EPISODE · Jun 4, 2026 · 18 MIN
Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates
from The KE Report · host KE Report
In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver. Key discussion points include: Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause. Shifting Market Correlations: An analysis of why gold’s relationship with the S&P 500 and oil is breaking down. The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field. The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on October 28-31. Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
What this episode covers
In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver. Key discussion points include: Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause. Shifting Market Correlations: An analysis of why gold’s relationship with the S&P 500 and oil is breaking down. The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field. The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on October 28-31. Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates
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