Investment Opportunity in Senior Gold Producers Almost the Best I’ve Ever Seen says Adrian Day
Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, adviser and fund manager. In this interview, Adrian says the current investment opportunity in senior gold producers is almost the best he’s ever seen. He explains why the gold developers’ share prices are lagging. Adrian discusses why some copper discoveries from last cycle were not developed. He addresses the disconnect between the green movement’s stated goals and their lack of appreciation for the minerals and metals needed to accomplish those goals. Finally, Adrian shares his thoughts on the inequitable nature of the U.S. tax code and how the proposed tax increase will dramatically hinder upward mobility.
0:00 Introduction
0:40 Senior gold producers’ current investment opportunity
4:11 Newmont hits ATH
5:28 Gold developers’ share price lagging
7:05 Why copper discoveries from the last cycle were not developed?
11:37 Bullish copper
15:31 Commodities & the green movement
19:07 Inequity of U.S. Tax system