The KE Report

The KE Report

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The KE Report episodes

  • Great Pacific Gold - Exploration Update: 58.9m at 2.5 g/t AuEq In First Hole At Kavasuki, New High-Grade Targets, Drilling Ongoing

    In this exploration update, we are joined by Greg McCunn, President and CEO of Great Pacific Gold (TSX.V: GPAC | OTCQX: GPGCF). Greg provides a comprehensive look at the company’s recent drill results and the rapid expansion of their exploration targets within the Wild Dog structural corridor in Papua New Guinea.

    The discussion covers the transition of drilling efforts from the Sinivit target to the Kavasuki target, early visuals from the maiden program at Kasie Ridge, and the high-priority channel sampling results from the Morgan and Magiabe West areas.

    Key Discussion Points:

    • High-Grade Success at Kavasuki: Analysis of the first drill hole which returned 58.9 meters at 2.5 g/t AuEq.
    • The Wild Dog Corridor Strategy: Insight into the 1-kilometer undrilled gap between Sinivit and Kavasuki and the company's plan to test if these areas form one continuous high-grade system.
    • Maiden Drilling at Kasie Ridge: An update on the second drill rig testing a never-before-drilled lithocap and porphyry target, where early holes have already visualized chalcopyrite.
    • New Discoveries at Morgan and Magiabe West: Review of channel samples, including 19.3 meters at 4.1 g/t AuEq at the Morgan Vein and 8.0 meters at 18.12g/t AuEq at Magiabe West, significantly extending the known strike length of these systems.
    • 2026 Exploration Outlook: A look at the company’s $10 million working capital position and the systematic plan to utilize two rigs to build resources and test new pipeline targets through the remainder of the year.
    •  

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

      Click here to visit the Great Pacific Gold website - https://gpacgold.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.

        20 min
      • Scottie Resources – Final 2025 Drill Results From The Blueberry Contact Zone, Looking Ahead to Fully-Funded 50,000 Metre 2026 Drill Program

        Brad Rourke, Executive Chairman of Scottie Resources Corp. (TSXV: SCOT) (OTCQB: SCTSF) (FSE: SR80), joins us to review the final drill results from the 2025 drill program at the Blueberry Contact Zone, and we look ahead to the fully-funded 50,000 metre 2026 Drill Program at the Scottie Gold Mine Project; located in the Golden Triangle of British Columbia.  Once all the data from both the 2025 and 2026 drill programs are analyzed, then an updated Resource Estimate and Feasibility Study will be released next year.

         

        Brad has moved into the role of Executive Chairman, focused on strategic oversight, capital markets engagement, and corporate development initiatives. He has passed the leadership baton to Thomas Mumford, promoting him to CEO, as well as President. Mr. Rourke has been instrumental in assembling the Company's current management team and Board of Directors, attracting high quality investors and strategic partners such as Ocean Partners and Franco Nevada, which facilitated the discovery of the Blueberry Contact Zone, and securing funding for the Company's largest drill programs to date.

         

        Dr. Thomas Mumford brings extensive experience in corporate strategy, capital markets, and resource project advancement, overseeing the Company's recent PEA and drilling execution strategies that have continued to advance and grow the Project while identifying future drill targets that may result in new discoveries. As CEO, he will lead the Company's operational execution, strategic planning, and stakeholder engagement.

         

        Next we focused on the final assay results from the 2025 drill program that were announced over a few press releases in February, and which demonstrated continuity at Blueberry and district-scale upside across the property.  In 2025, Scottie completed its biggest drill season ever, drilling more than 27,300 metres across 126 holes. This included 17 specialized holes (2,300 metres) focused on ground stability and water studies important steps as the project advances toward potential future mine development.

