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.

🎯 Make Smart Moves in 2025!

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📲 Connect with The Kinvestor Report:

✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen

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🌐 Follow Adrian Day:

🔸 Watch his previous appearance on The Kinvestor Report

🔹 https://youtu.be/ouIKC85pZ0o

🔹 https://youtu.be/3NV2-h8t8wU

🔸 Subscribe on YouTube: https://www.youtube.com/@AdrianDayInvest/

🔸 Visit his Website: https://adrianday.com/

📌 Chapters:

00:00 Intro

01:17 Where are we in the Gold Cycle?

06:59 GDX Flows

08:14 Revisiting Adrian's Picks (Nov 2024) - WOW!

11:20 Mining valuations & margins

17:42 Finding management teams able to leverage high metals prices

19:16 3 strategies to find value today (with stocks to watch!)

28:23 Investor amnesia

🎥 Episode recorded: September 23, 2025.

🔎 Keywords:

#KinvestorReport #Mining #Gold #Silver #GDX #Stocks

Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.

The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.