The Kinvestor Report

TKR056 | Trigger Warning: The Real Commodity Thesis with Tavi Costa on The Kinvestor Report

🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94wIn this episode, Arlen is joined by Tavi Costa, Founder and CEO of Azuria Capital and former Partner at Crescat Capital. Tavi and Arlen explore the structural case for a new commodity supercycle, why gold and silver could be entering a multi-year bull phase, how a weakening U.S. dollar may trigger a global capital rotation into Europe and China, and what investors should focus on instead of trying to predict the next market “trigger.”🔎 Inside this Episode:🔹 The structural case for a commodity supercycle🔹 Why gold, silver & energy could lead this decade🔹 The macro imbalances forcing lower rates🔹 Dollar weakness & the “Great Rotation” into Europe and China🔹 Contrarian plays: Chinese equities & European banks🔹 What the most over-hyped commodity is right now (and what to look at instead!)🔹 Why the trigger doesn’t matter — the thesis does🔹 And more!📌 About Our Guest – Tavi Costa Tavi is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. Previously a Partner at Crescat Capital LLC, he built a global following for his macro research and thematic investment frameworks. He is also the founding shareholder of San Cristóbal Mining, formed following the acquisition of the world’s fourth-largest silver mine. Tavi is regularly featured in The Wall Street Journal, Barron's, and Bloomberg, and has presented at the International Monetary Fund. 🎯 Make Smart Moves in 2026!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Tavi: X: https://x.com/TaviCostaWebsite: https://azuriacapital.com/LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/📌 Chapters:00:00 Intro01:27 Where are we in the cycle?05:03 Commodities in big demand08:41 Tavi's top 3 things to watch13:00 Cyclical vs Structural trades14:41 Comparable time in history and where we're headed17:19 "No excuses not to be billionaires"18:44 Opportunities outside of gold, silver, copper22:48 Rapid fire questions28:31 Outro🎥 Episode recorded: February 24, 2026

TKR055 | This Time IS Different: Moves in Gold and Silver with Bob Moriarty on The Kinvestor Report

🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94wIn this episode, Arlen is joined by Bob Moriarty, founder and longtime editor of 321gold.com and bestselling author. Bob and Arlen dive into gold’s parabolic surge, why this move may truly be “different this time,” and what collapsing confidence in fiat currencies could mean for investors. They also explore hyperinflation risks, silver’s growing supply constraints, and how to think about positioning as markets enter uncharted territory.🔎 Inside this Episode:🔹 Why gold’s parabolic move really is different this time🔹 The tipping point that shattered global trust in fiat currencies🔹 Hyperinflation signals hiding in gold, silver, and stocks🔹 Why silver may become harder to get than gold🔹 Bitcoin vs. precious metals: speculation, manipulation, and risk🔹 What sentiment is saying about the next big move🔹 And more!📌 About Our Guest – Robert Moriarty Robert "Bob" Moriarty was a former pilot in the United States Marine Corps during Vietnam with 834 missions in combat and is well known as the third pilot in history to fly a plane under the Eiffel tower. He has run 321gold.com for 24 years offering up to date information about finance and resource investments but is mostly loved for opinions on gold and his amazing personality. 🎯 Make Smart Moves in 2026!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Bob Moriarty: http://www.321gold.com/📌 Chapters:00:23 Intro00:58 Parabolic moves in gold03:06 This time IS different05:22 US political context12:55 Where are we in the current cycle?17:10 Market scarcity: Gold vs Bitcoin18:40 Gold's sister: Silver supply and demand21:58 Lessons from Bob's life25:08 Fear and greed25:51 What makes this time different?31:06 The billion dollar question31:53 Bitcoin: the most manipulated commodity?40:12 Outro🎥 Episode recorded: February 9, 2026

TKR054 | Silver BREAKOUT: Silver is Exploding, David Morgan Explains Why on The Kinvestor Report

