Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (Nov 2–5) joins us to share his insights on the current precious metals bull market and how investors should approach it.
Brien emphasizes the shift in playbook from bear to bull market especially in the precious metals stocks.
Key themes covered in this interview:
- Gold’s parabolic rise to $3,500, its sharp retracement, and the broader macro drivers including Chinese buying, USD weakness, and Western skepticism.
- Why central banks, not retail investors, are driving this gold bull market, and how that changes the usual “crowded trade” narrative.
- Juniors gaining traction: Exploration funding is flowing again as drill results impress and production-stage juniors like Luca Mining (LUCA.V) see renewed upside.
- Outlook on potential M&A: Developers with large, high-quality resources like Banyan Gold and Meridian Mining may soon be on the majors’ radar.
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