The David Lin Report, Released on 1/12/25 (Recorded on 1/10/25)

Adrian Day, President of Adrian Day Asset Management, discusses the latest jobs report and the outlook for the economy.

0:00 – Jobs numbers
7:50 – Consumer strength
10:55 – Market reaction
11:39 – Fed monetary policy
15:14 – Inflation outlook
17:46 – Commodities
22:00 – Gold vs. Stocks
28:10 – Geopolitics and markets
30:25 – Large vs. Small cap gold stocks

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.

  Adrian Day, economy, gold, investing, stocks