Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to share his insights on how the increase in North American investor interest in gold is filtering into gold stocks. We also look at the silver and copper markets as well as the underlying equities. 

We begin with the shift in interest of North American investors towards gold ETFs like GLD is potentially influencing the gold stock market, mostly for actual mining companies. Brien breaks down the current bull market phase driven by central bank buying and Chinese domestic investments, and discusses the impact of the anticipated Fed pivot on gold and other risk assets. We also explore the expanding margins and cash flows of major and mid-tier producers, the potential boom in the gold equities market, and the future of silver and copper investments amidst varying economic conditions.

Click here to learn more about the New Orleans Investment Conference on November 20-23.