Adrian Day, President of Adrian Day Asset Management, explains why he expects Fed rate cuts, believes the dollar will continue weakening, and thinks gold mining stocks will outperform gold itself despite both reaching new highs.Watch Adrian's last interview with David: https://www.youtube.com/watch?v=IlLoV0tKHwo*This video was recorded on September 12, 2025.Subscribe 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:56 - Fed policy and rate cut predictions’5:01 - Labor market and inflation reality7:00 - $1 Trillion interest expense problem10:59 - Trump’s Fed criticism and data dependency issues15:22 - Dollar decline and weakening foreign appetite18:52 - Reserve currency status and central bank gold buying21:18 - Bear case for gold 25:08 - Market warning signs and investor outlook28:23 - Bond market29:07 - Mining stocks32:26 - Contrarian concerns about gold consensus35:02 - Miners vs. Bullion #gold #investing #economy
