
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.

Marc Chandler – Return of Tariff Volatility, Currency Shifts, and the Rise of the “Sell America” Trade
In this KE Report daily editorial, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, to…

Nick Hodge – Pruning And Planting Portfolio Positions In Gold, Silver, Copper, And Uranium Stocks
Nick Hodge with a longer-format discussion on and the macro and micro themes, and using volatility to prune winning positions and plant new positions in the gold, silver, copper, rare earths, and uranium stocks. It’s a wide-ranging discussion.

Weekend Show – Peter Boockvar & Marc Chandler – Is the U.S. Losing Its Edge? Why Global Markets Are Repricing U.S. Risk
This weekend we step back from the day-to-day market noise to look at the bigger picture shaping global markets and investment trends. From shifting…

Marc Chandler – Parsing The Macroeconomic Data, The Odds Of A Recession, Levels To Watch In The US Dollar and Interest Rates, Fed Policy, and International Markets
Marc Chandler unpack another turbulent week in the markets, looking at better economic data than expected, whether or not we are heading towards a recession in the US, global trade tensions between the US and China, key factors for the US dollar and interest rates, the propensity of the Fed to cut rates this year, and international markets tempered by falling oil prices.

Robert Sinn – Macroeconomic Market Movers, Outlook On Gold, Silver, Copper, And The Resource Stocks
Robert Sinn, (aka Goldfinger) in a wide-ranging discussion on macroeconomic market movers and his fundamental and technical outlook on gold, silver, copper, and their related resource stocks, and what trends have his attention.

Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – Cerro de Pasco, GoGold, Discovery, and Kingsmen
Peter Krauth, with a wide-ranging discussion on the macroeconomic factors continuing to move the precious metal sector, and some pro tips on investing junior silver stocks. This is a longer-format conversation where we cover many areas of consideration in the macro and for silver specifically.

Weekend Show – Mike Larson & Matt Geiger – Slow Money Shift Out Of The US, Gold The Major Beneficiary
Welcome to the KE Report Weekend Show! This week, we explore the growing shift of capital out of the U.S., impacting both equity…

Joel Elconin – Trading The Volatility Within Select Market Sectors And Preparing For Bifurcated Reactions To Q1 Earnings Guidance
Joel Elconin recaps this last week in the markets. We’ve seen a continuation in volatility across U.S. markets, so Joel breaks down the key drivers and thoughts on trading select sectors like tech, healthcare, airlines, hotels, and gold, and looks ahead to the coming bifurcation in reactions to Q1 earnings guidance.

Sean Brodrick – Gold And Gold Stocks Are Beneficiaries As Investors Flee Other US Assets
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is tightening up his portfolio by exiting some sectors, holding only the highest conviction sectors and equities, and only really adding to gold and precious metals stocks in this current environment of uncertainty.

Marc Chandler – Recapping A Turbulent Week In The Markets, Capital Fleeing The US, Gold To All-Time Highs
Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, key moves in the currencies, global trade tensions between the US and China, and gold continuing to break out to new all-time highs as the global safe haven.

Brien Lundin – Market Chaos & Gold’s Surge: Safe Havens, Tariffs & A Precious Metals Divergence
Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market…

Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies
Nick Hodge with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.

Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling
Erik Wetterling, The Hedgeless Horseman, discusses the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities due to tariff tantrums.

Joel Elconin – Worst Month for US Markets Since 2022, the Growing Impact of Uncertainty, and the Flight to Gold
Joel Elconin, co-host of PreMarket Prep, joins us to break down the key drivers behind the significant market weakness and why he sees the…

Weekend Show – Peter Boockvar & Brien Lundin – Market Uncertainty, Recession Fears, Tariff Wars, Gold At $3,000
Welcome to The KE Report Weekend Show! On this weekend’s show we focus on the continued decline in US markets, how tariff wars…

John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility
John Rubino, reflects on the reasons why gold, silver, and precious metals stocks have continued to outshine macroeconomic turbulence and general market volatility.

Nick Hodge – Macroeconomic And Geopolitical Uncertainties, Yet Opportunities Remain in Gold, Silver, Copper, and Uranium Resource Stocks
Nick Hodge with a longer-format discussion on and the macro and micro themes that are disrupting the general equities markets and economic outlook. He still sees opportunities in gold, silver, copper, and uranium stocks, and mentions some individual companies that have his attention.

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.

Joel Elconin – Markets Continue To Fall: A Trade War Is War
Joel Elconin, Co-Host of the PreMarket Prep Show joins us to discuss the markets continued fall, and if this could develop into a major…