Weekend Show – Mike Larson & Matt Geiger – Slow Money Shift Out Of The US, Gold The Major Beneficiary
Welcome to the KE Report Weekend Show! This week, we explore the growing shift of capital out of the U.S., impacting both equity…
Joel Elconin – Trading The Volatility Within Select Market Sectors And Preparing For Bifurcated Reactions To Q1 Earnings Guidance
Joel Elconin recaps this last week in the markets. We’ve seen a continuation in volatility across U.S. markets, so Joel breaks down the key drivers and thoughts on trading select sectors like tech, healthcare, airlines, hotels, and gold, and looks ahead to the coming bifurcation in reactions to Q1 earnings guidance.
Sean Brodrick – Gold And Gold Stocks Are Beneficiaries As Investors Flee Other US Assets
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is tightening up his portfolio by exiting some sectors, holding only the highest conviction sectors and equities, and only really adding to gold and precious metals stocks in this current environment of uncertainty.
Marc Chandler – Recapping A Turbulent Week In The Markets, Capital Fleeing The US, Gold To All-Time Highs
Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, key moves in the currencies, global trade tensions between the US and China, and gold continuing to break out to new all-time highs as the global safe haven.
Brien Lundin – Market Chaos & Gold’s Surge: Safe Havens, Tariffs & A Precious Metals Divergence
Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market…
Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies
Nick Hodge with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.
Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling
Erik Wetterling, The Hedgeless Horseman, discusses the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities due to tariff tantrums.
Joel Elconin – Worst Month for US Markets Since 2022, the Growing Impact of Uncertainty, and the Flight to Gold
Joel Elconin, co-host of PreMarket Prep, joins us to break down the key drivers behind the significant market weakness and why he sees the…
Weekend Show – Peter Boockvar & Brien Lundin – Market Uncertainty, Recession Fears, Tariff Wars, Gold At $3,000
Welcome to The KE Report Weekend Show! On this weekend’s show we focus on the continued decline in US markets, how tariff wars…
John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility
John Rubino, reflects on the reasons why gold, silver, and precious metals stocks have continued to outshine macroeconomic turbulence and general market volatility.
Nick Hodge – Macroeconomic And Geopolitical Uncertainties, Yet Opportunities Remain in Gold, Silver, Copper, and Uranium Resource Stocks
Nick Hodge with a longer-format discussion on and the macro and micro themes that are disrupting the general equities markets and economic outlook. He still sees opportunities in gold, silver, copper, and uranium stocks, and mentions some individual companies that have his attention.
Dave Erfle – Geopolitical Conflicts And Trade Wars Are Causing Gold & Silver Stocks To Pop While General Markets Drop
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 stocks continue to be well bid and diverge from the continued decline in US stock markets. He believes this illustrates a rotation in capital as investors pull profits out of the highly-valued tech stocks and cryptocurrencies, and park some of it the safe haven of precious metals.
Joel Elconin – Markets Continue To Fall: A Trade War Is War
Joel Elconin, Co-Host of the PreMarket Prep Show joins us to discuss the markets continued fall, and if this could develop into a major…
Marc Chandler – Analyzing US Tariffs, Economic Data, and Market Reactions
Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to recap a jam-packed week filled with significant…
Craig Hemke – Is The Trump Administration Prepared To Make A Big Financial Change That Involves Gold?
Craig Hemke discusses a number of macroeconomic factors from the revised GDP estimate lower, the weakness in manufacturing, tariff policies, and the ever-increasing US debt issue that are creating the environment of desperation and impetus to make some big financial change… and it may involve gold.
Marc Chandler – GDP Forecast Major Reversal, Possible Market Fears & Market Moves
Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss a major revision by the Atlanta…
Sean Brodrick – Opportunities in Gold, Silver, Steel, Lithium, And Cybersecurity Sectors
Sean Brodrick shares opportunities he sees in gold, silver, steel, lithium, and cybersecurity stocks, in lieu of macroeconomic trends and tariff ramifications expected in 2025.
Weekend Show – Jeff Christian & Dan Steffens – Tariff Impacts On Gold, Oil and Natural Gas
Welcome to The KE Report Weekend Show! This weekend’s show is focused on how tariffs, or the potential of tariffs, are impacting the…
John Rubino – Fundamental Strength In Gold Presents A Compelling Catch-Up Trade In The Junior Precious Metals Stocks
John Rubino breaks down the fundamental reasons why gold has been continuing to break higher in 2025, and why he expects to see silver, and the junior gold and silver stocks have a compelling catch-up trade.
Chris Temple – The Impact of Tariffs on Base Metals & Critical Minerals
Chris Temple, Editor of The National Investor join us to delve into the renewed interest in base metals and critical minerals amid recent tariff…