State of the Gold Mining Industry with Fund Manager Adrian Day


Adrian Day of Adrian Day Asset Management is a seasoned investor, speaker, author, and adviser. In this interview, Adrian states that he believes that gold is the best risk-reward investment option right now. He provides commentary on the state of the gold mining industry and analysis of the 2019 major gold miner merger and acquisition activity. Adrian also shares his thoughts regarding what he is bullish on other than gold and copper.

0:05 Introduction
1:34 What does 2019 M&A activity indicate about where we are in the gold cycle?
5:20 Peak gold?
7:02 Major gold miners competing with ETFs for generalist investor dollars?
14:07 Newmont Goldcorp’s $1B share buyback
15:34 Downside to investing in smaller developers in light of Barrick’s desire for massive projects?
18:44 Kirkland Lake’s buying of Detour Gold
20:23 What are you bullish on other than gold and copper?

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas:

The content found on is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on is to be used at your own risk. By reading, you agree to hold, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

#gold #goldinvesting #goldstocks #miningstocks