“Old-Fashioned” Gold, New World: Adrian Day Explains

Natural Resource Stocks

Oct 19 2025 | 00:57:14

00:00 / 00:57:14

Show Notes

Legendary value investor Adrian Day—Founder & CEO, Adrian Day Asset Management—joins Steve to unpack the big macro shifts: the slow erosion of the U.S. dollar’s reserve-currency dominance, why central banks have diversified reserves over the past two decades, and how that backdrop supports gold, copper, and uranium over the long run. We dig into investor psychology, “doing nothing” as an edge, and why resource equities remain under-owned despite improving fundamentals. Who is Adrian Day? A long-time global value investor focused on resources and quality compounders. Adrian lays out a long-term, global, value framework, the case for holding cash until price…

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