 1 and 2 - Adrian Day, Founder of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, kicks off the show to focus on gold and critical minerals stocks. We start by recapping the Q3 earnings from major gold companies. This ties into a discussion on M&A in the gold sector and which companies will start buying assets. We also look to the critical minerals sector and ask Adrien what minerals he likes and the type of companies he is investing in. Click here to learn more about Adrian Day Asset Management. Segment 3 and 4 - Josef Schachter, Editor of the Schachter Energy Report wraps up the show with a recap of the oil price drivers around the world. We then have Josef explain when he thinks oil and natural gas stocks will bottom, and which stocks are top on his buy list. Click here to learn more about the Schachter Energy Report.
Adrian Day shares his insights on the economy's resilience, the role of central banks, and the importance of considering investment opportunities beyond the US.
Explore the intricate dance of gold markets with industry expert Adrian Day in an enlightening interview. Adrian & host Kai Hoffmann cut through the noise to discuss gold's performance, its role against inflation, and the geopolitical forces at play. Tune in for a deep dive into gold's true place in today's volatile economic landscape. #gold #goldprice #soarfinancially ⚠️ Please consider subscribing to our channel!
Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the current state of the economy and investor expectations. Day believes that the effects of the Fed's aggressive rate hikes in January 2020 will soon be felt, but he does not predict a market crash. However, there is a tug of war in place and valuations are high, primarily due to a handful of stocks. The economy is showing signs of slowing, with lower consumer spending, a low labor participation rate, and slowing manufacturing. Day believes this may lead to a potential recession. He also mentions the failure of the US to issue 50-year and 100-year bonds, which could have been done at lower interest rates and signaled confidence in the economy. The lack of appetite for US treasuries has resulted in pressure on interest rates to go up, as there are fewer buyers. Adrian recommends reducing most holdings, but is not sold on the idea of a market crash. He advises investors to be prudent and take time to analyze potential opportunities. Day also discusses the BRIC Summit and alternative currencies, noting that they are unlikely to replace the US dollar as the world's reserve currency in the near future. He believes that the shift of power from the US to China is not being viewed as a peaceful transfer of power, unlike the situation between Britain and the US many years ago. In terms of the gold price, Day believes that the Fed's aggressive tightening and prospects for future tightening have caused it to go up, but investors are still not satisfied. He also notes a disconnect between the gold price and gold stock prices, with gold stocks being viewed as the best value in decades. In conclusion, Day predicts that gold prices will rise significantly when investors believe the Fed has lost control. Time Stamp References:0:00 - Introduction0:45 - Expectations Vs. Reality3:40 - Equity Valuations5:30 - Lags & Consumer Metrics13:06 - Maturities & Debt Service16:30 - Fed & Long-Term Bonds18:57 - Treasury Sentiment21:30 - Maturities & Bank Failures25:35 - U.K. GILT Yields32:05 - BRICS Currency & Dollar42:20 - Gold Drivers Outlook48:24 - C.B. Gold Buying50:55 - Market Fatigue & Trading54:28 - Sentiment at Gold Shows1:00:35 - Positive Setup for Gold1:04:13 - Wrap Up Talking Points: Monetary policy changes take 18-24 months to be felt, making now a key time for watching economic trends. The dwindling reliance on the US dollar raises questions about its future status as the reserve currency and possible replacement by a BRIC currency. Gold prices are predicted to appreciate significantly when investors recognize the Federal Reserve has lost control of inflation. Guest Links:Website: https://adriandayassetmanagement.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.
Interview recorded - 30th of May, 2023On todays episode of the WTFinance podcast I have the pleasure of hosting Adrian Day, Chairman & Chief Executive Officer of Adrian Day Asset Management. During our conversation we spoke about key economic drivers Adrian is watching, why this will lead to a 'serious recession', how counterparty risk will be the main driver and why gold and gold stocks could be a great beneficiary of such an event. I hope you enjoy! 0:00 - Introduction1:30 - Key drivers Adrian is currently watching?4:20 - What is currently happening with the US consumer?8:55 - Collapse in consumption?9:55 - Will this impact the FED's actions?14:45 - Double/triple counting employed or job openings17:00 - How bad will the recession be?20:55 - Counterparty risk?21:45 - Treasury bill issuance to impact prices?24:55 - Why is there a disconnect between markets and the economy?28:10 - The risk of an earnings recession?30:25 - What assets to perform during a recession?36:15 - What does Adrian look for before investing in a company?37:40 - Is gold undervalued?42:40 - One message to take away from our conversation?Adrian Day is considered a pioneer in promoting the benefits of global investing in this country. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.Adrian Day - Website - https://adriandayassetmanagement.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas
#FortunaSilver: Q1 Earnings & Chesser Resources Deal (w/Jorge Ganoza, #AdrianDay, & #DaveKranzler) Fortuna Silver released its 1st quarter earnings on May 15th, and to walk through the results, CEO Jorge Ganoza joins us live on the show, along with analysts Adrian Day (Adrian Day Asset Management) and Dave Kranzler (Investment Research Dynamics). We'll also be talking about Fortuna's recent acquisition of Chesser Resources, the resolution of the labor dispute at their San Jose mine, and the upcoming first gold pour at their Seguela Gold Project in West Africa. So to find out more about the latest progress from Fortuna Silver, join us for this live call at 10 Am eastern on Monday, May 22! - To find out more about the latest news and results from Fortuna Silver go to: https://fortunasilver.com/investors/news/ To find out more about Adrian Day and his asset management firm go to: https://adriandayassetmanagement.com/ To get access to Dave Kranzler's research at Investment Research Dynamics go to: https://investmentresearchdynamics.com/ - To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ To see the evidence of manipulative behavior in the silver market (as well as how you can send it to your local regulators and Congressional representatives) click here: https://arcadiaeconomics.com/cftc-complaint/ - To sign the petition to ban JP Morgan from having any involvement in the silver industry click here: https://www.ipetitions.com/petition/ban-jp-morgan-from-trading-gold-and-silver #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise
Tom welcomes Adrian Day back to the show, and they discuss the lag in economic consequences as a result of rate hikes and changes in monetary policy. Adrian notes that the impacts vary depending on market sector, and that the overall economic effect has yet to be felt. He explains that during lockdowns, spending patterns changed, and coming out of them, the spending habits changed again, with savings rates collapsing back to pre-COVID levels and credit card balances rising. Consumers are feeling the pinch, and more debt defaults and corporate bankruptcies are likely to come. Adrian then discusses three areas where they are finding yield in this environment. He is not a major bull on the price of oil, but does not expect a major decline either. He also notes that due to a slowing global economy, some ESG targets may not be achievable for a while. He is looking for opportunity in copper and lithium companies. He believes that the market is underestimating Fed Chair Jerome Powell's will to cause a recession, and that the Fed is willing to see markets decline significantly. As such, he feels that the markets are being overly optimistic in assuming that rates will decline by the end of the year. In his opinion, central banks have entered a complex situation of their own making, and cannot kill inflation without causing a recession and further problems in the financial system. He believes that gold is far and away the best asset class to hold during periods of stagflation. Timestamp References:0:00 - Introduction0:45 - Monetary Policy Lag11:12 - Bank Failures14:15 - Bonds & Stock Balancing16:25 - Finding Yield27:32 - Global Economic Outlook32:10 - Electrification35:58 - Geographic Diversification39:17 - Gold Price & Inflation48:55 - Bailouts & Moral Hazard51:57 - Feds Path Forward56:43 - Commodity Countries58:10 - Consensus Thoughts1:00:40 - Wrap Up Talking Points From This Week's Episode The economic effects of rate hikes and changes in monetary policy are still yet to be seen, but consumer spending patterns have already changed drastically.Adrian Day is looking for yield opportunities in copper and lithium companies.He believes gold is the best asset class to hold during periods of stagflation.The market is underestimating Jerome Powell's will to cause a recession and see equity declines. Guest Links:Website: https://adriandayassetmanagement.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.
