Replay available
Precious Metals: The Macro Picture
Join CEOs of precious metals companies and newsletter writer Brien Lundin for a robust conversation on the economic forces driving gold and silver prices right now. With gold pulling back from January's record highs even as conflict in the Middle East threatens oil supply, and markets pricing in Fed rate hikes rather than cuts, the panel digs into why the traditional safe haven playbook seems to have broken down and what that means for investors. Rick Van Nieuwenhuyse of Contango Silver & Gold and Luke Alexander of Newcore Gold bring the operator's perspective on running and building mines through this volatility, while Brien Lundin draws on decades of watching metals cycles to separate the signal from the noise. From central bank buying and ballooning US debt to whether mining equities can finally close the gap with metal prices, this is a candid look at where the precious metals market goes from here.
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Featured presenters
Luke Alexander
President, CEO & Director at Newcore Gold
Luke Alexander brings over 20 years of natural resource sector experience, knowledge and contacts to Newcore Gold, particularly in West Africa. He has raised billions of dollars and structured deals for major mining companies while advising some of the worl...
Friends
Team at 6ix Inc
Rick Van Nieuwenhuyse
CEO at Contango Silver & Gold
Mr. Van Nieuwenhuyse was appointed to serve as President, Chief Executive Officer, and director of the Company effective January 6, 2020. He previously served as President and Chief Executive Officer of Trilogy Metals Inc. from January 2012 until December 2...
Brien Lundin
Host at New Orleans Investment Conference
With a career spanning four decades in the investment markets, Brien Lundin serves as President & CEO of Jefferson Financial. He is also the publisher and editor of Gold Newsletter and host of the annual New Orleans Investment Conference.
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Contango Silver & Gold Inc., Newcore Gold Ltd., New Orleans Investment Conference.
Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 019fa53e-e510-7f53-aee8-9ea98b321115 Created: 2026-07-27T20:23:45.898Z Duration: 3735.7 Channels: 1 00:00:04.360 -- 00:00:06.299 Good morning, good afternoon, or good evening, depending 00:00:06.299 -- 00:00:07.640 on where in the world you're signing in 00:00:07.640 -- 00:00:09.840 from. I know it's quite an international audience. 00:00:09.840 -- 00:00:11.960 So I thank everybody for joining us across 00:00:11.960 -- 00:00:14.099 the world today. Very excited. I got great 00:00:14.099 -- 00:00:16.880 panelists on today. I've got Brian London, Chair 00:00:16.880 -- 00:00:18.600 of the New Orleans Investment Conference, Editor of 00:00:18.600 -- 00:00:20.860 the Gold Newsletter and General of Mining Industry, 00:00:20.860 -- 00:00:23.760 Luminary. I've also got Luke Alexander, President, CEO 00:00:23.760 -- 00:00:25.580 and Director of NewCore Gold and Rick Van 00:00:25.580 -- 00:00:28.380 Nuenheise, CEO of Contango Silver and Gold. Gentlemen, 00:00:28.380 -- 00:00:29.279 how are you today? 00:00:30.660 -- 00:00:31.660 Doing great, Romeo. 00:00:32.460 -- 00:00:32.960 Awesome. 00:00:33.480 -- 00:00:35.020 So here's how today's going to work just 00:00:35.020 -- 00:00:36.420 for the folks in the room. 1st of 00:00:36.420 -- 00:00:37.660 all, we're going to get to the bottom 00:00:37.660 -- 00:00:38.986 of everything to do with metals prices, so 00:00:38.986 -- 00:00:40.920 you can expect that locked in for this 00:00:40.920 -- 00:00:41.700 hour, guaranteed. 00:00:42.340 -- 00:00:44.340 But this is also an interactive event. Please 00:00:44.340 -- 00:00:46.400 feel free to talk amongst yourselves in the 00:00:46.400 -- 00:00:48.620 chat, to ask questions. It's very likely I 00:00:48.620 -- 00:00:51.580 won't ask...