“We’re Selling Oil Stocks Now” says Resource Fund Manager Adrian Day

Bill Powers interviews resource fund manager Adrian Day about market volatility tied to war in Iran, comparisons to the late 1970s, and positioning in gold, oil, and commodities. Day argues the U.S. is moving into stagflation as employment and retail weaken while inflation remains stubborn, citing issues with unemployment data, rising credit card debt, and consumers trading down. He explains gold often rises before geopolitical events and then sells off as profits are taken, while remaining bullish on gold over the next 6–12 months. On oil, he says the oil stocks have rerated and are not especially cheap, so he has been selling oil stocks recently. Day expects commodities to benefit from underinvestment cycles and discusses copper supply constraints, demand risks from EVs and data centers, and his investment in Lara Exploration.

00:00 Intro
00:29 War Iran and 70s Echoes
01:42 Why Gold Shrugs Off War
04:12 Long Term Gold Bull Case
04:49 Oil Setup and ESG Headwinds
07:31 Stagflation Jobs and Spending
13:57 Inflation Reality Check
16:00 Commodities and Supply Cycles
18:27 Copper Shortage and Substitution
20:14 EVs Data Centers Demand Debate
25:11 Copper Investing and Recycling
28:00 How to Play Gold Stocks
35:37 Lara Exploration Thesis
39:44 Website Resources and Wrap Up

https://adriandayassetmanagement.com/

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