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 Josef Schachter. We discuss a wide range of factors driving price, what key catalysts are on the horizon and we dive down into the stocks.
- Segment 1 and 2 – Axel Merk, President and CIO at Merk Investments kicks off the show with a focus on the gold market and the balance between market weakness, higher interest rates, higher US dollar and geopolitics. We also ask why the gold stocks remain unloved and what will cause that valuation gap to change.
- Segment 3 and 4 – Josef Schachter, Founder of the Schachter Energy Report wraps up the show with by recapping the most recent oil and natural gas data then sharing a number of stocks he likes. We spend more time on the energy stocks as I just attended Josef’s conference where I got to spend a lot of time with the energy companies.