Weekend Show – Sat 17 Nov, 2018

Hour 1 – Generalist Investors You Should Be Listening To

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This week I bring on a all-star line up of generalist investors. The focus is on the sectors to avoid and where the opportunities are. There is a lot of fear in the markets, rightfully so, but there are areas that have been warning us of this recent pullback. If you have any follow up questions for the guests or would like to see anyone else on the show please email me at Fleck@kereport.com.

A very happy Thanksgiving this week to everyone in the US. I hope you have a great couple of days off and get to spend some time with those you love.

  • Segment 1 & 2: I spend the first two segments with Jesse Felder, Founder of The Felder Report. In the first segment we discuss the equity market breakdown and shift away from passive investing. In the second segment Jesse shares why he is looking at the precious metals sector as an attractive investment.
  • Segment 3: Chris Martenson, Co-Founder of Peak Prosperity focuses on the energy markets and breakdown in oil.
  • Segment 4: We wrap up the first hour with Michael Belkin, Founder of the Belkin Report. It has been a while since Michael was on the show so we recap his thoughts on the sectors to short and where to go long.
    • To learn more about the Belkin Report and for trial subscriptions please contact Marc B Mishkin at: +01 646 435 4440 or emailmarcb@hyperpyron.com

 


Segment 1 & 2

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Segment 3

Click download link to listen on this device: Download Show

Segment 4

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Featuring:
Jesse FelderChris MartensonMichael BelkinCory Fleck
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Comments:
  1. On November 17, 2018 at 4:40 am,
    CFS says:

    Thanks Guys. Hi Skeeta.

    • On November 17, 2018 at 7:27 am,
      Excelsior says:

      Big Ups to the KER Crew – Thanks Cory, Big Al, and all the KER Contributors!

      • On November 17, 2018 at 10:17 am,
        Skeeta says:

        Yep,
        Thanks as always for your efforts putting the show together guys.
        Much appreciated.
        Cheers.

      • On November 17, 2018 at 7:52 pm,
        Excelsior says:

        Cory – It was nice to hear Michael Belkin back on the KER again.

        Good interview!

  2. On November 17, 2018 at 8:07 am,
    Andrew de Berry says:

    Although I’m now locked into bullion and bullion stocks and to following the political scene more than KER, guys you deserve more hits than you seem to be getting. Perhaps Cory a lot of us are simply worn to a frazzle by everything right now. Brexit is doing a lot of our heads in over here in the UK! Anyway I hope you’re not discouraged as you continue to pursue some extremely important research. Thus renewed thanks to you and the team for all that you do. Andrew

    • On November 17, 2018 at 9:02 am,
      OOTB Jerry says:

      Ditto Andy…….glad hear from you……..

      • On November 17, 2018 at 1:23 pm,
        Andrew de Berry says:

        Cheers Jerry. I trust all is well with you and yours. A

        • On November 17, 2018 at 4:10 pm,
          OOTB Jerry says:

          Thanks …Andy……..All is well……

  3. On November 17, 2018 at 8:48 am,
    Excelsior says:

    Ira Epstein’s Metals Video (11/16/2018)

    Technical Analysis, Gold, Silver, Copper, Platinum

    https://www.youtube.com/watch?v=8eEz4GLzqiE

  4. On November 17, 2018 at 8:52 am,
    Excelsior says:

    More Bull Market to Come #4094

    Avi Gilburt – FSN GoldandSilver – Oct 30, 2018

    “Avi Gilburt is an Elliott Wave theorist and practitioner. He says the signals are very clear, another upward wave is coming in the stock market, once the current correction has concluded. That’s big news for investors who are fearful that this downward move is the big one. He believes that the eventual mother of all bear markets will visit upon us in the 2020’s. And we’re very content to wait. Gold probably has another leg down, at least if it doesn’t break last week’s high. Oil is going down. Dollar is headed towards the 80’s range. No opinion on real estate. Interesting views that clearly go against the mainstream. As Avi says, “Each market must be looked at individually.”

    https://www.youtube.com/watch?v=nURumKjWB4A

    • On November 17, 2018 at 5:19 pm,
      Ozibatla says:

      I dont mind Avi. I think he does some good work. A little cocky maybe but he has made some good calls

      • On November 17, 2018 at 6:11 pm,
        Excelsior says:

        Agreed.

        • On November 17, 2018 at 6:40 pm,
          Ozibatla says:

          Rambus is another guy with good chat analysis that is always worth a look.

          • On November 17, 2018 at 9:01 pm,
            Excelsior says:

            Yes, I enjoy reviewing his technical analysis as well.

  5. On November 17, 2018 at 10:37 am,
    Matthew says:

    The Dow is a monthly chart “sell”…
    http://schrts.co/m189N6

  6. On November 17, 2018 at 11:17 am,
    Silverdollar says:

    Once again you’ve put together a great listen, Cory. As expressed a couple times, Jesse and Chris are top of the line; two of my favorite listens. Michael is interesting but from a small investor category, not as helpful for my strategy. Example: Shorting Amazon. Out of my league.
    Still, listening to all three we can distill some generalities concerning the finances of this country and the rest of the developed world. We’re all in deep do do. Only remaining question is how bad will it really get??? Thanks again.

