Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market turmoil driven by tariffs, tweets, and geopolitical instability.
Discussion Highlights:
- Unprecedented market volatility: Massive swings in U.S. indices point to deep investor uncertainty.
- Gold’s rising role as the only safe haven: Despite widespread selling, gold and gold equities are surging, diverging from other defensive assets like bonds and the USD.
- Rotation into gold stocks: Institutional and generalist investors are increasingly allocating to miners, with even junior names showing double-digit daily gains.
- Silver lagging: While silver’s industrial ties weigh it down, history suggests a catch-up rally may be next.
- A global gold bid: Gold is rising in all fiat currencies, underscoring global devaluation concerns and a flight from U.S. markets.