Mining Stock Education

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 comm