         

        The program delivered the best gold intercept ever recorded on the property, including 30.1 grams per tonne gold over 23.65 metres in drillhole # SR24-364.  Other recent headline holes returned 14.4 g/t Gold over 40.75 Metres in drillhole # SR25-483; 42.5 g/t Gold over 4.40 Metres in drillhole# SR25-381; 141 g/t Gold over 4.55 Metres in drillhole# SR25-470; and 54.6 g/t Gold over 7.05 Metres in drillhole # SR25-473.

         

        Results from the season showed consistent high-grade gold throughout the project.

         

        • 44% of holes hit more than 2 metres of 5+ g/t gold
        • 30% of holes hit more than 2 metres of 10+ g/t gold
        • 25% of holes hit more than 2 metres of 15+ g/t gold
        • 20% of holes hit more than 2 metres of 20+ g/t gold
        • 11% of holes hit more than 2 metres of 30+ g/t gold
        •  

          Brad outlined the team at Scottie is now finalizing their interpretation of the 2025 assay results and will outline the 2026 exploration plans in the coming weeks for the 50,000 meter drill program focused on upgrading known ounces from inferred to indicated, as well as testing expansion targets like Wolf, P-Zone, C&D veins, and Domino.   After all the 2026 data comes in the Company will then update the Resource Estimate and complete the workstreams to announce the Feasibility Study.

           

           

          If you have any questions for Thomas regarding Scottie Resources, then please email us at [email protected] or  [email protected].

           

          • In full disclosure, Shad is a shareholder of Scottie Resources at the time of this recording and may choose to buy or sell shares at any time.
          •  

            Click here to follow the latest news from Scottie Resources

             

            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.

            23 min
          • Versamet Royalties – Record Q4 and FY2025 Financials, Growth In Production Assets Ramping Up, and Through Mid-Sized Acquisitions

            Paul Jones, President of Versamet Royalties (TSX: VMET) (NASDAQ: VMET), joins me to review the key metrics from the record Q4 and FY2025 financials, and to provide an update on key assets ramping up into production, as well as development-stage assets with workstreams working towards eventual production.  We also look ahead to future mid-sized royalty and streaming transactions to continue growing, and discuss the benefits of the coming big board US exchange listing.

             

            Q4 2025 Financial Highlights

             

            • Record revenue of $18.4 million, an increase of 465% over Q4 2024.
            • Record attributable gold equivalent ounces1(“GEOs”) of 4,430, an increase of 260% over Q4 2024.
            • Record operating cash flow before working capital changes2of $13.9 million, an increase of 1,126% over Q4 2024.
            • Record net income of $15.1 million, an increase of 307% over Q4 2024.
            • Record adjusted EBITDA3of $13.6 million, an increase of 862% over Q4 2024.
            •  

              Full Year 2025 Financial Highlights

               

              • Record revenue of $34.8 million, an increase of 189% over 2024.
              • Record GEOs1of 9,815, an increase of 94% over 2024.
              • Record operating cash flow before working capital changes2of $24.7 million, an increase of 277% over 2024.
              • Record net income of $20.3 million, an increase of 931% over 2024.
              • Record adjusted EBITDA3of $23.0 million, an increase of 336% over 2024.
              •  

                2025 Corporate Highlights

                • Acquired a copper stream on Endeavour Silver’s operating Kolpa mine in Peru.
                • Listed on the TSX Venture Exchange and subsequently uplisted to the Toronto Stock Exchange.
                • Acquired a significant silver stream on the operating Rosh Pinah Zinc mine in Namibia and a polymetallic royalty on the operating Santa Rita mine in Brazil, both operated by Appian Capital Advisory Limited (“Appian”).
                • Welcomed Nemesia S.à.r.l., a private company controlled by the trusts of the Lundin Family, and Tether Investments S.A. de C.V. (“Tether”), as new shareholders of the Company.
                • Received inaugural royalty and stream revenues from the Blackwater, Kolpa, Kiaka, Rosh Pinah, and Santa Rita mines.
                •  

