The KE Report, Released on 1/4/24
Brien Lundin, Editor of the Gold Newsletter and our Host at the New Orleans Investment Conference joins me to share his outlook for gold and gold stocks in 2024. We discuss the key factors to watch in 2024, which is mostly still Fed focused. I also ask Brien his views on if the stock market needs to crash to bring investors into the precious metals sector. We then move to the types of gold stocks Brien thinks will be the first ones to move higher with the gold price. This brings in a discussion on the financing environment and jurisdictional risk.
0:00 – 2024 outlook for gold and gold stocks
3:34 – Does the gold sector need a crashing stock market to drive generalist interest?
6:08 – Gold stocks Brien likes at this time
7:55 – Earlier stage exploration companies
9:04 – Focus on well known jurisdiction
10:07 – Financing outlook for 2024
Brien Lundin serves as president and CEO of Jefferson Financial, Inc., a highly regarded producer of investment-oriented events and publisher of investment newsletters and special reports. Under the Jefferson Financial umbrella, Mr. Lundin serves as publisher and editor of Gold Newsletter, the publication that has been the cornerstone of precious metals advisories since 1971, and as the host of the annual New Orleans Investment Conference, the oldest and most respected investment event of its kind. In addition to his responsibilities with Jefferson Financial, Mr. Lundin is an active investor and speculator in the mining and technology sectors.