This weekend’s KE Report show dives deep into two key corners of the commodities market. In the first half, Matt Geiger breaks down precious metals sentiment post-Beaver Creek and where copper could be the next big mover. In the second half, Dan Steffens highlights why select oil and gas names remain undervalued despite a flat pricing environment.
- Segment 1 & 2 – Managing Partner Matt Geiger of MJG Capital joins to discuss Beaver Creek’s upbeat sentiment and why he sees precious metals in the “middle innings,” expecting near-term consolidation in gold/silver while turning bullish on copper given supply disruptions and an extreme copper-to-gold disconnect. He also weighs in on the Elemental Altus–EMX royalty merger and Tether’s role, majors like Centerra taking stakes in juniors, and his playbook of favoring early-stage copper names, taking profits into hype, raising cash, and redeploying into high-quality pullbacks.
- Click here to visit the MJG Capital website to learn more about Matt’s fund
- Segment 3 & 4 – Dan Steffens, president of the Energy Prospectus Group, argues that even with range-bound oil and gas prices, geopolitical risks and the IEA’s shifting outlook keep supply tight. He highlights company-specific catalysts – Crescent Energy’s merger and hedges, Diamondback’s gas-to-power/AI plans (and Viper Energy), Devon’s buybacks, and dividend-rich Northern Oil & Gas – while favoring natural-gas-weighted names ahead of rising LNG demand, a possible La Niña winter, and increased year-end M&A.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis
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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.