# Brien Lundin - Precious Metals Corrections, Copper’s Resurgence, and Strategic Resource Picks

Page: https://stenobird.com/podcast/the-ke-report-5642261/brien-lundin-precious-metals-corrections-copper-s-resurgence-and-strategic-resource-picks
Text version: https://stenobird.com/podcast/the-ke-report-5642261/brien-lundin-precious-metals-corrections-copper-s-resurgence-and-strategic-resource-picks.md
Podcast: [The KE Report](https://stenobird.com/podcast/the-ke-report-5642261)
Published: 2026-05-21T18:38:39+00:00
Episode link: https://kereport.podbean.com/e/brien-lundin-precious-metals-corrections-copper-s-resurgence-and-strategic-resource-picks/
Audio file: https://mcdn.podbean.com/mf/web/inqtyvu79m48uez2/2026-05-21_-_Brien_Lundin8vz0l.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-ke-report-5642261/episodes/brien-lundin-precious-metals-corrections-copper-s-resurgence-and-strategic-resource-picks
Duration seconds: 1026

## Resource

In this Daily Editorial, Cory Fleck is joined by Brien Lundin, Editor of the Gold Newsletter and host of the New Orleans Investment Conference, to analyze the current corrective phase in the precious metals market and explore emerging opportunities across the broader commodities sector. Key Discussion Points: Short-term technical corrections vs. long-term strength: A look at the recent sideways trading patterns for gold and silver, what the charts reveal about moving averages, and why the macro fundamentals remain incredibly supportive for long-term investors. The evolving gold-to-silver relationship: An analysis of silver's recent volatility, how the gold-silver ratio is behaving, and why the participation of Western investors is shifting this market back toward a classic bull cycle structure. Macro drivers and the shift in risk assets: How rising Treasury yields and the geopolitical landscape are impacting the Federal Reserve's policy outlook, and what needs to happen to relieve downward pressure on metals and miners. Sector rotation and critical minerals: Why capital is beginning to rotate from gold into base and critical metals like copper and tungsten, and how strategic government funding is shifting the economics of domestic resource plays. Portfolio management in a target-rich environment: Brien explains his stringent criteria for cutting loose slower-moving companies to make immediate room for high-conviction junior exploration stories. Recent newsmakers in the junior sector: Insights into recent corporate updates from standout resource players and what to look for as the summer drilling season gets underway. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on…

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