In this episode, Arlen is joined by David Morgan, Founder of The Morgan Report. David and Arlen dive into silver’s explosive breakout, why this move is being driven by real-world industrial demand (not just hype), and how to think about risk management as the metal enters “parabolic” territory.🔎 Inside this Episode:🔹 Why silver is breaking out now🔹 The supply deficit + industrial demand squeeze🔹 What could trigger a pullback (and what to watch)🔹 Profit-taking plan: sell strength, manage the peak🔹 And more!📌 About Our Guest – David MorganDavid Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to build and secure wealth. He is the author of “The Silver Manifesto” and a featured speaker at investment conferences worldwide. His ideas are expressed in the movie Four Horsemen Film, a Feature Documentary. David Morgan has appeared on CNBC, Fox Business, Yahoo Finance, MSNBC, and BNN in Canada. He has interviewed- The Wall Street Journal, Futures Magazine, Investing Rules Book, and numerous other publications.The Morgan Report's world-class analysts and publication help you build and secure your wealth. Whether you’re new to investing or a seasoned professional, our independent and detailed analysts of these markets offer you a huge advantage when it comes to building and securing your wealth.🎯 Make Smart Moves in 2026!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow David Morgan:🔸 Watch his previous appearance on The Kinvestor Report: 🔸 Follow on X/Twitter: https://x.com/silverguru22🔸 Subscribe on YouTube: https://www.youtube.com/@silverguru🔸 Visit his Website: https://www.themorganreport.com/📌 Chapters:00:00 Intro01:13 $110 silver, now what?02:41 Silver catching up or repricing?08:25 Price elasticity & industrial replacements15:01 Managing a short term top17:08 Capturing profits & financial freedom25:03 Biggest misconception about the silver bull run28:15 Have silver stocks caught up to the price of silver?30:15 What silver investors get wrong34:14 Missing the last leg36:40 Liquidity spikes vs systemic repricing39:41 2 key messages43:06 David's top stocks🎥 Episode recorded: January 26, 2026🔎 Keywords:#KinvestorReport #Silver #SilverSqueeze #PreciousMetals #InflationDisclaimer: 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.

TKR053 | Bitcoin or Bitcon? The History of Money (Part 2) with Seb Bunney on The Kinvestor Report

In the final part of this two-part episode, Arlen and Seb Bunney, Author of The Hidden Cost of Money and Co-Founder & CEO of Looking Glass Education, where they discuss trustless systems, monetary rules versus political control, and what Bitcoin could mean for the future of money and society.🔎 Inside this Episode:🔹 What a “trustless” monetary system actually means🔹 Rules vs. rulers in modern financial systems🔹 How Bitcoin enforces scarcity and transparency🔹 The societal implications of sound digital money🔹 And more!📌 About Our Guest – Seb BunneySeb’s path to the financial world has been anything but conventional. He began his career navigating the backcountry trails of British Columbia as a mountain bike guide and coach, but a quiet sense of incompleteness stirred deeper questions. In his downtime, he immersed himself in the study of money, macroeconomics, psychology, and the structures that shape our society. What began as a personal journey of self-discovery evolved into a decade-long exploration of the financial system and its ripple effects on human behaviour.When the pandemic reshaped the world, Seb made a pivotal shift—channeling his passion for education into the digital space. He went on to co-found the educational platform Looking Glass, co-author B is for Bitcoin, and write the number-one bestselling book The Hidden Cost of Money—a bold exploration of how money shapes our lives and the world around us. As a result of his work, Seb has been invited to share his perspective at global conferences, on influential podcasts, and in well-regarded financial publications.🎯 Make Smart Moves in 2026!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Seb Bunney:🔸 Follow on X/Twitter: https://x.com/SebBunney🔸 Visit his Website: https://www.sebbunney.com/🔸 Check out his book 'The Hidden Cost of Money': https://www.amazon.ca/dp/B0CPNGJF5L🔸 Check out his book 'B is for Bitcoin: https://www.amazon.ca/dp/B0C2LKSPFJ📌 Chapters:00:00 Continuation00:13 What is bitcoin?05:22 Inflation? Blockbuster vs Netflix08:50 Keeping up with inflation10:18 Psychology of money17:24 Can bitcoin be the solution?22:25 Custody of cash vs bitcoin28:04 Bitcoin losses32:11 Where does bitcoin go from here?36:26 Strong opinions, loosely held🎥 Episode recorded: January 15, 2026🔎 Keywords:#KinvestorReport #Gold #Fiat #Bitcoin #Crypto #Inflation #MonetaryPolicyDisclaimer: 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.

