Brien Lundin: Generalist Investors Driving The Commodity Supercycle

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Palisades Gold Radio

Collin Kettell

30 episodes

5 days ago

Palisades Gold Radio is the largest online discussion platform for junior mining globally. Each week, host Collin Kettell interviews top experts in the energy and mining space to discuss macro trends and identify strong investment ideas. With over 1,000,000 views in just three years and videos viewed from over 150 countries around the world, Palisades Gold Radio is the best place for top quality mining content. Guests have included Robert Kiyosaki, Don Coxe, Rick Rule, Eric Sprott, Doug Casey, Frank Holmes, Marc Faber, Jim Rogers, and much more. Visit us at www.palisadesradio.ca

All content for Palisades Gold Radio is the property of Collin Kettell and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Brien Lundin: Generalist Investors Driving The Commodity Supercycle – Gold, Silver, Copper & More

Palisades Gold Radio

54 minutes 46 seconds

3 weeks ago

Brien Lundin: Generalist Investors Driving The Commodity Supercycle – Gold, Silver, Copper & More

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.

Timestamps:
00:00:00 - Introduction
00:00:44 - Gold Bull Market Status
00:03:41 - Historical Bull Parallels
00:05:41 - Gold Revaluation Potential
00:08:57 - Dollar Reserve Decline
00:11:22 - Global Liquidity Trends
00:14:00 - Owning Gold Insurance
00:16:04 - Miners Undervaluation Explained
00:19:31 - Best Producer Values
00:22:11 - Mining Market Health
00:29:48 - Commodity Super Cycle
00:30:14 - Silver Supply Dynamics
00:38:43 - Evaluating Junior Miners
00:53:00 - Concluding Thoughts

Guest Links: X: https://x.com/Brien_Lundin Website: https://goldnewsletter.com/ Conference: https://neworleansconference.com/

With a career spanning four decades in the investment markets, Brien Lundin serves as president and CEO of Jefferson Financial, Inc., a highly regarded producer of investment-oriented events and publisher of investment newsletters and special reports. Under the Jefferson Financial umbrella, Mr. Lundin serves as publisher and editor of Gold Newsletter, the publication that has been the cornerstone of precious metals advisories since 1971, and as the host of the annual New Orleans Investment Conference, the oldest and most respected investment event of its kind.

As editor of Gold Newsletter, Mr. Lundin covers not only resource stocks, but also the entire world of investing, from small-caps of every type to macroeconomics and geopolitical issues that u...