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Cover for Brien Lundin - Gold (GLD) Inflows Showing Interest From Western Investors, The Importance Of M&A For Resource Equities

Brien Lundin - Gold (GLD) Inflows Showing Interest From Western Investors, The Importance Of M&A For Resource Equities

August 14, 2024
  • Gold
  • Brien Lundin
KEReport
By KEReport
KEReport

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to share his insights on the gold market. 

We highlight strong performance in gold, recent inflows into GLD, and the potential for increased Western investment. Brien explains how the current gold bull market, driven by both central bank and Chinese investors, could signal a historic moment with both Eastern and Western investors buying gold simultaneously. The conversation also covers the impact of M&A in the industry. The stocks are still waiting for the generalist investor to enter the space which would create a revaluation across the sector and help the stocks close the valuation gap to gold.

Click here to learn more about the New Orleans Investment Conference on November 20-23. 

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
View all podcast by KEReport

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