Weekend Show – Brien Lundin & Dan Steffens – Metals & Energy Breakdown: Assessing Structural Shifts and Market Consolidation
In this weekend edition, we dive deep into the forces driving the next leg of the commodity cycle. Brien Lundin joins us to discuss the “sideways consolidation” in precious metals and why copper and tungsten are suddenly stealing the spotlight. Then, Dan Steffens breaks down the structural damage to global oil supply chains, explaining why a $90+ floor is the new reality regardless of geopolitical headlines.
- Segment 1 & 2 – In this interview, Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, discusses the current sideways consolidation in precious metals and the bullish performance of copper. He explores broader market trends, highlighting opportunities in exploration-stage junior mining stocks and the strategic revaluation of resource companies through acquisitions and spin-outs.
- Click here to learn more about this year’s New Orleans Investment Conference – https://neworleansconference.com/online-registration/
- Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, analyzes the current volatility in the energy sector driven by the ongoing conflict in Iran and the closure of the Strait of Hormuz. He provides detailed insights into the structural damage to the global oil supply, the disconnect between stock values and oil prices, and specific growth opportunities within his top small-cap and merger-focused energy stock recommendations.
- Click here to visit the Energy Prospectus Group website for more energy market and stock analysis – http://www.energyprospectus.com/
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 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.
So I should feel good about owning Talon and start accumulating the latest addition to my watchlist cascadia….Matthew the latter is copper play that along with Aldebaren are intriguing me.
There is one you missed, and it is just starting to break out! DT
Amazon has the best looking chart and most potential to gain this summer. Its cloud business is booming and over 200 million prime membership in US alone!
https://www.tradingview.com/x/UKVveezd/
SLB double?
https://www.tradingview.com/x/tHFNDmdE/
Fed is pumping the Billions and pouring into stocks. Posted this chart 3 weeks ago, what part of this chart doesn’t look bullish. I won’t trade anything other than blue chip companies.
https://schrts.co/DpvEhKia
Looks good . Beware possible Head Fake!
You want to own some Blue chip companies if the government decides to inflate away the debt, some real estate, and some precious metal. If Trump gets his way and replaces Powell, whoever that is they will attempt to lower the interest rate and print, print, print, not that they aren’t already printing like crazy but the debt has them trapped. That is why the money stays with the few. The Bankers who run The Fed will look after themselves and only themselves and hard assets are what made the privileged class privileged. DT
Absolutely! Hyperinflation is name of the game. Blue‑chip stocks, real estate, shiny metals… basically anything the government can’t summon with a keystroke.
https://www.tradingview.com/x/5k6WY7n1/
LUN : Deep Downside Target
Investors should always keep these two mining companies in mind whenever they are involved in a joint venture with a junior explorer. I believe these companies are the crown jewels in the mining business. I like them both equally, so whenever you see either Agnico Eagle or Lundin Mining involved in an early stage speculative move perk up your ears because they make the right moves 90% of the time and you should consider following their lead, in the associated juniors. Just a little Diddy! LOL! DT