Kitco News, Released on 7/14/26 (Recorded on 7/9/26)

Gold’s brutal 40% miner selloff was a “classic washout,” not a breakdown, says Brien Lundin, and what comes next could leave Wall Street watching from the sidelines.

00:36 – Is the Bottom In for Gold?
02:09 – Washout vs Breakdown: How to Tell
03:52 – Why Gold’s Rally Shocked Everyone
05:00 – Washed-Out Sentiment and the Liquidity Setup
08:39 – Fed Politics: Was Warsh “Rehearsed”?
10:31 – Gold Targets and the Reset Scenario
12:05 – Picking Winners Across Commodities
12:53 – M&A and Capital Discipline
13:54 – New Orleans Investment Conference Preview
16:17 – The One Lesson for Gold Investors

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.

  brien lundin, Fed, gold, gold miners, inflation, precious metals, silver