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Posts Tagged: geopolitics
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...
Thu 22 Jan, 2026
26 comments
  Today on the KE Report Daily Editorial (Tuesday, January 20), we’re joined by Craig Hemke, founder and editor of TF Metals Report, for...
Tue 20 Jan, 2026
38 comments
  This Weekend Show connects the week’s biggest geopolitical catalyst – U.S. military action tied to Venezuela’s oil – and what it could mean...
Sat 10 Jan, 2026
58 comments
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...
Thu 8 Jan, 2026
8 comments
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...
Wed 10 Dec, 2025
9 comments
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...
Tue 14 Oct, 2025
4 comments
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...
Mon 30 Jun, 2025
33 comments
  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...
Thu 26 Jun, 2025
8 comments
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,...
Wed 25 Jun, 2025
12 comments
More geopolitics

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…

Tue 24 Jun, 2025
5 comments

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…

Mon 23 Jun, 2025
4 comments

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…

Wed 18 Jun, 2025
0 comment

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.

Tue 11 Mar, 2025
17 comments

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…

Sat 25 Jan, 2025
154 comments

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…

Tue 21 Jan, 2025
90 comments

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.

Mon 13 Jan, 2025
2 comments

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.  

Thu 9 Jan, 2025
5 comments

John Rubino – Gold And Silver Breaking Higher, Geopolitics, Q4 Earnings Expectations In PM Miners, Improving Margins, And Trends In Inflation

John Rubino discusses the recent break higher in both gold and silver, the contrasting moves within the PM mining stocks versus juniors, looking ahead to Q4 earnings, the improving producer margins, and the macroeconomic trends behind inflation both inside mining and in the broad economy.

Mon 9 Dec, 2024
3 comments

Brien Lundin – Gold & Silver Price Analysis, The Market Environment For Drill Results

Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to discuss current trends in the precious…

Thu 5 Dec, 2024
1 comment

Chris Temple – US Macroeconomic Movers After The Republican Election Sweep And Fed Rate Cut

Chris Temple, with a longer-format nuanced discussion on the US equity markets, US dollar, gold, and the real health of the economy, after this week’s Republican party sweep in the elections, and Fed rate cut.   We get into potential paths forward, and hard decisions and proposed solutions that will need to be considered as we roll into 2025. 

Thu 7 Nov, 2024
2 comments

Marc Chandler – Markets & Gold At All-Time Highs; What Are The Common Elements? 

Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss what he thinks are the key elements…

Fri 18 Oct, 2024
17 comments

Craig Hemke – Gold Will Shelter Us Through The Coming Economic And Geopolitical Storm

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 global fiat currencies over time. 

Mon 14 Oct, 2024
26 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

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

Dave Erfle – Despite The Pullback In PMs There Have Been 3 Significant Gold Stock Transactions To Kick Off This Week

Dave Erfle review the pullback in precious metals and that there have still been 3 significant gold stock transactions to kick off this week, for a little constructive action in the sector.

Tue 23 Apr, 2024
11 comments

Craig Hemke – Gold’s $60 Pullback; Geopolitics or Something More?

Craig Hemke, Founder and Editor of TF Metals Report joins us to comment on the pullback in gold and silver today. Is it geopolitical fears…

Mon 22 Apr, 2024
9 comments

Rick Bensignor – Market Analysis and Trading Strategies For Gold, Gold Equities, Oil and US Markets

Rick Bensignor, President of Bensignor Investment Strategies joins us to share his trading strategies and outlook for oil, gold, gold stocks and key sectors within…

Sun 21 Apr, 2024
17 comments

Craig Hemke – Making Sense Of The Recent Volatility In The Precious Metals

Craig Hemke with a nuanced discussion on why we’ve seen such volatility in the precious metals sector from the end of last week into this week, and moves across the commodities sector.

Mon 15 Apr, 2024
1 comment