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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: • Did The Fed Just Make Critical Mistake? It... *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/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at [email protected] *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 reality 7:00 - $1 Trillion interest expense problem 10:59 - Trump’s Fed criticism and data dependency issues 15:22 - Dollar decline and weakening foreign appetite 18:52 - Reserve currency status and central bank gold buying 21:18 - Bear case for gold 25:08 - Market warning signs and investor outlook 28:23 - Bond market 29:07 - Mining stocks 32:26 - Contrarian concerns about gold consensus 35:02 - Miners vs. Bullion #gold #investing #economy