

How Trump Is Accelerating America’s Economic Decline - Ep 1035
Aug 11, 2025
A deep dive into the gold market reveals its dynamics amidst rising tariffs and economic policies. The potential of junior mining stocks shines as a strategic investment during market challenges. The discussion critiques the repercussions of past policies on U.S. tech and investment, urging a shift towards foreign equities and gold. As inflation impacts purchasing power, investors are cautioned against holding onto dollars. Exciting market insights and upcoming events are highlighted, making this a must-listen for savvy investors navigating turbulence.
AI Snips
Chapters
Transcript
Episode notes
Tariff Rumors Sparked Futures Short Squeeze
- Trump tariff talk forced shorts to cover and spiked gold futures.
- Import tariffs on 100oz/kilo bars threatened delivery costs and premiums.
Gold Stocks Outrun Gold And Bitcoin
- Gold miners surged as institutional money rotated into the sector.
- The GDX rose roughly 71% year-to-date and led returns over Bitcoin.
Junior Miners Are The Hidden Asymmetric Bet
- Adrian Day's fund holds small juniors that can explode when liquidity returns.
- Buying now captures positions accumulated in bear markets and out-of-the-money warrants.