On this Weekend Show, Tavi Costa and Dan Steffens walk through where they see real value today: high-quality junior precious and base metal names positioned for M&A, and a structurally tightening energy market led by natural gas and overlooked oil producers. It’s a big-picture roadmap for investors who want to own the next leg of the resource bull market.
- Segment 1 & 2 – Tavi Costa, Partner at Crescat Capital, joins us to share his big-picture outlook on where he sees the best value in the resource space, from junior precious-metal explorers and the majors’ slow approach to M&A, to his growing conviction in copper, zinc, and energy (oil and gas) as both key opportunities and a hedge for mining investors.
- Click here to visit the Crescat Capital website
- The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.
- Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, wraps up the show sharing his bullish outlook on natural gas driven by winter weather, rising LNG exports, and growing power demand, while also outlining why he believes oil fundamentals remain tighter than current prices suggest and where he sees the best opportunities in oil and gas equities amid an active M&A environment.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis
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.