The KE Report

By KE Report

The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily t

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The podcast currently has 1,994 episodes available.

The KE Report episodes:

June 09, 2026Dave Erfle - Are The Precious Metals In A Bear Market?
In this Daily Editorial, we welcome Dave Erfle, Founder and Editor of the Junior Miner Junky, to discuss the recent sharp breakdown across the precious metals sector. While short- and medium-term charts look technically weak, Dave explains why this correction might actually be a massive buying opportunity rather than the start of a prolonged bear market.
Key Discussion Points:
The Psychology of False Breakdowns: Why recent technical drops below key moving averages historically signal a powerful move in the opposite direction.
Rock-Bottom Sentiment vs. Record Profits: An analysis of the Bullish Miners Percentage Index hitting zero despite producers coming off their most profitable quarter in history.
Historical Analogs from 2008 to 2024: How past market corrections parallel today’s action and what they tell us about the ultimate bottom.
Decreasing Margins vs. Balance Sheet Strength: A direct look at how major producers and explorers are equipped to withstand lower gold prices without dilution risk.
The Impending Rotation from General Equities: Why deeply undervalued mining stocks are perfectly positioned to capture capital as overextended tech sectors cool down.

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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25min
June 09, 2026West Red Lake Gold Mines – Updated Rowan Mineral Resource Estimate Demonstrates Growth In Resources and Grade, And Will Factor Into The Upcoming Combined PFS
Will Robinson, VP of Exploration at West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins me to review the key metrics returned from the updated Mineral Resource Estimate (MRE) at the Rowan Deposit and the first numbers from the Mt Jamie deposit. Both Rowan and Mt Jamie are satellite deposits nearby the flagship Madsen Gold Project, in the Red Lake district of Ontario, Canada. We also discuss some of the exploration news on tap in 2026 around the Madsen Mine.

HIGHLIGHTS:
Rowan Indicated gold ounces (“oz”) increased by 70% to 334,825 oz grading 13.03 grams per tonne gold (“g/t Au”), compared to 478,707 tonnes containing 196,747 oz grading 12.78 g/t Au in the 2025 MRE.
Rowan Inferred gold oz increased by 52% to 179,013 oz grading 15.31 g/t Au, compared to 421,181 tonnes containing 118,155 oz grading 8.73 g/t Au in the 2025 MRE.
Gold resource grade increased by 2% in the Indicated category and 75% in the Inferred category.
Significant resource growth achieved with minimal exploration expenditures of C$3.5 million and relatively low drilling meters of 6,300m, representing a modest discovery cost of approximately C$17.60/oz gold.
New drilling successfully expanded and upgraded several high-grade vein structures, including Veins 003, 006 and 013.
Rowan continues to rank among the highest-grade undeveloped gold deposits in Canada based on an Indicated resource grade of 13.03 g/t Au.
An initial resource estimate for the Mt. Jamie deposit was also prepared which includes an Indicated resource of 49,407 oz grading 14.13 g/t Au, with an additional Inferred resource of 35,791 oz grading 11.97 g/t Au.
The Mt. Jamie deposit is located approximately 2km west of Rowan and shows strong potential for becoming an additional high-grade satellite in WRLG’s Red Lake portfolio which presents obvious synergies to any future extraction scenario at Rowan.
Expansion potential remains strong at Rowan and Mt. Jamie with mineralization open at depth and along strike and multiple vein zones demonstrating strong continuity beyond the currently modeled mineral domains.

ROWAN 2026 MINERAL RESOURCE ESTIMATE:
The 2026 MRE update for Rowan incorporates an additional thirty-seven (37) holes for 6,300m of oriented HQ diamond drill core since the June 2025 MRE.
A total of twenty-two (22) mineral domains were created to constrain the Rowan mineralization. This is a reduction from the twenty-six (26) domains used in the June 2025 MRE.
The M&I resources from Rowan will factor into the upcoming combined PFS with Madsen
A total of five (5) mineral domains were created to constrain the Mt. Jamie mineralization using drilling data in the existing database.

