Weekend Show – Jeff Christian & Josef Schachter – Gold & Oil Outlook, Major Market Turns
This week’s Weekend Show shifts the lens back to the core pillars of asset-based investing: Precious Metals and Energy. We explore the disconnect between market sentiment and physical reality, moving from the technical nuances of silver supply deficits to the high-stakes geopolitical maneuvers in the Strait of Hormuz. Our guests analyze why “scarcity narratives” often miss the mark and how investors can find the “growth wedge” in an energy sector bracing for a volatile summer.
- Segment 1 & 2 – Jeff Christian, Managing Partner at the CPM Group, discusses the current and future outlook for precious metals through the end of this year. Jeff also provides a critical analysis of the Silver Institute’s deficit data and examines the strategic gold maneuvers by central banks, specifically addressing recent activities in Turkey and France.
- 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, outlines the shifting dynamics of the Middle East and its impact on global energy markets. Josef analyzes the potential for oil prices to reach new highs or stabilize near $80 based on geopolitical resolutions, while providing specific equity recommendations for both conservative and entrepreneurial investors in the oil and natural gas sectors.
- Click here to learn more about The Schachter Energy Report – https://schachterenergyreport.ca/
- Click here to follow Josef on Substack at his Eye One Energy Report. – https://josefschachter.substack.com/
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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.
DT, That man’s been selling ‘Socrates AI’—which looks suspiciously like Visual Basic duct‑taped to a horoscope—for decades. If that’s the cutting‑edge machine intelligence guiding your trades, then God help you… or at least help your account balance.
CaliJoe, you are a funny guy! Do you like George Carlin, he’s been dead for years but most of his comedic video’s are more relevant now than they were when he was alive, and they were Dyno-mite when he was still with us.
I don’t want to mention my account balance since HydroGraph! LOL! DT 😊🎉😍
Hey DT. When ever I need a reset I pull up Carlin! He was ahead of his time, and at the end of the day he knew the world was on fire no matter what geological area you call home!
Hi Rod, Ditto, Agreed! DT
Armstrong and Tracy getting into the Scotch
Dr Copper just put in his all-time highest weekly close.
https://cdn-ceo-ca.s3.amazonaws.com/1ku6a2r-Copper%202-year%20weekly%20chart.JPG
Doctor Copper Deep Dive – Part 1
Excelsior Prosperity w/ Shad Marquitz (04-19-2026)
Fundamental thoughts and technical observations on copper, and charts for COPX, COPJ, ASCUF, FDY.TO.
https://excelsiorprosperity.substack.com/p/doctor-copper-deep-dive-part-1
Yup. Looking good Ex. Pretty soon you’ll be asking the same question about copper stocks that you’ve been asking all the guests about silver stocks….valuations not taking into account the price of the metal these miners are getting at the present. I’ve got more copper stocks than anything else right now.
Hey Wolfster, would you care to share some of your copper stocks? Any exciting explorers?
Daily copper:
https://schrts.co/DtdqHUgw
Monthly (at resistance):
https://schrts.co/ySDPbsWS
Copper is probably heading over $7 this year.
https://schrts.co/RYVRKIUp
Always glad to share. Not too far done the food chain yet hitting the explorers other than Hot Chili . Biggest 2 holdings are Magna(have them for the nickel which I really like too going forwards) and Canadian Copper(nice silver and zinc by product)…… smaller holdings in Faraday and Northisle. All ones that have been mentioned here at some point.
Have started a watchlist of explorers but haven’t bought any yet.
Thank you sir. I believe you do have one copper explorer in Brixton. A higher copper price should do a lot for speculative interest in that deposit.
True Matthew …but they are focused on the silver in cobalt right now so I guess I don’t count it right now. 👍
Silver is providing the headlines lately but all four of their properties are getting drilled this year. Also, past drill results, both copper and gold, should be sufficient to attract more speculators as the metals go higher. It looks like it’s going higher when this nearly 3 month consolidation ends…
https://schrts.co/pqVzCaFg
Indeed Wolfster, although, overall the copper stocks have leveraged the move in the underlying metals better than silver and gold stocks have.
Out of the companies you mentioned I also hold positions in Faraday, Magna, Hot Chili, and have considered both Northisle and Canadian Copper.
I’m also still positioned in Arizona Sonoran, Surge Copper, Power Metallic Mines, and was recently accumulating the dip last month in Aldebaran Resources.
Troilus Mining has 15% exposure to copper and is going to be one of the larger Canadian producers of copper once their mine is built over the next 2-3 years. They got letters of intent for offtake agreements from 4 export credit agencies in Canada and Europe due to their copper assets, and felt it was such a significant co-credit that they changed their name from Troilus Gold to Troilus Mining.
Elemental Royalty Corp has pretty good exposure to copper with 2 producing royalties on copper at Caserones and Chapi, not to mention the royalty on Arizona Sonoran’s Cactus project that is going to belong to Hudbay soon.
Opportunities With Mid-Tier And Junior Royalty Companies – Part 12
Excelsior Prosperity w/ Shad Marquitz (04-17-2026)
Fundamental news and technical thoughts on these junior royalty stocks:
– Elemental Royalty Corporation (TSX: ELE) (Nasdaq: ELE)
– Versamet Royalties (TSX: VMET) (NASDAQ: VMET)
– Summit Royalties Ltd. (TSX.V: SUM) (OTCQB: SUMMF)
https://excelsiorprosperity.substack.com/p/opportunities-with-mid-tier-and-junior-25b
Ponzi Top?
