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Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Day sees the recent weakness in oil as a potential buying opportunity, particularly if a peace deal triggers a further short-term drop. He argues that beyond temporary disruptions, the underlying supply picture is bullish because oil has been chronically underinvested for years. With US shale production peaking and no clear new major source of global supply to meet consistent demand growth, he views a sustained move above $150 per barrel as a plausible base case. He is waiting for exaggerated drops in oil stocks to build positions, favoring companies with strong balance sheets. Broadening the discussion to the wider commodity complex, Day notes that resource stocks are near 100-year lows relative to the equity market. He identifies a long-term cycle shift where foreign markets are beginning to outperform the US after 15 years of underperformance, a trend he expects to continue for years. This rotation out of large-cap US tech into international value creates opportunities in deeply undervalued markets like the UK, Hong Kong, and Singapore. Regarding precious metals, Day believes gold and gold stocks currently offer the best risk/reward. Central bank and institutional buying remains price-agnostic and robust, driven by a strategic desire to diversify away from the dollar. While short-term interest rate narratives have held back some buyers, he argues that an eventual peace deal would allow rate cuts, which is very positive for gold. Valuations across royalty companies and mid-tier producers are historically attractive on free cash flow metrics. He advises clients with existing large allocations to hold firm, while those new to the sector should consider building substantial positions. Overall, Day sees gold as the best commodity to own now, even as other hard assets may eventually begin to outperform within the broader cycle. Timestamps: 00:00:00 – Introduction 00:00:43 – Oil Supply Disruption Analysis 00:02:51 – Oil Price Projections Scenarios 00:11:05 – Oil Producers Valuations Review 00:15:47 – Fertilizer and Commodity Disruptions 00:21:45 – Gold and Silver Stocks Outlook 00:23:00 – Foreign Markets Outperformance Trends 00:30:30 – Gold Risk Versus Reward 00:39:00 – Gold Miners Valuations Discussed 00:47:40 – Silver Market Analysis Today 00:49:30 – Commodity Super Cycle Thesis 00:55:00 – Coal and Supply Security 00:57:30 – Concluding Thoughts 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 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.
Adrian Day breaks down why gold can fall during war, how liquidity crises distort markets, and why the U.S. dollar is still acting as a safe haven.#gold #inflation #dollar ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration. 00:00 Intro 00:29 War Iran and 70s Echoes 01:42 Why Gold Shrugs Off War 04:12 Long Term Gold Bull Case 04:49 Oil Setup and ESG Headwinds 07:31 Stagflation Jobs and Spending 13:57 Inflation Reality Check 16:00 Commodities and Supply Cycles 18:27 Copper Shortage and Substitution 20:14 EVs Data Centers Demand Debate 25:11 Copper Investing and Recycling 28:00 How to Play Gold Stocks 35:37 Lara Exploration Thesis 39:44 Website Resources and Wrap Up https://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. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. 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/
Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The discussion centers on the current state of gold, silver, and global commodities markets, with Day providing deep insights into current investment trends and opportunities. Day remains bullish on gold, citing historical market cycles and key buyers like central banks and Tether. He notes that central banks are actively diversifying away from the US dollar due to concerns about government profligacy and potential asset weaponization. The trend of dollar reserve reduction has been ongoing for years, accelerated by events like the confiscation of Russian central bank assets. Regarding silver, Day sees potential but with more risks compared to gold. He highlights a genuine physical deficit in the silver market and increasing demand from sectors like solar panel manufacturing. However, he cautions that high prices might incentivize manufacturers to seek more efficient alternatives. In the broader commodity complex, Day finds significant value opportunities. He points out that commodities are trading near 100-year lows relative to financial assets, with underinvestment in sectors like oil, gas, and copper creating potential for price appreciation. He emphasizes the long lead times for new commodity projects and the challenges of rapidly increasing production. Day’s investment approach focuses on global markets, with a current preference for reducing US exposure and exploring opportunities in markets like Britain, Singapore, and Hong Kong. He remains particularly interested in gold mining stocks, especially mid-tier producers in stable jurisdictions. Timestamps: 00:00:00 – Introduction 00:00:50 – Bullish Case for Gold 00:01:58 – Gold Market Cycles 00:04:04 – Central Bank Buying Reasons 00:10:27 – Tether Gold Stablecoin 00:14:10 – Dollar Reserve Decline 00:18:08 – Gold Settlement Potential 00:22:33 – Silver Market Insights 00:30:20 – Commodity Value Opportunities 00:38:20 – Gold Mining Investments 00:45:24 – Other Commodities Analysis 00:50:53 – Oil and Gas Plays 00:53:52 – Concluding Thoughts 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 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.
Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. In this in-depth conversation about precious metals and commodities, Day provides a comprehensive analysis of the current gold and broader investment landscape. Day remains highly bullish on gold, arguing that all fundamental drivers supporting gold’s recent rise remain intact. He highlights central bank purchasing, currency debasement concerns, and potential future Federal Reserve policies as key factors. While acknowledging gold’s recent price movements, he believes the market is far from reaching its peak and anticipates significant potential for further appreciation. Discussing the generalist investor market, Day notes that North American investors have historically maintained low gold allocations, typically around 2%. He suggests that as economic conditions become more favorable—including lower interest rates, weakening dollar, and increased market volatility—more generalist investors may enter the gold market. Regarding commodities, Day provides nuanced insights into potential investment cycles. He cautions against broadly labeling current trends a “super-cycle” but believes most commodity complexes are undervalued relative to financial assets. He emphasizes the importance of differentiating between individual commodities and focusing on sectors with potential supply constraints, specifically highlighting copper, uranium, and oil as promising areas. Day also discusses gold mining stocks, arguing that despite recent price increases, many large mining companies remain attractively valued. He sees significant potential in mid-tier miners and believes valuations remain compelling, particularly as gold reserves are revalued at higher prices. On broader economic trends, Day discusses the gradual shift away from dollar dominance, noting that while the US dollar remains central to global trade, its proportion of global reserves and trade settlements is declining. He anticipates this trend could incrementally benefit gold as an alternative asset. Timestamps: 00:00:00 – Introduction 00:01:15 – Bullish Case for Gold 00:03:49 – Gold Pullback Analysis 00:09:57 – Generalist Investors Shift 00:16:18 – Currency Debasement Trade 00:19:31 – Remonetization Thesis Discussion 00:22:32 – Silver Price Surge Drivers 00:31:22 – Valuing Gold Miners 00:35:32 – Mid-Tier Miners Potential 00:38:02 – M&A and Financing Health 00:40:10 – Commodity Super-Cycle Tease 00:47:36 – Oil and Gas Dynamics 00:51:15 – Concluding Thoughts 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 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.
Gold has been telling the truth before the Fed. With markets pricing in an 85% chance of a December rate cut and demand from central banks, Asia, and institutional money pushing gold above $4,150, Adrian Day breaks down what's really driving this move and why miners are still deeply undervalued.#gold #inflation #dollar ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
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-nowFinancial Sovereignty for Canadians" Fergus Hodgson: https://econamericas.com/financial-sovereignty-canadians/Canadian financial markets offer a wide range of opportunities for global investors. In this podcast episode, investment analyst Ian Madsen explains why mining, oil, and gas stocks often move differently than US equities. In other words, they deliver low betas, which is helpful for diversifying a portfolio. Madsen also explains two strategic moments to buy mining stocks.He shares lower-risk ways to gain exposure to mining assets and explains differences between the three major capital markets in Canada. Beyond commodities, Madsen highlights Canadian industries and companies that deserve fresh investor attention, including technology and manufacturing.For more insights in finance and economic intelligence and exclusive updates, subscribe to the Econ Americas Substack: https://econamericas.substack.com?utm_source=navbar&utm_medium=web
My emotions struck me during this show, since I care so much about Alberta sovereignty. To appear with Bruce Scholl of Unscrew the News and Nadine Wellwood, both people I admire, was a privilege, and I hope I provided momentum towards Alberta's noble cause.Let me provide here my own show notes: takeaways and resources. There were many more than eight to share, so I recommend people watch the full show (starting six minutes in).For those seeking mining stock recommendations, consider Adrian Day's Global Analyst newsletter. I read every edition, and I have negotiated a 10 percent discount for my readers. Use the FERG coupon code at AdrianDayGlobalAnalyst.com, or call +1 410-224-8885.* The path to a successful referendum cannot be rushed. There needs to be sufficient education and cultivated support before the vote.