Adrian Day, the founder of Adrian Day Asset Management, returns to the show and we discuss the current trends and future prospects of gold, silver, and other precious metals. He delves into the reasons behind the recent outperformance of gold stocks and silver, the implications of a potential recession, and the impact of inflation on these markets. Adrian also explores the emerging topic of central bank digital currencies and their potential effects on gold. Additionally, he shares his bullish views on copper, considering the global shift towards electrification and the challenges in copper supply.
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