Brien Lundin - Gold Defies Yields and High-Upside Juniors in the Yukon

In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and Host of the New Orleans Investment Conference (taking place October 28–31). Brien unpacks the shifting macroeconomic backdrop driving the precious metals complex, the widening divergence between sovereign debt reality and monetary policy, and why gold continues to demonstrate remarkable resilience. We also take a deep dive into mining equity valuations, comparing producer cash flows against tech sector spending, followed by boots-on-the-ground takeaways from recent site visits to active exploration projects across the Yukon. Gold Breaking Traditional Correlations: How gold is demonstrating rare strength by advancing alongside rising Treasury yields, signaling a major structural shift in global sovereign debt sentiment. Bond Vigilantes vs. Fiscal Reality: Why market forces are challenging central bank messaging and administrative efforts to suppress long-term borrowing costs under a growing national debt burden. Producer Economics vs. General Equities: Why senior gold producers are generating unprecedented margins and free cash flow yields relative to capital-heavy sectors like tech. Yukon Exploration Insights: Key observations and upcoming catalysts from recent project tours examining scale, infrastructure, and high-grade discovery potential. Economic Studies vs. Drilling Growth: The strategic debate between publishing early project economics versus prioritizing continuous resource expansion in an advancing bull market. Companies Mentioned: Banyan Gold Corp. (TSX-V: BYN / OTCQB: BYAGF) Gladiator Metals Corp. (TSX-V: GLAD / OTCQB: GDTRF) Prospector Metals Corp. (TSX-V: KLD / OTCQB: PRMCF) Newmont Corp. (NYSE: NEM / TSX: NGT) 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. - https://neworleansconference.com/korelin/ --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.