Brien Lundin

Podcast

Lightspring/Shuttestock

Brien Lundin: If They Don't Want You To Own It, You Probably Should

The wisdom (and challenges) of owning safe haven assets
Monday, August 14, 2017, 8:39 PM

One of the most perplexing mysteries to us is that right as the Federal Reserve embarked on QE3 -- which was a huge, enormous, $85 billion a month experiment -- commodities began a multiyear decline within two weeks of that announcement. Concurrently, the world’s central banks plunged the world into steeply negative real interest rates, a condition that has almost always resulted in booming commodity prices -- but not this time. Today, the ratio between commodity prices and equities is at one of, if not the most, extreme points in history.

To explain that gap, we talk this week with Brien Lundin, publisher of Gold Newsletter and producer of the New Orleans Investment Conference (where Chris and Adam are speaking on Oct 25-28): » Read more