The KE Report

In this daily editorial, hosts Cory and Shad return from the front lines of the Vancouver resource conferences to recap a market environment best described as "off the charts." Joining the conversation is Dave Erfle, Founder and Editor of Junior Miner Junky, to provide a technical and fundamental deep dive into the historic price action that has propelled gold past $5,000 and silver into triple digits.

Discussion Highlights:

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

--------------

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

In this episode, I welcome back Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FRE:1RF), for a deep dive into the final results of the 2025 drill season and a look ahead at the company’s major 2026 drill plans. Following the January 22nd news release, the team has now confirmed mineralization across the entire 1.1-kilometer strike length at the Rhosgobel discovery, part of their flagship RC Gold Project in the Yukon.

Key Discussion Points:

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

Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/

------------------

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

Investment disclaimer:

This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at CPM Group, dismantles popular narratives around silver. In the second half, energy strategist Josef Schachter, founder of the Schachter Energy Report, explains why oil and gas may be setting up for a powerful rebound despite weak prices.

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:

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.

In this episode, we are joined by Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF). Anthony provides a deep dive into the technical strategy driving the company’s current drill program at Si2 in Nevada and the upcoming drilling for their flagship Mojave Project in California.

If you have any follow up questions for Anthony please comment below or email me at [email protected]. 

Click here to visit the K2 Gold website.

--------------------

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

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.

In this episode, we sit down with Mike Konnert, President and CEO of Vizsla Silver (NYSE/TSX: VZLA), to recap a transformative 2025 and look ahead at the company’s ambitious 2026 roadmap. Following a year that saw an over 200% increase in share price and a massive $400 million capital raise, Vizsla Silver is now entering the most critical phase of its lifecycle: the transition to construction and production at its flagship Panuco project in Mexico.

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

Click here to visit the Vizsla website to learn more about the Company - https://vizslasilvercorp.com/

------------

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

In this KE Report daily editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. As we kick off the final stretch of January, the focus shifts heavily toward a pivotal Q4 earnings season and a noticeable shift in market leadership.

The conversation dives deep into the high expectations for tech and banking earnings, contrasting the recent struggles of "Mega Cap" tech with the surprising resilience of regional banks and small-cap stocks. Joel provides a technical and fundamental breakdown of why the "catch-up trade" is finally gaining momentum and what forward guidance will mean for the next leg of the bull market.

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: 

Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join me for a visual overview of the key 2025 initiatives achieved, and look ahead to the key exploration and development workstreams for 2026 that will feed into updated economics on their Richmond Hill Oxide Heap Leach Gold Project.  We also outline the long-term optionality of their Maitland Gold Project, which will also being receiving some exploration work and maiden resource this year.  Both projects are located in the historic Homestake District of South Dakota, near existing mining infrastructure.

Richmond Hill is one of the largest undeveloped oxide gold resources in the United States being advanced by a junior mining company, with over 6 million ounces of gold and over 60 million ounces of silver moving along the pathway of development into heap leach production as soon as 2029. Principle Projects are on Private Land which equates to a positive attribute for efficient permitting with State and County organizations.

The 2026 Richmond Hill drill campaign includes a total of 15,481 meters (50,790 feet) of drilling in 109 holes.

The Company will complete a Pre-Feasibility Study for Richmond Hill in the second half of 2026.

The Company will launch a 2026 Maitland drill campaign of 5,578 meters (18,300 feet) in 44 holes.

Jack and Shawn highlight how these robust gold and silver resources, advantageous site infrastructure, and robust project economics, point to a future low-cost, long-life mining operation that can deliver high margins and generate meaningful revenues.

Click here to follow the latest news from Dakota Gold

If you have any questions for Jack or Shawn regarding Dakota Gold, then please email those in to me at [email protected].

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.

On this Thursday, January 22nd daily editorial, we are joined by Rick Bensignor, President of Bensignor Investment Strategies and author of the globally recognized institutional newsletter, Supposedly Irrelevant Factors. Known for his behavioral finance expertise and technical precision, Rick joins the show to break down one of the most aggressive “risk-on” environments seen in years.

Key Discussion Points:

Stocks & Symbols Mentioned: S&P 500 (SPX), SPY, GDX, SLV, GLD, XLK, XLY, XLC, XLB, XLE, XLI, XLP, XLU.

Click here to visit the In The Know Trader website - https://intheknowtrader.com/

----------------

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

In this episode, we are joined by the newly appointed President of Valkea Resources (TSX-V: OZ, OTCQB: OZBKF, FRA: S600), Thomas Credland, alongside Executive Chairman Chris Donaldson. The conversation provides an inside look at the management transition, the company’s exploration philosophy for 2026, and the untapped potential within their Finnish portfolio.

Key discussion points include:

Any follow up questions for Chris can be emailed to me directly at [email protected]. 

Click here to visit the Valkea Resources website to learn more about the Company. - https://valkea.ca/

-------------------

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

Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to look at how chaos in geopolitics and global macroeconomics is continuing to fuel a commodities supercycle. We discuss his 2026 outlook and some of his portfolio strategies in gold, silver, copper, uranium, oil, and rare earth stocks.  

We start off noting the continued strength in gold and silver due to an extended interest rate cycle, the next phase of the war cycle, and a market and global backdrop more reminiscent to the 1970s.

With regards to precious metals equities, Sean is still bullish for the larger trends in place, and views any coming corrections as buying opportunities to add to positions.

From there we broaden out the discussion to the whole commodity complex, which Sean believes will stay in momentum overall in a continued bull market and commodities supercycle.

He points to the strength in copper and copper stocks recently and he is very constructive on the longer-term fundamentals for this commodity, and for global growth in the year to come.  

Wrapping up, we get into the resurgence of nuclear power and strength in the uranium stocks over the last month coming into the new year, and why he remains bullish for the medium to longer term that this sector has much further to rerate higher.

Sean made the point, quoting Littlefinger from Game of Thrones, that “Chaos is a ladder” and that the commodities complex would continue climbing that ladder, in lieu of all the geopolitical and macroeconomics factors at work in the year to come.

Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends

Click here to learn more about Resource Trader

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.