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Posts Tagged: geopolitics
John Rubino with a wide-ranging discussion on the macroeconomic factors driving the larger commodities sector higher, but then we vector in specifically on opportunities in the gold, silver, and...
Mon 30 Jun, 2025
33 comments
  Markets continue to defy expectations, and even war headlines, as the S&P 500 flirts with all-time highs and commodity prices climb. In this...
Thu 26 Jun, 2025
8 comments
Nick Hodge, with a longer-format discussion on and the macro and micro themes in general US equities, bonds, and commodities, and how he has been using volatility to position in oil, copper, nuclear,...
Wed 25 Jun, 2025
12 comments
  Dave Erfle, founder and editor of Junior Miner Junky, joins us for a discussion on the precious metals sector amid intense geopolitical volatility...
Tue 24 Jun, 2025
5 comments
  In this KE Report Daily Editorial, we’re joined by Craig Hemke, founder and editor of TFMetalsReport.com, for a timely and wide-ranging discussion on...
Mon 23 Jun, 2025
4 comments
  In this Daily Editorial, I’m joined by Mike Larson, Editor-in-Chief at MoneyShow, to dissect what’s moving the markets. With oil spiking back into...
Wed 18 Jun, 2025
0 comment
Dave Erfle discusses the volatility in markets as a result of both geopolitical conflict and the economic uncertainty about the global trade wars underway. Gold, silver, and the precious metals...
Tue 11 Mar, 2025
17 comments
Here is the Weekend Politics Posting blog, for folks to weight on on the trends they see unfolding.   Thank you for all for...
Sat 25 Jan, 2025
154 comments
Here is a landing page for Political Posting on the week of 1-20-2025.   This kicks off the new Trump Administration, so it would...
Tue 21 Jan, 2025
90 comments
More geopolitics

John Rubino – 2025 Outlook On Geopolitics, US And Global Macroeconomics, Interest Rates, US Dollar, Oil, Nat Gas, Gold, And Uranium

John Rubino, provides his 2025 outlook on geopolitics, both US and global macroeconomics, along with expectations on interest rates, the US dollar, oil, natural gas, gold, and uranium, and the related resource stocks.

Mon 13 Jan, 2025
2 comments

Jay Martin – The Key Benefits Of Attending The Vancouver Resource Investment Conference January 19-20

Jay Martin, CEO, Cambridge House & Host of the Vancouver Resource Investment Conference, joins us to break down the key benefits of attending VRIC from January 19-20, 2025 at the Vancouver Convention Centre West.  

Thu 9 Jan, 2025
5 comments

John Rubino – Gold And Silver Breaking Higher, Geopolitics, Q4 Earnings Expectations In PM Miners, Improving Margins, And Trends In Inflation

John Rubino discusses the recent break higher in both gold and silver, the contrasting moves within the PM mining stocks versus juniors, looking ahead to Q4 earnings, the improving producer margins, and the macroeconomic trends behind inflation both inside mining and in the broad economy.

Mon 9 Dec, 2024
3 comments

Brien Lundin – Gold & Silver Price Analysis, The Market Environment For Drill Results

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to discuss current trends in the precious…

Thu 5 Dec, 2024
1 comment

Chris Temple – US Macroeconomic Movers After The Republican Election Sweep And Fed Rate Cut

Chris Temple, with a longer-format nuanced discussion on the US equity markets, US dollar, gold, and the real health of the economy, after this week’s Republican party sweep in the elections, and Fed rate cut.   We get into potential paths forward, and hard decisions and proposed solutions that will need to be considered as we roll into 2025. 

Thu 7 Nov, 2024
2 comments

Marc Chandler – Markets & Gold At All-Time Highs; What Are The Common Elements? 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss what he thinks are the key elements…

Fri 18 Oct, 2024
17 comments

Craig Hemke – Gold Will Shelter Us Through The Coming Economic And Geopolitical Storm

Craig Hemke joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of global fiat currencies over time. 

