Adrian Day: Uncertainty is Gold’s Best Friend

Adrian Day, president of Adrian Day Asset Management and portfolio manager at EuroPacific Gold Fund, discusses the disconnect between gold prices ($2,800-$2,900) and lackluster gold stock performance. He attributes this to central bank buying driving gold prices over the past two years, while retail and institutional investors remain disinterested—evidenced by no inflows into GDX and…

Willem Middelkoop: Largest Geopolitical Shift Since WW2

Willem Middelkoop, founder of Commodity Discovery Fund, discussed navigating today’s volatile markets amid historic geopolitical shifts, likening current global tensions to the end of World War II. He sees these uncertainties—spanning U.S.-China rivalry and civil unrest—as driving gold’s surge, fuelled further by central bank buying and a faltering dollar. “I’ve been talking about revaluation of…

Rick Rule: Gold’s Surge, Nickel’s Bottom, Uranium’s Opportunity

Rick Rule addresses the U.S. government’s massive debt, exceeding $130 trillion, and its economic fallout, dismissing current efforts to fix it as ineffective. He argued that political showmanship trumps real action, leaving the country vulnerable. “Not a prayer, it’s theater… read The Triumph of Politics by David Stockman,” he said, pointing to a deep-rooted avoidance…