The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
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Justin Huhn – Part 6 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks
<p>Justin Huhn, Founder and Publisher of the Uranium Insider, joins me for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector. Justin provides some boots-on-the-ground feedback, after just recently attending the WNFM 52nd Annual Meeting and International Conference on Nuclear Fuel in Scottsdale, Arizona. We discuss primary versus secondary demand, how the longer-term contracting cycle is setting up with utility companies, different bottlenecks in the nuclear fuel cycle, and how he is positioning in the uranium equities that feed the front-end of that supply chain.</p> <p> </p> This is a...
AbraSilver Resource – Key Takeaways From Definitive Feasibility Study and Future Value Drivers Progressing Forward With The Development Of Diablillos
<p>John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review the news out June 22nd, announcing the updated project economics in the Definitive Feasibility Study (“DFS) on the Company’s wholly owned Diablillos property in Argentina. We look at the multiple value levers the company has to pull on for a rerating to higher once the upcoming Phase 2 economics study incorporates the heap leach or higher throughput rates, in addition to all exploration and resource expansion potential and even just the upside present if rerated higher to peer comparable metrics.</p> <p> </p> <p>...
Craig Hemke – Unusual Intra-day Swings In Gold and Silver Since Last Week In This Post-war and Post-Fed Meeting Environment
<p>In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to analyze the unusual intra-day swings in the precious metals market ever since the signing of the US/Iran MOU ending the war, and since Kevin Warsh chaired his first FED meeting and addressed the markets last week.</p> <p> </p> <p>In this episode, we cover:</p> <p> </p> Technical Levels to Watch: <p> </p> Craig comments on the break-down in gold and silver below the 200-day moving average, resulting in weakening pricing momentum. This is creating the potential for gold to dip...
Weekend Show - Jeff Christian & Dan Steffens - A New Reality for Asset Prices?
<p>In this weekend’s show, we take a step back from the daily price grinds to examine the massive, structural shifts occurring across the metals and energy markets. From re-valued investor psychology to geopolitical choke points, the big picture is anything but quiet. </p> <p> </p> Segment 1 & 2 - Jeff Christian, managing partner at the CPM Group, kicks off the show to discuss structural changes and evolving investor psychology within the precious metals market. He highlights how robust investment demand is driving a long-term upward revaluation of assets like gold and silver, which he expects will lead to higher average pric...
Power Metallic Mines – Fully-Funded Exploration At Nisk Project, High-Tech Surveys Inform Targeting, Upcoming MRE, and New JV In Saudi Arabia
<p>Terry Lynch, CEO of Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV1), joins me for another exploration update catching us up on multiple news releases from the Lion Zone as part of their fully funded 100,000-meter drill program at the polymetallic NISK Project in Quebec. We also discuss all the pending results still at the assay lab, other key regional exploration targets of interest for 2026 drilling, and the various technology being deployed behind their drill targeting. Additionally, we touch upon their new JV in Saudi Arabia.</p> <p> </p> <p>We start off with a financial update whe...
Marc Chandler - The Warsh Era Begins: A Hawkish Fed & The Surging US Dollar
<p>In this special Friday editorial edition of The KE Report, we sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to unpack a whirlwind week for global macroeconomics and central bank policy.</p> Key Discussion Points: The New Era at the Federal Reserve: A deep dive into Fed Chair Warsh's debut meeting, his lean toward "strategic ambiguity," and why the market is now pricing in a hawkish trajectory for the end of the year. The Surging US Dollar Index: Why the dollar is breaking out of its year-long range...
KER QuickTake - Summer Doldrums or Structural Shifts? Deep Dive into Precious Metals, Copper Stability, Oil Pullbacks
<p>In this KER QuickTake, Cory and Shad provide an inside look at the recent dramatic shifts across the commodity landscape. We analyze everything from the short-term summer doldrums to the broader resource cycle, offering perspective on where investors can still find massive opportunities.</p> <p>Key Discussion Points:</p> Precious Metals Technical Damage: A breakdown of how gold, silver, GDX, and SILJ have broken down on short and now medium term charts. The BPGDM Sentiment Gauge: How the Gold Miners Bullish Percent Index recently flagged an ultra-rare extreme reading, and what it means for short-term traders. A Flood of F...
Graphene Manufacturing Group - EPA Updates, & Battery, SUPER G, THERMAL-XR®, G® Lubricant Questions
<p>In this Company Update, I chat with Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSXV: GMG / OTCQX: GMGMF), to discuss the company’s latest operational milestones and future growth strategy. Craig breaks down recent news regarding their additional EPA application in the United States and answers a variety of investor questions spanning multiple product divisions.</p> <p>Key discussion points include:</p> US EPA Application: An overview of the integration of G® Lubricant and THERMAL-XR®, and what the ability to manufacture graphene directly in the US means for the company's North American expansion plans. Commercial Sales Trajectory: A lo...
Sean Brodrick – Investing Outlook on Oil, Nat Gas, Nuclear, Copper, Gold, Silver, and Other Critical Minerals Stocks
<p>Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me to discuss his investing outlook across multiple resource and energy sectors, now that there is a de-escalation in the Iran war and the potential reopening of the Strait of Hormuz. He shares how he is viewing oil, natgas, nuclear and uranium, copper, gold, silver, and other critical minerals and defense metals like rare earths, antimony, and tungsten.</p> <p> </p> <p>We start off discussing why he remains medium-term bullish on the traditional energy sector, and why he is not ab...
Erik Wetterling – Deep Value Developers and Alpha Catalyst Explorers Are Key To Building An All-Weather Portfolio
<p>Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss stock selection into deep value developers and alpha catalyst explorers to build an ‘all-weather’ portfolio in gold, silver, copper, and uranium equities, that are more resilient to bear market corrections. He also outlines how he is approaching rebalancing his portfolio from a high-conviction standpoint, and by weighting his positioning heaviest to the junior resource stocks with compelling alpha catalysts on tap in their coming newsflow.</p> <p> </p> <p>With regards to the junior resource stocks, his perspective is that bear-market corrections hurt sector beta stocks...