  7. On November 17, 2018 at 11:30 am,
    Matthew says:

    At the start of the last gold sector bull market almost 20 years ago, gold bottomed more than 2 years ahead of the silver-gold ratio. We have the same situation this time…
    http://schrts.co/c8sJz1

  8. On November 17, 2018 at 11:48 am,
    Matthew says:

    TIP: It’s rally time for gold…
    http://schrts.co/RZhF7S

  9. On November 17, 2018 at 12:03 pm,
    Excelsior says:

    World Gold Council announces update to AISC guidance

    MINING.com Editor | a day ago |

    “In light of new accounting standards and to support further consistency of application, we have included incremental enhancements in the Guidance Note, as well as provided a set of FAQs. We believe this will be of benefit to investors and other stakeholders,” Heymann said.

    “The use of the “all-in sustaining costs” and “all-in costs” metrics has been widely adopted by gold mining companies as part of their overall reporting disclosure. These non-GAAP metrics have helped provide greater clarity and improve investor understanding. All companies involved in gold-mining are encouraged to use these metrics.”

    http://www.mining.com/world-gold-council-announces-update-aisc-guidance/

    • On November 18, 2018 at 10:00 am,
      Excelsior says:

      Gwen Preston | Generalist Investors Will Soon Search for Value That They Will Find in Mining Stocks

      MiningStockEducation – Nov 18, 2018 #AudioInterview

      0:05 Introduction
      1:40 Gwen’s background and the genesis of her resource investing newsletter
      4:46 Overcoming the initial learning curve of beginning as a resource investor
      8:00 How closely does Gwen’s personal investment portfolio resemble her newsletter recommendations?
      9:17 How Gwen’s portfolio is currently apportioned among the various commodities
      11:57 Gwen’s fundamental thesis on why mining stocks and commodities will soon be rising in price
      14:41 Gwen’s top commodity for 2019
      17:48 Navigating current risks as mining investors
      22:56 Gwen’s thoughts on the 2018 tax-loss selling season
      25:07 Would Gwen invest in an explorer that has bloated share structure if there are other positive qualities about that exploration company?
      29:01 Is it better for an exploration company CEO to have a geological background or a financial background?
      30:56 Up-and-coming mining jurisdictions that western mining investors should pay attention to
      34:01 How Gwen has used legal, non-insider information to capture nice, short-term profits

      https://www.youtube.com/watch?v=OcuZlhWsbRM

  10. On November 17, 2018 at 12:12 pm,
    Excelsior says:

    OceanaGold to acquire gold/silver project in Nevada

    MINING.com Staff | a day ago

    “OceanaGold (TSE: OGC) is interested in buying Bravada Gold Corporation’s (TSXV: BVA) low-sulfidation Highland gold/silver project, located within the Walker Lane Gold trend in western Nevada, USA.”

    http://www.mining.com/oceanagold-acquire-gold-silver-project-nevada/

    • On November 18, 2018 at 8:37 am,
      Excelsior says:

      (SIC) Sokoman Iron Cuts 24.90 m of 33.56 G/t Au at Eastern Trend, Moosehead Project, NL

      by @newsfile on November 16, 2018

      https://ceo.ca/@newsfile/sokoman-iron-cuts-2490-m-of-3356-gt-au-at-eastern

      • On November 18, 2018 at 8:52 am,
        Excelsior says:

        (BAR)(BALMF)Balmoral Resources Exploration Update
        Nov. 15, 2018

        Identifies Multiple Sulphide Zones and BHEM Anomalies within the Grasset Ultramafic Complex. Drilling continues with two drills still active on Balmoral’s Grasset and Fenelon properties in Quebec targeting #nickel #copper #cobalt #platinum #palladium mineralization within the Grasset Ultramafic Complex

        > On the Detour East property Balmoral announced that it has identified the extension of the Vortex #Gold Zone discovered by the $MD Midland Exploration Inc./Soquem Inc. joint venture on the adjacent Casault property.

        The sale of the 1% NSR #royalty held by the Company on the Fenelon Mine Property in Quebec, announced on October 10, 2018, has been completed. The Company received a cash payment of $500,000 as well as 1,000,000 common shares of $ELY Ely Gold Royalties Inc. and common share purchase warrants

        > Balmoral has been advised by the operator of the Northshore property joint venture, GTA Resources and Mining Ltd. $GTA that a 1,000+ metre diamond drill program is set to commence on the Northshore property located near Schreiber, Ontario

        > The AEM survey of the recently acquired Gargoyle and Goblin #nickel properties in Ontario is due to commence on or about November 12, 2018.

        http://www.balmoralresources.com/news/balmoral-resources-exploration-update

        • On November 18, 2018 at 9:54 am,
          Excelsior says:

          (SBB) (SGSVF) Sabina Gold & Silver Receives Type A Water License from Nunavut Water Board

          by @nasdaq on November 15, 2018

          “On September 21, 2018, the Company received a copy of the NWB’s recommendation to the Minister of Intergovernmental Affairs, Northern Affairs and Internal Trade, the responsible Federal Minister), that the Project’s Type A Water License should be issued with proposed terms and conditions. On November 14, 2018, Sabina received confirmation that the Minister has approved the Type A water license with no changes to the terms and conditions.”

