MiningStockEducation.com, Released on 1/12/22
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says that gold stocks, and especially gold producers, are historically very cheap. He discusses inflation in Puerto Rico where he lives as well as Federal Reserve policy in light of high inflation. Adrian also shares his thoughts regarding investing in gold developers right now. He provides insights on investing in carbon streaming and royalty companies. Finally, Adrian reveals the commodity he is most bullish and why.
0:00 Introduction
1:00 Inflation in Puerto Rico
2:58 Inflation from monetary policy or supply chain issues?
4:38 Will Fed really raise & keep interest rates up?
9:38 Gold stock sentiment & buying opportunity
13:23 Gold producers cheap historically
14:23 Buying developers now?
18:03 Carbon streaming and royalty companies
24:08 What commodity are you most bullish on?
Adrian Day is the president of Adrian Day Asset Management. 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.