Will mentions that more assays are still pending from the ongoing surface drilling into the prior-producing Starratt-Olsen area; which is near-surface and adjacent to the Fork deposit. There will be upcoming underground drilling planned along Austin 904 Zone, South Austin 4447 Zone, and the 13 East Drive drifting over into Lower Austin and eventually Derlak.

If you have any follow up questions for the team over at West Red Lake Gold please email me at [email protected].

Click here to visit the West Red Lake Gold website and read over the recent news we discussed.

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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11min
June 09, 2026Erik Wetterling – Precious Metals Corrections Highlight Which Portfolio Positions Are High-Conviction Alpha Investments Versus Beta Momentum Plays
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to reflect on the status of the gold and silver bull market, after the corrective moves of the last few months. 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.

He starts off noting that the correction thus far in gold and silver, from the high peaks earlier this year to the recent lows is almost getting as extreme, on a percentage basis, as the moves seen in the metals during the Great Financial Crisis. For this reason he believes most of the downside price moves have already occurred across the sector, and he is not expecting a prolonged multi-year bear market from here.

With regards to the junior resource stocks, his perspective is that these deeper corrections bring clarity to one’s conviction in any given portfolio position. When analyzing the downside trends that we’ve seen in precious metals stocks over the last few months, and especially during the sharp moves lower, like what we saw the end of last week; he encourages investors to reevaluate what they hold and why they got positioned in those stocks in the first place.
One may feel compelled to accumulate a larger position as the price and valuation of a stock drops lower, because of the conviction they have in that company value catalysts on the horizon. The lower it goes, the more mispriced it will appear by the market, and the more compelling it will be on a risk/reward basis.
In contrast, he points out being willing to sell out of a sector momentum beta position, especially if one gets lower conviction the more it corrects lower in price. This distinction will underscore that this position was more of a beta momentum trade, where the company was still dependent on higher metals prices strong sector sentiment to keep moving higher.
He outlines that focusing on alpha catalysts in junior resource stocks, can end up meaning less outperformance during the really bullish periods, but conversely less downsize pressure during sector corrections.

Erik highlights why Goliath Resources Limited (TSX-V: GOT) (OTCQX: GOTRF) is a good example of a stock that has corrected hard with the rest of the PM sector, but is fully-funded for a 50,000 meter drill program, with a high hit rate on the prior few seasons of drilling, and a propensity to rerate based on positive newsflow.
He notes that this stock is demonstrating a pricing pattern he has seen over and over again in junior mining stocks. Often a correcting stock will briefly break downside support, which is where the weak-conviction retail investors capitulate, and then the equity will consolidate and then suddenly surge higher based on their unique alpha catalysts, leaving investors chasing it higher once again.

Click here to follow Erik’s analysis over at The Hedgeless Horseman website

* In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
18min
June 09, 2026Dryden Gold – Series Of Gold Rock Drill Results Confirms The Geological Thesis – A Second Rig Is Being Added Increasing Drill Program To 45,000 Meters
Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins me for an exploration update on some of the recent news releases with the most up-to-date drill results at the Elora-Jubilee and Big Master and trends at the Gold Rock Camp, and touching up on the Hyndman and Sherridon regional targets, across their Dryden Gold District, in Northwestern Ontario, Canada.

We start off discussing how this year’s exploration program is continuing to build up the high-grade drill results from last year’s drill program, confirming the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp.

Drilling at Jubilee tested between 150 to 200 meters with the goal of collecting structural data to improve in predicting high-grade gold mineralization at depth. Deeper down-plunge testing will begin this summer, and a second drill rig will be deployed to continue to fully define the high-grade footprint at Gold Rock. The 2026 drill program has now expanded to 45,000 meters.

*Jubilee Drill Highlights:
Hole DGR-054 returned 2.92 g/t gold over 14.50 meters including 6.79 g/t gold over 5.00 meters also including two high-grade intercepts of 28.80 g/t gold over 0.40 meters and 15.30 g/t gold over 0.60 meters (Figure 1, Table 1).
Hole DGR-056 returned 2.48 g/t gold over 12.65 meters including 33.50 g/t gold over 0.50 meters.
Confirmation of the multiple hanging wall and footwall mineralized stacked structures across Gold Rock, including Hole DGR-053 intercepting 0.73 g/t gold over 9.58 meters.

