About this episode

Adrian Day discusses the potential of oil and resource stocks, emphasizing the undervaluation in the market and the opportunities in international investments.

Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Day sees the recent weakness in oil as a potential buying opportunity, particularly if a peace deal triggers a further short-term drop. He argues that beyond temporary disruptions, the underlying supply picture is bullish because oil has been chronically underinvested for years. With US shale production peaking and no clear new major source of global supply to meet consistent demand growth, he views a sustained move above $150 per barrel as a plausible base case. He is waiting for exaggerated drops in oil stocks to build positions, favoring companies with strong balance sheets. Broadening the discussion to the wider commodity complex, Day notes that resource stocks are near 100-year lows relative to the equity market. He identifies a long-term cycle shift where foreign markets are beginning to outperform the US after 15 years of underperformance, a trend he expects to continue for years. This rotation out of large-cap US tech into international value creates opportunities in deeply undervalued markets like the UK, Hong Kong, and Singapore…

People in this episode

Host: Stijn Schmitz

Guest: Adrian Day

Topics covered

• oil market
• resource stocks
• gold investment
• international markets
• commodity trends

Keywords

• oil exposure
• undervalued resource stocks
• gold
• commodity market
• international value

Mentioned in this episode

Organizations: Adrian Day Asset Management, EuroPacific Gold Fund

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