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Posts Tagged: market commentary
Axel Merk, President and CIO of Merk Investments and Manager of the ASA Precious Metals Fund joins us to discuss the activist investor going...
Thu 18 Apr, 2024
6 comments
Mike Larson, Editor-In-Chief at MoneyShow joins us to discuss the recent weakness in US markets and the continued strength of commodities. Rotation has been...
Wed 17 Apr, 2024
2 comments
Christopher Aaron reviews his medium-term technical outlook on gold, the Dow:Gold ratio, silver, and the precious metals stocks, and the expected backtest of the breakout level before the next surge...
Mon 15 Apr, 2024
21 comments
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...
Mon 15 Apr, 2024
1 comment
john Rubino (follow John’s Substack here) joins us to discuss the balance between geopolitics vs other market factors driving gold, oil and the broad...
Mon 15 Apr, 2024
7 comments
    Welcome to The KE Report Weekend Show! We are sticking to market commentary focused on gold, silver, copper and energy stocks. All...
Sat 13 Apr, 2024
47 comments
Joel Elconin, co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us for a week ending market commentary...
Fri 12 Apr, 2024
6 comments
Dana Lyons, Fund Manager and Editor of The Lyons Share Pro joins us to share his thoughts on the overall health of the markets...
Thu 11 Apr, 2024
21 comments
Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference joins us to share his thoughts on what...
Thu 11 Apr, 2024
41 comments
More market commentary

Sean Brodrick – Investing In The Commodity Megatrends In Gold, Copper, Oil, and Uranium Stocks

Sean Brodrick review how he is investing in the commodity megatrends in the gold, copper, oil, uranium sectors, and related resource stocks.

Tue 9 Apr, 2024
19 comments

Joel Elconin – Rates Could Stay Between 3-5% For A Decade

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to discuss the breakout in key commodities…

Fri 5 Apr, 2024
9 comments

Peter Krauth – Silver Fundamentals And Silver Stocks Setting Up For A Sustained Move Higher

Peter Krauth discusses the supply/demand fundamentals for silver, how it is unique as an investment asset class, and a we get into a number of silver stocks and related operating jurisdictions on his radar.

Thu 4 Apr, 2024
8 comments

Craig Hemke – Gold, Silver, And Precious Metals Stocks Continued Breaking Higher To Kick Off April

Craig Hemke discusses the recent breakout in silver and PM stocks, and the continued momentum from gold’s superfecta the last trading day of March; where it put in all-time highs on the daily, weekly, monthly and quarterly charts

Thu 4 Apr, 2024
2 comments

Erik Wetterling – Psychology For Investors In Metals Stocks, 1 Month Of Upward Momentum

With gold and silver stocks turning at the start of March and upward momentum growing in just the first few days in April, we focus…

Thu 4 Apr, 2024
5 comments

Matt Badiali – How Changing Energy Transition Trends Will Impact Investing In Commodities

Matt Badili with a wide-ranging conversation on the energy transition trends to more nuclear, solar, and wind power will impact investing in commodities like uranium, silver, lithium, rare earths, the electric grid, and daily life.  

Tue 2 Apr, 2024
45 comments

Dave Erfle – Gold At $2,285, Silver At $26, PM Stocks Outperforming, The Best Time For New Investors In The Sector Since 2016!

Gold and silver are both continuing the strong move higher, in the face of broad market weakness and recent dollar strength. Gold at $2,285 and…

Tue 2 Apr, 2024
18 comments

John Rubino – Fed Capitulates, Gold and Silver Equities Starting To Move

John Rubino joins me on this Easter Monday to discuss why he thinks the Fed just capitulated and why gold and silver stocks have started…

Mon 1 Apr, 2024
10 comments

Erik Wetterling – Senior Mining Companies Continue Partnering With Junior Resource Stocks

Erik Wetterling, The Hedgeless Horseman, discusses the theme of the senior mining gold, silver, and base metals companies continuing to partner with junior resource stocks, while the valuations and terms of the deals are cheap.

Thu 28 Mar, 2024
3 comments

Craig Hemke – Gold’s Superfecta! Daily, Weekly, Monthly and Quarterly All Time Highs

Craig Hemke, Founder and Editor of TF Metals Report joins us to discuss gold’s superfecta! A superfecta is a betting term referring to 4 correct…

Thu 28 Mar, 2024
6 comments

Jordan Roy-Bryne – Technical Analysis of GDX, GDXJ, Silver, And The Precious Metals Sector

Jordan Roy-Byrne shares his technical outlook on the gold mining ETFs (GDX) and (GDXJ), along with silver, gold, and the trends in the precious metals sector overall.

Wed 27 Mar, 2024
12 comments

Sean Brodrick – Market Reactions To Fed Policy, Gold And Oil Stocks, And The Tech Supercycle

Sean Brodrick reviews how he is investing in US equity markets, gold and gold stocks, oil and oil stocks, and the tech supercycle with artificial intelligence stocks, robotics stocks, and defense stocks into this megatrend.

Tue 26 Mar, 2024
4 comments

Jesse Felder – Loosening Of Financial Conditions The Greatest In History

Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability of…

Tue 26 Mar, 2024
3 comments

Byron King – Gold, Copper, Uranium, And 4 Stocks Byron Likes

Byron King, Geologist and writer for the Paradigm Group, joins us to recap his time at PDAC earlier this month, including his outlook for a…

Mon 25 Mar, 2024
2 comments

Stock Talk – Quinton Hennigh – Exploration Stocks In The Tombstone Gold Belt, Finland, Golden Triangle

Welcome to a new series on The KE Report, Stock Talk! We are searching out guests that will focus on individual stocks. In this first…

Mon 25 Mar, 2024
3 comments

Marc Chandler – Central Bank Policies, Real Interest Rates, US Dollar Strength, And All-Time Highs In Gold and S&P 500

Marc Chandler focuses on 5 key central bank meetings and policy decisions, US markets reactions to the Fed meeting, real interest rates, US dollar strength, and both gold and the S&P 500 heading to all-time highs.

Fri 22 Mar, 2024
1 comment

Joel Elconin – Don’t Fight The Fed (And Other Central Banks)!

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor at PreMarket Prep joins me to recap the Fed meeting and market reaction. Overall…

Fri 22 Mar, 2024
1 comment

Brien Lundin – Gold Equities and Silver Outperforming Gold, Is March Signalling A Major Shift In Sentiment?

Brien Lundin, Editor of The Gold Newsletter and our host at the New Orleans Investment Conference joins us to discuss the shift in sentiment in…

Thu 21 Mar, 2024
5 comments

Jordan Roy-Byrne – Ignore The Fed, Position In Gold Producers With Growth

Jordan Roy-Byrne, Founder of The Daily Gold joins me to discuss why he is focused on growth oriented gold production stocks.   With gold continuing…

Wed 20 Mar, 2024
14 comments

Darrell Fletcher – A View On Copper, Nat Gas and Gold From A Commodities Trading Desk Perspective

I’m happy to introduce another news guest! Darrell Fletcher, Managing Director, Commodities at Bannockburn Capital Markets.   Darrell is currently setting the commodities trading desk…

Wed 20 Mar, 2024
10 comments