This week The KE Report Weekend Show dives into two hot topics: Cory and Shad’s takeaways from the Beaver Creek Precious Metals Summit, and Mike Larson’s insights on Fed policy and sector leadership. Both conversations point to one conclusion: we’re in a bull market for stocks and metals… but are we mid-game or late innings?
- Segment 1 & 2 – Replay of the first ever KER QuickTake (posted Monday). Cory and Shad recap the sentiment at the Beaver Creek Precious Metals Summit. An overwhelmingly bullish sentiment – family offices and funds returning, investor meetings up, juniors bifurcating (fast-tracking developers vs. idle laggards), warrants flowing in, gold’s breakout sustaining momentum, and likely rotations toward copper/uranium/critical minerals while watching breadth, timelines, and potential M&A.
- Segment 3 & 4 – Mike Larson, Editor-in-Chief at MoneyShow, joins us to unpack the Fed’s 25 bp cut and dot plot, a steepening yield curve and weakening dollar, and why he favors metals (gold/silver), small & micro caps, and financials. He also highlights the AI-driven capex boom (benefiting utilities/data centers), mining leadership in MoneyShow’s “Best Of” picks with momentum spreading to copper/platinum, policy tailwinds for critical minerals, and crypto’s growing institutionalization.
- Click here to find out about the upcoming MoneyShow conferences
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!
For more market commentary & interview summaries, subscribe to our Substacks:
- The KE Report: https://kereport.substack.com/
- Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.