What Adrian Day is saying
Chairman & CEO, Adrian Day Asset Management
3 dated public stances tracked since 2025-04-21, most recently 2025-04-21. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Adrian Day's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Adrian Day is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-04-21
CASH
owns
Wealthion · video
Origin Royalties combines a fortress balance sheet (~$22M cash that a prospect generator could not exhaust in 50 years), near-term cash flow from a First Majestic New Mexico mine royalty, and a 1% royalty on AngloGold's Silicon discovery in Nevada that has…
“I'm protected on the downside, but we also have significant upside — we're still buying it”
90d +1.0% · 180d +2.1% · 1y +4.0%
Adrian Day: Gold Is Still The Best Risk-Reward Investment Out There!
2025-04-21
GOLD
bullish
Wealthion · video
Structural buyers — central banks diversifying away from dollar-weaponization risk, Chinese consumers, and Middle Eastern wealth — are price-inelastic and their motivations have only intensified, making gold the best risk-reward asset available in the near…
“it strikes me that it is the best risk-reward asset out there for the next year or two”
90d -0.8% · 180d +27.7% · 1y +36.1%
Adrian Day: Gold Is Still The Best Risk-Reward Investment Out There!
2025-04-21
long FNV / long WPM / long RGLD
basket
Wealthion · video
Large gold royalty companies (Franco Nevada, Wheaton Precious Metals, Royal Gold) offer a virtually guaranteed participation in any gold equity bull market with minimal execution and balance-sheet risk, making them the appropriate portfolio foundation before…
“I guarantee you they will not be your worst performing stocks”
90d -5.8% · 180d +16.0% · 1y +49.5%
Adrian Day: Gold Is Still The Best Risk-Reward Investment Out There!
Idea Scout Weekly
Every Sunday: who said what across the tape we track —
845 voices, 2,419 episodes and articles —
with side-flips and points of disagreement called out. Free.
How we track it.
Free · double opt-in · unsubscribe in one click
Newest stances reach Brief subscribers first; these pages update on a one-week lag.