* Albertans are profoundly distinct from Canadians (although Saskatchewanians are similar to Albertans). Insults hurled at Albertans, in an attempt to intimidate them, only demonstrate the fact that we are not the same. Although I was not raised in Alberta, Calgary is my family home on my mother's side, and it is where my grandmother and many other relatives remain.* Bought-off regime media are not to be trusted. They are enemies of journalism and free thought, and we must continue to promote citizen journalism, such as Unscrew the News, and independent formal outlets such as the Western Standard.* Alberta independence must be a broad movement and will have to go through one of the major parties. My personal view is the United Conservative Party, with the right membership, can be that vehicle. The People's Party and the Libertarian Party, although upholding great ideas, have demonstrated the nigh impossible task of starting a successful new party without wasting resources and creating more enemies.* Ottawa loyalists will attempt to impose many roadblocks before the independence movement. These include throwing policy bones to soften sentiments, demonization via regime media and education, and overflowing the province with new arrivals to dilute support.* The right to bear arms is a litmus test of self-rule. It is a policy that sets Albertans apart, since they have a strong sense that they should be able to defend themselves and not wait for momma government to save them.* The referendum will succeed on provincial pride: the flag, the history, the shared values, the pioneer way of life. While the economic case for Alberta independence is overwhelming, the distinct identity will move hearts. An important case study is the Brexit campaign, which overcame the unwillingness of the UK political class to leave the European Union. The best book on this, that I know of, is All Out War: The Full Story of How Brexit Sank Britain's Political Class.* Albertans face two options: (1) remain straitjacketed in a parasitic Canada on the decline or (2) leave and forge their own path. The latter will stem from a rugged individualism that is alien to contemporary Canada. The Albertan psyche has a combination of classical liberalism, social conservatism, rural get-up-and-go, and entrepreneurial spirit. There is robust intellectual backing for Alberta independence. In particular, I recommend following:* the Haultain Research Institute;* the Alberta Prosperity Project;* Cory Morgan;* Michael Wagner.While I have only just started it, Nadine Wellwood's book, Alberta Rising, is now available on Amazon.ca and Amazon.com.If you would like to book a consultation with me, please sign up here. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit econamericas.substack.com/subscribe
Stijn Scmidt welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. In this comprehensive discussion, Day provides insights into the current precious metals market, highlighting several key trends and investment opportunities. Day argues that the fundamental reasons for gold investment remain strong, particularly from central banks and wealthy individuals concerned about fiscal instability. Central banks continue to diversify away from dollar assets, with dollar holdings in foreign reserves dropping from 75% to around 47.5% in recent years. This trend, coupled with geopolitical tensions and concerns about dollar weaponization, suggests continued gold purchasing. Regarding market dynamics, Day notes that generalist investors are beginning to show increased interest in gold. Recent data shows significant inflows into gold-related ETFs, with $3.3 billion entering the GLD in just one month. He believes the current economic environment - characterized by potential interest rate cuts, stubborn inflation, and a weakening dollar - creates an ideal scenario for gold investment. Day sees significant potential in gold mining stocks, arguing that despite recent price increases, valuations remain attractive. He highlights opportunities in both large-cap producers like Barrick and intermediate-sized companies like Equinox and B2. For silver, he suggests the market remains promising, with potential for meaningful price increases due to unique supply and demand characteristics. In the exploration and junior mining sector, Day sees substantial untapped potential. Many companies remain undervalued, and he believes the broader sector has yet to experience a significant uplift. He emphasizes the importance of patience and quality management when investing in exploration companies. Regarding other metals, Day expresses particular enthusiasm for silver and maintains a neutral stance on oil, preferring to focus on gold, silver, copper, and uranium. His investment approach remains globally diversified, sector-agnostic, and focused on understanding the fundamental value of potential investments.
