Current Gold Price Isn’t Factoring in Significant Inflation says 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 believes that the current gold price is not factoring in significant inflation expectation. He also discusses the topic of a stock market bubble popping in historical perspective. Adrian shares some global investment themes he likes now. He also answers the question of whether we can see a commodity super-cycle coinciding with a prolonged global economic contraction. Adrian also discusses what AISC he likes in gold projects. Furthermore, he shares his approach to litigation plays in the mining sector and his thoughts on EV forecasting and how it would affect future copper demand. 0:00 Introduction 0:29 How much anticipated inflation is built into the current gold price? 2:45 Why investors pour into gold 5:57 The popping of a stock market bubble 10:13 Decline of dollar to prick this stock market bubble? 12:27 Global investment themes Adrian likes 17:23 Can there be a commodity super-cycle coinciding with a prolonged global economic contraction? 24:48 Only invest in gold companies with AISC lower than $1,200/oz? 27:11 Litigation plays in mining sector 30:59 EV forecast? http://www.adriandayassetmanagement.com/ Sponsor info: https://osinoresources.com/ https://www.dorecopper.com/en/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.