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Debt, Deficits, and the Next Leg Higher for Gold - Brien Lundin
13 July 2026

Debt, Deficits, and the Next Leg Higher for Gold - Brien Lundin

Mining Stock Daily

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Brien Lundin joins Mining Stock Daily from the Rule Symposium in Boca Raton for a wide-ranging discussion on the current state of the precious metals bull market and why volatility should be expected after gold's powerful run. Trevor and Brien explore the relationship between rising bond yields, mounting government debt, central bank policy, and the long-term case for owning gold, silver, and mining equities. They also discuss where capital could begin flowing next in the mining sector, the outlook for M&A, royalty companies, and why Brien believes the strongest opportunities remain further down the food chain. Finally, Brien shares a preview of this year's New Orleans Investment Conference and the themes he expects will shape investor sentiment heading into the end of 2026.