                  Post Quarter Highlights

                  • Completed a C$142 million equity financing, adding several new institutional and retail shareholders.
                  • Completed a C$22 million private placement with Tether, and separately welcomed Gold Mountains Asset Management Limited, a subsidiary of Zijin Mining Group Co., Ltd., as a new shareholder of the Company.
                  • Listed on the TSX Venture Exchange and subsequently uplisted to the Toronto Stock Exchange.
                  • Fully repaid $80 million on the term loan and repaid $46 million on the revolving credit facility, reducing the amount drawn to $45 million as of March 12, 2026.
                  • Increased revolving credit facility capacity to $225 million, including a $25 million accordion option.
                  • Common shares commenced trading on the NASDAQ.
                  •  

                     

                    If you have any questions for Paul regarding Versamet Royalties, then please email those in to me at  [email protected].

                     

                     

                    Click here to follow the latest news from Versamet Royalties

                     

                     

                    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.

                    21 min
                  • TG Watkins - Finding Opportunity in a Choppy Market: Comments On Homebuilders, Crypto, Oil, Gold

                    In this daily editorial, we are joined by TG Watkins, Director of Stocks at Simpler Trading and Editor of The Profit Pilot. TG provides a deep dive into the technical setups defining the current market landscape, characterized by aggressive volatility and shifting geopolitical narratives.

                    Key Discussion Points:

                    • Monetizing the Hedges: TG explains the recent "choppy" price action in the S&P 500, where large participants are cashing in puts on market drops, preventing a total crash while maintaining a downward bias.
                    • The Iran Conflict Impact: A look at how geopolitical tensions have driven market fear and how a potential de-escalation could trigger a massive "risk-on" rotation.
                    • Bottoming Signals in Specific Sectors: Why the Homebuilders (XHB) and Cryptocurrency markets may be signaling a short-term bottom despite broader market weakness.
                    • The Outlook for Commodities: An analysis of why Oil (USO) may be double-topping and why Gold (GDX) and Silver (SLV) might be due for a consolidation period as money rotates back into equities and tech.
                    • Key Stocks to Watch: Tactical commentary on leading names like NVIDIA (NVDA) and Tesla (TSLA) as barometers for overall market health.
                    •  

                      Stocks and Symbols Mentioned: S&P 500 ($SPY), Homebuilders ($XHB, $NAIL), Oil ($USO), Gold ($GDX, $GDXJ), Silver ($SLV), Bitcoin ($BTC), Wolfspeed ($WOLF), Iren ($IREN), Cipher Mining ($CIFR), Hut 8 ($HUT), NVIDIA ($NVDA), Tesla ($TSLA).

                       

                      Click here to visit the Simpler Trading website - https://www.simplertrading.com/

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

                        23 min
                      • Heliostar Metals - Operations & Exploration Update: 2026 Production Growth, 9 Drill Rigs Turning

                        In this company update, we sit down with Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR | OTCQX: HSTXF), to discuss the company’s current gold current gold operations and exploration in Mexico. Following a 60% increase in production guidance, Charles details how the team is optimizing operations in Mexico and leveraging innovative techniques to maximize production at high gold prices.

                        Key Discussion Points:
                        • Production Growth and Guidance: Charles explains how the company has lifted production to 50-55,000 ounces this year from its Sonora and Durango mines, with a clear organic path to reach 300,000 ounces and an ultimate goal of 500,000 ounces by the end of the decade.
                        • Innovation at La Colorada: A deep dive into the injection leaching process at the La Colorada leach pads, a low-cost method.
                        • Aggressive Exploration Strategy: With nine drill rigs currently turning, the company is focusing on feasibility drilling at Ana Paula while simultaneously seeking to extend the mine life at San Agustin.
                        • Strategic Asset Management: The reasoning behind the recent option agreement with Zacatecas Silver for non-core properties.
                        • Jurisdictional Outlook in Mexico: An honest conversation regarding the current operating environment in Mexico and why Heliostar remains committed to the region despite broader market concerns.
                        •  

                          Please email me at [email protected] with any follow up questions for the team at Heliostar Metals. 