Two drill holes, on the Big Master Gold System at Gold Rock, tested the near-surface mineralization above (up-dip) from the recent Sparrow discovery. The third hole intersected Barrelman on BM1 and Treasure on BM2 expanding these zones at depth. The latest results validate the Company’s exploration model and support an expanded 2026 drill program at Gold Rock. A second drill rig has been contracted and is scheduled for deployment on July 1.

*Big Master Drill Highlights:
Hole DGR-051 returned 3.24 g/t gold over 14.77 meters including 29.55 g/t gold over 1.35 meters at Sparrow 88.00 meters from surface.
Hole DGR-052 returned 1.02 g/t gold over 13.50 meters including 8.88 g/t gold over 1.00 meter also at Sparrow 125.00 meters from surface.
Hole DGR-057 expanded mineralization at both Treasure and Barrelman.

*Maura encouraged investors to further inspect these drill results within the context of 3D modeling tools over at Mining Hub:
https://mininghub.com/3d/v/6dcjgqzm

We expanded the conversation to review the potential for similar look-alike types of deposits to exist along the multi-kilometer Gold Rock mineralized trend, in a “string-of-pearls” thesis, where the Mud Lake area will be the next target tested with drilling in 2026.

We touch upon the initial groundwork and drilling at the Hyndman regional area, with a lot of follow up work underway based on the exploration results released back on April 21st. Maura reiterated the importance of the large soil sampling and channel sampling programs across their district-scale land package, and how it will inform follow up targeting, when used in concert with geophysical surveys.

Click here to follow the latest news from Dryden Gold

Click here to visit the “Link Tree” to different Dryden Gold media outlets

If you have any questions for Maura, Trey, or the team at Dryden Gold, then please email them into me at [email protected].
In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
20min
June 08, 2026Craig Hemke – Technical and Fundamental Outlook For Gold, Silver, and PM Equities After The Market Bloodbath Last Friday
Craig Hemke, founder and editor of the TF Metals Report, joins me to reflect on the technical outlook and fundamental factors fueling the longer-term precious metals bull market, after the market bloodbath and strong corrective move to end last week in gold, silver, and the precious metals equities. He breaks down what aspects have be pressuring the precious metals complex over the last few months, culminating the extreme selling we saw at the end of last week; and what this all means for shorter-duration traders versus longer-term buy-and-hold macro-investors as we look ahead.

