Brien Lundin, Editor of TheGoldNewsletter.com and organizer of the New Orleans Investment Conference, shares insights on the gold market's resilience amid volatility. He predicts gold prices could soar to $6,000-$8,000 due to strong fundamentals and central bank activity. Lundin highlights the undervaluation of mining stocks and anticipates strong earnings reports. He also discusses a broader commodity supercycle, emphasizing silver's inelastic supply and potential for substantial appreciation. His analysis includes investment strategies for both gold and silver.
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insights INSIGHT
Bull Market Fundamentals Intact
Gold's bull market remains intact because central bank buying and mounting global debt support it.
Expect further corrections but the secular uptrend should continue toward multi-year highs.
insights INSIGHT
How Big This Gold Rally Could Be
Historical bull markets rose about 5.6x–8.2x from troughs, implying a $6,000–$8,000 gold target from this cycle's bottom.
A full monetary reset could push prices much higher, though that's a lower-probability scenario.
volunteer_activism ADVICE
Choose Bullion Or Leverage Deliberately
Decide whether you own gold for insurance or investment before choosing bullion or equities.
If you want leverage, consider silver or mining stocks rather than physical bullion.
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Stijn Schmitz welcomes Brien Lundin to the show. Brien Lundin is Editor of 'The Gold Newsletter.com' & Host of the New Orlean's Investor Conference. Lundin discusses the current gold market, emphasizing that despite recent volatility, the fundamental factors driving the bull market remain strong. He believes the current market is part of a secular bull market with potential for gold prices to reach between $6,000 to $8,000, and potentially even higher in a significant monetary reset scenario. Central bank buying and the ongoing "debasement trade" continue to support gold's upward trajectory. Regarding mining stocks, Lundin argues that miners are still significantly undervalued. He anticipates that upcoming earnings reports will demonstrate the robust economics of gold projects at current prices. He recommends focusing on larger producers like Newmont and Newcrest in the near term, while also highlighting opportunities among developers and exploration companies. Lundin is optimistic about the increasing capital flow into the mining sector, viewing it as a positive development despite concerns about "dumb money". He sees this as part of a broader commodity super cycle affecting multiple metals, with particularly strong potential for base metals and energy metals due to supply constraints and growing demand. On silver, Lundin is bullish, noting the metal's potential for significant price appreciation. He highlights the inelastic supply of silver, with 70% of production being a byproduct of other metal mining, and expects industrial demand to consume all available mine supply in the coming years. The conversation also touched on other commodities like copper, vanadium, and zinc, with Lundin expressing optimism about their long-term potential driven by supply constraints and increasing demand. He emphasized the importance of understanding the sector, spreading risk, and being patient with investments. Lundin concluded by promoting his upcoming New Orleans Investment Conference, describing it as the longest-running investment event in the world, featuring numerous expert speakers across geopolitics, macroeconomics, and metals investing.
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