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Brien Lundin - Gold (GLD) Inflows Showing Interest From Western Investors, The Importance Of M&A For Resource Equities
Manage episode 434452111 series 3374176
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.
133 episodios
Manage episode 434452111 series 3374176
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.
133 episodios
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