John Rubino – The Geopolitical Premium In Oil, Volatility In The Precious Metals Complex, and The Ongoing Commodities Super-Cycle
John Rubino, joins me for another wide-ranging discussion around geopolitical and macroeconomic catalysts leading to volatility in precious metals like silver, gold, and the related PM stocks; along with the oil price and energy stocks. We also review global initiatives to secure domestic supplies of critical minerals like copper, uranium, and rare earths.
Darrell Fletcher – Commodity Trading Desk: Iran Conflict Impact On Commodities; Oil, Nat Gas, Aluminum, Gold
In this KE Report Daily Editorial, I am joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. As geopolitical tensions escalate…
Jordan aka Mining Stock Monkey – Value Proposition in Devon Energy, Endeavour Mining, B2Gold, Royal Gold, and Altius Minerals
Jordan Rusche, the Mining Stock Monkey, provides an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to value investing in oil & gas, precious metals miners, and royalty companies; along with which companies he is actively trading in his portfolio.
Sean Brodrick – Chaos Is A Ladder Allowing Commodities Like Gold, Silver, Copper, Uranium, and Rare Earths To Climb Higher
Sean Brodrick, discusses how chaos in geopolitics and global macroeconomics continues to fuel a commodities supercycle in gold, silver, copper, uranium, oil, and rare earths and their related resource stocks.
Craig Hemke – Comex vs. Shanghai: What’s Really Driving Silver?
Today on the KE Report Daily Editorial (Tuesday, January 20), we’re joined by Craig Hemke, founder and editor of TF Metals Report, for a…
Weekend Show – Peter Boockvar & Brien Lundin – Geopolitics to Metals Mania: Venezuela, Critical Minerals, and the New Commodity Playbook
This Weekend Show connects the week’s biggest geopolitical catalyst – U.S. military action tied to Venezuela’s oil – and what it could mean for…
Joel Elconin – Key Investing Themes In US Equity Markets For 2026
Joel Elconin outlines the key investing themes in US equity markets for 2026. We discuss the upcoming macroeconomic data that matters, and circle around to a number of market sectors, getting his outlook on whether we’ll see a continuation or a reversal in the prevailing trends.
Sean Brodrick – Portfolio Strategies In Gold, Silver, Copper, Oil, Nat Gas, Rare Earths, Antimony, Tech Stocks, AI Stocks, and The Robot Revolution
Sean Brodrick outlines strategies for portfolio management in lieu of the underlying trends in gold, silver, copper, oil, nat gas, rare earths, antimony, tech stocks, AI stocks, and robotics stocks. He highlights some of the trades in individual resource stocks in his portfolio.
Michael Oliver – It Is White Knuckles Time – Hold On For Silver To Potentially Surge Higher Than $100 In The Next 6 Months
Michael Oliver, Founder of Momentum Structural Analysis, shares the technical momentum setup in silver, gold, precious metals stocks, copper, oil, the Bloomberg commodities index, US general equities, and bonds. He believes a large rotation in capital flows are underway.
John Rubino – Opportunities In Gold, Silver, and Royalty Stocks Within An Emerging Commodities Bull Market
John Rubino with a wide-ranging discussion on the macroeconomic factors driving the larger commodities sector higher, but then we vector in specifically on opportunities in the gold, silver, and royalties stocks, in lieu of underlying metals prices, Q2 earnings, and jurisdiction risk.
Joel Elconin – Navigating a “Goldilocks” Market as Geopolitical Risks and Commodity Prices Rise
Markets continue to defy expectations, and even war headlines, as the S&P 500 flirts with all-time highs and commodity prices climb. In this interview,…
Nick Hodge – Making Sense Of The Macro Market Movers, And Bullish Outlook On Select Oil, Copper, Nuclear, Uranium, and Rare Earth Stocks
Nick Hodge, with a longer-format discussion on and the macro and micro themes in general US equities, bonds, and commodities, and how he has been using volatility to position in oil, copper, nuclear, uranium, and rare earths stocks on any pullbacks, still anticipating a reflationary trend as the economy improves in the 2nd half of this year.
Dave Erfle – War Premium Fades What’s Next For Gold, GDX, Silver & Q2 Earnings Setups
Dave Erfle, founder and editor of Junior Miner Junky, joins us for a discussion on the precious metals sector amid intense geopolitical volatility and…
Craig Hemke – Geopolitics Driving Markets: Oil Price Volatility, Safe Haven Sentiment, a Precious Metals Summer Rally?
In this KE Report Daily Editorial, we’re joined by Craig Hemke, founder and editor of TFMetalsReport.com, for a timely and wide-ranging discussion on the…
Mike Larson – Insights On Oil, Gold, & Market Volatility Amid Rising Geopolitical Tensions
In this Daily Editorial, I’m joined by Mike Larson, Editor-in-Chief at MoneyShow, to dissect what’s moving the markets. With oil spiking back into its…
Dave Erfle – Geopolitical Conflicts And Trade Wars Are Causing Gold & Silver Stocks To Pop While General Markets Drop
Dave Erfle discusses the volatility in markets as a result of both geopolitical conflict and the economic uncertainty about the global trade wars underway. Gold, silver, and the precious metals stocks continue to be well bid and diverge from the continued decline in US stock markets. He believes this illustrates a rotation in capital as investors pull profits out of the highly-valued tech stocks and cryptocurrencies, and park some of it the safe haven of precious metals.
Weekend Politics Posting
Here is the Weekend Politics Posting blog, for folks to weight on on the trends they see unfolding. Thank you for all for your…
Week of 1-20-2025 Political Posting
Here is a landing page for Political Posting on the week of 1-20-2025. This kicks off the new Trump Administration, so it would be…
John Rubino – 2025 Outlook On Geopolitics, US And Global Macroeconomics, Interest Rates, US Dollar, Oil, Nat Gas, Gold, And Uranium
John Rubino, provides his 2025 outlook on geopolitics, both US and global macroeconomics, along with expectations on interest rates, the US dollar, oil, natural gas, gold, and uranium, and the related resource stocks.
Jay Martin – The Key Benefits Of Attending The Vancouver Resource Investment Conference January 19-20
Jay Martin, CEO, Cambridge House & Host of the Vancouver Resource Investment Conference, joins us to break down the key benefits of attending VRIC from January 19-20, 2025 at the Vancouver Convention Centre West.