

REPLAY: The Latest Insights into Metals and Miners w/ Brien Lundin, Vukasin Pekovic and Brian Leni
May 6, 2025
Brien Lundin, Editor of Gold Newsletter, shares his deep expertise alongside Vukasin Pekovic of Lobo Tigre and Brian Leni from Junior Stock Review. They dive into the recent surge in gold prices and its positive effects on miners. The discussion highlights the influence of Asian investors and the evolving landscape for smaller exploration companies. They also analyze strategic mergers like Caliber Mining and Equinox Gold, emphasizing the need for cautious investment amidst market volatility and emerging trends in gold mining strategies.
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Asian Buyers Drive Gold Trends
- Asian gold buyers, particularly in China, aggressively drive prices after holidays.
- Their return to markets leads to rapid price surges, influencing global gold trends.
Unprecedented Gold Bull Market
- The current gold bull market is unprecedented with central banks initially driving the price up, unlike past cycles.
- Geopolitical strategy, especially by China, now dominates gold price movements instead of investor emotions.
Gold Producers Lead Market Surge
- Another price leg for well-run gold producers is likely as generalist investors enter the sector.
- Explorers and developers will attract risk capital later, often after major producers move higher first.