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Posts Tagged: fed policy
    Welcome to another KE Report Weekend Show! On the show this week we are taking a step back from the day to...
Sat 19 Oct, 2024
62 comments
Nick Hodge discusses the macroeconomic factors moving markets, the Chinese economy, and investing trends in both the copper and lithium markets, along with their related...
Wed 16 Oct, 2024
4 comments
Craig Hemke joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of...
Mon 14 Oct, 2024
26 comments
Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in...
Thu 10 Oct, 2024
5 comments
Craig Hemke reviews the elevated oil, gold, and silver price levels, in context with the geopolitical and macroeconomic factors, but continued weakness in PM stocks in contrast to the...
Mon 7 Oct, 2024
12 comments
Marc Chandler reviews a number of macroeconomic factors moving the markets from jobs, to inflation, to manufacturing, to GDP forecasts, and central bank loosening policies, the soft landing narrative...
Sun 6 Oct, 2024
2 comments
Sean Brodrick outlines the opportunities that he is seeing in the junior mining stocks, as gold, silver, and uranium keep moving to higher levels, and which type of companies have his...
Tue 24 Sep, 2024
7 comments
Jeff Christian, Managing Partner at the CPM Group joins us to discuss the effect of the Fed’s 50 basis point cut on the U.S....
Tue 24 Sep, 2024
0 comment
Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website joins me to dissect the recent 50 basis...
Sun 22 Sep, 2024
3 comments
More fed policy

New Guest! – Jim Tassoni – Fed Rate Cut = Inflection Point For Markets; Gold Miners To Play Catch Up 

New guest alert! Jim Tassoni, CEO of Armor Wealth Strategies, joins me to explain why he thinks this week’s Fed rate cut is an inflection…

Fri 20 Sep, 2024
7 comments

Dana Lyons – Trading Strategies; Embrace The Rotation Trade 

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to discuss recent market moves following the Fed’s rate cut. Dana shares…

Fri 20 Sep, 2024
5 comments

Robert Sinn – Goldfinger – Outlook On Gold And Gold Stocks – Digging In To The Producers, Developers, And Explorers Post Fed Rate Cut And Beaver Creek PM Summit

Robert Sinn, (aka Goldfinger) shares his technical and fundamental outlook on gold and gold equities, now that we’ve seen the first 50 basis point rate cut from the Fed.  We dig into the gold producers, developers, and explorers, and get his pick between gold versus copper juniors at this point in the markets.

Thu 19 Sep, 2024
6 comments

Mike Larson – Fed Rate Cut Recap, Will The Market Party Last?

Mike Larson, Editor-In-Chief at MoneyShow joins us to delve into the implications of the recent 50 basis point rate cut by the Federal Reserve and…

Thu 19 Sep, 2024
0 comment

Nick Hodge –  The Fed Rate Cuts Begin, A Shift To Value Sectors In US Equities, The Case For Commodities Like Copper And Uranium, And A Site Visit To Hannan Metals

Nick Hodge with his outlook on the beginning of the Fed rate cutting cycle, as shift from growth to value sectors within US equities, and the case for higher commodities prices in copper and uranium to fuel policy initiatives. We also discuss his recent site visit to Hannan Metals property in Peru.

Wed 18 Sep, 2024
12 comments

Jordan Roy-Byrne – Rate Cuts Started Today, Historical Performance Of Precious Metals 

Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold joins us to discuss the impact of the recent Fed rate cut on the markets. We…

Wed 18 Sep, 2024
3 comments

Sean Brodrick – Macroeconomic Weakness Has Money Rotating Out Of Big Tech And Into Insurance, Cybersecurity, REITs, Regional Banks, and Utilities

Sean Brodrick outlines opportunities that he is seeing in the more defensive sectors of insurance, cybersecurity, REITs, regional banks, and utilities, as geopolitical uncertainty increases, and as macroeconomic factors continue to weaken.

Fri 13 Sep, 2024
12 comments

John Rubino – Fundamental Factors For Gold, Gold Stocks, Royalty Companies, And Physical ETFs

John Rubino discusses the fundamental factors behind the resilience of gold, the disconnect in gold stocks from the metals price action, the strengths of the royalty companies business model, and why he is even opting for accumulating various physical ETFs across various commodities.

Thu 12 Sep, 2024
33 comments

Craig Hemke – Gold & Silver CoT Update, US Funds Are Loaded On The Long Side

Craig Hemke, Editor of TF Metals Report joins us for an in-depth analysis of the latest Commitment of Traders (CoT) report and fund positioning in…

Tue 10 Sep, 2024
6 comments

TG Watkins – Macro and Seasonality Says It’s Time to Play Defense With Your Portfolio 

TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins us to delve into the macroeconomic factors influencing market…

Mon 9 Sep, 2024
0 comment

Marc Chandler – Key Takeaways From Friday’s Jobs Report, Coming Fed Rate Cut Expectations, And The Steepening Yield Curve

Marc Chandler unpack the nuances in Friday’s jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential signal of the yield curve moving from inverted to steepening and normalizing. 

Sun 8 Sep, 2024
10 comments

Weekend Show – Mike Larson & Bernie de Groot – Where Are The Best Opportunities During This Market Weakness?

  Post Labor Day markets kicked into gear on Tuesday and didn’t stop all week. US markets fell hard, with the S&P down over 4%…

Sat 7 Sep, 2024
20 comments

Joel Elconin – Market Sentiment Has Changed, The Bears Are In Control

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us to delve into the recent market pullback, with the…

Fri 6 Sep, 2024
1 comment

Marc Chandler – Next Week’s Key Market Events, The US Dollar Bull Market Might Be Over

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website joins us to discuss critical upcoming events next week…

Sun 1 Sep, 2024
29 comments

Joel Elconin – Defined Resistance For S&P, An Overview Of Tech Stocks, NVIDIA, and Market Trends

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us to delve into the current state of U.S. equity…

Fri 30 Aug, 2024
4 comments

Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – Outcrop, Southern Silver, Guanajuato, Sierra Madre, Viscount, Dolly Varden, Vizsla, AbraSilver, and Kootenay

Peter Krauth, with a wide-ranging discussion on the macroeconomic factors moving markets, the fundamentals for silver, and pro tips on investing junior silver stocks and the ones that are on his radar.

Wed 21 Aug, 2024
1 comment

Joel Elconin – Weekly Market Recap: Rate Cuts, Recession, Etc, What Does This Market Have Priced In?

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of PreMarket Prep joins us for a week ending market recap. We explore the…

Fri 16 Aug, 2024
3 comments

Nick Hodge – Multiple Macro Factors Behind The Market Volatility – Utilities, Real Estate, Consumer Staples And Gold Are Good Safe Havens

Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as sectors that benefit from upcoming Fed rate cuts, and then consumer staples companies as additional safe havens. We also discuss MineHub Technologies and the weakness in the uranium equities later in the discussion.

Thu 8 Aug, 2024
1 comment

Jordan Roy-Byrne – Balancing The Precious Metals Technicals With The Macroeconomic Fundamentals

Jordan Roy-Byrne, CMT, MFTA, reviews the charts of gold, silver, GDX, GDXJ, and SILJ, but also discuss es why he is not just relying on technicals alone and encourages investors to consider the macroeconomic factors underpinning the market moves and individual stock selection.

Wed 7 Aug, 2024
6 comments

Sean Brodrick – Sitting Tight Through Recent Volatility, Spotting Opportunities In Home Builders, Tech, Oil And Nat Gas, and Uranium Stocks

Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas stocks, and uranium stocks, despite recent corrections.

Tue 6 Aug, 2024
15 comments