                           

                          Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.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.

                            19 min
                          • Stillwater Critical Minerals – A Visual Exploration Update Of The 2025 Drill Program and Key Catalysts In 2026

                            [Recorded March 13th, 2026 – There is a technical glitch in Danie’s display for the first 45 seconds and then it comes into the video]  —  Michael Rowley, President & CEO, Dr. Danie Grobler, Vice President of Exploration, and Justin Modroo, Project Geophysicist, of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF) provide different layers of input to this exclusive video roundtable with these 3 officers of the Company. We get a visual review the evolving geological understanding from the 2025 drill program, with key exploration initiatives on tap for 2026, and the value proposition at the Stillwater West Ni-PGE-Cu-Co + Au project in Montana.

                             

                            Mike outlines that their Stillwater West Project is a very large polymetallic resource with a substantial copper inventory and the largest nickel project in an active U.S. mining district, in addition to palladium, platinum, rhodium, copper, cobalt, chromium, and gold; plus as yet unquantified amounts of ruthenium and iridium. Overall, Stillwater West is uniquely positioned to become a primary source of 10 commodities now listed as critical, given their location immediately adjacent to Sibanye-Stillwater’s operating mine complex in Montana.

                             

                            Danie shares an overview of the structural controls of the geological environment that hosts the mineralization, using the South African Bushveld Igneous Complex as analog, and how their five “Platreef-style” (or contact-type) Ni-Cu-Co-PGE+Au deposits may tie together in a larger sense.   He goes on to outline why their 2025 exploration initiatives were successful and shows the semi-massive to massive sulfides in the drill core, and in the assays that have been reported thus far.  He also shares how there are several mineralized events in the sulfides bringing in pockets of higher-grade polymetallic zones within the overall bulk tonnage type of deposit

                             

                            Justin goes on to highlight what they are learning from the geophysical surveys over their district-scale land package, and why their team has high-confidence in the upcoming 2026 drill program, to keep stepping out along the parameters and character of this mineralized trend.

                             

                            Highlights and upcoming catalysts:

                             

                            • The 2025 drill campaign is now complete, totaling 3,471m in eight holes, with all assays pending near-term release (the first 2 holes results were leased in news out today a few days after the recording of this interview)
                            • The updated MRE will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus select historic holes not included in the current estimate.
                            • The updated Mineral Resource Estimate is expected in the latter part of H1 2026, and it will mark the next step in advancing Stillwater West as a potential large-scale source of ten minerals listed as critical in the U.S.
                            • The update will build upon the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments.
                            • The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines’ Platreef Mine.
                            •  

                              To view the YouTube video of this discussion:

                              https://youtu.be/LT1OhLVUPlQ

                               

                              If you have any questions for the team at Stillwater Critical Minerals, then please email them into me at  [email protected].

                               

                              Click here to follow the latest news from Stillwater Critical Minerals

                               

                              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.

                              39 min
                            • Weekend Show - Rick Bensignor & Dana Lyons - Beyond the Iranian Conflict: Identifying Market Cracks and Commodity Winners

                              As geopolitical tensions in the Middle East muddy the economic waters, market veterans Rick Bensignor and Dana Lyons dive deep into the technical "cracks" forming beneath the surface of the major indices. This week’s discussion centers on a critical transition: moving away from overextended growth and the "Magnificent 7" toward defensive positioning, tactical cash reserves, and the long-term structural bull case for energy and select mining stocks.

