Sign up to save your podcasts
Or
Share Brian Leni - Junior Gold Stocks: Rotation, Valuation, M&A
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Brian Leni - Junior Gold Stocks: Rotation, Valuation, M&A
The momentum in the gold sector continues to build, and it's now filtering into the juniors. In this episode of the KE Report, we speak with Brian Leni of Junior Stock Review to unpack what he sees as a true shift in sentiment and market behavior toward gold exploration and development companies.
"We're finally seeing good news get rewarded."
Brian discusses the shift from bearish sentiment to bullish action as gold prices remain strong and financing picks up across the junior space.
Topics covered include:
- Why this market feels different from past cycles, and how it compares to 2016 and 2020
- Brian’s portfolio strategy: holding vs. trimming, and rotating into new names
- Standout companies and valuation gaps, including Thesis Gold
- His views on M&A as a key exit strategy in a rising market
- Whether other commodities like copper, nickel, or lithium are offering enough value right now
Brian also shares how he identifies high-probability takeover candidates and why the best opportunities still lie in companies where value hasn't caught up to price.
Follow Brian’s work at Junior Stock Review and sign up for his newsletter to track his top picks.
View all episodes
By KE Report
4.3
1111 ratings
The momentum in the gold sector continues to build, and it's now filtering into the juniors. In this episode of the KE Report, we speak with Brian Leni of Junior Stock Review to unpack what he sees as a true shift in sentiment and market behavior toward gold exploration and development companies.
"We're finally seeing good news get rewarded."
Brian discusses the shift from bearish sentiment to bullish action as gold prices remain strong and financing picks up across the junior space.
Topics covered include:
- Why this market feels different from past cycles, and how it compares to 2016 and 2020
- Brian’s portfolio strategy: holding vs. trimming, and rotating into new names
- Standout companies and valuation gaps, including Thesis Gold
- His views on M&A as a key exit strategy in a rising market
- Whether other commodities like copper, nickel, or lithium are offering enough value right now
Brian also shares how he identifies high-probability takeover candidates and why the best opportunities still lie in companies where value hasn't caught up to price.
Follow Brian’s work at Junior Stock Review and sign up for his newsletter to track his top picks.
More shows like The KE Report
View all
The Peter Schiff Show Podcast
5,686 Listeners
Macro Voices
3,074 Listeners
Financial Sense(R) Newshour
377 Listeners
Sprott Money News
148 Listeners
Quoth the Raven
932 Listeners
Mining Stock Daily
93 Listeners
Palisades Gold Radio
251 Listeners
Value Hive Podcast
91 Listeners
The Grant Williams Podcast
1,352 Listeners
Doug Casey's Take
121 Listeners
Wealthion - Be Financially Resilient
375 Listeners
Thoughtful Money with Adam Taggart
405 Listeners
The Julia La Roche Show
59 Listeners
The David Lin Report
46 Listeners
Monetary Matters with Jack Farley
145 Listeners