          “Receipt of the Type A Water License represents a key step in the environmental permitting process and will enable activities at site including mine construction and operations and sets the closure bonding amounts for the project moving forward. ”

          https://ceo.ca/@nasdaq/sabina-gold-silver-receives-type-a-water-license

          • On November 18, 2018 at 9:57 am,
            Excelsior says:

            Rick Rule Investing ‘Know-Who’ with Bruce McLeod

            Sprott Media – Nov 14, 2018

            “Rick Rule, CEO of Sprott US Holdings Inc., sits down with Bruce McLeod, President and CEO of (SBB) Sabina Gold & Silver Corp., to consider the valuable life lessons that strengthen resolve and build character. Bruce McLeod discusses his family heritage in the mining industry and regular dinner time conversations of “Rock and Stocks.” McLeod recalls his years working his way up the career ladder and discovering personal strengths that contributed to business success.”

            https://www.youtube.com/watch?v=BBcHsGTPAsM

          • On November 18, 2018 at 10:59 am,
            Dick Tracy says:

            Interesting posts Ex, thanks for your insights and your willingness to share with others. DT

          • On November 18, 2018 at 11:21 am,
            Dick Tracy says:

            I’ve been looking with new eyes at some of the exploration results coming out of Newfoundland. Sokoman Iron recently drilled 24.9m. of 33.56 G/T AU. A number of other juniors are reporting positive results, it could be the discovery of a substantial new gold zone on the east coast. DT

          • On November 18, 2018 at 11:57 am,
            Excelsior says:

            Yeah, Sokoman had a big gold hit earlier in the year, and then the shares spiked up and crashed back down, but now has surged higher on this follow up drill success. Exploration is the only exciting game in town at present, but it has a been a mad rush into some of these like Great Bear or Westhaven but then a mad rush back out like RNX – Royal Nickel Corp RNC, or Golden Ridge, or Novo Resources (who had a nice surge up on Friday), or Garibaldi, etc…

            I also like some of these dormant and ignored development stage companies here like Sabina or Falco or Treaury Metals or Pure Gold or Minera Alamos as well, because they are more likely to get nabbed in a takeover by one of the big boys.

          • On November 18, 2018 at 11:57 am,
            Excelsior says:

            Thanks DT. Always glad to toss around a few ideas to mull over on the Jr miners, and I appreciate your thoughts as well.

  11. On November 18, 2018 at 8:34 am,
    Excelsior says:

    (ZNX) (CZXMF) ZincX Resources Announces Final 2018 Drill Results Including New Results from the Sitka Zone

    by @accesswire on November 16, 2018

    Peeyush Varshney commented “The North Lead results are similar to what we have seen from this zone and we are encouraged by thick sequences of distal mineralization that conform to our geological model for the Cardiac Creek deposit. We anticipate additional drilling to the NW will direct us to higher-grade zinc intersections. The SE zone drilling confirms the extensive Cardiac Creek Mineral Horizon is present and has now been mapped by drill intercept over a strike extent of greater than 7 kilometers. This gives encouragement that the Cardiac Creek style high-grade Zinc mineralization that we know from the deposit remains to be discovered along strike. We look forward to analyzing this year’s results and incorporating them into our exploration plans for 2019.”

    https://ceo.ca/@accesswire/zincx-resources-announces-final-2018-drill-results

  12. On November 18, 2018 at 8:41 am,
    Matthew says:

    The outlook for the yen is friendly to gold in the immediate/short term…
    http://schrts.co/6tPifX

  13. On November 18, 2018 at 9:34 am,
    Matthew says:

    The dollar ran into important resistance last week:
    http://schrts.co/V3zsvu

  14. On November 18, 2018 at 11:27 am,
    Bonzo Barzini says:

    Thanks for a great show, Cory. Glad to hear that Belkin likes value stocks now, and I don’t see anything more undervalued now than gold and silver and tobacco stocks.
    Hope you’ll have Belkin and Trader Vic every month. Thanks.

  15. On November 18, 2018 at 11:51 am,
    Excelsior says:

    Just came across this Rick Ackerman interview on Howe Street from late October.

    It was good hearing him review the macro picture in the general stock markets, taxes, gold, the dollar, oil, cryptocurrencies, and more….

    ________________________________________________________

    More Than Just a Market Correction?

    Rick Ackerman – October 31, 2018 #AudioInterview

    https://www.youtube.com/watch?v=L3AdaF8kV4c

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