The KE Report

Brien Lundin - Gold’s Summer Pause, Silver Momentum, and Junior Financing Boom

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In this episode, I welcome back Brien Lundin to break down the latest trends in the precious metals markets and what investors should be watching heading into the fall. Brien, well known as the editor of Gold Newsletter and the long‑time host of the New Orleans Investment Conference, shares why he believes this bull market is still in its early innings.

Key Discussion Points

  • Gold’s sideways consolidation around $3,325 and why low volatility often signals a powerful move ahead.

  • Rotation into mining stocks and juniors: Rising financings, improved valuations, and new interest from generalist investors.

  • Silver’s breakout momentum: The gold–silver ratio narrowing, resilience through pullbacks, and why silver juniors offer leverage on top of leverage.

  • Upcoming opportunities: Brien highlights companies with significant news flow ahead, including Banyan Gold, Prospector Metals, Blackrock Silver, Vizsla Silver, and Relevant Gold.

  • Capital flow and M&A potential: Why larger financings and institutional interest could reshape the sector.

    • Brien explains why the current market action feels like a coiled spring, and why the summer doldrums often set the stage for strong fall rallies.

    Mark your calendar for the New Orleans Investment Conference – November 2–5, 2025. Hope to see you there! Click here to learn more about the conference. 

    Click here to learn more about the Gold Newsletter.

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