Financial Author and Founder of Adrian Day Asset Management Adrian Day gives his view on the metals he is most bullish on, despite what he sees as a looming inflationary recession. Adrian also discusses Fed policy and his outlook for the broader economy.
Jay hosts a panel of all-star guests at the VRIC to get their take on mergers and acquisitions in the junior mining space, with a tilt towards gold and silver companies. Rick Rule, Adrian Day, and Director at Empress Royalty Natascha Kiernan all bring their unique insights to the table to discuss the ins and outs of takeouts and how investors can benefit from M&A activity. Sign up for our free weekly newsletter at https://www.JayMartin.club
On this episode of #SFLive, we are catching up with Adrian Day, of Adrian Day Asset Management, to discuss how to recession-proof your portfolio, gold paying dividends, how gold dividends are beating the S&P, and the possibility of a market crash. Guest: Adrian Day, Chairman & CEO Company: Adrian Day Asset Management #investing #dividend Tags: Gold, Silver, Copper, Nickel, Green Revolution, Buy Signal, Labour Day, Tax-Loss Selling, Dividends, Dividend Stock, High Yield Stocks, Barrick Gold, Newmont Mining, Newmont, Gold Dividend, Adrian Day, Adrian Day Asset Management, Market Crash, SP 500, S&P, SF Live, Soar Financial, Kai Hoffmann, Recession, Recession Proof Portfolio, Mining Stocks, Nestle, Nestle Stock, Investing, Stocks, Stock Market, Buy Gold, Buy Silver, Buy Stocks MAKE SURE TO SUBSCRIBE TO OUR CHANNEL & HIT THE ALERT BUTTON Also, follow us on http://www.twitter.com/soarfinancial - make sure to follow us & click on the bell icon! ►► Follow Us! ◄◄ Twitter:http://twitter.com/soarfinancial Instagram: https://www.instagram.com/soarfinancial/ Facebook: https://www.facebook.com/soarfinancial/ Website: http://www.soarfinancial.com/ SF Live is a new format by Soar Financial Partners. The goal is to give short company updates and more importantly get investors engaged directly with the companies. Intro Music: "Summer" by Bensound.com **Disclaimer:** Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary. Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest). Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial's content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences. Soar Financial may provide content on third-party sites and we disclaim any responsibility for the content of any information posted on such other websites.
Natural gas prices in Europe and Asia surged to near-record highs Wednesday, as the worst energy crisis in decades intensifies amid increasingly desperate competition for supplies. And Europe's fertilizer crunch tightened after a major manufacturer cut output due to soaring costs – driven by natural gas prices. With twin humanitarian crises looming, Tony Greer tweeted, “Does anyone in Europe have a plan?” Tony, the founder of TG Macro, joins Andreas Steno Larsen for today's Daily Briefing to talk about energy, food, and what, if anything, all those central bankers gathering for the Jackson Hole Economic Symposium can do to stave off a global catastrophe. We also hear from Adrian Day about “Dr. Copper” and what its supply-and-demand dynamic can tell us about economic growth. Watch the full video featuring Adrian Day and Larry McDonald here: https://rvtv.io/3dZ9N9n. Learn more about your ad choices. Visit megaphone.fm/adchoices
Adrian Day, founder and president of Adrian Day Asset Management, joins Small Caps to discuss how the Federal Reserve continues to get it wrong on the economy and why inflation is surging. Mr Day is the author of 'International Investment Opportunities: How and Where to Invest Overseas Successfully' and 'Investing Without Borders'. He is a graduate of the London School of Economics.See omnystudio.com/listener for privacy information.
Adrian Day, founder and president of Adrian Day Asset Management, joins Small Caps to discuss how the Federal Reserve continues to get it wrong on the economy and why inflation is surging. Mr Day is the author of 'International Investment Opportunities: How and Where to Invest Overseas Successfully' and 'Investing Without Borders'. He is a graduate of the London School of Economics.See omnystudio.com/listener for privacy information.
Adrian Day, founder and president of Adrian Day Asset Management, joins Small Caps to discuss how the Federal Reserve continues to get it wrong on the economy and why inflation is surging. Mr Day is the author of 'International Investment Opportunities: How and Where to Invest Overseas Successfully' and 'Investing Without Borders'. He is a graduate of the London School of Economics.See omnystudio.com/listener for privacy information.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says his fund is fully invested with their gold and silver allocation right now. At the same time, he shares the rationale for keeping dry powder for buying resource stocks in the future. Adrian puts the current poor gold stock sentiment and numerous mine build failures of the past two years in historical perspective. He discusses the winners and losers of gold producers' Q2 earnings. Adrian also reveals what needs to happen for generalist investors to start buying resource stocks. 0:00 Introduction 0:32 “We're fully invested with our gold and silver allocation right now” 2:46 Rationale for keeping “dry powder” to buy resource stocks in future 4:08 When does being too early mean you are wrong? 5:38 Gold stock sentiment in historical perspective 8:16 What will spur generalist investor buying in resource sector? 11:48 Gold producer balance sheets 13:18 Winners & losers from Q2 gold producers' earnings 16:51 Failed mine builds in historical perspective 19:06 Zinc, nickel & aluminum demand & potential recession 21:46 Target buy price for oil stocks? 23:02 H2 biggest risk for resource investors? http://www.adriandayassetmanagement.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Gold, Bitcoin and The Fed Featuring Precious Metals Authority Rich Checkan Unlock Your Wealth Starring Heather Wagenhals On today's episode, Rich Checkan of Asset Strategies International returns for Season 17 to discuss the state of the the Fed, how Bitcoin is rebounding -- and what steps to take to inflation-proof our portfolios. You'll Learn: The FED's inflation challenge The Fed's rate increases and their anticipated pivot How gold IS actually doing its job in this environment The price of gold compared to all other assets despite the strong dollar Why it is the best performing asset this millennium (since 1/1/2000) Rich's upcoming webinar: Co-host is Adrian Day of Adrian Day Asset Management Guest is Tom Dyson of Bonner Private Research Dedicated UYW Link to Register… UnlockYourWealth.com/Q322webinar And so much more! --- If you are experiencing financial challenges this year, DM Heather in IG or FB @unlockyourwealth for a complimentary discovery session to explore a new path for you financially. --- Remember to bookmark this show and share it in your stories, feed, or timeline on social media. The late Jim Rohn said you are an average of the top 5 people you hang around with so help them achieve financial freedom along with you! DM Heather on IG/FB @UnlockYourWealth to claim your free Affordability checklist to assess your finances and create your plan for homeownership/real estate investment. --- Pay off your mortgage, become debt free and have cash to invest with this simple strategy. Click here for the complimentary eBook. UnlockMyWealth.com --- Grab Heather's 9-page Financial Fire Escape Plan Checklist© for free by visiting CrackingYourMoneyCode.com Learn More with Resource Links: Rich Checkan's Webiste: AssetStrategies.com Check out our resources and past shows at our Facebook fan page at https://www.facebook.com/UnlockYourWealthTV/ You can DM the show and directly ask questions! Also Check Out: MoneyCreditAndYou.com UnlockYourWealth.com FreedomFest.com Jim Woods Links: JimWoodsInvesting.com Bullseye Stock Trader Eagle Eye Opener Fast Money Alert WayOfTheRenaissanceMan.com
Welcome to another KER Weekend Show! After a good month of July for the markets across the board, everyone is wondering if the bottom...
