Adrian Day, President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins us to discuss the recent developments in the precious metals market. We focus on the notable pullbacks in gold and silver prices, examining the factors behind these moves including China's gold buying trends and the US jobs report. Adrian explains the nuances of market reactions, emphasizing the roles of central bank activities and macroeconomic indicators. 

Despite temporary market weaknesses, Adrian identifies strong investment opportunities in undervalued mining stocks, particularly major stocks like Barrick, Franco-Nevada, and B2Gold, along with some development stage companies. The conversation navigates through the cautious sentiment among general investors, the impact of speculative behavior on metals prices, and the long-term prospects of a rebound in the sector.

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