John Rubino – The Geopolitical Premium In Oil, Volatility In The Precious Metals Complex, and The Ongoing Commodities Super-Cycle
John Rubino, joins me for another wide-ranging discussion around geopolitical and macroeconomic catalysts leading to volatility in precious metals like silver, gold, and the related PM stocks; along with the oil price and energy stocks. We also review global initiatives to secure domestic supplies of critical minerals like copper, uranium, and rare earths.
Weekend Show – Brian Leni & Dave Erfle – Smart Money Rotations: Navigating Gold, Silver, and Copper Post-PDAC
The 2026 PDAC convention in Toronto served as a wake-up call for the mining industry. While attendance reached record highs, the market’s behavior has…
Darrell Fletcher – Commodity Trading Desk: Iran Conflict Impact On Commodities; Oil, Nat Gas, Aluminum, Gold
In this KE Report Daily Editorial, I am joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. As geopolitical tensions escalate…
Craig Hemke – Navigating Metal Volatility Amidst Global Tensions, Open Interest At Multi-Year Lows
In this KE Report Daily Editorial, we are joined by Craig Hemke, the founder and editor of TF Metals Report. As we transition into…
TG Watkins – Live From The Las Vegas MoneyShow: Market Rebound, Tech, Small Caps, Gold, Silver, Copper, Uranium
In this live broadcast (recorded on February 24th) from the floor of the MoneyShow in Las Vegas, we sit down with TG Watkins, Director…
Weekend Show – Brien Lundin & Josef Schachter – Bottom-Fishing Metals Juniors & Waiting for the Next Energy “Buy Signal”
Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026. …
Nick Hodge – Embrace The Volatility Within The Structural Bull Market In Silver, Gold, Copper, and Uranium Stocks
Nick Hodge joins me for our monthly longer-format discussion on different macroeconomic factors, continuing to fuel the commodities supercycle in silver, gold, copper, uranium, and opportunities in their related resource stocks.
Jordan aka Mining Stock Monkey – Gold And Silver Volatility, Analyzing Valuations In PM Producers and Royalty Stocks
Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth discussion on the recent gold and silver price volatility, his approach to valuing precious metals mining stocks and royalty companies, along with which companies he is actively trading in his portfolio.
Weekend Show – Mike Larson & Doc – The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift
The start of 2026 has been defined by a dramatic shift in market leadership. While the AI-driven tech giants face increasing pressure over massive…
Marc Chander – From the Yen Squeeze to U.S. Tariffs to Metals Volatility – A Global Macro Outlook
In this Friday, February 13 editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to…
Dana Lyons – Is The Top In Silver In? Also Gold, Copper, US Markets, Bonds, Crypto
In this daily editorial for Thursday, February 12, 2026, we are joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro….
Sean Brodrick – Balancing Valuations With Volatility In the Gold, Silver, Antimony, and Tungsten Stocks
Sean Brodrick provides his outlook on the valuations of gold, silver, antimony, and tungsten stocks when contrasted against the volatility we’ve seen in the metals over the last couple weeks and months.
Erik Wetterling – Valuation Disconnects Continue In The PM Stocks Versus The Underlying Metals Prices As Markets Climb A Wall Of Worry
Erik Wetterling, The Hedgeless Horseman. reflects on the continued disconnect we are seeing in valuation that many of the gold and silver stocks are receiving in their market caps, compared to what the value of their banked success of defined resources in the ground are worth, or in light of the expanding net present values of their economic studies at today’s spot prices.
Americas Gold and Silver – JV Agreement Signed With US Antimony To Construct A New Antimony Processing Facility At The Galena Silver Mine In Idaho
Paul Huet, CEO of Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS), with an exclusive video interview to unpack the big news out today announcing the formation of a JV with United States Antimony (NYSE American: UAMY) to build a new antimony processing facility at the Galena Silver Mine.
Peter Boockvar – Commodities, Volatility, and the Next Macro Shift
In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The…
Craig Hemke – Gold & Silver Analysis: Decoding the COT and Comex Volatility
In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most…
Brien Lundin & KER QuickTake – From Conference Euphoria to Metal Mayhem: Metals Volatility, Stock Valuations, Rotation Trades
This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad’s MarketQuick Take to unpack the same question from two angles: was the…
John Rubino – Precious Metals Volatility, The Rush To Secure Domestic Supplies Of Critical Minerals Into Surging Demand
John Rubino provides another wide-ranging and nuanced discussion around fundamental drivers, macro catalysts, and technical momentum factors that are leading to volatility in precious metals like silver, gold, and platinum, and the related PM stocks. We also review global initiatives to secure supplies critical minerals like copper, nickel, zinc, uranium, and rare earths for industry and defense.
Steve Penny – Chart Analysis – Silver, SILJ, SILJ to Silver Ratio, Gold, GDX, Gold to Silver Ratio, SRUUF, URNM, Uranium to Gold Ratio
Steve Penny, The SilverChartist joins me to rapid-fire through a number of charts and key technical analysis takeaways on the Silver monthly and daily charts, the Amplify Junior Silver Miners ETF (SILJ), the SILJ:Silver ratio chart, the Gold monthly & daily charts, the VanEck Gold Miners ETF (GDX), the Gold:Silver Ratio chart, the Sprott Physical Uranium Trust (SRUUF), the Sprott Uranium Miners ETF (URNM), and the Uranium:Gold ratio chart.
KER Market QuickTake – Post-Conference Chaos: Analyzing the Massive Gold & Silver Reversal
In this KER Market QuickTake episode, hosts Cory Fleck and Shad Marquitz provide a post-mortem analysis of the recent Metals Investor Forum (MIF) and…