Brien Lundin
Interviewer
"Publishing Gold Newsletter since the 1990s and hosting the New Orleans Investment Conference"
Biography
Brien Lundin is one of the most enduring and respected voices in precious metals and resource investing, having served as the publisher and executive editor of Gold Newsletter since the 1990s. Founded in 1971, Gold Newsletter is one of the longest-running precious metals advisories in the industry, and under Lundin's stewardship it has consistently guided investors through commodity bull and bear cycles with a focus on mining equities, junior explorers, and macroeconomic analysis.
As the host and organizer of the annual New Orleans Investment Conference, Lundin has created one of the premier gatherings for resource investors, bringing together legendary figures such as Rick Rule, Eric Sprott, and Doug Casey alongside institutional money managers and mining executives. The conference has served as a launching pad for countless mining investment ideas and has earned a reputation as a must-attend event in the natural resources space.
Lundin's investment philosophy centers on the structural drivers of precious metals bull markets—particularly currency debasement, persistent deficit spending, and central bank intervention. He argues that gold's rallies reflect the late stages of long-running monetary cycles rather than transient geopolitical events. In practice, he is known for actively managing portfolio allocations, "violently cutting" underperforming assets to clear a path for high-upside junior mining positions, and rotating between sectors as the commodity cycle evolves.
Beyond gold and silver, Lundin closely follows copper, tungsten, and energy metals, frequently discussing how structural supply deficits and market consolidation create opportunities in overlooked corners of the resource sector. His commentary is widely featured across financial media including Streetwise Reports, the Keiser Report, Money Metals, FXStreet, and MoneyShow, making him a go-to expert for investors seeking both macro perspective and actionable mining stock picks.
Videos (43)
Tara Christie of Banyan Gold talks to Brien Lundin | Metals Investor Forum | January 2026
Banyan Gold CEO Tara Christie outlines strategy for expanding high-grade mineralization at the AurMac Gold Project in Yukon Territory. Company focused on growing its gold resource base through systematic exploration and advancing the project toward development milestones. Interview conducted at Metals Investor Forum, highlighting management quality as critical success factor for junior mining companies.
"Two Years In - How Much More to Go?" Brien Lundin presents at the January Metals Investor Forum
Brien Lundin analyzes the current precious metals bull market cycle, assessing how much further prices can run after two years of gains. The presentation emphasizes that vetted junior mining companies with excellent management teams offer significant upside potential for investors. Lundin provides macroeconomic context for gold and silver, helping investors time their allocations in the resource sector.
Peter Boockvar & Brien Lundin - Geopolitics to Metals Mania: Venezuela, Critical Minerals, PMs
- Top takeaway Brien argues silver is in an unprecedented setup where industry must now bid directly against investment demand for real physical supply, a dynamic he says has never happened before and that self-exacerbates as prices rise
- The guest expects gold to keep rising on autopilot and to be supported by central bank demand, with the Venezuela situation likely increasing that demand further in 2026
- Brien believes copper is heading to $8 in a slower, steadier secular bull market driven by a sharp drop in big discoveries and lengthy permitting timelines that will delay supply response for years
- The guest frames the current setup as a target-rich environment similar to the mid-2000s, where the job is no longer to find any commodity winner but to identify the outliers that will multiply several times over the next 18 months
- Brien says he expects silver equities to catch up once Q4 earnings make the gap between metal and equity returns obvious, drawing more generalist money into the space
Silver's surge is structurally different — industry is being forced to bid against investors for physical supply for the first time ever. A contrarian oil thesis: WTI at $58 sits in a down cycle, US shale is maturing, and speculative positioning is at 15-year lows. Critical-minerals designation shifts demand dynamics by implying scarcity and encouraging inventory hoarding beyond ordinary consumption. The AI trade is differentiating — investors now punish excessive capex, and the rate of change in spend and returns is slowing. Big copper discoveries have collapsed from hundreds in the 1980s–90s to about six in the past five years, blunting any supply response.
Key Quotes
"Gold's current rally reflects the structural reality of rising government debt, persistent deficit spending, and central bank intervention more than any specific geopolitical event."
— GoldSeek interview on precious metals outlook
"Even if we pull back short term, it's obvious that gold—and therefore silver and the miners—are still firmly in recovery mode."
— MoneyShow market commentary
"I am violently cutting portfolio assets to clear a path for massive upside in select junior mining positions."
— Ke Report interview on short-term gold correction
Key Works
One of the oldest and most respected precious metals investment advisories, providing analysis on mining stocks, commodities, and macroeconomic trends since 1971.
Premier annual investment conference focused on precious metals, natural resources, and macro investing, featuring top-tier speakers from the mining and finance industries.
Specializations
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