Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios.
00:00 Introduction
00:59 Key Takeaways from the New Orleans Investment Conference
01:39 Current Gold Market Analysis
04:55 Gold Price Predictions and Market Dynamics
13:52 Managing Risk in the Gold Market
18:39 Mergers and Acquisitions in the Mining Sector
21:22 Jurisdictional Considerations for Mining Investments
23:46 Investment Strategies for Senior Mining Companies
27:31 Opportunities in Exploration and Development
31:15 Monetary Reset and Future Gold Prices
34:31 Top Picks and Recommendations
36:12 Conclusion and Final Thoughts
39:54 Disclaimer and Cautionary Notes
New Orleans Investment Conference Link: https://neworleansconference.com/
Brien Lundin’s newsletter: https://goldnewsletter.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios.
00:00 Introduction
00:59 Key Takeaways from the New Orleans Investment Conference
01:39 Current Gold Market Analysis
04:55 Gold Price Predictions and Market Dynamics
13:52 Managing Risk in the Gold Market
18:39 Mergers and Acquisitions in the Mining Sector
21:22 Jurisdictional Considerations for Mining Investments
23:46 Investment Strategies for Senior Mining Companies
27:31 Opportunities in Exploration and Development
31:15 Monetary Reset and Future Gold Prices
34:31 Top Picks and Recommendations
36:12 Conclusion and Final Thoughts
39:54 Disclaimer and Cautionary Notes
New Orleans Investment Conference Link: https://neworleansconference.com/
Brien Lundin’s newsletter: https://goldnewsletter.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
The Key to Mastering Junior Mining Cyclicality: Insights from Bill Powers and Brian Leni
Mining Stock Education
59 minutes 46 seconds
2 weeks ago
The Key to Mastering Junior Mining Cyclicality: Insights from Bill Powers and Brian Leni
In this episode of Mining Stock Education, hosts Bill Powers and Brian Leni delve into the cyclical nature of junior mining stocks and the investor psychology driving their boom-and-bust cycles. They discuss the impact of greed and fear on market behavior, the importance of being rules-based, and share insights on their investing approaches. Notable quotes include Howard Marks on how changes in fundamentals filtered through investor psychology produce price changes, and the significance of sentiment change in a bull market. Bill and Brian also reflect on recent financing deals in the sector, the challenges of junior mining investments, and the importance of having an exit strategy. Additionally, they share their perspectives on the gold-silver ratio and the critical role of management integrity in junior mining ventures.
00:00 Introduction
01:07 Investor Psychology and Market Dynamics
03:17 Strategies for Junior Mining Investments
07:57 Greed and Fear in Investing
12:45 Marketing and Promises in the Mining Sector
16:55 Management and Investor Relations
20:08 Greasy founders hire legitimate operators
26:02 ATEX Financing and Dilution Concerns
31:05 Funding Challenges and Market Dynamics
33:20 Accelerator Clauses and Shareholder Concerns
35:01 Rights Offerings Explained
36:09 NexMetals: A Case Study
40:55 Probe Gold Acquisition
42:39 Debating the Gold-Silver Ratio
50:57 Investment Patience and Strategy
55:16 Final Thoughts and Advice
Brian’s website: https://www.juniorstockreview.com/
Bill’s Twitter: https://x.com/MiningStockEdu
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Mining Stock Education
Expert Brien Lundin sees gold going to $8,000/ounce in this upcycle, he explains in this episode of Mining Stock Education. Brien Lundin is the editor of the Gold Newsletter and host of the New Orleans Investment Conference. Lundin provides insights into gold price movements, the impact of federal policies on gold prices, and the historical trends in gold bull markets. They discuss the recent New Orleans Investment Conference, where Lundin emphasized the need to understand the implications of gold's recent performance. The conversation also covers managing investments in a bullish gold market, the importance of jurisdictional factors in mining investments, and the strategic approach of major mining companies in terms of mergers and acquisitions. Lundin shares his top investment picks and stresses the significance of being well-positioned in gold and silver amid potential financial reset scenarios.
00:00 Introduction
00:59 Key Takeaways from the New Orleans Investment Conference
01:39 Current Gold Market Analysis
04:55 Gold Price Predictions and Market Dynamics
13:52 Managing Risk in the Gold Market
18:39 Mergers and Acquisitions in the Mining Sector
21:22 Jurisdictional Considerations for Mining Investments
23:46 Investment Strategies for Senior Mining Companies
27:31 Opportunities in Exploration and Development
31:15 Monetary Reset and Future Gold Prices
34:31 Top Picks and Recommendations
36:12 Conclusion and Final Thoughts
39:54 Disclaimer and Cautionary Notes
New Orleans Investment Conference Link: https://neworleansconference.com/
Brien Lundin’s newsletter: https://goldnewsletter.com/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