Adrian Day and Trevor delve into the current state of the gold market, discussing price trends, potential pullbacks, and the influence of economic factors such as interest rates and Federal Reserve policies on the Gold Market. They explore the dynamics of gold equities and the challenges surrounding debt management and treasury issuance, providing insights into investment strategies within the mining industry.
“Tariffs, gold, and the great unraveling.” Adrian Day, CEO of Adrian Day Asset Management, joins Daniela Cambone at the Rule Symposium in Boca Raton to unpack the global crosswinds shaking the foundation of U.S. dominance. From Trump's new 10% tariff threats against BRICS-aligned nations to Powell's reluctance to cut rates, Day sees deep contradictions in U.S. policy — and a brewing inflection point for the dollar.He warns of a silent shift away from the dollar as a reserve currency, citing its sharp decline in central bank holdings, and points to record debt servicing costs as the real driver behind coming rate cuts. Amid shaky CPI data, political brinkmanship, and a confused Fed, Day argues gold remains the ultimate hedge. “The messaging is broken. The math is unsustainable. But the case for gold? Stronger than ever.”✅ FREE RESOURCESDownload the Ultimate Decision-Making Guide on Gold & Silver plus Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)
Tom Bodrovics welcomes back Adrian Day, CEO of Adrian Day Asset Management and Manager of the Euro Pacific Gold Fund, to discuss the economic and monetary landscape under President Trump's second term, the implications of tariffs, and the outlook for gold and other commodities. Adrian begins by addressing the potential impact of Trump's trade policies, particularly tariffs, on inflation and the global financial system. He argues that while tariffs are often seen as inflationary, they can be deflationary by reducing demand for certain goods. However, he warns that a weakening U.S. dollar and a potential loss of its reserve currency status could lead to higher inflation domestically, as dollars previously held abroad return to the U.S. Adrian emphasizes that while the U.S. dollar's dominance is not immediately threatened, Trump's policies could accelerate its decline, with significant consequences for the economy. The conversation then shifts to the U.S. debt market, where Adrian highlights the challenges of financing the growing deficit. He notes that major buyers of U.S. Treasuries, such as China and Japan, are reducing their holdings, and domestic buyers like regional banks and the Federal Reserve are also pulling back. This could lead to higher interest rates and increased pressure on the U.S. economy. Adrian predicts that the Federal Reserve may eventually return to quantitative easing (QE) to support the bond market, which would be bullish for gold. He also discusses the disconnect between gold prices and gold mining stocks, attributing it to the lack of participation from North American investors. However, he believes this is changing as economic conditions shift, with gold stocks offering significant value and expanding margins. Adrian also touches on other commodities, particularly copper and uranium, which he sees as critical for the global energy transition. He concludes by advising investors to focus on value rather than price, emphasizing that the gold market is still in its early stages of a bull run. Timestamps:0:00:00 - Introduction00:01:22 - Trump & U.S. Trade Policy00:06:30 - Multi Res. Currency World00:09:13 - A Bretton Woods Event?00:13:42 - Cad. Dairy & Tariffs00:15:57 - U.S. Economic Concerns?00:22:12 - U.S. Debt Global Outlook00:34:26 - Fed Rates & Q.E.00:40:20 - Gold & Market Participants00:45:28 - Gold Sentiment00:48:28 - Gold & Geopolitical Risk00:51:58 - Monetary Response & Gold00:54:39 - Gold Price & Mining Equities01:00:29 - GSR, Silver, & Cycles01:05:02 - Royalty Companies & Value01:07:30 - Capital & Explorers01:10:42 - Other Sectors/Countries01:16:12 - Concluding Thoughts 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 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.
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
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
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/ ------------
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
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
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
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 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.
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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 .
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