Adrian Day Explores Gold, Silver, Oil, Bonds, Emerging Markets, and the Next Commodity Investment Cycle
Are precious metals and emerging markets poised to outperform?
Adrian Day, founder of Adrian Day Asset Management, joins Piggo’s Trading Desk to discuss the outlook for gold, silver, oil, platinum, bond markets, mining stocks, and global investing.
The conversation explores Treasury yields, commodity cycles, emerging markets, agriculture, fertilizer constraints, and portfolio positioning amid changing macroeconomic conditions.
Topics include:
Gold price outlook
Silver investing
Mining stocks
Bond market cycles
Treasury yields
Oil market volatility
Platinum and palladium
Emerging markets
Agricultural commodities
Wheat and corn markets
Fertilizer supply
Commodity investing
Note: The guest shares personal opinions and market forecasts throughout the interview. These views are presented for discussion and should not be interpreted as established facts or investment advice.
00:00 Welcome Adrian Day
00:18 Bond Cycle Signals
03:24 Gold Silver Bottom
06:48 Selling Exhaustion
07:52 Oil Price Outlook
09:35 Mining Stock Picks
11:21 Platinum And Palladium
13:15 Old Mines Restarting
15:35 Water And Ag Commodities
17:00 Best Sectors Ahead
19:16 Wheat Corn And Weather
20:59 Closing Thoughts
Contact Adrian:
https://adriandayassetmanagement.com/
https://adrianday.com/
