Darrell Fletcher – Global Oil Benchmarks & Commodity Supply Shocks: Oil, Nat Gas, Copper, Gold, Aluminum
In this Daily Editorial, I am joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets. Darrell oversees the commodities trading desk…
Weekend Show – Brien Lundin & Dan Steffens – Metal Sell-Offs to Energy Supply Shocks: Gold, Silver, Oil and Nat Gas
This Weekend’s Show explores a stark contrast in the resource sector: a “volatility blowout” in precious metals driven by shifting Fed expectations and Western…
Trader Ferg – Betting on Coal, Corn, and Uranium Amid Geopolitical Strife
In this Daily Editorial, we welcome back Trader Ferg, an independent speculator and author of the popular Trader Ferg Substack. As geopolitical conflicts continue…
Weekend Show – Josef Schachter & Jeff Christian – Energy Volatility & The Precious Metals Weakness: Where Are The Best Investment Opportunities?
This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy sector…
Nick Hodge – Market Reactions To War In The Middle East, Accumulating The Volatility in Gold, Uranium, and Critical Minerals Stocks
Nick Hodge joins me for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, and how he continuing to accumulate select gold, royalty, uranium, and critical minerals resource stocks into the more recent pricing volatility.
Joel Elconin – Geopolitical Volatility, Contagion Effects From Higher Oil Prices, Picks and Shovels Trades, And Quad-Witch Expiration
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 support, and the Quad-Witch Expiration tomorrow, Joel provides a candid, sobering assessment of the macroeconomic and geopolitical forces currently rattling investors.
Sean Brodrick – Adding Energy, Fertilizer, and Chemical Stocks Into Rising Oil Prices, Trimming Some PM Stock Gains, Holding On To Critical Minerals Stocks
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, trimming back some gold and silver stock gains, and holding steady with select critical minerals stocks that may benefit by future government funds and policy initiatives.
TG Watkins – Finding Opportunity in a Choppy Market: Comments On Homebuilders, Crypto, Oil, Gold
In this daily editorial, we are joined by TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. TG provides…
Weekend Show – Rick Bensignor & Dana Lyons – Beyond the Iranian Conflict: Identifying Market Cracks and Commodity Winners
As geopolitical tensions in the Middle East muddy the economic waters, market veterans Rick Bensignor and Dana Lyons dive deep into the technical “cracks”…
Marc Chandler – Middle East Conflict: Calculating the Economic Impact In The US, Fed Policy, Currencies
In this episode, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins…
Mike Larson – The Great Sector Rotation: Oil, S&P, Metals, Bitcoin
In this Daily Editorial, we sit down with Mike Larson, Editor-in-Chief at MoneyShow, to navigate a complex market landscape defined by geopolitical tension and…
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…
Weekend Show – Brien Lundin & Josef Schachter – Bottom-Fishing Metals Juniors & Waiting for the Next Energy “Buy Signal”
Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026. …
Joel Elconin – Why Value and Energy are Winning the 2026 Market
In this daily editorial, we are joined by Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network. As…
Weekend Show – Mike Larson & Doc – The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift
The start of 2026 has been defined by a dramatic shift in market leadership. While the AI-driven tech giants face increasing pressure over massive…
Peter Boockvar – Commodities, Volatility, and the Next Macro Shift
In this KE Report daily editorial, we are joined by Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The…
Weekend Show – Dana Lyons & Dan Steffens – Was This Week A Top In Gold & Silver? Is The Play Now Oil and Nat Gas?
This weekend’s show is all about markets that look unstoppable… right before they get tricky. Dana Lyons digs into extreme metals volatility and the…
Weekend Show – Jeff Christian & Josef Schachter – Commodities Deep Dive: Silver Mania and Energy Opportunity
This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at…
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.