Palisades Gold Radio

Adrian Day: Nowhere Close to End of Precious Metals Cycle | Gold, Silver, Miners, Platinum & More

10 snips
Sep 26, 2025
In this engaging discussion, Adrian Day, CEO of Adrian Day Asset Management and expert in precious metals investing, explores the strong fundamentals driving gold. He highlights increasing interest from central banks and retail investors, alongside a significant influx into gold ETFs. Day argues that the current economic climate is favorable for gold and mining stocks, with insights on silver's market potential and the impact of geopolitical tensions on investments. He also discusses the value of major gold producers and opportunities among smaller companies.
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INSIGHT

Ongoing Defensive Demand For Gold

  • Central banks and wealthy individuals are buying gold for defensive reasons like fiscal risk and dollar weaponization.
  • Those motives remain intact, suggesting continued central bank and private demand for gold.
INSIGHT

Retail And Generalist Flows Turning Positive

  • Retail and non-specialist flows into gold ETFs (e.g., $3.3bn into GLD in one month) are turning positive.
  • This signals growing generalist interest that can amplify the gold rally as narratives shift in gold's favor.
INSIGHT

We're Early In A Long Gold Cycle

  • Gold cycles historically last many years, often a decade or longer, and we are early in the current cycle.
  • Central banks reducing dollar holdings further and more generalist entry point to miners imply this cycle could continue for years.
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