In this episode, Arlen is joined by Kinvestor favourite, Adrian Day, CEO of Adrian Day Asset Management, where he shares insights on portfolio positioning, why quality gold stocks remain undervalued, and the risks and opportunities investors face as the cycle unfolds.

🔎 Inside this Episode:
🔹 Why Adrian believes we’re still in the early innings of the current gold cycle
🔹 The disconnect between gold prices, mining stocks, and retail investor flows
🔹 How to identify value in a bull market (and the risks of chasing laggards)
🔹 Turnaround opportunities, new listings, and the importance of investor discipline (including Adrian’s stocks to keep an eye on!)
🔹 And much more!

📌 About Our Guest – Adrian Day
Mr. Day is a recognized authority in both global and resource investing. He is president of his own money management firm, Adrian Day Asset Management, where he specializes in global diversification and resource equities. Adrian Day is also the portfolio manager of the EuroPac Gold Fund. Mr. Day is a frequent speaker at investment seminars, and has been interviewed by or profiled in numerous media around the world, including CNN, FNN, BBC, NBC, CNBC, “Good Morning America”, Wall Street Journal Radio, The Financial Times, Barron’s, The Cape Town Argus, La Vie Francais, and many other leading publications. His pleasures include fine dining, reading (especially history), and the opera.

Click on the video below to watch the full episode on YouTube: