Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins us to share his take on the macroeconomic trends, Fed policy, the health of the gold and silver sector, and potential catalysts coming in the balance of the year. In these upside-down markets, where good news is bad and bad news is good, it all comes down to looking forward within the context of how this data may alter Fed rate hikes.
In an environment where high frequency trading algos and fast-fingered institutions, simply react to things like the strong US Dollar, or the TIPs market to interpret inflation expectations, things don’t always follow logic or the data hiding in plain sight. Brien outlines that the ever-increasing debt situation, making the debt service more and more untenable as interest rates rise, will cause the Fed to stop hiking by year-end, and that this market realization could be a catalyst drive PMs higher.
We wrap up with some reasons for investors to consider attending the New Orleans Investment Conference, from October 12-15, and the impressive who’s who list of key note speakers, 100 companies being showcased, and also a chance to network with fellow investors in the resource space. Cory and I will also be attending next month in person, so check out the lineup and information in the link below.
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