In this conversation with veteran investor Adrian Day, we discuss why trouble in the US bond market could ultimately drive gold higher and why the Federal Reserve may become the only major buyer left for government debt.
Adrian also explains why he believes Barrick made an awful deal with Newmont involving Fourmile and Nevada Gold Mines. We discuss what Franco-Nevada could do with its $2 billion cash position, whether an acquisition is coming, and why Adrian expects silver stocks to deliver more upside than gold stocks over the next one to two years.
Information for this briefing was found via the sources and the companies mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
