Premium Only Content

Impending U.S. Fiscal Emergency: Fed's QE Revival May Propel Gold to $5,000
Gold has surged above $3,350, and silver has broken past $34, raising questions about the sustainability of this rally. Adrian Day, Chairman and CEO of Adrian Day Asset Management, joins Kitco News from the Mining Investment Event in Quebec City to analyze the situation. He emphasizes that gold's fundamentals remain robust, with central banks continuing their buying spree and miners still undervalued despite record margins.
Day points out that the disconnect between gold prices and mining stocks presents a significant opportunity for investors. He notes that while gold has been driven by central bank purchases and geopolitical uncertainties, mining stocks have lagged, making them attractive for those looking to capitalize on the current market dynamics.
Key points:
- Gold and silver rally as OECD slashes global growth forecast
- Central bank demand for gold remains strong, despite slowing pace
- Mining stocks are undervalued – Barrick and Agnico singled out
- Day expects QE by September, not rate cuts
- Bullish on gold, uranium, and copper through 2026
Special thanks to our sponsor, West Red Lake Gold Mines, for making this coverage possible. To learn more, visit: https://westredlakegold.com/
Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
00:00 Introduction and Event Overview
00:21 Gold and Silver Market Update
00:45 Global Economic Impact
02:46 Gold's Fundamental Drivers
05:44 Central Bank Demand for Gold
07:53 US Economic Challenges and Predictions
10:52 Mining Sector Analysis
17:57 Value Investors Eyeing the Mining Sector
18:19 Barrick's Mali Operations: Risk vs Reward
19:38 Jurisdictional Risk in Mining Investments
21:03 Evaluating Royalty Companies
23:34 Mergers and Acquisitions in the Mining Sector
24:56 Exploring Opportunities Beyond Gold
28:24 Rapid Fire Questions with Adrian Day
32:00 Conclusion and Final Thoughts
#gold #mining #investing #debt
__________________________________________________________________
Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.
FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews
Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.
Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto
Learn more about Kitco News: https://www.kitco.com/news/about/
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
-
23:43
Kitco NEWS
3 days agoGary Wagner Warns Gold Correction Ahead and Reveals the Key Price Level to Watch
124 -
23:23
MYLUNCHBREAK CHANNEL PAGE
12 hours agoThe Sunken Basilica
92.8K10 -
8:05
Hollywood Exposed
3 hours agoCharlie Sheen STUNS Tucker Carlson With His Shocking Political Confession
19.8K28 -
LIVE
SavageJayGatsby
3 hours ago🔥 Spicy Saturday – Let's Play: Prison Life 2🔥
72 watching -
30:02
The White House
4 hours agoVP JD Vance Delivers Remarks at 250th Anniversary Celebration for the United States Marine Corps
21.6K18 -
5:00:18
MattMorseTV
10 hours ago $251.23 earned🔴No Kings "protest" TOTAL CHAOS.🔴
311K513 -
1:28:51
Darkhorse Podcast
8 hours agoCan the internet make you sick? The 297th Evolutionary Lens with Bret Weinstein and Heather Heying
37.2K13 -
1:21:31
Michael Franzese
21 hours agoTrump Derangement Syndrome Is On The Way Out | Live with Michael Franzese
116K135 -
LIVE
ZWOGs
6 hours ago🔴LIVE IN 1440p! - ARC RAIDERS SERVER SLAM - Come Hang Out!
46 watching -
9:22
Colion Noir
12 hours agoArmed Woman Drags Gunman Out of Store Before Firing Two Shots
94.3K48