TKR053 | Bitcoin or Bitcon? The History of Money (Part 1) with Seb Bunney on The Kinvestor Report

In the first of this two-part episode, Arlen is joined by Seb Bunney, Author of The Hidden Cost of Money and Co-Founder & CEO of Looking Glass Education, where they discuss the evolution of money, the rise and fall of gold-backed systems, and why Bitcoin has emerged as a modern alternative to sound money (but more on that, in part 2).🔎 Inside this Episode:🔹 Why money evolved from barter to gold🔹 How fiat currency broke the link to scarcity🔹 The hidden costs of inflation and monetary control🔹 Why Bitcoin is viewed as “digital gold”🔹 And more!📌 About Our Guest – Seb BunneySeb’s path to the financial world has been anything but conventional. He began his career navigating the backcountry trails of British Columbia as a mountain bike guide and coach, but a quiet sense of incompleteness stirred deeper questions. In his downtime, he immersed himself in the study of money, macroeconomics, psychology, and the structures that shape our society. What began as a personal journey of self-discovery evolved into a decade-long exploration of the financial system and its ripple effects on human behaviour.When the pandemic reshaped the world, Seb made a pivotal shift—channeling his passion for education into the digital space. He went on to co-found the educational platform Looking Glass, co-author B is for Bitcoin, and write the number-one bestselling book The Hidden Cost of Money—a bold exploration of how money shapes our lives and the world around us. As a result of his work, Seb has been invited to share his perspective at global conferences, on influential podcasts, and in well-regarded financial publications.🎯 Make Smart Moves in 2026!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Seb Bunney:🔸 Follow on X/Twitter: https://x.com/SebBunney🔸 Visit his Website: https://www.sebbunney.com/📌 Chapters:00:00 Intro02:33 Why money? What is money?07:29 The barter society transition09:53 Recognition of gold11:49 Gold & the periodic table15:02 The move away from gold17:19 Fractional reserve banking22:07 The 4 factors of production26:36 The monetary lever31:56 Gold problems34:55 Bitcoin = Digital Gold?39:08 To be continued🎥 Episode recorded: January 15, 2026🔎 Keywords:#KinvestorReport #Gold #Fiat #Bitcoin #Crypto #Inflation #MonetaryPolicyDisclaimer: 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.

TKR052 | Gold’s Next Big Jolt: Legendary Gold Analyst John Doody on The Kinvestor Report

In this episode, Arlen is joined by John Doody, editor of John Doody’s Fave 5 Gold Stocks. John and Arlen dive into why political uncertainty, tariff risks, Fed policy shifts, and unpredictable decision-making are creating the perfect storm for higher gold prices, and more.🔎 Inside this Episode:🔹 The macro driver behind the surge in gold prices🔹 John's $5,000 gold price target for 2026🔹 Why gold stocks outperform the price of gold🔹 The philosophy behind John's Fave 5 Gold Stocks methodology🔹 And more!📌 About Our Guest – John DoodyJohn Doody is the former editor of Gold Stock Analyst. His current newsletter, John Doody’s Fave 5 Gold Stocks, brings you his best picks based on upcoming and recent situations and events that John believes will get you the best possible future gains.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://www.linkedin.com/company/kin-communications/✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow John Doody:🔸 Subscribe to the Fave 5 newsletter - Kinvestor listeners get a special offer on the annual subscription: https://johndoodysfave5.com/kin/📌 Chapters:00:00 Intro01:25 Macro drivers for gold02:13 Uncertainty in the market03:23 Is this gold market different?06:17 How gold stocks are outperforming and undervalued11:11 How do you find value again? 15:34 The philosophy behind the Fave 520:15 Biggest retail investor mistakes22:18 What's next for gold?🎥 Episode recorded: December 9, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #StocksDisclaimer: 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.

