Brien Lundin, editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference (Nov. 2–5) joins us to discuss the investment narrative for gold and gold stocks. 

We dive into a volatile day for gold, with futures down $80 and trading just above $3,300. While the pullback may be tied to geopolitical headlines and a U.S.-UK trade deal, Brien emphasizes a deeper story: gold’s rising role as a global safe haven amid the “Sell America” trend.

Key discussion points include:

This conversation frames the broader shift toward hard assets and resource equities, especially as geopolitical risks persist and central banks continue diversifying away from the U.S. dollar.

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