Скачать или смотреть Adrian Day on Gold, Sentiment, and Staying Invested | The CSE Podcast E7-S5

🎙️ Our latest CSE Podcast episode is live — recorded during the Vancouver Resource Investment Conference (VRIC) as momentum builds across the gold sector heading into PDAC 2026.

Host James Black sits down with Adrian Day, Chairman & CEO of Adrian Day Asset Management, for a wide-ranging discussion on gold, market sentiment, and how investors should be thinking about positioning at this stage of the cycle.

💡 Spotlight topic: Are we anywhere near a top in gold?

Adrian shares why, despite stronger conference traffic and upbeat sentiment, he believes the gold cycle is far from peaking. From central bank diversification and sovereign debt concerns to the emerging impact of gold-backed stablecoins, the structural drivers behind gold remain firmly in place.

📊 In this episode, we cover:
• The role of central bank buying and global debt dynamics in supporting gold
• Tether’s gold-backed stablecoin — and what new demand sources could mean for bullion
• ETF flows (GDX, GLD) and why persistent outflows suggest we’re far from mania
• How to think about exposure across the spectrum: major producers, royalty companies, developers, and juniors
• Why management quality and balance sheet strength matter most in the exploration space

💬 “You don’t get a top in gold without overwhelmingly bullish sentiment… and we’re simply not there.” — Adrian Day

Whether you’re an investor, issuer, or market participant preparing for PDAC, this episode offers practical insight into how seasoned capital allocators are viewing gold in 2026 — and how to navigate both volatility and opportunity in the resource sector.

#AlwaysInvested

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