This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at CPM Group, dismantles popular narratives around silver. In the second half, energy strategist Josef Schachter, founder of the Schachter Energy Report, explains why oil and gas may be setting up for a powerful rebound despite weak prices.
- Segment 1 & 2 – Jeff Christian, Managing Partner of CPM Group, kicks off the show to break down the sharp surge in silver prices, explaining why investment demand, not a true supply shortage, is driving the move, while also addressing scrap supply, ETF flows, margin hikes, solar demand substitution, and why metals remain supported amid global economic and geopolitical uncertainty.
- Click here to visit the CPM Group website to learn more about the firm – https://cpmgroup.com/
- Segment 3 & 4 – Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report, wraps up the show to break down the macro outlook for oil and natural gas, explaining why oil prices remain range-bound amid oversupply concerns, weak demand, and geopolitics involving Venezuela and Iran. He also outlines how low prices, hedging strategies, dividends, and rising M&A activity are shaping opportunities in Canadian and U.S. energy stocks, including what could trigger his next “table-pounding buy” in the sector.
- Click here to learn more about The Schachter Energy Report – https://schachterenergyreport.ca/
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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 or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.