Adrian Day

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.

Adrian Day, CEO of Adrian Day Asset Management, discusses the intricate balance of the current economic landscape. He critiques Trump's trade policies and their potential deflationary impact on inflation, while cautioning about the declining U.S. dollar's effects. The conversation delves into the shriveling buyer base for U.S. Treasuries, hinting at rising interest rates. Day argues that this may lead the Federal Reserve to return to quantitative easing, creating a bullish environment for gold. He also reveals trends in gold investments and the importance of understanding price versus value.

Adrian Day, President of Adrian Day Asset Management and portfolio manager of the Euro Pacific Gold Fund, dives into the complexities of recent economic trends. He discusses the Federal Reserve's reactive strategies following the FOMC meeting and how it impacts markets. The conversation shifts to the challenges of gold pricing amid inflation and interest rate changes, as well as the rising U.S. dollar's effect on global dynamics. Day also analyzes gold equities performance, shedding light on investment strategies in the evolving commodity landscape.