                              • Segment 1 & 2 - In this podcast segment, Rick Bensignor, President of Bensignor Investment Strategies, discusses his tactical approach to the current "choppy" markets and why he has been raising cash in anticipation of a potential correction. He analyzes technical signals for the S&P 500, the implications of rising 10-year Treasury yields, and provides his outlook on the energy, precious metals, and cryptocurrency sectors.
                              • Click here to visit the In The Know Trader website - https://intheknowtrader.com/
                              •  

                                • Segment 3 & 4 - In this interview, Dana Lyons, a fund manager and editor of Lyons Share Pro, discusses current market volatility and his use of inverse ETFs to hedge against near-term risks in broad indexes. He also provides technical outlooks on various sectors, including a bullish long-term view on energy stocks and a cautious perspective on the precious metals complex.
                                • 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.

                                     

                                    1 hr 7 min
                                  • Robert Sinn –Technical and Fundamental Outlook On Gold, Silver, Copper, PM Producers and Developers, Recent Takeover Transactions, and 3 Explorers Worth Reviewing

                                    Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins us for another wide-ranging discussion on the shifting sector sentiment, the technical outlook on gold, silver, copper, the fundamental valuations in producers and developers, thoughts on recent merger and acquisition deals, and the value propositions in 3 exploration stocks.

                                     

                                    We start off unpacking the seasonality of the metals and mining stock prices from tax loss selling season, into the year-end Santa Claus rally, the blistering Q1 run higher in January, the post-VRIC correction and peak in investor sentiment late in that month, the February chop, and the PDAC curse and further corrective moves down in March.

                                     

                                    Robert fields a few of our questions on how he is viewing the changes in valuations to the gold and silver stocks from last year into this year, and even from January peaks to recent corrective moves. 

                                    • We opine what aspects are important with regards to contrast in PM producers margin expansion versus their more recent share price corrections
                                    • Robert highlights a few P/NAV considerations for producers and developers, that have changed over the last year
                                    • The discussion then shifts to why we aren’t witnessing a bigger string of M&A transactions and why the valuations aren’t higher?
                                    • The conversation on gold stocks ranges from valuations in large producers like Newmont and Agnico Eagle down to quality developers like Banyan Gold (TSXV:BYN)(OTCQB:BYAGF) and best-in-class advanced explorers like Snowline Gold Corp. (TSX:SGD)(OTCQB:SNWGF).
                                    • We also dissect the nuance around ounce-in-the-ground valuations, and the other criteria that can affect market perceptions, using the Fresnillo takeover of Probe Gold Inc. (TSX: PRB) (OTCQB: PROBF) as a case study.
                                    •  

                                      Next we dive into the copper market, and how this is where we are actually seeing more merger and acquisition deals.

                                      • Robert highlights the recent takeover of Arizona Sonoran Copper Company Inc. (TSX: ASCU; OTCQX: ASCUF) Cactus Project at all-time highs by Hudbay Minerals Inc. (TSX, NYSE: HBM) as the more ideal type of acquisition that we’d like to see more of in this space.
                                      • We also note the Eldorado Gold acquisition of Foran Mining, and the Faraday Copper acquisition of BHP’s San Manuel Project as 2 other recent copper M&A deals.
                                      • He also highlights the lack of quality tier-1 gold and silver development projects, and that this may be why more of the senior gold producers are focused on getting strategic positions into copper assets.
                                      •  

                                        With regards to the explorers, Robert is focused on exciting mineral belts that may host a string of new discoveries in US states like Idaho, Nevada, and Arizona or Canadian provinces like British Columbia or the Yukon.

                                        • Robert highlights 3 explorers with compelling news catalysts on tap that have his attention this year in Kingfisher Metals Corp. (TSXV:KFR) OTCQB:KGFMF), StrikePoint Gold Inc. (TSXV: SKP) (OTCQB: STKXF), and Hercules Metals Corp. (TSXV: BIG) (OTCQB: BADEF)
                                        •  

                                          Wrapping up, Robert provides some best practices regarding navigating the trading volatility, when raise cash in one’s portfolio, when to considering trimming or selling, and how to rotate funds based on fundamental or technical factors.

                                           

                                          Follow Robert’s analysis on Substack

                                          .

                                          https://ceo.ca/@goldfinger

                                          .

