Gold Stocks Are Historically Cheap says Resource Fund Manager Adrian Day
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?