Welcome to another KE Report Weekend Show! We now have April behind us which was a tough month for almost every asset, except of...
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says that gold stocks, and especially gold producers, are historically very cheap. He discusses inflation in Puerto Rico where he lives as well as Federal Reserve policy in light of high inflation. Adrian also shares his thoughts regarding investing in gold developers right now. He provides insights on investing in carbon streaming and royalty companies. Finally, Adrian reveals the commodity he is most bullish and why. 0:00 Introduction 1:00 Inflation in Puerto Rico 2:58 Inflation from monetary policy or supply chain issues? 4:38 Will Fed really raise & keep interest rates up? 9:38 Gold stock sentiment & buying opportunity 13:23 Gold producers cheap historically 14:23 Buying developers now? 18:03 Carbon streaming and royalty companies 24:08 What commodity are you most bullish on? http://www.adriandayassetmanagement.com/ Sponsor info: https://www.torqresources.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Tom welcomes back Adrian day to the show. Adrian discusses the market's reaction to the Fed's policy changes. He says, "The Fed's bark is worse than it's bite." When the Fed starts talking about tightening in any way it spooks the gold market. However, when the Fed starts to taper the market typically recognizes this effort as too little too late. Tapering means they only want to reduce the amount of buying. In nine months they will likely have a larger balance sheet. Adrian critiques the recent gold price action and how it was primed for a fall. The Powell nomination means a continued dovish Fed and this is hardly bad for gold. We're seeing more Fed officials come out and say perhaps we should taper faster and raise rates. The market is increasingly cautious around tightening concerns. Adrian notes that the recent members of the Fed that stepped down were of the hawkish variety. We can expect further doves to be added to the board. China's monetary policy has tended to be much more directed than the west. They haven't inflated as many bubbles they have tended to be more cautious. However, the real estate market there is in an enormous bubble. Other countries shouldn't have much exposure to Chinese mortgage debt. He notes that on a relative basis gold underperforms during inflationary periods but tends to be one of the best-performing assets during deflation. Gold's function is as a hedge against monetary instability. Adrian believes we are just moving thru a modest mid-cycle correction for gold. The mining sector is tiny and undervalued compared to other markets. ESG policies have sparked a recession in the energy markets in Europe and shortages of natural gas. The politicians in Europe continue to exclude nuclear in their green energy plans. They've even put a hold on the Nord Stream gas pipeline. It seems the plan is to let people freeze this winter. The focus is all on cutting production without solving the demand issue first. Lastly, he discusses his concerns with the uranium market and thoughts on the copper supply. Timestamp References:0:00 - Introduction0:39 - Powell & Taper Talks9:03 - Fed, Rates & Inflation13:15 - FOMC & Doves16:20 - China Concerns20:30 - Slow Growth & Supercycle22:12 - Gold & Inflation/Deflation25:06 - Gold Cycle Correction30:20 - Miners & Valuations32:13 - Gold Equities36:00 - Tax Loss Selling39:34 - Europe Energy & ESG44:04 - Nuclear Risk/Reward48:13 - Uranium Outlook53:20 - Copper Supply57:55 - Wrap Up Talking Points From This Week's Episode Fed policies and why the trend remains dovish.China's monetary policies and their real estate bubble.Gold's performance and a mid-cycle correction.Thoughts on energy in Europe and the outlook for nuclear energy. Guest Links:Website: https://adriandayassetmanagement.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.
