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

October 28, 2023



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.


We hope you all enjoy this Weekend’s Show! Please keep in touch with Shad and me through email. our email addresses are and


  • 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. 



Axel Merk
Josef Schachter
    Oct 28, 2023 28:45 AM
    NatGas Week : Upthrust
    Gold BackBox Target

    Oct 28, 2023 28:54 PM

    Has anyone noticed the divergence between gold and the USD? Since the USD topped on Oct. 3rd gold has risen 10% even though the USD has given up virtually nothing. The previously strong negative correlation between the two is gone and that’s bullish for gold since the USD is now the number 2 currency (of course it’s never number 1 long term). The last significant period in which the two went up together was in 2018-19 when gold went up almost $350 (25%+) while the USD went from 93 to almost 99.

    Oct 29, 2023 29:30 AM

    This is the best explanation of one of the most important financial plays in the history of mankind.

    Posted on the orphans blog, and completely missed by the orphans.
    Maybe the economic minds will enjoy this masterpiece of post and explanation from spookd.
    Spookd is a very credible economic advisor.
    As he did advise several US Presidents.

      Oct 29, 2023 29:28 PM

      Deeper. Much deeper.

    Oct 30, 2023 30:32 AM

    SLV is once again attempting to get above its 200 day MA as well as other important resistance…