The KE Report

By KE ReportBusiness Investing

The KE Report episodes

June 16Dave Erfle - Precious Metals Rebound: Key Technical Levels, Fed Speculation, and Mining Sector Valuations
In this Daily Editorial, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. Following a challenging week for precious metals, Dave provides a breakdown of the recent technical reversals, macro shifts, and what lies ahead for major producers and junior miners alike.
Key discussion points include:
The Precious Metals Rebound: Why recent technical breakdowns on the daily and weekly charts didn't prevent a powerful short-term turnaround, and what these potential island reversals mean for the sector's immediate direction.
Fed Speculation and Macro Pressures: How upcoming central bank decisions, persistent inflation realities, and geopolitical resolutions are reshaping investor expectations for the back half of the year.
The Valuation Disconnect in Mining Equities: The gap between current producer stock prices and their record-breaking profit margins, highlighting a historical anomaly in how the market values cash-flowing miners.
Mexico's Shifting Permitting Landscape: The major underground permitting breakthrough for a junior miner in Mexico.

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.
24 min
June 16District Metals - Details On The Swedish Parliament Passing Permitting Reform
In this Company Update, I chat with Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQX:DMXCF - Nasdaq First North: DMXSE SDB), to discuss recent legislative changes impacting the mining sector in Sweden. Garrett sheds light on what this regulatory shift means for the future of resource development, how it streamlines the pathway for advanced projects, and the broader political landscape ahead of Sweden's general election.

Key Discussion Points
Swedish Legislative Shift: An overview of the parliament's decisive vote to eliminate the municipal veto on uranium processing, streamlining the pathway for energy metals.
Implications for District Metals: A look into how these regulatory updates align with the company’s long-term portfolio strategy in Sweden.
Political Outlook & Alum Shale Inquiry: An overview of upcoming political milestones, including the September general election and the scope of the ongoing government inquiry.
Upcoming Exploration & Work Programs: An entry into the company's immediate plans, featuring upcoming drill programs, airborne surveys, and detailed economic impact studies.

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

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.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.
9 min
June 16Silverco Mining - Ramping Up Production At 2 Silver Mines In Mexico In H2 2026
Mark Ayranto, President and CEO of Silverco Mining Ltd. (TSXV: SICO) (OTCQB: SICOF), joins us for a comprehensive overview of the development work and ramp up into production on tap at their La Negra Mine and then their past-producing Cusi Mine, both located in Mexico. We also discuss the 45,000 meters of drilling that will be split between the 2 projects, and their 3-year growth plan.

The La Negra Mine is a currently producing underground silver-lead-zinc-copper mine that was restarted in 2024 and is currently operating at 55% of its 2,500 tonne per day capacity. Mining is completed using room and pillar and long hole methods and the processing plant employs a standard crushing, grinding, flotation, and filtration circuit producing lead-silver, copper-silver, and zinc concentrates. The project is located along the Sierra Gorda Belt within a land package that has seen limited exploration over the last two decades. The Company plans to conduct 15,000-20,000 meters of drilling across the project to grow resources and expand the production profile.

The Cusi Property includes a past-producing underground silver-lead-zinc-gold project approximately 135 kilometres west of Chihuahua City and a 1,200 tonne per day mill with tailings capacity approximately 40 kilometres from the mine. The project boasts excellent infrastructure, including paved highway access and connection to the national power grid. Cusi lies within the prolific Sierra Madre Occidental gold-silver belt and hosts multiple historical silver-gold-lead-zinc producing mines and several significant exploration targets. A recent Preliminary Economic Assessment outlined compelling economics for a restart that is targeted to begin in H2 2026. The Company plans to conduct 30,000 meters of drilling across the project and new land concessions to grow resources and expand the production profile.

If you have any follow up questions for Mark regarding Silverco Mining, then please email those in to us at [email protected] or [email protected].
In full disclosure, Shad is a shareholder of Silverco Mining at the time of this recording and may choose to buy or sell shares in the market at any time.