This is our second part of the conversation with Adrian Day from Adrian Day Asset Management. Adrian gives a glimpse into his crystal ball and has some warnings for what is to come. https://AdrianDayAssetManagement.com Don't forget to check out https://PositiontoWinBook/Quiz and take the Positioning Quiz
Part 1 of our conversation with Adrian Day money manager extraordinaire. You can check him out at: https://AdrianDayAssetManagement.com Don't forget you can take our Positioning Quiz at https://PositiontowinBook.com/quiz
Tom welcomes a seasoned group of experts on the gold markets to discuss the upcoming Basel III changes to banking regulations and their potential impact. We are joined by Bob Coleman, Vincent Lanci, Adrian Day, and Keith Weiner. Keith discusses the reasons for the Basel III regulation in stabilizing the banking system. He argues these regulations will cause banks to be increasingly reluctant to participate in the gold business because of increased costs. As a result, some of these costs will be passed on and enter the retail markets. Bob notes that banks have been abandoning commodity trading desks for some time. This is a takeover by the physical markets of the paper markets. As a result, metals are moving into stronger hands, resulting in higher volatility, but this is not necessarily a bad thing. The LBMA has an extension on implementation and would prefer to be exempted from the Basel III regulations. The LBMA may disappear if they have to comply with all these requirements. They have been arguing that there is no default risk with gold. These rules tighten up the market and may increase supply issues for those in the markets. However, with fewer players, there may be more direct price discovery. In addition, the costs of hedging will rise, and this may kill off some of the marginal players in the industry. When government intrudes into a market, they add extra friction, resulting in fewer transactions, and those on the margin are often forced out. Adrian argues that banks aren't likely to acquire gold due to Basel III, contrary to many opinions of so-called experts in the gold space. Banks have lots of options in the tier one assets they can hold, and most banks today have large excess reserves already. Bob discusses the possible impacts on the US dollar with these regulations. Since late February, there has been a lot of activity in the Repo markets where the bond markets started to crack. He believes they may be deliberately trying to reduce counterparty risk by deleveraging gold. Keith argues that the central bankers fall more into the category of "don't attribute to malice or forethought what can be explained by incompetence, negligence, stupidity or academic bias." These people only talk to themselves, and they are all academics. There are no businessmen on the board of the Federal Reserve. Vincent says, "Bankers are not going to be caught flat-footed. They have delayed Basel repeatedly. We are now in the perfect environment to implement it because they are awash in liqudity." Recent moves in gold have seen a move from weak hands to stronger hands. Adrian says, "The recent Fed news stories should have been headlined "Fed won't raise rates for two years." Instead, this market is reacting to thinner volumes, thinner exposure, and we now have a Fed that is beginning to say they will tighten. Recent volatility in gold is due to funds exiting and is primarily futures-driven. They can manipulate short-term swings, but the long-term trend is more printing and much higher metals prices. Adrian generally applies Occam's razor to the world at large. When it comes to outlandish theories, the simplest explanation is likely the correct one. Unallocated gold at the bank is not your asset; it's the bank's asset. If you are buying gold as insurance, the last thing you want is unallocated gold. Instead, hold and own physical metal yourself or at a depository in your name. Time Stamp References:0:00 - Introductions1:14 - Basel III & Gold5:15 - Good For Gold?10:16 - LBMA & Basel III13:48 - 85% Reserves?17:14 - Tying it Together23:15 - Not A Surprise24:36 - Gold Deliveries27:22 - Refiners & Comex28:36 - Dollar Effects38:24 - Golds Recent Moves44:45 - Gold Basis Chart50:00 - Recent Volatility1:00:47 - Geopolitical Issues1:05:02 - Unallocated Gold & Risk1:09:26 - Final Thoughts Talking Points From This Episode Basel III Regulations and potential impacts on banks and gold markets.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says the current investment opportunity in senior gold producers is almost the best he's ever seen. He explains why the gold developers' share prices are lagging. Adrian discusses why some copper discoveries from last cycle were not developed. He addresses the disconnect between the green movement's stated goals and their lack of appreciation for the minerals and metals needed to accomplish those goals. Finally, Adrian shares his thoughts on the inequitable nature of the U.S. tax code and how the proposed tax increase will dramatically hinder upward mobility. 0:00 Introduction 0:40 Senior gold producers' current investment opportunity 4:11 Newmont hits ATH 5:28 Gold developers' share price lagging 7:05 Why copper discoveries from the last cycle were not developed? 11:37 Bullish copper 15:31 Commodities & the green movement 19:07 Inequity of U.S. Tax system http://www.adriandayassetmanagement.com/ Sponsor info: https://www.dorecopper.com/en/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
For this episode of The Investors Roundtable (#34), I've been getting a lot of questions by friends and family about the $1.9T stimulus that's been passed, what this means for markets, money being infused into the economy, as well as mainstream media networks discussing what this could mean for inflation. So, with all that in mind, I thought it would be a good idea to have our panelists share their thoughts on how should we think about Inflation, Deflation, Reflation? Please enjoy! Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter.com/Steven_Kiel Website: https://www.arquitos.com/ Gary Ribe, Accretive Wealth Partners Twitter: https://twitter.com/enterprisinginv Website: http://inthemarkettrenches.podbean.com/
For this episode of The Investors Roundtable (#33), inspired by last week's show covering the 2020 Berkshire Letter to Shareholders, I wanted to chat with our panelists about what it means to be an ultra long-term investor, meaning, investing and holding a company for 10, 15, 20+ years. We chat about everyone's criteria, mindset - really cover everything you want to know to be this type of investor. Please enjoy! Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Jason Hirschman, Private Investor/MicroCapClub.com Contributor Twitter: https://twitter.com/EightTrack180 Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter.com/Steven_Kiel Website: https://www.arquitos.com/
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian believes that the current gold price is not factoring in significant inflation expectation. He also discusses the topic of a stock market bubble popping in historical perspective. Adrian shares some global investment themes he likes now. He also answers the question of whether we can see a commodity super-cycle coinciding with a prolonged global economic contraction. Adrian also discusses what AISC he likes in gold projects. Furthermore, he shares his approach to litigation plays in the mining sector and his thoughts on EV forecasting and how it would affect future copper demand. 0:00 Introduction 0:29 How much anticipated inflation is built into the current gold price? 2:45 Why investors pour into gold 5:57 The popping of a stock market bubble 10:13 Decline of dollar to prick this stock market bubble? 12:27 Global investment themes Adrian likes 17:23 Can there be a commodity super-cycle coinciding with a prolonged global economic contraction? 24:48 Only invest in gold companies with AISC lower than $1,200/oz? 27:11 Litigation plays in mining sector 30:59 EV forecast? http://www.adriandayassetmanagement.com/ Sponsor info: https://osinoresources.com/ https://www.dorecopper.com/en/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
For this episode of The Investors Roundtable (#23), we cover Mergers and Acquisitions. A couple big deals were announced/finalized this week in large cap space - Salesforce buying Slack, Uber finalized purchase of Postmates, and our panel discusses M&A in general, what makes good and bad deals, why some deals succeed while others don't work out, our opinion on some of the best deals of the last 20 years, as well as focus on strategies around: Revenue, Technology, People, Customers, Location, Distribution; avoid pressure to act, no falling into the "hot money" trap. Please enjoy! ***ORIGINALLY PUBLISHED ON December 4, 2020 on the SNN Network YouTube Channel*** Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter.com/Steven_Kiel Website: https://www.arquitos.com/ Kevin Shea, Full-time Private Investor/MicroCapClub Contributor Twitter: https://twitter.com/thegoodprick
