https://stream2.kitco.com/23_11_03_NOIC_Day_liferay.mp4

Adrian Day states that his current  investment portfolio consists of 5% gold, 30% gold mining company stocks, balance 3-month U.S. T-Bills.

He likes Agnico Eagle Mines with very favorable cash flow, and he does not like Newmont Mining for unspecified reasons.

Also, he says that he should have waited longer to purchase the gold mining company stocks.