TKR051 | Gold Companies are GUSHING CASH: Garrett Goggin on The Kinvestor Report

In this episode, Arlen is joined by Garrett Goggin, the Chief Analyst and Founder of The Golden Portfolio, to discuss gold companies who are gushing cash flow in the current gold market, which ones are undervalued, potential risks, and a look at what’s coming in 2026. 🔎 Inside this Episode:🔹 Why major gold producers are reporting record free cash flow🔹 How soaring gold prices and flat input costs are creating massive margins🔹 Why institutional investors are finally being “dragged” into gold equities🔹 Which developers and producers may still be deeply undervalued🔹 Risks, red flags & what could derail the gold-stock bull🔹 And more!📌 About Our Guest – Garrett GogginGarrett Goggin is a CFA and Chief Analyst and Founder of The Golden Portfolio, an online newsletter dedicated to delivering premier insights into the world of gold investing. He has traveled the world in search of gold and silver, visiting mines and talking with the people that run them. He worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst and is sought after by many leading gold & silver developers who seek his coverage.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Garrett Goggin:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/E9MZlebjFI8🔸 Follow on X/Twitter: https://x.com/GarrettGoggin🔸 Visit his Website: https://goldenportfolio.com/📌 Chapters:00:00 Intro01:43 Gushing Cash Flow04:55 Better & Better Margins06:45 The Buffet Indicator08:16 Will Gold Become Overvalued?12:34 Blind Spots16:04 Who is Undervalued?17:25 Risk & Downside18:11 Crypto and Gold Demand23:01 Who is Hedging?23:57 What's Coming in 2026?28:02 Outro🎥 Episode recorded: November 18, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: 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.

TKR050 | Market Liquidity and Longevity with Chen Lin on The Kinvestor Report

In this episode, Arlen is joined by Chen Lin, editor & publisher of What is Chen Buying? What is Chen Selling? to discuss gold, silver, and critical minerals and how the U.S. government shutdown is affecting commodities and mining stocks. Chen also discusses some of his silver picks and talks about what it takes to survive in the market in the long term. 🔎 Inside this Episode: 🔹 Some of the biggest mistakes beginner retail investors make🔹 Why longevity is important in surviving bear markets🔹Some junior mining picks from Chen🔹How the U.S. government shutdown is affecting the commodities market🔹And more!📌 About Our Guest – Chen LinMr. Chen Lin is a full time fund manager of family assets. He started to write the stock newsletter “What is Chen buying? What is Chen selling?” in 2009, after he successfully navigated his family portfolio during the 2008 financial crisis. Chen covers mining, energy and biotechnology with great track records. Chen has a passion for mining, he personally visited many mining projects around the world.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Chen Lin:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/kP11kdtcCbE🔸 Follow on X/Twitter: https://x.com/ChenLinPicks🔸 Visit his Website: https://chenpicks.com/📌 Chapters:00:00 Intro01:08 Market Correction & Government Shutdown07:02 Global Silver Supply09:28 Market Manipulation? 11:00 Is there a replacement for silver? 12:02 Critical Metals Space16:23 Canadian vs US mining stories16:41 Chen's Silver Picks20:23 Biggest retail investor mistakes23:34 About What is Chen Buying? What is Chen Selling?24:51 Surviving the Bear Market28:34 Chen's Stocks to Watch34:13 Outro🎥 Episode recorded: November 5, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: 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.

