Uploaded August 2026 | Updated September 2026, 2 weeks ago
Brien Lundin argues that gold’s recent pullback is a normal correction within a broader bull market, driven by temporary fears around Fed tightening, oil-driven inflation, and weak summer seasonality. He explains why rising long-term yields reflect growing concern over debt and currency depreciation, why central bank buying continues to support gold, and why an eventual equity correction could create another major buying opportunity. Lundin also outlines his outlook for silver, and mining stocks.
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0:00 Why has gold stalled near $4,000?
1:22 Gold’s correction and the next buying window
4:05 What past gold bull markets can teach investors
5:47 Why the Fed may be forced back into easing
10:07 Rising yields, debt, and currency depreciation
13:41 Could the AI stock bubble trigger a market correction?
18:19 Central banks continue buying the dip
21:10 Where gold could finish this cycle
25:38 Why silver may outperform gold
28:17 Silver’s volatility and physical market bottlenecks
32:18 The outlook for gold and silver miners
36:12 What major mining earnings reveal
38:08 The New Orleans Investment Conference
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Brien Lundin argues that gold’s recent pullback is a normal correction within a broader bull market, driven by temporary fears around Fed tightening, oil-driven inflation, and weak summer seasonality. He explains why rising long-term yields reflect growing concern over debt and currency depreciation, why central bank buying continues to support gold, and why an eventual equity correction could create another major buying opportunity. Lundin also outlines his outlook for silver, and mining stocks.
Follow Brien:
https://x.com/Brien_Lundin
neworleansconference.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 Why has gold stalled near $4,000?
1:22 Gold’s correction and the next buying window
4:05 What past gold bull markets can teach investors
5:47 Why the Fed may be forced back into easing
10:07 Rising yields, debt, and currency depreciation
13:41 Could the AI stock bubble trigger a market correction?
18:19 Central banks continue buying the dip
21:10 Where gold could finish this cycle
25:38 Why silver may outperform gold
28:17 Silver’s volatility and physical market bottlenecks
32:18 The outlook for gold and silver miners
36:12 What major mining earnings reveal
38:08 The New Orleans Investment Conference
Copyright © 2026 Cambridge House International Inc. All rights reserved.