The Utah Data Center was one of the first popularized. Now they appear all over in various stages of build out. Their primary raison d’être is to provide computing power for various forms of Artificial Intelligence.
The Google search engine now includes AI, which is very useful for simple research and can even stretch into deeper dives. However, its near instantaneous feedback is not necessary for most people. A delay of a few seconds would not be a real inconvenience. This could mean that the large number of Data Centers under construction are not critically necessary, and that something akin to Hegel’s bad infinity has been unfolding – a very lucrative one for insiders.
Water, power, clean air, and structural stability are required for the successful operation of every Data Center, and also for its initial construction. These are rarely available in abundance, and never come cheaply. For many reasons there may be a slowdown in the Tech Sector soon. Some say it’s already underway.
The EDGE (Tech): https://tinyurl.com/2tatk7wk
This table gauges Trend Purity on a daily basis. The increase into April 17th option expiration is obvious. The last Sector downturn took place on February 25th, from lower levels. The gap laden heights reached Friday will likely correct soon, possibly precipitously. BDC
Hi BDC, There was a huge Data Center in Dubai that they spent $30 billion to build. Dubai wanted to become a new world financial center, only a hypersonic missile probably costing around $2 million from Iran took it offline. Technology has changed the way the World operates in so many ways. DT
DT – That’s one problem with land based assets: easy targeting.
Realistic Belt & Road economics requires effective stability.
This is among the extant challenges we have. BDC
Google celebrated its 25th anniversery in 2024. Google got big by being the best search engine. Hasn’t been a trustworthy search engine for at least 15 years.
Our technology is very good at advancing mechanical, military, and industrial applications but it is woefully inadequate when it works on social issues. Maybe that is by design. Our species is very violent we like to fight wars to settle issues. But advanced civilizations will only exist if they abandon the use of physical force, because the technology for destruction outweighs our species ability to use reason.
If there are more advanced societies from other worlds and they have come here they must be very scared of the way we settle conflicts. DT
The Nasdaq could top 3,000 if it overcomes the red resistance line on this chart:
https://schrts.co/jswvMEwY
The same huge fork that marked the 2011 low for the dollar versus gold also marked the low in January, this year…
https://schrts.co/aPxYEuGB
Bald Guy Money understands why we should look at items priced in real money rather than in central bank emitted money substitutes. He shows the 2007 iPhone 1 cost $499 and the 2025 iPhone 17 costs $799 which appears to be a 60% increase. However, he also show the gold and silver prices for those phones which provide the real picture. Priced in either metal, the iPhone 17 is almost 80% CHEAPER than the iPhone 1.
Technological advancements have gone crazy since Nixon ended the dollar’s gold backing so common sense should tell everyone that everything should be exponentially cheaper today. And since Moore’s Law goes back to 1965, it makes sense to wonder if Nixon was directed to do what he did, when he did, in order to transfer those massive technological gains from savers to the central banks and governments. In centuries past, sound money was stable in purchasing power because technology was stable. The first big glimpse of what tech could do for purchasing power happened in the Second Industrial Revolution, aka, The Technological Revolution. Prices fell significantly in that time and living standards rose significantly. More importantly, savers were greatly rewarded. All bad news for the banker/political class so the post Nixon era would’ve been a far bigger problem for them had the money remained even relatively sound.
https://www.youtube.com/watch?v=fIvJpfZY1G8&list=TLPQMTkwNDIwMjaWlJCXQ348xA&index=3
I recently took a deep dive into Brixton Metals they have four properties that have potential with backing from some strong players. My favorite is The Langis Project, the least developed but for me the most promising. I like silver deposits at this juncture and given their potential on the other three properties if Langis doesn’t deliver it won’t crush the share price like you get with a one trick pony. The cobalt mining Camp is second to none. I’m expecting with modern mining techniques they could have spotted a promising potential that could really deliver like this area was known for in the past. DT
March 25, 2026
Brixton Metals Drills 82,334 g/t Silver (2,647 Ounces Per Tonne Silver) Over 0.5m within 11.35m of 4,560 g/t Silver at its Langis Project
March 18, 2026
Brixton Metals Reports Record Silver Intercepts of 18.2m of 3,638 g/t Ag Including 6.8m of 9,421 g/t Ag at its Langis Project in Ontario
March 10, 2026
Brixton Metals Drills 5,791 g/t Silver Over 1.75m within 14.45m of 721.4 g/t Silver And 15,522 g/t Silver Over 0.5m within 14.35m of 708.7 g/t at its Langis Silver Project
SHA………………..BOOM!! LOL! DT
From GSVR commentary today on CEO: “Rest assured Iran is a backwards country and no match for the incredible progress the West has made in my lifetime. In my 60 years the West has discovered more genders than any civilization in human history. New breakthroughs in this area of science are happening weekly. Iran simply can’t match our level of achievement.”
“Now back to our regularly scheduled mining stock discussion please.”
https://www.tradingview.com/x/SC4t4j1E/
DOLLAR : Expander North Now?
Martin Armstrong say’s money is flowing out of Europe into The US and Singapore. WHY! Because European governments are talking about War. He fears that they will restrict capital from leaving Europe by instituting a CBDC. So the smart money moves where it is loved. It is moving out of Europe into the US stock market and hard assets in the US as well as Gold and Silver. That is why Gold and Silver and The US stock market are going up at the same time. Like he points out The US is unlikely to be attacked and they still hold The World’s Reserve Currency so they can’t impose restrictions on their own money. That is what Armstrong’s worldwide company does they follow money flows by charting what has happened during similar times in history. DT