TKR049 | $4,000 Gold and the Coming Fear Trade with Don Durrett on The Kinvestor Report

🚀 If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Day 2025 on October 23, 2025. Register here: https://us06web.zoom.us/webinar/register/7817495040989/WN_TzgjuGbhQ4CleIWd_xXRBAIn this episode, Arlen is joined by Kinvestor favourite, Don Durrett, website owner and author, where he shares his outlook on gold’s historic run, the bond market risks driving it, and why miners could deliver outsized returns in the years ahead.🔎 Inside this Episode: 🔹 Why $4,000 gold signals much more upside ahead🔹 The bond market’s role in driving the next leg of the bull market🔹 How gold and silver miners are set up for explosive cash flow🔹 Don’s price outlook: $4,500 gold, $100 silver, and big upside for mining stocks🔹 And much more!📌 About Our Guest – Don DurrettDon Durrett has an MBA and worked in IT-related positions for 25 years, retiring in 2019 to focus on his website (www.goldstockdata.com). He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available stock information for investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks (available on Amazon.com). This was followed by his website to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Don Durrett:🔸 Watch his previous appearance on The Kinvestor Report: https://youtu.be/sdT61GfP8E0🔸 Follow Arlen Hansen on X/Twitter: https://x.com/dondurrett🔸 Subscribe on YouTube: https://www.youtube.com/@DonDurrett🔸 Visit his Website: https://www.goldstockdata.com/📌 Chapters:00:00 Intro01:20 $4,000 gold and what comes next03:58 Gold: The Truth Machine07:38 Don: Don't take profits yet11:12 Will gold miners experience inflation?14:03 Silver price forecast15:40 Don's investment thesis and stocks to watch19:00 The downside of high gold prices21:48 The path forward25:53 Don's tips for new gold & silver investors🎥 Episode recorded: October 7, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #StocksDisclaimer: 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.

TKR048 | Finding Value: Adrian Day’s Outlook on Today’s Gold Bull Market on The Kinvestor Report

In this episode, Arlen is joined by Kinvestor favourite, Adrian Day, CEO of Adrian Day Asset Management, where he shares insights on portfolio positioning, why quality gold stocks remain undervalued, and the risks and opportunities investors face as the cycle unfolds.🔎 Inside this Episode: 🔹 Why Adrian believes we’re still in the early innings of the current gold cycle🔹 The disconnect between gold prices, mining stocks, and retail investor flows🔹 How to identify value in a bull market (and the risks of chasing laggards)🔹 Turnaround opportunities, new listings, and the importance of investor discipline (including Adrian's stocks to keep an eye on!)🔹 And much more!📌 About Our Guest – Adrian DayMr. Day is a recognized authority in both global and resource investing. He is president of his own money management firm, Adrian Day Asset Management, where he specializes in global diversification and resource equities. Adrian Day is also the portfolio manager of the EuroPac Gold Fund. Mr. Day is a frequent speaker at investment seminars, and has been interviewed by or profiled in numerous media around the world, including CNN, FNN, BBC, NBC, CNBC, “Good Morning America”, Wall Street Journal Radio, The Financial Times, Barron’s, The Cape Town Argus, La Vie Francais, and many other leading publications. His pleasures include fine dining, reading (especially history), and the opera.🎯 Make Smart Moves in 2025!🔹 Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork🔹 Like & Share to help others discover this valuable content🔹 Hit the Notification Bell 🔔 so you never miss an episode📲 Connect with The Kinvestor Report:✅ Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen✅ Follow Kin Communications: https://x.com/kincomm✅ Visit Our Website: https://kincommunications.com/kinvestor-network/🌐 Follow Adrian Day:🔸 Watch his previous appearance on The Kinvestor Report 🔹 https://youtu.be/ouIKC85pZ0o 🔹 https://youtu.be/3NV2-h8t8wU🔸 Subscribe on YouTube: https://www.youtube.com/@AdrianDayInvest/🔸 Visit his Website: https://adrianday.com/📌 Chapters:00:00 Intro01:17 Where are we in the Gold Cycle?06:59 GDX Flows08:14 Revisiting Adrian's Picks (Nov 2024) - WOW!11:20 Mining valuations & margins17:42 Finding management teams able to leverage high metals prices19:16 3 strategies to find value today (with stocks to watch!)28:23 Investor amnesia🎥 Episode recorded: September 23, 2025.🔎 Keywords:#KinvestorReport #Mining #Gold #Silver #GDX #StocksDisclaimer: 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.