Key Discussion Points:
The Aftermath Of Fridays Chart Damage: Gold, (GDX), (GDXJ), (SIL), and (SILJ) all saw pricing on their charts pierce down through the 200-day moving average support to end last week on June 5th. Silver went down and tagged the 200-day, but then dropped below it today in Monday’s trading session on June 8th; before closing back above it again.
(GDX) Testing The 200-day SMA In Mid-May Was The Early Warning Signal: Craig mentioned that Gold and the other precious metals ETFs losing their 200-day moving average support levels over the last few trading sessions shouldn’t have been a surprise; because the GDX already dipped below this level a couple of weeks back. He told his subscribers that this was likely coming for gold and silver next, and that is what we’ve seen play out.
Jobs, Inflation, and Manufacturing Data Could Be Setting Up Rate Hikes: While the markets spent the last year convinced we’d see a series of further rate cuts from the Fed and other central banks, the economic data has turned that narrative on its head and now the Fed funds futures markets are not anticipating any cuts, but rather rate hikes by year end.
Central Bank Buying Remains The Prime Mover For Gold: After consistent buying from central banks for the last few years, shifted to a few central banks like Turkey and the UAE central banks to start selling gold to address liquidity challenges and stabilize their currencies, the pricing trends followed. Craig remains encouraged that China has been picking up the slack buying record amounts of gold over the last few months. Additionally, Turkey may be starting to shift back to buying gold again, and other nations with low or no gold reserves may get onto the bid to purchase more gold.
The Great Rotation Out Of Bonds And Into Gold Cuts Both Ways: We discussed that as more individuals and nations sell US treasuries to rotate into gold as a reserve asset, that it helps underpin buying in gold but simultaneously raises interest rates which pressures gold. Craig helps parse out those to forces at work in the markets, and how Fed policy may respond to keep the system afloat.
Gold and Silver Producers Sold Off Hard, Ignoring Strong Fundamentals: Even though its been only a few weeks since most precious metals producers reported record Q1 earnings, and Q2 appears to still be one of their strongest quarters in historic terms, the miners were sold without mercy into the end of last week, and that is after having already corrected hard over the last few months.
Navigating Algo Trading and Machine-driven Market Volatility: Craig doesn’t believe the extreme selling in gold, silver, or the PM equities, last week or even over the last few months has been resource investors parsing out the fundamentals and throwing in the towel. Instead he believes that high-frequency trading algos keep triggering the selling patterns based off interest rates and currencies moves, war headlines, and expectations that central banks will tighten monetary policies. Once the algos start selling, then that selling triggers other machine trading selling, and the waterfall declines show up on the charts.
Gold Is A Long-Term Store Of Value Preserving Purchasing Power: Craig wraps us up sharing why he believes the longer-term fundamentals for gold have not changed and are just as strong today as they were at the end of last year or the early spike this year. He makes the point that gold is the true measuring stick of how much purchasing power that national fiat currencies are losing over time, and that is unlikely to change over the fullness of time. He still anticipates that gold and silver prices will keep rising over time, as fiat units deteriorate, and thus this will translate into higher valuations in the PM equities for patient investors.

Cl

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
18min
June 06, 2026Weekend Show - Peter Boockvar & KER Market QuickTake - Economy vs Markets vs Metals
On this Weekend Show we unpack the stark divergence between all-time high stock indices, the reality of a fragile, bifurcated US economy, and portfolio management for a range of metals.
Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of The Boock Report on Substack, analyzes the stark bifurcations within both the U.S. economy and the stock market, which he notes are primarily driven by massive capital expenditure into Ai data centers while lower-income consumers and the housing sector continue to face structural stress. He highlights how these factors, along with persistent supply disruptions, contribute to an ongoing stagflationary environment.
Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/
Segment 3 & 4 - A special KER Market QuickTake, we share our outlook on the precious metals and commodities sectors. We start with the short term technicals for gold and assess the overall health of the mining stocks. Next, we highlight notable growth and significant investor interest within the copper and critical minerals sectors.
If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
1h 10min
June 05, 2026Banyan Gold - Multi-Project Yukon Acquisition and Aggressive 70k Meter Drill Program Update
In this KE Report Company Update, I sit down with Tara Christie, President and CEO of Banyan Gold (TSXV: BYN | OTCQB: BYAGF), to discuss yesterday’s announcement regarding the acquisition of a portfolio of projects in the Yukon from Generic Gold. Tara shares her intimate knowledge of the newly acquired properties, explains the strategic value of adding optionality to Banyan’s asset mix, and provides a comprehensive update on the massive, ongoing 70,000 meter exploration program.
Key Discussion Points:
Strategic Yukon Asset Acquisition: Discover why this multi-project deal adds immediate value and land flexibility adjacent to existing Banyan properties without requiring near-term spending commitments.
Aggressive 2026 Exploration Underway: Get the latest details on Banyan’s massive 70,000-meter drilling program, with over 26,000 meters already completed and multiple drills actively turning.
The Path to the Preliminary Economic Assessment (PEA): Understand how the team is currently utilizing the 2025 resource model for the upcoming PEA, and how the current 2026 drill results will factor into future optimization.
Addressing the Silver Component: Learn about the high-grade silver veins identified on the property and how silver will be incorporated into the company's broader economic outlook.

If you have any follow up questions for Tara please email me at [email protected].

