Mailbox Money Show

Webinar - Contrarian Investing with Brien Lundin, Russell Gray, and David Morgan


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Welcome to our latest episode!


Join host Bronson Hill in this webinar featuring experts sharing contrarian strategies for passive investors navigating economic shifts.


Brien Lundin, editor of Gold Newsletter and director of the New Orleans Investment Conference, offers insights into gold and silver markets.


David Morgan, author and founder of The Morgan Report, specializes in precious metals and rare earth elements.


Russell Gray, founder of Raising Capitalist Foundation and former host of The Real Estate Guys Radio, blends real estate and metals expertise.


Explore why gold is a safe haven amid tariff-driven market volatility, learn to allocate precious metals for liquidity and insurance, and discover contrarian opportunities in mining stocks, real estate, and essential assets.


TIMESTAMPS

00:00 - Wealth Forum Live (September 25-26, 2025, Dallas)

01:35 - Panel introductions: Brien Lunden, David Morgan, Russell Gray

03:16 - David on contrarian investing: The lone wolf theory

10:45 - David on tariffs unsettling bond markets and driving gold demand

21:22 - Brian’s chart: Gold as a safe haven amid dollar and treasury shifts

24:39 - David on physical metals as a foundation before mining stocks

27:06 - Russ on using gold as collateral for liquidity, not selling

34:36 - David on rare earth elements and China’s supply dominance

43:32 - Russ on investing in essential assets like housing and energy

46:05 - Brian on speculative mining stocks with undervalued resources

50:17 - Brian on silver supply constraints for industrial use

57:30 - Closing: How to connect with panelists


Connect with the Guest:

Brien Lundin:

Website: https://goldnewsletter.com/

https://neworleansconference.com/

Linkedin: https://www.linkedin.com/in/brien-lundin-b37a4819/

X: : https://twitter.com/GoldNewsletter


Russell Gray:

Show: https://mainstreetcapitalist.com/

Linkedin: https://www.linkedin.com/in/russellwgray/

Email: [email protected]


David Morgan:

Website: https://silversunrise.tv/

Website: https://www.themorganreport.com/

Linkedin: https://www.linkedin.com/in/thedavidmorgan/

Facebook: https://www.facebook.com/TheMorganReport


#PreciousMetals

#GoldInvesting

#SilverInvesting

#ContrarianInvesting

#PassiveIncome

#RealEstate

#EconomicOutlook

...more
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