Adrian Day,  President of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund joins me to recap the Q2 earnings out of the major mining companies and discuss his outlook for resource equities. 

We start by analyzing the strong performance of major precious and base metals companies, emphasizing the importance of higher metals prices and effective cost control. Highlights include discussions on Agnico Eagle and Barrick, operational challenges faced by the industry, and market overreactions to temporary setbacks. 

Adrian also shares his perspective on opportunities within mid-tier and junior stocks. This ties into a discussion on the continued cautious investor sentiment and the broader macroeconomic environment affecting gold equities.

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