The KE Report

Jeff Christian & Josef Schachter - Gold and Energy Catalysts: Debt, Deficits, and Drill Baby Drill

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A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report)

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  • Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year.
  • Click here to visit the CPM Group website to learn more about the firm. 

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    • Segment 3 & 4 - Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels.
    • lick here to learn more about The Schachter Energy Report

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