Welcome to the KE Report Weekend Show! We hope all of our American listeners are having a very happy Thanksgiving weekend. We really appreciate you taking time out of your weekend to tune in.
On this Weekend’s Show we focus on investing in gold, critical minerals, oil and natural gas stocks. There are some comments on the macro environment but most of the time is focused on investing in larger cap stocks and higher dividend paying stocks.
- Segment 1 and 2 – Adrian Day, Founder of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, kicks off the show to focus on gold and critical minerals stocks. We start by recapping the Q3 earnings from major gold companies. This ties into a discussion on M&A in the gold sector and which companies will start buying assets. We also look to the critical minerals sector and ask Adrien what minerals he likes and the type of companies he is investing in.
- Segment 3 and 4 – Josef Schachter, Editor of the Schachter Energy Report wraps up the show with a recap of the oil price drivers around the world. We then have Josef explain when he thinks oil and natural gas stocks will bottom, and which stocks are top on his buy list.