The KE Report

Brien Lundin - The Generational Gold Opportunity: Market Volatility, Record Financings, and the New Era of Mining Investors

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In this KE Report Daily Editorial, we’re joined by Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference (Nov. 2–5), to discuss the gold correction, investor sentiment, and the massive flow of capital reshaping the mining sector.

Key Discussion Highlights:

  • Healthy correction: A 10% pullback after the blow-off top; gold still at $4,000/oz and the bull trend intact.

  • New money, new volatility: Western funds and traders return - driving sharper swings but broader participation.

  • Complacency risk: Don’t get numb to record prices; now’s the time to find undervalued juniors.

  • Unique cycle: Central banks sparked this run; miners and silver are only starting to catch up.

  • Financing surge: Juniors landing $50M–$100M raises; many now able to self-fund development.

  • Strategic & crypto capital: Majors like Centerra Gold taking 9.9% stakes; Tether backing royalty firms like EMX and Elemental Altus.

  • Profit strategy: Take partial gains, keep exposure - this remains a generational opportunity.

    •  

    Click here to learn more about the Gold Newsletter.

    Please email Shad and I if you will be at the New Orleans Investment conference - [email protected] and [email protected]. 

     

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    For more market commentary & interview summaries, subscribe to our Substacks:

    The KE Report: https://kereport.substack.com/_
    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/_


    Investment disclaimer:
    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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