Mon 14 Oct, 2024
26 comments

Sean Brodrick – Macroeconomic Weakness Has Money Rotating Out Of Big Tech And Into Insurance, Cybersecurity, REITs, Regional Banks, and Utilities

Sean Brodrick outlines opportunities that he is seeing in the more defensive sectors of insurance, cybersecurity, REITs, regional banks, and utilities, as geopolitical uncertainty increases, and as macroeconomic factors continue to weaken.

Fri 13 Sep, 2024
12 comments

John Rubino – Fundamental Factors For Gold, Gold Stocks, Royalty Companies, And Physical ETFs

John Rubino discusses the fundamental factors behind the resilience of gold, the disconnect in gold stocks from the metals price action, the strengths of the royalty companies business model, and why he is even opting for accumulating various physical ETFs across various commodities.

Thu 12 Sep, 2024
33 comments

Sean Brodrick – Sitting Tight Through Recent Volatility, Spotting Opportunities In Home Builders, Tech, Oil And Nat Gas, and Uranium Stocks

Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas stocks, and uranium stocks, despite recent corrections.

Tue 6 Aug, 2024
15 comments

Dave Erfle – Despite The Pullback In PMs There Have Been 3 Significant Gold Stock Transactions To Kick Off This Week

Dave Erfle review the pullback in precious metals and that there have still been 3 significant gold stock transactions to kick off this week, for a little constructive action in the sector.

Tue 23 Apr, 2024
11 comments

Craig Hemke – Gold’s $60 Pullback; Geopolitics or Something More?

Craig Hemke, Founder and Editor of TF Metals Report joins us to comment on the pullback in gold and silver today. Is it geopolitical fears…

Mon 22 Apr, 2024
9 comments

Rick Bensignor – Market Analysis and Trading Strategies For Gold, Gold Equities, Oil and US Markets

Rick Bensignor, President of Bensignor Investment Strategies joins us to share his trading strategies and outlook for oil, gold, gold stocks and key sectors within…

Sun 21 Apr, 2024
17 comments

Craig Hemke – Making Sense Of The Recent Volatility In The Precious Metals

Craig Hemke with a nuanced discussion on why we’ve seen such volatility in the precious metals sector from the end of last week into this week, and moves across the commodities sector.

Mon 15 Apr, 2024
1 comment

Politics Weekend Posting

Hi everybody.  Sorry for the delayed post here in the politics section, but I didn’t realize one hadn’t been posted for this weekend.  Cory has…

Sat 2 Mar, 2024
132 comments

Joel Elconin – Inflation Data, Geopolitics, Q4 Earnings Kick Off

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us to recap the inflation data this week, geopolitics news…

Fri 12 Jan, 2024
1 comment

Adrian Day –  Key Factors For Gold, Gold Stocks, Royalty Companies, Strategic Stakeholders, Mergers, And Acquisitions

Adrian Day focus on the macro drivers for the gold price, and how that relates to gold stocks, the precious metals royalty companies, and future M&A deals in the sector.

Tue 19 Dec, 2023
10 comments

Dave Erfle – Key Technical Levels And Macro Drivers To Watch For Gold, Silver, GDX, and GDXJ

Dave Erfle reviews the key technical levels to watch in gold, silver, and precious metals stocks via GDX and GDXJ in the short-term and medium-term

Tue 21 Nov, 2023
10 comments

Weekend Show – Axel Merk and Josef Schachter – Gold and Energy Outlooks Including Stock Commentary

    Welcome to the KE Report Weekend Show. On this Weekend Show we focus on the gold and energy markets with Axel Merk and…

Sat 28 Oct, 2023
10 comments

Craig Hemke – Gold Remains Well Bid In A Mix Of Macroeconomic And Geopolitical Factors

Craig Hemke, Editor of TF Metals Report, joins us to outline the macroeconomic and geopolitical factors moving the price of gold to just up under the $2000 level, and what he is watching for technically to see if this rally will have more legs to the upside.

Thu 26 Oct, 2023
35 comments