Click here to visit the Banyan Gold website - https://banyangold.com/

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For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
12min
June 05, 2026 Intrepid Metals – Exploration Focused on Copper, Gold, Silver, and Zinc In Southeastern Arizona at the Corral Copper and Tombstone South Projects
Matt Lennox-King, Chairman and CEO of Intrepid Metals Corp. (TSXV: INTR) (OTCQB: IMTCF), joins us for comprehensive introduction to this exploration company focused on copper, gold, silver, and zinc, in established mining jurisdictions in southeastern Arizona, USA.

The Company's portfolio is anchored by the Corral Copper Property, an advanced exploration-stage, district-scale system with extensive drilling and significant shallow results showing CRD-style mineralization, but also now testing for porphyry-style mineralization at depth, and epithermal gold mineralization near surface. The Company also has the Tombstone South Project with prospective CRD-style silver, lead, and zinc mineralization.

Matt outlines that at the Corral Project there has been roughly 50,000 meters of historic drilling by other operations, that has then been complimented by ~10,500 meters of drilling by Intrepid the last few years at the Holliday, Earp, and Ringo targets, mostly focused on the near-surface CRD mineralization. They are going to be completing an IP survey over the property in August, with the goal to get the data back and analyzed by September, and then start testing the porphyry targets at depth later in the year. We discussed that Rio Tinto and Ivanhoe Electric have land adjacent to either side of Corral for the CRD and porphyry potential.

With regards to the gold epithermal target at Mattie, the company just announced completion of the initial geological mapping and geochemical components of its ongoing 2026 Phase 1 Exploration Program. Based on encouraging early-stage field observations and the identification of additional prospective target areas, the Company has expanded the scope of the Program to include additional rock sampling and a new soil sampling grid over parts of the Property.

Then on Tombstone South the company anticipates doing more ground exploration to come up with 2-4 targets for deeper drilling later in the year to further test the prospectivity of the CRD thesis.

Wrapping up Matt shares his experience in the sector, a few key board members, their strategic stakeholders, which includes Teck Resources, and the strong balance sheet with $20 million in the treasury to execute on this current program and to expand the programs into next year.

If you have any questions for Matt regarding Intrepid Metals, then please email them into us at [email protected] or [email protected].

Click here to follow the latest news from Intrepid Metals

For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

...more
18min
June 04, 2026Joel Elconin - Market Breadth Widens, Small-Cap Catch-Up, Can The Market Withstand The IPO Tidewave?
In this Daily Editorial episode of The KE Report, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. Joel breaks down the broader market averages as they continue their steady drip higher, explaining why recent weakness is being bought up so quickly. He provides an inside look at what is driving current market breadth and how money is rotating across sectors to shield the indices from major downward days.
Key Discussion Points:
The Power of ETF and Sector Rotation: Why strong sector rotation keeps preventing catastrophic 1,000-point down days and how ETFs internally rebalance the broader market.
The IPO Life Cycle and SpaceX Mania: A look under the hood of the heating IPO market, why you shouldn’t buy on day one, and how to spot institutional accumulation phases.
Small-Caps Playing Catch-Up: Evaluating the surprise resilience of small-cap stocks moving higher in the face of rising interest rates.
The Tech Shift and AI Revolution: Why hardware is becoming overdone, the explosive comeback of software (IGV), and why hyperscalers will keep spending as long as profits follow.
Stocks & ETFs Mentioned:
S&P 500 Futures / Cash, Broadcom (AVGO), CrowdStrike (CRWD), Ciena (CIEN), Apple (AAPL), Microsoft (MSFT), Oracle (ORCL), Destiny Tech Tech (TYXZ), Destiny XYZ Inc (TXYZ), Vanguard Commonwealth Fund (VCX), RobinTech Venture Fund (RVI), and the iShares Expanded Tech-Software Sector ETF (IGV).

Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/

Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/

-----------------
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
14min
June 04, 2026Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates
In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver.
Key discussion points include:
Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause.
Shifting Market Correlations: An analysis of why gold’s relationship with the S&P 500 and oil is breaking down.
The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field.
The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure.

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

Click here to learn more about the New Orleans Investment Conference on October 28-31.

Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ

-------------------
For more market commentary & interview summaries, subscribe to our Substacks:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
...more
19min

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How many episodes does The KE Report have?

The podcast currently has 1,994 episodes available.

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