In this exclusive interview, Steve sits down with Adrian Day of Adrian Day Asset Management to unpack the forces pushing gold to new highs – and what that means for investors willing to stake their capital in mining.
We dive into a series of topics, including:
- What’s really driving gold’s surge, beyond headline inflation and government spending
- Why gold seems to be sending a warning signal about the sustainability of global deficits
- How this cycle resembles past bull markets – and how it’s different
- How to think about positioning in gold stocks today: large-caps, juniors, exploration, and the risks in each
- Red flags to watch for in small mining companies (dilution, promoter risk, poor capital allocation)
Whether you’re already in the space or just curious how to get started, Adrian offers a grounded, real-world framework to size opportunities – and avoid common traps.
Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