Synergy Traders #26.16: This Gold Bull Market has Just Begun with Adrian Day of AdrianDay.com (first time guest!) Recorded on December 22nd as part of the "Synergy Traders #26: Commodities Trading and Investing 2020 Conference, Day 2" event, hosted by TradeOutLoud and TimingResearch. The full event video/podcast series and presentation notes are available here:https://timingresearch.com/blog/2020/synergy-traders-26-commodities-trading-and-investing-2020-conference-day-2/ Terms and Policies:https://timingresearch.com/policies/
For Episode 18 of The Investors Roundtable, we thought we would take stock of where are economy is right now, as best we can. With the election coming up this week, our panel describe where the nation is currently at economically, as well as provide some historical perspective with other republics, nations, societies in similar economic circumstances. From there, Adrian and Gary discuss various scenarios - what various outcomes of the election could mean, current fed policy impacts, and much more. If you want a lesson on economic history and some opinions on where do we go from here, tune in. Please enjoy! ***ORIGINALLY PUBLISHED ON October 30, 2020 on the SNN Network YouTube Channel*** Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Gary Ribe, Accretive Wealth Partners Twitter: https://twitter.com/enterprisinginv Website: http://inthemarkettrenches.podbean.com/
In this Episode of The Investors Roundtable (Episode 13!), we have a great topic for you today that touches on themes we've discussed on here before, but it was time to dedicate a full episode to (sent in again by "Trosclair" @mictros on Twitter): "What truly defines good management (CEOs, CFOs, COOs), how to spot these characteristics and where it can be seen translated on the P&L and Balance Sheet". Thank you for watching and please enjoy! ***ORIGINALLY PUBLISHED ON September 25, 2020 on the SNN Network YouTube Channel*** Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Shelly Kraft, SNN Incorporated Website: https://stocknewsnow.com/ Kevin Shea, Full-time Private Investor/MicroCapClub Contributor Twitter: https://twitter.com/thegoodprick
In Episode 7, our panel discussed technology, SaaS models, Future of Food Delivery, Why Gold is Reaching All Time Highs, Asteroid Mining and of course, Kodak. ***ORIGINALLY PUBLISHED ON August 7, 2020 on the SNN Network YouTube Channel*** Joining us today was: Adrian Day, Adrian Day Asset Management Website: http://www.adriandayassetmanagement.com/ Steven Kiel, Willow Oak Asset Management / Arquitos Capital Twitter: https://twitter.com/Steven_Kiel Website: https://www.arquitos.com/ Alex Rubalcava, Stage Venture Partners Twitter: https://twitter.com/AlexRubalcava Website: https://www.stagevp.com/
In Episode 3, our panel discussed Tesla valuation and how it affects the overall market, EV market, are we in a mania, MicroCap Gold stocks and US presidential election ramifications.***ORIGINALLY PUBLISHED ON July 10, 2020 on the SNN Network YouTube Channel***Subscribe to SNN Network: http://bit.ly/1Q5YfymJoining us today was:Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/Steven Kiel, Willow Oak Asset Management / Arquitos CapitalTwitter: https://twitter.com/Steven_KielWebsite: https://www.arquitos.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.com/Kevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprick
Recorded October 22, 2020 Adrian Day is the president and CEO of Adrian Day Asset Management Contact: http://adriandayassetmanagement.com The Show: Albert Lu is the creator and host of The Power & Market Report, a market news and opinion videocast. Send your comments and questions to Albert on social media: Twitter: @albertklu Instagram: /powerandmarket http://albertklu.com
The Investors Roundtable, hosted by Robert Kraft, is a show where investors meet to talk about finance and investing topics and share their insights with other panelists and....you! Every week, you never know who might be joining our panel or what topic will be discussed - just have to tune in every Friday to find out. Subscribe to SNN Network: http://bit.ly/1Q5Yfym In Episode 1, our panel discussed the global investing climate, as well as the Robinhood Effect on MicroCap stocks.***ORIGINALLY PUBLISHED ON June 26, 2020 on the SNN Network YouTube Channel***Joining us today was:Thomas Bachrach, PFH CapitalTwitter: https://twitter.com/PFHCapitalWebsite: https://www.pfhcap.com/Adrian Day, Adrian Day Asset ManagementWebsite: http://www.adriandayassetmanagement.com/Sam Namiri, Ridgewood InvestmentsTwitter: https://twitter.com/snamiriWebsite: https://www.ridgewoodinvestments.com/Yaron Naymark, 1 Main CapitalTwitter: https://twitter.com/1MainCapitalWebsite: https://www.1maincapital.com/Kelvin Seetoh, Slingshot CapitalTwitter: https://twitter.com/SlingshotCapKevin Shea, Full-time Private Investor/MicroCapClub ContributorTwitter: https://twitter.com/thegoodprickMark Tobin, Coffee MicroCapsTwitter: https://twitter.com/mtobinwexWebsite: https://www.coffeemicrocaps.com/
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian shares that he believes the senior gold stocks are currently very undervalued. He also addresses the online rumor that he has been unloading his Vista Gold Corp. position. Adrian provides his reflections on the recent Beaver Creek Precious Metals Summit and Denver Gold Forum. He discusses the mass issuance of junior mining shares during the past six months and encourages junior mining speculators to have caution before giving management teams your money. Adrian, furthermore, speaks about the gold producers’ upcoming Q3 earnings reporting as well as shares his thoughts about discerning the top of this gold cycle. 00:00 Introduction 1:40 Beaver Creek Precious Metals Summit & Denver Gold Forum 3:00 Addressing rumor that Adrian has been selling Vista Gold Corp. 6:18 Have you sold any long-term gold stock holdings recently? 9:16 Commentary on large issuance of junior mining shares last 6mos 12:28 Discussing private placements and warrants 16:01 Gold producers’ Q3 earnings 17:56 Senior gold producers are very undervalued 21:43 Discerning the top of this gold cycle http://www.adriandayassetmanagement.com/ Sponsor info: http://www.orefinders.ca/ https://osinoresources.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian shares concerning gold stocks that “the risk in a bull market is tilted towards missing out rather than overpaying.” Thus, gold investors need to be willing to pay up for quality gold stocks. He provides commentary on Evrim Resources’ proposed merger with Renaissance Gold and why he views this positively. Adrian also discusses several current issues occurring within the gold mining sector. 0:00 Introduction 1:29 Evrim Resources and Renaissance Gold’s proposed merger 6:58 Frequent obstacle to mergers 8:36 Mining executives that are involved in too many companies 11:47 Chinese state-backed miners buying western gold projects 14:09 Near-term or new producers to be bought out soon? 16:45 Be Willing to Pay up for Quality Gold Stocks in This Bull Market 20:00 Hedging your gold equities at all? 22:00 Any major gold producers hedging now? 24:01 Feedback from Adrian’s clients http://www.adriandayassetmanagement.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