Click here to follow the latest news from Silverco Mining

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.
28 min
June 15Craig Hemke - Is the Gold Bull Market Back? Technicals vs. Fundamentals
In this Daily Editorial, Craig Hemke, founder and editor of the TF Metals Report, joins us to analyze the recent surge in the precious metals market. With gold and silver breaking key technical levels, we discuss whether this is a sustainable trend or just a "dead cat bounce."
In this episode, we cover:
Technical Levels to Watch: Craig breaks down the "double bottom" in gold and silver and explains why staying above the 200-day moving average is critical for a bullish outlook.
The Dollar Correlation: Why the US Dollar Index (DXY) staying in a tight range is actually providing a tailwind for metals, and what happens if it breaks below 98.
Technical vs. Fundamental Analysis: A deep dive into the never-ending debate—does the technical chart predict the future, or are the fundamental drivers of debt and inflation the only things that truly matter?

Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.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.
23 min
June 15TG Watkins - Technical Outlook: US Market Strength, Small Caps, Crypto, Metals
In this Daily Editorial, we chat with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. Following major headlines of a U.S.-Iran peace deal, the market is experiencing a massive broad-based rally. TG joins us to break down whether this upward trajectory is sustainable and where savvy investors should look next.
Key Discussion Points
Broad Market Expansion: Discover why the current rally is broadening out significantly beyond just mega-cap tech giants, and how the Russell 2000 (IWM) and equal-weight S&P (RSP) are showcasing underlying market strength.
Interest Rates & Inflation Outlook: TG shares his contrarian perspective on why treasury yields (TNX) and inflation may have topped out, creating a favorable backdrop for real estate, biotechs, and consumer stocks.
Emerging Tech & Space Sectors: Get a fresh take on the highly anticipated SpaceX IPO and learn how to navigate the high-volatility space and quantum computing sectors without getting caught at the top.
The Evolving Crypto Verse: From the shifting dynamic of crypto miners into AI power generation to a technical breakdown of Bitcoin, Ethereum, and MicroStrategy (MSTR), find out if a digital asset turnaround is on the horizon.
Precious Metals & Copper Analysis: An in-depth look at whether Gold (GLD) and Silver (SLV) have officially found their major support floors after testing key moving averages, contrasted against a consistently powerful Copper market.
Stocks & Symbols Mentioned
Indices & Funds: S&P 500, Nasdaq, Dow Jones, Russell 2000 ($IWM), S&P Equal Weight ETF ($RSP), Financial Select Sector ($XLF), Regional Banking ETF ($KRE), Biotech ETF ($XBI), Genomics ETF ($ARKG)
Equities & Crypto Assets: MicroStrategy ($MSTR), Bitcoin ($BTC), Ethereum ($ETH), Coinbase ($COIN), TeraWulf ($WULF), Hut 8 ($HUT), Iris Energy ($IREN), Clsk ($CLSK), Marathon Digital ($MARA), Oklo Inc. ($OKLO), Warby Parker ($WRBY), Instacart ($CART)
Commodities & Treasuries: Gold ($GLD), Silver ($SLV), iShares Silver Trust ($SLV), 10-Year Treasury Yield ($TNX), iShares 20+ Year Treasury Bond ETF ($TLT)

Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilo

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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.
21 min
June 13Weekend Show - Doc and Dana Lyons - A Word Of Caution For PM Investors: Technical Outlooks For Gold, Silver, Copper, Uranium Copper, Tech, Ai, Bitcoin
The long-term bullish narratives surrounding precious metals are hitting a massive wall of technical resistance, while the broader equity markets are staging a quiet show of internal strength. In this Weekend Show, we strip away the mainstream noise to give investors an actionable reality check. Technician Richard Postma ("Doc") breaks down the structural chart damage done to gold and silver, revealing why a secular bull market won't save you from a multi-year cyclical beatdown. Next, fund manager Dana Lyons shifts the lens to equities and energy, mapping out the stark divergence between fading tech momentum and a resilient broader market, alongside a technical blueprint for copper and oil.
Segment 1 & 2 - Richard Postma, AKA Doc, kicks off the show with a deep dive into the charts for precious metals. Doc explains that gold and silver have entered a prolonged cyclical bear market. Despite this bearish short-term outlook, he emphasizes that the overarching secular bull market remains intact and advises listeners to look at this correction as a prime accumulation opportunity, specifically recommending the purchase of high-cash-flow producers with low price-to-earnings ratios once the market bottoms out.
Segment 3 & 4 - Dana Lyons, fund manager and editor of the Lyons Share Pro website, provides his technical insights on gold, copper, uranium, oil, tech and AI stocks, international markets, and cryptocurrencies.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/

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.
57 min
June 12Spartan Metals - Exploring And Developing Across The Largest Tungsten Resource Base In The USA
Brett Marsh, President and CEO of Spartan Metals (TSX-V: W) (OTCQB: SPRMF) (FSE: J03) joins us for a comprehensive overview of the exploration and development work on tap for this year in this tungsten-focused Company. Their team has secured two key critical minerals projects in two well-established and stable mining jurisdictions in the Western United States; with an emphasis on building a portfolio of diverse strategic defense minerals such as Tungsten, Molybdenum, Rubidium, Antimony, Beryllium and Fluorspar.

Spartan’s high quality project portfolio includes an option to earn 100% of the Victorio Tungsten-Molybdenum Project in New Mexico and the 100% owned Eagle Tungsten-Silver-Rubidium Project in Nevada. Victorio hosts the largest tungsten resource in the United States and contains significant concentrations of beryllium and fluorspar, while the Eagle Project consists of the highest-grade historic tungsten resource in the USA which includes significant under-defined resources consisting of: high-grade silver; rubidium; antimony; bismuth; indium; as well as precious and base metals.

The Company is working towards an update to the Mineral Resource Estimate (MRE) and also to the Preliminary Economic Assessment (PEA) at the Victorio Project in New Mexico. This will involve reinterpretation of over 100 drill holes, including the relogging of some holes that were not included in the prior resource, and adjust parameters in consideration of current metals prices. There will also be a 3,000 meter drill program at the Eagle Project in Nevada, following up on extensive rock chip and soil samples at the Tungstonia target.

Brett shares his geological experience after 25 years in the industry as well as prior work applying for government grants that will be germane for sourcing potential funds earmarked for critical minerals. The company is cashed up and fully funded for their work programs this year, and has continued to strengthen their team.

If you have any follow up questions for Brett regarding Spartan Metals, then please email those in to us at [email protected] or [email protected].
In full disclosure, Shad is a shareholder of Spartan Metals at the time of this recording and may choose to buy or sell shares in the market at any time.

Click here to follow the latest news from Spartan 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.
27 min
June 12Novo Resources - Belltopper Initial Resource Estimate, Egina Project Update, New Exploration Manager Introduction, Project Portfolio Overview
In this Company Update, we check in with Mike Spreadborough, Executive Co-Chairman, and Rohan Williams, the newly appointed General Manager of Exploration at Novo Resources (TSX: NVO | ASX: NVO | OTCQX: NSRPF). The discussion centers around a comprehensive exploration and operational update across the company's high-grade asset portfolio in Australia.
Key themes discussed in this episode include:
Initial Resource Estimate at Belltopper: An inside look at the newly defined shallow, high-grade inferred mineral resource and how this fits into the project's broader geologic potential.
Multi-Asset Western Australia Campaign: Updates on the recently completed drilling at the Wyloo South East polymetallic target and current active programs at the Cronus target.
Egina Gold Project Strategy: How the conclusion of the Northern Star Resources earn-in returns 100% control of this highly prospective asset back to Novo, backed by millions in historical partner spending.
Balance Sheet and Upcoming Assays: A review of the company's strong financial runway, liquid asset portfolio, and anticipated news flow through the remainder of the year.

