In this engaging episode, Andy from Adrian Day Asset Management explores the current economic environment and its favorable conditions for gold investments with his guest, Adrian Day. They discuss the weakness of the US economy, the potential for interest rate cuts, and the persistent yet controlled inflation. Adrian provides insights into the resiliency of gold prices, the strong performance of gold stocks, and the buying behavior of central banks, particularly the People’s Bank of China. He highlights the significant outflows from major gold ETFs like GDX and GDXJ despite their impressive returns, and addresses the lack of participation from ordinary…

Ver todos los episodios