Markets are bouncing, but is the worst really behind us? This weekend’s show looks at the rebound in U.S. equities, gold, and energy, while questioning whether it’s a temporary pause or the start of a new trend. We also dig into the latest moves in oil prices and where value may be emerging for long-term investors.
With volatility still driving market action, our guests provide insights on how to navigate the current environment and what sectors may offer the best risk-reward setups right now.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
- Segment 1 & 2 – Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share his model-driven analysis of U.S. and global markets, cautioning that the recent rebound may be a temporary B-wave ahead of another leg down. He highlights relative strength in international equities and value sectors like utilities and defense, outlines key technical buy levels for gold (GLD), GDX, and GDXJ, and explains why he’s still short oil with further downside potential despite already significant price declines.
- Segment 3 & 4 – Josef Schachter, founder of the Schachter Energy Report, wraps up the show discussing the recent breakdown in oil prices and how it could set up a major buying opportunity in energy stocks. He outlines why he expects a short-term bottom around $55 oil, forecasts a rebound to $80 by year-end, and explains why dividend-paying energy stocks with strong balance sheets and low payout ratios could outperform amid broader market weakness.