Adrian Day: Gold Is Still The Best Risk-Reward Investment Out There!

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Apr 21, 2025

Adrian Day, CEO of Adrian Day Asset Management, specializes in gold investments and manages Peter Schiff's Europe Pacific Gold Fund. He shares why he believes gold is the top investment choice for 2025, citing factors like central bank demand and the impact of U.S. debt policies. Adrian discusses the undervaluation of gold mining stocks and how they are set to rebound. He also explains his strategy for allocating a significant portion of portfolios to gold and the promising potential of junior miners in this shifting landscape.

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INSIGHT

Gold's Strong Risk-Reward Profile

Gold offers the best risk-reward profile over the next few years and acts as a solid counterweight in portfolios.
Even conservative global accounts hold about 30% gold due to growing economic imbalances.

INSIGHT

Non-Traditional Gold Drivers

Central banks and Asian investors are major drivers behind gold's rise, motivated by geopolitical and financial concerns rather than traditional economic factors.
Gold demand from North America remained low due to strong stock markets and a firm dollar until recently.

INSIGHT

U.S. Debt Crisis Looms

The U.S. budget deficit has ballooned to $2 trillion, threatening fiscal stability and reducing long-term foreign bond buyers.
Missed opportunities to issue long-term debt at low rates worsen funding challenges, risking a fiscal crisis.

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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

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