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Posts Tagged: geopolitics
  In this Daily Editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market...
Fri 10 Apr, 2026
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John Rubino discusses the geopolitical uncertainties and macroeconomic catalysts that are leading to volatility in oil, the energy sector, uranium, gold, silver, and the related resource...
Tue 7 Apr, 2026
15 comments
Craig Hemke joins me for a candid conversation around the impacts of geopolitics, macroeconomics, Fed policy, a technical outlook on gold and silver prices, and the ongoing disconnect in the...
Mon 6 Apr, 2026
25 comments
Jordan Rusche, Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining...
Thu 2 Apr, 2026
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Sean Brodrick reviews how he is trading these volatile markets on the back of Middle East geopolitics, and a positive upswing in many sectors, including the precious metals and critical minerals...
Wed 1 Apr, 2026
5 comments
  This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy...
Sat 21 Mar, 2026
19 comments
Joel Elconin dissects a market that appears to have rolled over into a corrective period. With oil prices surging, a disruptive geopolitical backdrop, the major averages testing near-term...
Thu 19 Mar, 2026
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Sean Brodrick shares how he is trading these volatile markets on the back of Middle East geopolitics.  He is adding to energy, fertilizer, and chemical stocks on the back of rising oil prices,...
Wed 18 Mar, 2026
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  In this episode, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc...
Fri 13 Mar, 2026
6 comments
More geopolitics

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.

Mon 9 Mar, 2026
6 comments

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…

Tue 3 Mar, 2026
16 comments

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.

Mon 2 Mar, 2026
4 comments

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.

Thu 22 Jan, 2026
26 comments

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…

Tue 20 Jan, 2026
38 comments

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…

Sat 10 Jan, 2026
58 comments

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.

Thu 8 Jan, 2026
8 comments

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.

Wed 10 Dec, 2025
9 comments

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.

Tue 14 Oct, 2025
4 comments

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.

Mon 30 Jun, 2025
33 comments

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,…

Thu 26 Jun, 2025
8 comments

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.

Wed 25 Jun, 2025
12 comments

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