The Biggest Market Rotation In Years Has Already Started | Adrian Day

Start earning interest in gold: https://Monetary-Metals.com/LinAdrian Day, President of Adrian Day Asset Management, discusses gold and mining stocks, the economy, central-bank demand, and emerging risks across private credit, artificial intelligence, and monetary policy.Watch Adrian's last interview: https://youtu.be/UbbQZ3g7GQA*This video was recorded on July 7, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 - Intro.02:00 - Interest Rates, Inflation, and the Fed Outlook05:01 - Economic Resilience and the Impact of Oil Prices07:52 - Are Gold Mining Stocks a Buying Opportunity?10:39 - Mining M&A and What Makes a Takeover Target13:08 - Why Management Matters in Mining Investments15:24 - Gold’s Biggest Tailwinds and Central-Bank Demand20:48 - Second-Half Risks: Iran, Oil, Private Credit, and AI28:30 - Kevin Warsh, Fed Reform, and Economic Warning Signs#gold #investing #economy