Thoughtful Money with Adam Taggart

Gold May Rally Up To $6,000-8,000/oz | Brien Lundin

15 snips
Sep 30, 2025
Brien Lundin, CEO of Jefferson Financial and publisher of GoldNewsletter.com, dives deep into the dynamic world of precious metals. He discusses the significant upsurge in gold and silver prices and evaluates whether this bull market is here to stay. Brien also clarifies the role of central banks in driving demand, highlights the current undervaluation of miners, and shares insights into investment opportunities in junior explorers. Expect to learn why silver holds strategic importance and how the market for precious metals might evolve in the future.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Historic Cycle Suggests Massive Upside

  • Gold's current bull market may mirror previous cycles and could multiply several-fold from its 2015 low.
  • Brien Lundin estimates an eventual nominal peak near $6,000–$8,000/oz based on past cycle multipliers.
INSIGHT

Central Banks And East Drive Unique Rally

  • This gold rally is unique because central banks and Eastern buyers have driven it while Western retail lagged.
  • That dynamic pushed investors into silver and mining stocks, which had been relatively neglected.
INSIGHT

Small Flows Can Trigger Big Moves

  • The metals sector is tiny relative to global capital, so modest inflows from Western investors could spark explosive moves.
  • Early signs show Wall Street and institutional players beginning to reallocate into precious metals and miners.
Get the Snipd Podcast app to discover more snips from this episode
Get the app