Gold above $3,000, silver over $35, and copper near all-time highs – this is the commodity bull market many investors have been waiting for. 

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to share his outlook on the rally across precious and base metals and how it’s translating into momentum for the mining sector, especially junior stocks.

Brien discusses how recent tariff talk and ongoing geopolitical risk have added fuel to a move that’s already being supported by strong monetary fundamentals. Central banks continue to buy gold, and now western investors are starting to rotate into the space. With gold mining equities outperforming the metal itself, and juniors seeing increased access to capital, Brien believes the setup is in place for broader gains across the sector.

He also outlines how the strength in gold is expected to show up in Q1 earnings, with producers benefiting from significantly higher average prices. As generalist investors screen for performance, gold equities could be too strong to ignore.

We also discuss how Brien is positioning his portfolio, why he’s adding exposure to select juniors with strong resources or near-term catalysts, and his take on silver and copper stocks, which have yet to fully follow the underlying metals. He shares several company names currently on his radar and explains how he balances taking profits while staying exposed to the upside.

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