www.resource-insider.com ***EPISODE 22*** Adrian Day is a generalist asset manager with a long-term value approach to allocating capital. In this episode, Jamie and Adrian talk about why Adrian sees more value in gold equities than any other asset class. In this discussion, they discuss about how Adrian's investment philosophy has evolved over the last 30 years. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast/resource-insider-podcast/id1395299172 Spotify: https://open.spotify.com/show/3ntPCBkRwozitGOXcscwu6?si=AubqLb85SlWuRon-XD8TRg Youtube: https://www.youtube.com/channel/UC_njmAj3pzvr8JvkW8yjoaA?view_as=subscriber Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***RI QUARANTINED*** A special edition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian shares a couple of his favorite investing ideas outside of the mining sector as well as some of his current favorite royalty company investment opportunities. He discusses the state of the economy and the ramifications of the current, government-mandated shut down. Adrian also offers his thoughts on the oil market and what type of oil company would be the safest bet for an oil rebound. Furthermore, he also provides his updated thoughts on base metals as a result of the current crisis’ impact. 0:15 Introduction 1:10 Best investing opportunities outside of the mining sector now? 7:41 Discussing the current economic situation and its ramifications 14:01 Should the government be bailing out big businesses? 16:15 Oil stocks: are you bullish or bearish right now? 21:11 Updated base metals outlook as a result of this crisis 23:40 Royalty company investments Adrian likes now 26:57 Feedback from Adrian’s clients http://www.adriandayassetmanagement.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and fund manager. In this interview at PDAC 2020, Adrian shares his commentary on the gold and resource sector and his observations at PDAC. He discusses at what point gold royalties could be considered overvalued as well as how to value a single asset producer. Also, Adrian shares why he believes it is a big mistake for the major miners to be boosting their dividends right now. 0:15 Introduction 1:08 Adrian’s clients’ responses to recent sell-off 2:44 Base metals commentary 3:54 At what point do gold royalties become overvalued? 7:36 How to value small, single asset producers 9:06 Commentary on mid-tier miners 10:26 Are major miners giving away dividends too early? 13:02 ESG issues overemphasized? 14:40 PDAC observations Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Check out Brian Leni’s newly-launched subscription service: https://www.juniorstockreview.com/premium-subscription/ At checkout use code “Powers” for a 40% discount offer which is good for March 2020 only. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
We had a break-through in gold, which I predicted could happen. That means there's a very good chance gold is done going down. All signs point to a big bull market in gold and the window of opportunity to get in on it may be closing rapidly. While recording this podcast, reports of a U.S. airbase in Iraq under attack from Iranian missiles launched gold above $1,600. It's amazing how little people understand about how well gold mining stocks are performing. While the S&P has returned 72% over the past 4 years, GDX has returned 125% over the same period. Over the past 5 quarters, S&P is up 12% while GDX is up 58%. You won't hear any of that on CNBC. I think the best way to gain exposure to gold mining stocks is to buy the Euro Pacific Gold Fund (EPGFX), managed by the expert, Adrian Day. Morning Star gave the Euro Pacific Gold Fund 5 stars and it's been the number 1 performing gold fund from 2013 to 2018. The fund is also rated to have above average returns and below average risks, making it one of the smartest investments you can make right now. Videos to watch: Peter Schiff at Occupy Wall Street "I am the 1%. Let's Talk" Democrats: Let's Ban Profits 2006 Mortgage Bankers Speech Walmart Shoppers Support Everyday High Wages Is a College Degree Worth the Cost? You Decide Peter Schiff Argues Against 3 Typical Liberals (my last appearance on CNN) Mr. Schiff Goes to Washington (first Congressional testimony) Mr. Schiff Returns to Washington (second Congressional testimony) Peter Schiff Stand-up Comedy .
We had a break-through in gold, which I predicted could happen. That means there’s a very good chance gold is done going down. All signs point to a big bull market in gold and the window of opportunity to get in on it may be closing rapidly. While recording this podcast, reports of a U.S. airbase in Iraq under attack from Iranian missiles launched gold above $1,600. It’s amazing how little people understand about how well gold mining stocks are performing. While the S&P has returned 72% over the past 4 years, GDX has returned 125% over the same period. Over the past 5 quarters, S&P is up 12% while GDX is up 58%. You won’t hear any of that on CNBC. I think the best way to gain exposure to gold mining stocks is to buy the Euro Pacific Gold Fund (EPGFX), managed by the expert, Adrian Day. Morning Star gave the Euro Pacific Gold Fund 5 stars and it’s been the number 1 performing gold fund from 2013 to 2018. The fund is also rated to have above average returns and below average risks, making it one of the smartest investments you can make right now. Videos to watch: Peter Schiff at Occupy Wall Street "I am the 1%. Let's Talk" Democrats: Let’s Ban Profits 2006 Mortgage Bankers Speech Walmart Shoppers Support Everyday High Wages Is a College Degree Worth the Cost? You Decide Peter Schiff Argues Against 3 Typical Liberals (my last appearance on CNN) Mr. Schiff Goes to Washington (first Congressional testimony) Mr. Schiff Returns to Washington (second Congressional testimony) Peter Schiff Stand-up Comedy .
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian states that he believes that gold is the best risk-reward investment option right now. He provides commentary on the state of the gold mining industry and analysis of the 2019 major gold miner merger and acquisition activity. Adrian also shares his thoughts regarding what he is bullish on other than gold and copper. 0:05 Introduction 1:34 What does 2019 M&A activity indicate about where we are in the gold cycle? 5:20 Peak gold? 7:02 Major gold miners competing with ETFs for generalist investor dollars? 14:07 Newmont Goldcorp’s $1B share buyback 15:34 Downside to investing in smaller developers in light of Barrick’s desire for massive projects? 18:44 Kirkland Lake’s buying of Detour Gold 20:23 What are you bullish on other than gold and copper? Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Policies that disregard the risks of loose credit such as quantitative easing and modern monetary theory are all the rage nowadays, but there is no such thing as a free lunch. Asset manager Adrian Day argues the 2008 bailout of Wall Street has inflated the stock market and deepened the divide that is corroding our social fabric. The Federal Reserve and economists have begun realizing this, but no one is willing to make the hard choices to correct course. As for our weekly interview with the Discovery Group, the CEO of Bluestone Resources, Darren Klinck, joins us for an update on their promising Guatemalan gold project. Show notes: http://goldnewsletter.com/podcast/modern-monetary-theory-inequality/
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian shares key takeaways from the Beaver Creek Precious Metals Summit and Denver Gold Forum. He also addresses CPM Group CEO Jeffrey Christian’s recent statement that the junior mining sector is dead. Adrian discusses Osisko Gold Royalties’ purchase of Barkerville Gold Mines and offers his thoughts on how he’s managed his gold portfolio in the past five months. 0:05 Introduction 2:02 Key observations from Beaver Creek Summit and Denver Gold Forum 11:21 Is junior mining dead? 16:10 Osisko Gold Royalties purchase of Barkerville Gold Mines 18:41 How have you managed your gold portfolio in past 5 months? 21:32 Gold bull market without industrial metal bull market? 22:44 Overlooked commodity you are bullish on now? Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
In this episode you will hear from three expert presenters from our recently hosted Live Investor Summits. Gold analyst Craig Hemke of TF Metals Report begins by discussing how the set up for gold today resembles that which occurred in 2010. Then Collin Kettell of Palisade Global gives a compelling presentation regarding why you should be investing in uranium equities. Finally, respected author and fund manager Adrian Day shares about why gold royalty companies make a wise investment. Make sure you are on our email list to receive invitations to our upcoming Live Investor Summits. You’ll hear expert presenters as well as learn about quality mining investment opportunities. At the end of each webcast event we have a live Q & A session with the mining company management that presented. Sign up here: http://eepurl.com/cHxJ39 0:05 Introduction 1:04 Craig Hemke 14:30 Collin Kettell 38:18 Adrian Day The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian shares regarding his observations from PDAC 2019 and where he thinks will be the best investment opportunities as a result of the recent wave of major miner mega mergers. Adrian also discusses the Vale tailings damn collapse, copper’s supply and demand fundamentals and the state of mining finance. Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
Sprott Natural Resources Symposium, Adrian Day, CEO of Adrian Day Asset Management and editor of Global Analyst, joined Sprott's Rick Rule to discuss the investing landscape. The countdown to the annual gathering in Vancouver is only five months away and plenty of risk is on the horizon.
