{"podcast":{"title":"Palisades Gold Radio","slug":"palisades-gold-radio-237842","podcast_index_feed_id":237842,"rss_url":"https://palisadesradio.ca/feed/podcast","website_url":"https://palisadesradio.ca","image_url":"https://palisadesradio.ca/wp-content/uploads/2020/11/podcastsquare.jpg","author":"Collin Kettell","episode_count":30,"summary":"Podcast by Palisades Gold Radio","last_synced_at":"2026-06-23T22:19:45.090806+00:00","page_url":"https://stenobird.com/podcast/palisades-gold-radio-237842"},"episode":{"title":"Adrian Day: ‘Absolutely’ Bullish on Gold & Why Oil is ‘Extremely Cheap’","slug":"adrian-day-absolutely-bullish-on-gold-why-oil-is-extremely-cheap","published_at":"2026-03-02T11:15:00+00:00","page_url":"https://stenobird.com/podcast/palisades-gold-radio-237842/adrian-day-absolutely-bullish-on-gold-why-oil-is-extremely-cheap","show_page_url":"https://stenobird.com/podcast/palisades-gold-radio-237842","url":"https://palisadesradio.ca/adrian-day-absolutely-bullish-on-gold-why-oil-is-extremely-cheap/","audio_url":"https://media.blubrry.com/palisade_radio/content.blubrry.com/palisade_radio/Palisades_Gold_Radio-Adrian_Day-Mar_2_2026.mp3","summary":"Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The discussion centers on the current state of gold, silver, and global commodities markets, with Day providing deep insights into current investment trends and opportunities. Day remains bullish on gold, citing historical market cycles and key buyers like central banks and Tether. He notes that central banks are actively diversifying away from the US dollar due to concerns about government profligacy and potential asset weaponization. The trend of dollar reserve reduction has been ongoing for years, accelerated by events like the confiscation of Russian central bank assets. Regarding silver, Day sees potential but with more risks compared to gold. He highlights a genuine physical deficit in the silver market and increasing demand from sectors like solar panel manufacturing. However, he cautions that high prices might incentivize manufacturers to seek more efficient alternatives. In the broader commodity complex, Day finds significant value opportunities. He points out that commodities are trading near 100-year lows relative to financial assets, with underinvestment in sectors like oil, gas, and copper creating potential for price appreciation. He emphasizes the long lead times for new commodity projects and the challenges of rapidly increasing production. Day’s investment approach focuses on global markets, with a current preference for reducing US exposure and exploring opportunities in markets like Britain, Singapore, and Hong Kong. He remains particularly interested in gold mining stocks, especially mid-tier producers in stable jurisdictions. Timestamps: 00:00:00 – Introduction 00:00:50 – Bullish Case f…","meta_description":"Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The dis…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3433,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/palisades-gold-radio-237842/episodes/adrian-day-absolutely-bullish-on-gold-why-oil-is-extremely-cheap/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/palisades-gold-radio-237842/adrian-day-absolutely-bullish-on-gold-why-oil-is-extremely-cheap.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}