The KE Report

By KE ReportBusiness Investing

The KE Report episodes

January 08 Amex Exploration – Ongoing Development and Exploration Work Feeding Into The Coming Bulk Sample and 2-Phase Economic Studies At The Perron Gold Project
Victor Cantore, President and CEO of Amex Exploration Inc. (TSXV: AMX) (OTCQX: AMXEF), joins me for an update on all the development work, metallurgical studies, and exploration results that will be feeding into the upcoming bulk sample, and 2-Phase economic studies around their 100% owned high-grade Perron Gold Project located in Quebec, Canada. Additionally, the Company has made 2 recent acquisitions in Ontario, in addition to staking claims, substantially increasing the size of their land position across this deformation zone of gold mineralization.

We start off getting a sense of the high-grade nature from their updated Resource Estimate, hosting 2.3 million ounces of gold in all categories, with 1.615 million in Measured and Indicated, and 698,000 in Inferred. The largest portion of those resources come from the Champagne Zone, but with strong contributions from the Grey Cat, Gratien, Western Denise, and Team Zones.

There have been metallurgical studies demonstrating above 95% recovery rates of the gold from these different zones, with upwards of 99% recovery rates at the Champagne Zone, using gravity separation on the front end and cyanidation on the back end, without the need for a flotation process in the middle. This keeps the processing very simple and straightforward.

The workstreams are leading towards updated economics in Q1 of this year, envisioning an initial 4-5 year toll-milling scenario where high-grade ore is trucked to a nearby mill, generating the revenues to pay for the 2nd phase processing plant on their property. This will all be preceded by a coming bulk sample from the Champagne Zone that will produce enough gold during 2026 and early 2027 to generate ~$100Million at today’s metals prices, and this will fund the move into toll milling from 2028 through 2032.

The most recent Preliminary Economic Assessment (PEA) at US$2,500/oz gold Bas Case assumptions highlighted a Post-tax NPV5% of $1.085Billion, with an Internal Rate of Return (IRR) of 70.1% and 1.4 year payback period. Victor outlined how these economics are far surpassed to the upside when factoring in the metals sensitivities of todays spot gold pricing backdrop.

We also got into the exploration focus of the company that plans to drill 100,000 meters, from both around the known deposit at Perron, as well as their newly acquired Perron West, Abbotsford, Hepburn, and staked lands in Ontario, Canada. There will be plenty of drill assay news coming out to the marketplace consistently throughout 2026 as the Project resources continue to grow.

We wrap up discussing the financial health of Amex Exploration, after having raised $37Million in the most recent financing, which saw their key strategic shareholder, Eldorado Gold Corp, increase their holdings to a 27% position. We note the expanding analyst coverage, coming first nations agreements, permitting updates, and other key milestones on tap for 2026.

If you have any questions for Victor regarding Amex Exploration, then please email them into me at [email protected], and we’ll get those addressed or covered in future interviews.

In full disclosure, Shad is a shareholder of Amex Exploration at the time of this recording.

Click here to follow the latest news from Amex Exploration

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.

20 min
January 07Sitka Gold - Drill Results and 60,000 Meters of Drilling In 2026: Expanding Gold Area By 400 Meters
In this KE Report company update, I'm joined by Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V:SIG | OTCQB:SITKF | Frankfurt:1RF), to discuss new drill results from the Rhosgobel area and outline a big exploration year ahead at the RC Gold Project in Yukon.
Recent drilling continues to increase the scale and continuity at Rhosgobel, while the company prepares for a 60,000 meter fully funded drill program in 2026 aimed at better defining the size and economics of the broader Clear Creek Intrusive Complex.
Key discussion points include:
Rhosgobel Growth - New results from 11 holes expand the mineralized zone to ~975 meters along strike, with the system remaining open in all directions.
Depth Potential - Gold mineralization confirmed to ~400 meters depth, with geological analogs suggesting much greater vertical potential.
Tungsten Byproduct Opportunity - Encouraging indications of tungsten highlight possible critical-mineral upside.
2026 Drill Program - Up to 60,000 meters of drilling planned, primarily focused on Rhosgobel, with additional targets.

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/

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For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/
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.
17 min
January 07Dave Erfle – A Hurricane Of Fundamental Factors Fuel The Precious Metals To All-Time Highs To Kick Off 2026
Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to review the hurricane of fundamentals factors that are fueling gold, silver, platinum, and copper to new all-time highs to here in the first few trading sessions of 2026. We also dive into how this affecting the PM mining stocks.

We start off reviewing the very strong close to 2025 with many metals closing up the year at the all-time closes on the monthly, quarterly, and annual charts, and how that moved pricing into this year in a strong technical posture.
Dave notes that many of the macroeconomic and geopolitical factors that have developed over the last few months, did so after silver had already broken out of a 45-year cup and handle consolidation pattern.