Sprott Natural Resources Symposium, Adrian Day, CEO of Adrian Day Asset Management and editor of Global Analyst, joined Sprott's Rick Rule to discuss the investing landscape. The countdown to the annual gathering in Vancouver is only five months away and plenty of risk is on the horizon.
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian shares key takeaways from 2018 that affect the resource sector and offers his commentary on the Barrick-Randgold merger and its significance. Adrian also provides general insights on mergers and acquisitions within the mining sector, what he looks for in a junior royalty company, and his outlook on copper and copper mining stocks. Dispersed throughout the interview, Adrian discusses five mining stocks that he likes and which he thinks present an exceptional investment opportunity right now. 0:05 Introduction 1:26 Key takeaways from 2018 that impact the resource sector 4:19 Commentary on the Barrick-Randgold merger 6:45 Further commentary on mergers & acquisitions within the mining sector 10:18 Will investing in potential M&A takeout targets be the best mining investment strategy for 2019? 11:50 Discussion of some of Adrian’s favorite mining stock investments right now 14:32 What to look for in a junior royalty company investment 19:10 Discussion regarding sub-$500M market cap royalty companies 23:02 Thoughts on the current copper market & opportunities in copper stocks 30:01 Is a negative outcome of the USA/China trade dispute already priced into copper stocks right now? Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education LLC has not received compensation from the companies Adrian Day favorably discussed in this interview. The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.
For this episode of the Planet MicroCap Podcast, I spoke with Adrian Day, Chairman and CEO of Adrian Day Asset Management. We first met Mr. Day in 2017 at the Sprott Natural Resource Symposium, and we have done two video interviews with him discussing his viewpoints on geopolitics and natural resource investing. I wanted to do an interview with Mr. Day on the podcast to get a deeper understanding of his investing philosophy and process. On his website, he outlines how he and his firm don’t just focus on resources – they also focus on value and global opportunities. The latter of which I wanted to understand a bit further because we have not covered this topic in depth. The goal for this episode is learn more about Mr. Day’s approach to analyzing and investing in global markets. Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market - check out the latest issue here: MicroCap Review Fall 2018 You can follow the Planet MicroCap Podcast on Twitter @BobbyKKraft, and you can also listen to this interview on StockNewsNow.com For more information about Adrian Day and Adrian Day Asset Management, please visit: www.adriandayassetmanagement.com
In Gold, Silver and Bitcoin We Trust – The Goldnomics Podcast – Episode 5 In this the fifth episode of the Goldnomics Podcast we interview Ronald-Peter Stoferle, partner at the asset management firm Incrementum in Lichtenstein and author of the well respected and annual publication of the gold industry report; “In Gold We Trust”. Ronni has identified 3 key “Tides of change” that will impact the financial markets and gold over the coming years. In this episode Stephen Flood, CEO of GoldCore and GoldCore's Research Director and world renowned precious metals commentator Mark O'Byrne are once again joined by Dave Russell to discuss with Ronni his report and what this will mean for the gold price. Have we expected too much of gold over the past few years? What will be the catalyst the changes the sentiment for gold? Is this the perfect time to buy gold while it is relatively cheap? Why is Bitcoin stealing gold’s lustre? What is the best way to own and hold gold to hedge and protect your portfolio? What is the best allocation to gold for your portfolio? Why will 99.9% of crypto-currencies fail over the next few years? What effect will China have on the dollar and on the gold price? These are just a few of the questions that we will be answering in this episode of The Goldnomics Podcast Listen to the full episode or skip directly to one of the following discussion points: 1:11 Introducing our special guest Ronald Peter Stoferle of Incrementun and author of the well-respected report “In Gold We Trust”. 2:26 The 3 tides of change that we are seeing in financial markets 3:07 The Monetary Policy Tide – The end of the party 3:58 The deflationary effect of the monetary policy changes 4:40 Why quantitive tightening will have negative effects for asset values 4.59 The second tide - The De-Dollarization the financial markets 6:08 The Crypto-currency Tide 9:02 The monetary policy versus the monetary order and the elephant in the room 9:50 The flip side of “The Everything Bubble” 10:45 The monetary order 11:30 The only way to get ourselves out of our current economic and financial problem 11:50 The “Pandora’s Box” of liquidity 12:35 Some people are not seeing the benefit of “The Everything Bubble” 13:25 Gold will protect the investor from what is to come 14:55 How the monetary tide will affect the gold price 15:45 Are we expecting too much from gold at the moment? 17:25 When the headwind from asset markets become a tailwind, gold benefits 18:00 Why the current correlation between equities and bonds could be positive for gold when the tides turn 20:20 What allocation to gold is recommended in these markets? 22:20 “Nobody cares about gold at the moment…… that’s why you should have a close look at gold” 23:15 The collapse in Google searches for “Buy gold” versus “Buy Bitcoin”, shows the sentiment is negative towards gold 24:30 No strong opinion from analysts on gold versus 2008, and why this is a positive indicator for gold 26:30 Is currency competition a good thing for the market? 27:45 Why 99.9% of crypto-currencies are bogus and will be wiped out in the next few years. 28:45 The need for efficient payment technology and how we’ve lost faith in government money 29:45 How central bankers are acting like taxmen and abused their position 31:30 The Gold/Crypto cross-over and what that might mean for the future of money 31:50 The best way to own and hold gold – a gold ETF in a big Wall Street bank – REALLY?? 32:30 The only way to hold gold for insurance and hedging purposes 33:10 The important considerations when choosing how you own and hold gold 34:30 Crypto bullion will do well in the future 34:45 Why the notion that Bitcoin is a store of value is nonsense! 37:15 Renminbi backed oil contracts what effect will this have on for the future? Are they moving in to reserve currency status? 38:30 The dying petro-dollar versus a rising Renminbi all part of the de-dollarization of world markets. 40:00 The flow of gold from East to West, what does this mean? 41:05 Are the rising geopolitical tensions a result of the fundamental flaws of our currency system? 41:45 Can we trance the route of our currency problems back to 1971 and the actions of Richard Nixon? You can download the “In Gold We Trust” report here: https://news.goldcore.com/us/gold-blog/in-gold-we-trust-3-important-factors-leading-to-the-turning-of-the-monetary-tides/ Or you can follow them on Twitter here: https://twitter.com/IGWTreport People mentioned in this podcast Ronald-Peter Stoeferle - https://twitter.com/RonStoeferle Mark Valek – Co-Author of “In Gold We Trust” - https://twitter.com/MarkValek Adrian Day - www.adriandayassetmanagement.com/ Friedrich von Hayek - https://twitter.com/FriedrichHayek Make sure you don't miss a single episode...... Subscribe to the Goldnomics Podcasts on iTunes, Soundcloud, or YouTube: https://itunes.apple.com/ie/podcast/goldnomics/id1328292057 https://soundcloud.com/goldcore-381451255 https://YouTube.com/user/GoldCoreLimited Follow us on social media: GoldCore on Twitter: https://twitter.com/goldcore GoldCore on Facebook: https://www.facebook.com/GoldCore/ GoldCore on Linkedin: https://ie.linkedin.com/company/goldcore Visit our website at: https://www.goldcore.com
Adrian Day is a money manager who describes the current economic environment as akin to "Alice in Wonderland." Not only are governments offering and selling bonds of very long terms at absurdly low rates, an enormous amount of capital is tied up in bonds earning negative yields. You don't have to follow the herd down this road to ruin. Show notes: https://goldnewsletter.com/podcast/find-yields-in-a-low-interest-world/.
