Gold is surging above $3,350 and silver just broke $34, but are we witnessing a true breakout, or just another head fake? Adrian Day, Chairman and CEO of Adrian Day Asset Management, returns to Kitco News from the Mining Investment Event in Quebec City to break it all down. He explains why gold’s fundamentals remain rock solid, central banks are still buying, and why miners remain deeply undervalued despite record margins.
Key points:
Gold and silver rally as OECD slashes global growth forecast
Central bank demand for gold remains strong, despite slowing pace
Mining stocks are undervalued – Barrick and Agnico singled out
Day expects QE by September, not rate cuts
Bullish on gold, uranium, and copper through 2026
Special thanks to our sponsor, West Red Lake Gold Mines, for making this coverage possible. To learn more, visit: westredlakegold.com/
Follow Jeremy Szafron on X: @JeremySzafron (x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (x.com/KitcoNewsNOW)
00:00 Introduction and Event Overview
00:21 Gold and Silver Market Update
00:45 Global Economic Impact
02:46 Gold's Fundamental Drivers
05:44 Central Bank Demand for Gold
07:53 US Economic Challenges and Predictions
10:52 Mining Sector Analysis
17:57 Value Investors Eyeing the Mining Sector
18:19 Barrick's Mali Operations: Risk vs Reward
19:38 Jurisdictional Risk in Mining Investments
21:03 Evaluating Royalty Companies
23:34 Mergers and Acquisitions in the Mining Sector
24:56 Exploring Opportunities Beyond Gold
28:24 Rapid Fire Questions with Adrian Day
32:00 Conclusion and Final Thoughts
#gold #mining #investing #debt
__________________________________________________________________
Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.
FOLLOW US:
X: x.com/kitconewsnow
Instagram: www.instagram.com/kitconews
Facebook: www.facebook.com/KitcoNews
LinkedIn: www.linkedin.com/company/kitconews
Visit: Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.
Live gold price and chart: www.kitco.com/charts/gold
Live silver price and chart: www.kitco.com/charts/silver
Live crypto market data: www.kitco.com/price/crypto
Learn more about Kitco News: www.kitco.com/news/about/
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: www.kitco.com/advertising
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
コメント