Dave points out that we thought we had a “perfect storm” of factors in place last year with the central bank buying, runaway fiscal debt, Fed rate cuts, and dollar weakness throughout the year, and then all these other factors started stacking on top of those to form a huge hurricane of additional factors.
Silver and gold were named strategic and critical minerals in the Fall of last year.
Trump will be naming a more dovish Fed head to come in mid-year for more rate cuts.
China announced that they’d begin export controls on silver to start this year, which have now been implemented as of January 1st.
Some large financial institution got on the wrong side of a large short position and was forced to cover and unwind, spiking the futures prices even higher.
The US moved into capture and remove President Maduro in Venezuela over this last weekend, after a series of military exercises in the Caribbean Sea.

We reviewed the recent strength in the physical metals prices over the futures prices.
There has been an ongoing backwardation in silver physical spot prices over the silver futures prices at the end of 2025 and into 2026.
There has been a large arbitrage spread in favor of the Shanghai silver price in China over the COMEX silver price in Chicago for the last few weeks.
He points out that the series of recent COMEX margin increases are being used during low-volume holiday weeks to tamp down the silver future prices, but yet they’ve just rallied right back higher again. Dave feels this is a different macro backdrop than when we saw this same process from the CME back in 2011 that marked the top of that prior cycle.

Dave notes that while many precious metals stocks have already gone up multiple-fold on a percentage basis over last year, that it has gotten to a point where many stopped reacting as much to metals prices that have continued moving to even higher levels.
He notes that with the US stock market indexes having also kept hitting new all-time highs over last year that this has kept generalists from focusing much on resource stocks thus far.
Dave recounts how the prior cycle started moving strong from 2001-2003, then consolidated, then moved even higher from 2005-2008, leading into the Great Financial Crisis of mid-2008-early 2009, before moving up even higher for 3 more years into the 2011 top.
During that time the HUI index, the TSX Venture Composite index, and the HUI:S&P 500 ratio charts, all had a series of big moves that then consolidated sideways to down for a period, before building up the energy to then blast to even higher levels.
He believes we could see a similar pattern play out this time where mining stocks move big, then consolidate sideways despite rising prices, or even corrective moves, but then move in a series of rallies following that were more an more investor capital begins to pour into the sector.

Wrapping up we talk about where the gold and silver stock valuations are today at $100 and below for an ounce of gold delineated in the ground or $2-$5 an ounce of silver defined in development projects.
We look to the recent takeover transaction of Probe Gold by Fresnillo for a mere $58 a gold ounce in the ground, over their 10 million ounce deposits in Canada.
Dave highlights that he and his subscribers continue to hold full positions in AbraSilver Resource, despite being up 4X on their position, because he believes it may be in play as a takeover candidate in the year to come (after putting out their DFS and confirming Argentina RIGI approval). At present they are getting a little over $5 an ounce in the ground for a valuation, which is on the high-end of what other silver developers are currently garnering.
We debate whether we’ll start to see higher valuations in future merger and acquisition deals, on the best development projects, considering the huge margins that the PM producers are enjoying at present.

Click here to learn more about Dave's Junior Miner Junky newsletter

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.
29 min
January 07 Silver Tiger Metals – Ongoing Development Work On The Ground At The Stockwork Zone, Imminent Underground PEA, Regional Drill Program, and Capital Management
Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins us for a comprehensive update on all the development work going on at ground level now that the Company has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico. We also discuss the upcoming underground PEA, set for release later this month, the coming regional drill programs to the north and south of El Tigre, and the capital management flexibility that the company has moving into 2026.

With all approvals for the Project now granted, Silver Tiger is advancing the El Tigre Project towards construction over the 18-month plan, as outlined in the October 2024 Preliminary Feasibility Study (PFS) for the Project. Glenn shares with us the many earlier-stage initiatives their operations team, led by VP of Operations, Francisco Albelais, was working on for the last half of 2025, like building the 365 day per year haulage road, and the 6 months of detailed engineering work that is mostly completed and gives them a large head start on hitting the ground running now that the permit is in hand.

Glenn highlights that in addition to more land clearing and surface earth works, that a key initiative is optimizing the road already built with a new bridge currently in review with engineering and slated to be built over the next few months. Another priority is the building of the camp to house all the staff that will be working on-site from here on out. Additionally, there will be water wells completed, and all the workstreams that flow into the final engineering plan. All of this derisking sets the company up for even better debt terms, and gives them a huge head start into the eventual mine construction beginning over the course of this year.

We also recap all the exploration, development, and derisking work that has gone into the upcoming imminent release of the Preliminary Economic Assessment (PEA) for the underground mine, set to release to the market later in January. The team at Silver Tiger has been compiling the last 5 years of work delineating the 113 million ounces of silver equivalent resources in the high-grade veins, shale, and sulphide zones underground portion of El Tigre, the metallurgical studies, and engineering work to be able to release the upcoming PEA early in Q1. This report will center around the already permitted underground scenario utilizing an 800 tonnes-per-day (tpd) mill, and focusing on the initial first 10 years of mine life.