In this podcast, Adrian Day sits down with Bill Powers at PDAC 2017 to discuss the current global and commodities markets. Adrian is Chairman and CEO of Adrian Day Asset Management, a registered Investment Advisory firm. He is also editor-in-chief of Global Analyst, an e-mail newsletter published by Investment Consultants International, Ltd. www.adrianday.com 0:40 Investor Sentiment at PDAC 2017 1:05 Overall Commodities Market 2:10 Copper #1 other than precious metals 2:20 Lithium, Graphite, Rare Earth’s are too speculative 3:20 Uranium Market: Shares have moved too far too fast 6:15 Is a 21,000 Dow sustainable? 8:00 Trump protectionist policies would be bad for the markets 9:35 Adrian’s thoughts on gold and silver 13:00 Adrian’s information
Interest rates have been near 0% for almost eight years now and we have printed trillions of dollars into the economy since 2008! Negative interest rates are happening all over the world… What does all this really mean!? Where is the U.S. economy going? Are we really in a recovery like Federal Reserve Chairwoman Janet Yellen says? Is gold a good place to put money even after the 25% rally just this year? Don’t miss this panel discussion with top Austrian economists from FreedomFest 2016 where these questions and more are answered!
. The post Freedom Fest with Max Borders, Vit Jedlicka, & Adrian Day appeared first on RealClear Radio Hour.
Adrian Day, Greg Johnson, Gene Epstein, David Jensen and Daniel McAdams return. The global economy is increasingly built on the quicksand of zero interest rates. Rampant manipulation is destroying capitalism, our economic prosperity and threatens equity and bond market crashes. As a result financial markets are increasingly shaky. We'll ask Adrian where he is putting his clients' money to preserve and increase their wealth. Perhaps one answer is platinum and palladium, two metals that look long term bullish. Johnson's Wellgreen Platinum project in Canada is an evolving world class source for these must have metals. He will update us on the progress of that project which is also a favorite of your host. In the second hour, Gene will talk about his Yom Kippur sin-atonement Barrons article and the next NYC Junto. Jensen will update us on precious metals market manipulation and McAdams will provide his insights from the perspective of the Ron Paul Institute for Peace and Prosperity.
Paul van Eden and Adrian Day are this week's main guests. The Western world is mired in debt at a time when nearly as many people vote for a living as work for a living. But the Piper is asking to be paid and that isn't going over very well. Even early calls for austerity are leading to riots. And a continuation of failed Keynesian policies guarantee conditions will only get worse in the longer term if not immediately. Economically, BRIC countries, headed by China have seen incomes rise dramatically over the past decade. Can surging growth in those economies continue and if so can they create global demand sufficient to revive the western world? Or, will the West continue to engage in excessive consumption guaranteeing a continuing plunge of the middle class and quality of life for everyone? How best to invest in this environment? Will gold be a savior or will its confiscation negate that strategy? COMPANY INTERVIEW - David M. Cole, Pres. and CEO of Eurasian Minerals Inc.
Paul van Eden and Adrian Day are this week's main guests. The Western world is mired in debt at a time when nearly as many people vote for a living as work for a living. But the Piper is asking to be paid and that isn't going over very well. Even early calls for austerity are leading to riots. And a continuation of failed Keynesian policies guarantee conditions will only get worse in the longer term if not immediately. Economically, BRIC countries, headed by China have seen incomes rise dramatically over the past decade. Can surging growth in those economies continue and if so can they create global demand sufficient to revive the western world? Or, will the West continue to engage in excessive consumption guaranteeing a continuing plunge of the middle class and quality of life for everyone? How best to invest in this environment? Will gold be a savior or will its confiscation negate that strategy? COMPANY INTERVIEW - David M. Cole, Pres. and CEO of Eurasian Minerals Inc.
Adrian Day joins us for a second time. His book titled “Investing in Resources” lays out some very promising ways to profit from commodities at a time when a major portion of the world's population is achieving middle class status. With it comes expectations for modern conveniences and a lifestyle that demands much higher per capita consumption of energy and the world's materials in general. Against that major trend, however, is the current massive deleveraging of debt mostly from the developed world. How will this shake out and in the process and how can we make money investing in resources? Adrian Day will be with me to discuss this issue. Also Cathy Fong, of Lucky Strike Resources with a ½ billion tonne coal resource will join me. Visions of coal turned into numerous commodities such as diesel fuel, natural gas, urea and ammonia will be discussed. The show will be aired from Zurich, Switzerland so I may have a surprise guest or two and/or my partners Roger Wiegand and Chen Lin.
Adrian Day joins us for a second time. His book titled “Investing in Resources” lays out some very promising ways to profit from commodities at a time when a major portion of the world's population is achieving middle class status. With it comes expectations for modern conveniences and a lifestyle that demands much higher per capita consumption of energy and the world's materials in general. Against that major trend, however, is the current massive deleveraging of debt mostly from the developed world. How will this shake out and in the process and how can we make money investing in resources? Adrian Day will be with me to discuss this issue. Also Cathy Fong, of Lucky Strike Resources with a ½ billion tonne coal resource will join me. Visions of coal turned into numerous commodities such as diesel fuel, natural gas, urea and ammonia will be discussed. The show will be aired from Zurich, Switzerland so I may have a surprise guest or two and/or my partners Roger Wiegand and Chen Lin.
Adrian Day is our special guest this week. With high growth rates in emerging market countries like China, India and other highly populated, underdeveloped countries, billions of people who have been living in poverty are now aspiring for middle class comforts that require huge amount of energy consumption. Likewise large amounts of metals and materials are also required to provide transportation and appliances. At the same time, the world is awash in debt, which threatens us with the potential for massive credit deflation, continuing high levels of unemployment and decreased incomes for people living in the Western world. On balance, will these counter trends offset one another? Or will growth in the underdeveloped world continue to overwhelm a declining western economy causing not only metals prices but also food prices to boom? Mr. Day's book, Investing in Resources, will help us learn how to profit from these trends without encumbering ourselves with too much risk.
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