TKR029 | Part 2 - The Gold Portfolio Blueprint with Adrian Day on The Kinvestor Report

In this episode of The Kinvestor Report, Arlen is joined by Adrian Day, President and CEO of Adrian Day Asset Management, Portfolio Manager of the EuroPacific Gold Fund, and Editor of Adrian Day’s Global Analyst. In Part 2 of this special 2-part episode of The Kinvestor Report, Arlen and Adrian discuss the possible bear cases for #gold, gold portfolio allocation, and Adrian's favourite gold royalty companies, majors, intermediates and juniors. Part 1: https://youtu.be/ouIKC85pZ0o Follow Arlen on Twitter: https://x.com/ArlenHansen Follow Kin on Twitter: https://x.com/kincomm Subscribe to #Kinvestor on YouTube: https://www.youtube.com/@kinvestornetwork/ Visit our Website: https://kincommunications.com/kinvestor-network/ Subscribe to Adrian on YouTube: https://www.youtube.com/@AdrianDayInvest/ Visit Adrian's Website: http://www.adrianday.com Sections 00:00 Intro 00:54 Precious metals bear case? 02:59 Gold asset allocation 10:17 Adrian's royalties 12:42 Adrian's junior royalties 14:15 Adrian's majors 15:38 Adrian's intermediates 17:27 Adrian's juniors 20:49 Catalysts hunting Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.