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Brien Lundin - Market Chaos & Gold's Surge: Safe Havens, Tariffs & A Precious Metals Divergence
MP3•Episode home
Manage episode 476311400 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market turmoil driven by tariffs, tweets, and geopolitical instability.
Discussion Highlights:
- Unprecedented market volatility: Massive swings in U.S. indices point to deep investor uncertainty.
- Gold's rising role as the only safe haven: Despite widespread selling, gold and gold equities are surging, diverging from other defensive assets like bonds and the USD.
- Rotation into gold stocks: Institutional and generalist investors are increasingly allocating to miners, with even junior names showing double-digit daily gains.
- Silver lagging: While silver's industrial ties weigh it down, history suggests a catch-up rally may be next.
- A global gold bid: Gold is rising in all fiat currencies, underscoring global devaluation concerns and a flight from U.S. markets.
260 episodes
MP3•Episode home
Manage episode 476311400 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market turmoil driven by tariffs, tweets, and geopolitical instability.
Discussion Highlights:
- Unprecedented market volatility: Massive swings in U.S. indices point to deep investor uncertainty.
- Gold's rising role as the only safe haven: Despite widespread selling, gold and gold equities are surging, diverging from other defensive assets like bonds and the USD.
- Rotation into gold stocks: Institutional and generalist investors are increasingly allocating to miners, with even junior names showing double-digit daily gains.
- Silver lagging: While silver's industrial ties weigh it down, history suggests a catch-up rally may be next.
- A global gold bid: Gold is rising in all fiat currencies, underscoring global devaluation concerns and a flight from U.S. markets.
260 episodes
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