Please email me with any follow up questions for Mike, Quinton, and the team at Novo Resources. My email address is [email protected].

Click here to visit the Novo Resources website to learn more about all the projects and exploration programs.

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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.
21 min
June 12 White Gold - Largest Drill Program To Date, Upcoming PEA, and Spin-Out Of Critical Minerals Properties
David D'Onofrio, CEO and Director of White Gold Corp. (TSX.V: WGO) (OTCQX: WHGOF) (FRA: 29W) joins me for comprehensive overview of its 3 million ounces of gold across 4 near-surface deposits, and the commencement of its fully-funded 2026 exploration program. This will be their largest ever drill program, consisting of 20,000 meters across its district-scale land package in the emerging White Gold District in Yukon, Canada. We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp.

We start off with the backstory and journey of how their 21 properties were assembled under Shawn Ryan’s geological prowess, searching for the source of all the placer gold in the Yukon. The company has drilled around 90,000 meters to date, delineating over 3 million ounces of gold in 4 main resource areas comprised of the Golden Saddle, Arc, Ryan’s Surprise, and VG deposits.

The primary objectives of this year’s drill program with will be resource growth and expansion testing areas adjacent and in close proximity to the Company’s known four gold deposits, both along strike and down-dip. In addition to resource growth, a portion of the exploration program will be focused on further advancing discovery-stage targets, as well as towards evaluating high priority early-stage prospects for discovery potential. The program is fully funded and supported by their strategic partners including Agnico Eagle Mines Limited (TSX: AEM, NYSE: AEM) and Power One.

The Company is also continuing to advance its maiden Preliminary Economic Assessment (PEA), on the White Gold Project, which is expected to be released in the next few months. Additionally, things are moving forward with the spin-out of its critical mineral properties into a dedicated standalone vehicle, We also discuss the upcoming value drivers of a Preliminary Economic Assessment in a few months, as well as the spin-out of their critical minerals properties into W2 Critical Minerals Corp., which current White Gold shareholders will get shares in.

David shares the background of a few team members and technical advisors, as well as his background as an executive with the PowerOne Group; where he developed a depth of knowledge in representing, advising, and assisting emerging companies in accessing capital, advising on mergers and acquisitions and managing their businesses.

If you have any follow up questions for David regarding White Gold, then please email those to me at [email protected].

Click here to follow the latest news from White Gold Corp

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.

26 min
June 11Joel Elconin - Short-Term Volatility and Long-Term Trends: S&P, Ai Stocks, Tech Stocks, IPOs, Interest Rates
In this Daily Editorial of The KE Report, we chat with Joel Elconin, co-founder of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect an incredibly volatile week in the markets. Following a notable sell-off in the broad averages, Joel pulls back the curtain on how headline-driven news cycles are impacting modern trading strategies and why navigating these intraday swings has become uniquely challenging for short-term traders.
Key Discussion Points:
The Reality of Short-Term Trading: Why headline-driven algorithms are dictating intraday price action and the reason many experienced traders are stepping away from the noise.
Technical Levels to Watch: An analysis of the 50-day and 200-day moving averages on the S&P cash and futures markets, and what the recent bounce signals for near-term support.
Long-Term Valuations vs. The Dot-Com Bubble: Why current big tech valuations are fundamentally different from past market peaks, powered by massive earnings and AI-driven efficiencies.
The High-Stakes IPO Pipeline: A deep dive into the massive anticipation surrounding mega-IPOs like SpaceX and Anthropic, the risks of low-float price action, and the "lifecycle theory" of newly public companies.
The Fed and Interest Rate Realities: What to expect from Kevin Warsh’s upcoming press conference and why the market might be miscalculating the timeline for future rate adjustments.

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/

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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.
19 min

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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…