The KE Report Brien Lundin - The Generational Gold Opportunity: Market Volatility, Record Financings, and the New Era of Mining Investors
Oct 30, 2025
Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference, shares insights on the current state of the gold market. He discusses the recent healthy correction in gold prices and how Western funds are driving increased volatility. Lundin warns against complacency amid record prices and emphasizes the unique dynamics of this bull market, fueled by central banks. Additionally, he highlights the unprecedented financing surge for junior miners, urging investors to take partial gains while remaining exposed to this generational opportunity.
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Bull Market Intact Despite Volatility
- The recent ~10% pullback followed a blow-off top but did not break the bull trend in gold.
- Western generalist money's return brings bigger swings and more volatility to the sector.
Act Now To Exploit Market Inefficiencies
- Do not become numbed by high metal prices; act now to find undervalued juniors while the market is inefficient.
- Attend conferences, read independent newsletters, and do legwork to uncover overlooked opportunities.
Central Banks Started A Unique Gold Run
- This gold bull is unique because central banks kicked it off, pushing gold to highs before miners and silver caught up.
- That lag created a rare opportunity to buy mining stocks near long-term lows while gold was at record levels.