The KE Report

Brien Lundin - From Powell to Trump: What’s Driving the Next Metals Breakout

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In this KE Report Daily Editorial, we welcome back Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference (Nov 2–5).

We dive into the current precious metals environment, where gold and silver are holding near the upper end of their ranges and investor interest is rising as the Fed edges toward its next rate-cutting cycle.

Discussion highlights:

  • Why Powell’s Jackson Hole speech may have fired the starting gun for the next rate-cut cycle
  • How rate cuts, debt levels, and dollar weakness set the stage for a bullish backdrop in gold and silver
  • Valuations: why major and mid-tier miners remain historically undervalued despite strong earnings
  • Juniors’ surge: what it means when majority of the sector has moved higher and where the hidden laggard opportunities may lie
  • Key catalysts ahead: fall drilling updates, Beaver Creek/Denver Gold Forum news flow, and M&A potential
  • Which stocks Brien is watching - from large gold producers to torque-heavy silver juniors

    • Click here to learn more about the New Orleans Investment Conference on November 2-5.

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