Calculated Collapse: Why The DOLLAR Is FAILING In 2025 | Adrian Day

About this Video

• Video Title: Calculated Collapse: Why The DOLLAR Is FAILING In 2025 | Adrian Day
• Channel: Soar Financially
• Speakers: Kai Hoffman, Adrian Day
• Duration: 00:47:14

Introduction

This video features an interview with Adrian Day, president of Adrian Day Asset Management, discussing macroeconomic trends and their impact on the US dollar, gold, and mining stocks. The conversation analyzes the weakening dollar, potential recession, and the resulting implications for investments.

Key Takeaways

• Weakening US Dollar: The US dollar is falling, partly due to deliberate policies and the effects of current administration actions. This impacts foreign investment in US assets.
• Recession Probability: The probability of a US recession is considered reasonably high, though not certain. Several economic indicators point towards this possibility.
• Gold's Rise: Gold's significant price increase is driven by central bank buying, Chinese consumer demand (due to concerns about devaluation), and growing concerns about global fiscal situations.
• Mining Stock Valuation: Despite recent gains, mining stocks remain undervalued historically, presenting an opportunity for investment. The mass market has not yet significantly entered this space.
• Federal Government Funding Crisis: A looming funding crisis for the US federal government is expected in the near term, potentially influencing the market and gold prices. The Fed is predicted to resume QE (Quantitative Easing).