                                          Click here to follow Robert on X/Twitter

                                          .

                                          https://www.youtube.com/@GoldfingerCapital/videos

                                           

                                          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.

                                          46 min
                                        • Marc Chandler - Middle East Conflict: Calculating the Economic Impact In The US, Fed Policy, Currencies

                                          In this episode, we welcome back Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc joins us to unpack the heavy impact of current geopolitical tensions on global markets, specifically focusing on the escalating conflict in Iran. We dive deep into how war is currently the primary fundamental driving market behavior, overshadowing even major domestic data like US GDP revisions. 

                                          Key Discussion Points:

                                          • The Energy Inflation Formula: For every 10% increase in the price of oil, the PCE deflator typically sees a 0.2% boost. We discuss the massive 54% spike in WTI contracts over the last month and what that means for your wallet at the pump.
                                          • Central Bank Pivot or Pause: Before the conflict, markets were pricing in multiple Fed rate cuts; now, the odds of a cut before the midterms have vanished, with some even anticipating potential hikes.
                                          • The Dollar as a Safety Net: Why the US Dollar remains a "safe haven" during global unrest, fueled by market positioning adjustments and the liquidation of higher-risk assets like Mexican bonds.
                                          • The Myth of Stagflation: Marc challenges the current stagflation narrative by comparing today’s energy dependency to the 1970s, suggesting that while growth is slowing, we aren't seeing a repeat of the double-digit misery of the past.
                                          • Global Interest Rate Swings: A look at how the Eurozone and UK have shifted from expecting rate cuts to bracing for hikes as inflation expectations become unanchored.
                                          •  

                                            Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.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.

                                              22 min
                                            • Kirkland Lake Discoveries – Ongoing 25,000 Meter Drill Program At KL West, KL East, And KL South At The Newly Acquired Mirado Gold Project In The Abitibi

                                              Stefan Sklepowicz, CEO of Kirkland Lake Discoveries (TSXV: KLDC) (OTCID: KLKLF), joins us for a company introduction and exploration update on their ongoing 25,000 meter drill program across their 400-km2 exploration portfolio in the Kirkland Lake region of Ontario's Abitibi Greenstone Belt; one of the most prolific mining districts in the world. The Company's properties span key fault zones, geophysical anomalies, and volcanic-sedimentary contacts within the Blake River Group, a highly prospective assemblage known to host both gold and polymetallic massive-sulphide deposits.

                                               

                                              With exploration permits now in place, KLDC is positioned to advance a strong pipeline of drill-ready targets at KL South, KL East and KL West, supported by multiple anomalous soil trends, historical mineral showings, and structurally controlled intersections.

                                               

                                              Building on exciting drill results from Summer 2025, KLDC has initiated a 25,000m drill program following up on drill-ready targets at both the KL West site and the newly acquired the Mirado Gold Project at KL South. The team combines strong technical experience with a focus on smart, efficient exploration designed to deliver results.

                                               

                                              12,000 meters have already been drilled at KL West, where only 1,000 meters of assays have been returned back thus far, from the Wolverine Bend target, with the balance of meters drilled still at the assay lab and expected back in the near future.  One of the drills from KL West is being moved down to KL South to put in about 7,000 meters of drilling around the historic Mirado Gold Mine, where there is already a known historic 440,000 ounce gold resource in place.   The system is open in all directions and at depth under historic drilling, so the company will be doing some confirmation holes and some step-out or deeper holes to expand the mineralized footprint.

                                               

                                              We discuss the financial health of the company, where this drill program is fully funded, the key strategic shareholders, and the industry experience and background of the management team and board of directors. The company is also expecting the US shares to list on the OTCQB in the very near future.

                                               

                                              If you have any questions for Stefan about Kirkland Lake Discoveries then please email them into us at [email protected] or [email protected].

                                               

                                              Click here to follow the latest news from Kirkland Lake Discoveries

                                               

                                              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

                                            About The KE Report

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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…

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