Brien Lundin: The New Commodity Supercycle: Why Gold, Copper & Silver Are Set to Explode in 2025
We’re entering a once-in-a-generation wealth shift—pay attention, and you will come out ahead.
Brien Lundin of explains the New Commodity Supercycle, exposing why gold, silver, and copper are about to soar. From historic debt traps to the collapse of fiat currency credibility, this is what the media won’t tell you—and what the elites are betting on behind closed doors.
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Inside This Breakdown:
Why we’re facing two unstoppable megatrends in commodities
The TRUTH about the U.S. dollar’s death spiral 💸
Why gold could hit $8,000+—and how history proves it 📈
The “supply strangulation” in copper, lithium, and rare earths
Central banks buying gold like it’s going out of style (because it is)
Why silver’s breakout to $50 is just the beginning
The mining stocks about to explode—if you know where to look
This is not financial advice—this gives you an explanation behind the changes you are seeing, so that you can think about diversification of your financial strategy as protection against market volatility.
00:00 - Introduction: What is the New Commodity Supercycle?
01:00 - Two Mega Trends: Monetary Metals & Base/Energy Metals
01:40 - Drivers: Monetary Debasement & Supply Constraints
02:10 - Decline of the US Dollar’s Purchasing Power
03:00 - Historical Currency Debasement (Roman Denarius, Cicero Quote)
04:00 - 45-Year Trend of Easier Money & Falling Interest Rates
06:00 - Federal Debt vs Interest Rate Policy
07:30 - Cost of Servicing US Debt is Exploding
09:00 - Debt-to-GDP Ratio: Then vs Now (1980 vs Today)
10:00 - Vicious Cycle: Rising Debt → More Borrowing → More Debt
11:00 - Real Interest Rates Must Stay Negative (Bullish for Commodities)
12:00 - Implications for Gold, Silver, Real Assets
13:00 - Powell & Central Banks Turning Toward Easier Money
14:00 - Global Context: All Central Banks in the Same Debt Trap
15:00 - Supply & Demand: Strangled Supply Meets Soaring Demand
15:45 - Why Supply is Lagging: Underinvestment, Permitting Delays
16:30 - Base Case Demand Already in Deficit
17:00 - Explosive Demand Drivers: EVs, AI, Data Centers, Grid Buildouts
17:30 - Central Banks Buying Gold: Dollar Debasement & Sanctions
18:30 - Long Lead Times for Mines: 35–40 Years in Some Cases
19:00 - Projected Demand Surge for Critical Minerals by 2040
20:00 - Lithium, Graphite, Nickel, Rare Earths, and Copper Outlook
21:00 - Gold Demand from Central Banks (2023–2025 Outlook)
22:00 - Dollar Reserves Dropping, Gold Reserves Rising
23:00 - Western Investors Re-entering the Gold Market
24:00 - Mining Stocks Outperforming Gold (GDX Ratio Trend)
25:00 - Miners Still Undervalued Despite Recent Gains
26:00 - Copper Outlook: Tariff Shock as a Buying Opportunity
27:00 - Silver Breaks Out of 11-Year Resistance
28:00 - Gold Sideways in Summer, Poised for Fall Breakout
29:00 - Historical Gold Bull Markets: 1970s, 2000s, Now
30:00 - $7,000–$8,000 Gold? Comparing Past Bull Cycles
31:00 - Gold-Backed Dollar Scenario: $20,000 Gold Potential
32:00 - Why a Return to Gold May Be Necessary for Credibility
33:00 - High Risk/High Reward: Junior Mining Stocks
33:30 - Example: 87x Return from Great Bear Resources
34:00 - Final Thoughts: Education, Newsletters, & Conferences
34:30 - Where to Learn More: Gold Newsletter & New Orleans Investment Conference