{"podcast":{"title":"The KE Report","slug":"the-ke-report-5642261","podcast_index_feed_id":5642261,"rss_url":"https://feed.podbean.com/kereport/feed.xml","website_url":"https://kereport.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/14667883/Ker_Logo_Large_8k5wed.jpg","author":"KE Report","episode_count":100,"summary":"The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.","last_synced_at":"2026-07-07T00:17:40.068815+00:00","page_url":"https://stenobird.com/podcast/the-ke-report-5642261"},"episode":{"title":"Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates","slug":"brien-lundin-gold-correlations-to-markets-and-oil-breaking-down-portfolio-stock-updates","published_at":"2026-06-04T18:08:44+00:00","page_url":"https://stenobird.com/podcast/the-ke-report-5642261/brien-lundin-gold-correlations-to-markets-and-oil-breaking-down-portfolio-stock-updates","show_page_url":"https://stenobird.com/podcast/the-ke-report-5642261","url":"https://kereport.podbean.com/e/brien-lundin-gold-correlations-to-markets-and-oil-breaking-down-portfolio-stock-updates/","audio_url":"https://mcdn.podbean.com/mf/web/m4ssxm54faxy8d3y/2026-06-04_-_Brien_Lundin9kuml.mp3","summary":"In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver. Key discussion points include: Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause. Shifting Market Correlations: An analysis of why gold’s relationship with the S&P 500 and oil is breaking down. The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field. The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on October 28-31. Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ ------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.…","meta_description":"In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment C…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1086,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-ke-report-5642261/episodes/brien-lundin-gold-correlations-to-markets-and-oil-breaking-down-portfolio-stock-updates/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-ke-report-5642261/brien-lundin-gold-correlations-to-markets-and-oil-breaking-down-portfolio-stock-updates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}