With regards to the capital management strategy, and the coming debt term sheets and how the company will fund the remaining capex for the mine build, Glenn shares the flexibility and optionality that their team now has, after having raised CAD$40 Million bought deal financing with a syndicate of underwriters led by BMO Capital Markets and Stifel Nicolaus Canada in the late Fall last year. When combined with the ~CAD$30 million the company already had in their treasury, they essentially have a large percentage of the US$85 million capex needed to build the bulk tonnage surface mine at El Tigre. This means that they can negotiate less restrictive debt covenants, giving them the flexibility to keep pursuing work on the underground strategy, as well as regional exploration to the north and south of El Tigre.

If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at [email protected].

In full disclosure, Shad is a shareholder of Silver Tiger Metals 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 Silver Tiger 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.

24 min
January 06Craig Hemke – Strong Start To 2026 In Gold, Silver, and Copper - Macroeconomic Factors That Matter
Craig Hemke, Founder and Editor of the TF Metals Report, joins me to kick off the first full trading week of 2026, reviewing the strong close to end last year, and the even stronger start to this year in gold, silver, copper, and the precious metals stocks. We also break down the macroeconomic factors that matter moving into the year to come.

We start off reviewing the big moves higher today across the metals complex with gold, silver, copper, at or near all-time highs in what is typically a quite seasonally strong period of the year for this part of the commodities sector.

Craig points out that while the metals have been undeniably strong, that the related mining stocks have only had lackluster responses over the last few weeks, considering how much their profit margins and project economics have expanded.
This brings up the lagging valuations in lieu of the much higher average metals price in Q4 over Q3, where gold, silver, platinum, and copper all closed the month of December, the fourth quarter, and the year at all-time high closes on the longer-duration charts.
Craig feels that this is what is truly germane for institutional investors and analysts as they tend to block out the short-term noise and focus on the longer-term trends in motion.

When we look at where metals prices are here to kick off the year in early January they are a levels that are so much higher than those average prices in Q4, that it is hard to imagine that Q1 isn’t going to see even higher average metals prices, and thus even higher record revenues or project economics.
This raises the question of why more investors are not getting in front of those trends and bidding the quality mining shares much higher than they’ve responded thus far?
Craig feels a great deal of this lack of leverage in the mining stocks lately is coming from sympathetic lack of belief from most investors that these prices are going to stay up at these levels.

One factor that has continued to tamp down futures pricing in gold, silver, platinum, and palladium over the last few weeks has been the COMEX rising of margin requirements. Many investors are concerned that if this raising of margins requirements persists that it could trigger a selling cascade lower. Craig weighs on the history and dynamics around these moves by the Chicago commodities exchange.

The conversation then transitions over into what factors are going to keep underpinning higher metals prices.
We review the arbitrage between the physical and paper markets both in terms of the current backwardation between higher spot prices over future prices, and from prices seen on the Shanghai exchange versus the COMEX.
Craig mentions that while he doesn’t feel there is a direct safe haven bid today after the weekend geopolitical events between the US and Venezuela, that it still may underpin other nations central banks to keep buying gold and diversifying out of US dollars as a precaution.
Another key factor he is watching is what we’ll see in 2026 with regards to central bank monetary policy here in the US, once Trump installs a more dovish head to the Fed mid-year. Craig also continues to watch for potential yield curve control through monetary policy, if the interest rates get too extreme in either direction.
Following up on our last conversation, and looking ahead to Craig’s coming 2026 Macrocast report due out later this week, we revisit the potential for Scott Bessent and the treasury department to monetize aspects of the US balance sheet (notably a potential repricing in gold) to help fund a sovereign wealth fund.

Click here to visit Craig's TF Metals website:

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.
30 min
January 03Weekend Show - Darrell Fletcher & Josef Schachter - Commodities 2025 Recap and 2026 Outlook: Silver Mania, Metal Rotation & an Oil Rebound
The first KE Report Weekend Show of 2026 sets the stage for a year that could look very different across commodities and energy markets. The show explores how precious metals captured investor attention after a volatile end to 2025, why sentiment toward hard assets appears to be shifting, and what that could mean as the new year unfolds. The conversation then pivots to oil and natural gas, examining how a weak commodity tape contrasted with resilient equity performance and why select opportunities may be emerging beneath the surface. Overall, the show focuses on big-picture trends, market psychology, and how investors might think about positioning for 2026 amid ongoing volatility and changing fundamentals.
Segment 1 & 2 - Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins the KE Report Weekend Show to break down the explosive 2025 performance in metals - led by gold then silver - discussing fundamentals versus momentum, valuation shifts toward hard assets, index rebalancing volatility, and what these historic moves could mean for commodities heading into 2026.
Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.com/
Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report and author of the Eye on Energy report, wraps up the show recapping a difficult 2025 for oil while highlighting how selective stock picking still produced strong gains. He outlines a bullish 2026 outlook, covering oil and natural gas price expectations, undervalued Canadian energy equities, dividend and growth opportunities, and the impact of LNG expansion and M&A across the sector.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/

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. 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 may own shares in companies mentioned.
1 hr 2 min
January 03 Christopher Aaron – 45-Year Breakout In Silver To New All-Time Highs, and 45-Year Breakdown In DOW to Gold Ratio, In Favor Of Precious Metals
Christopher Aaron, Founder of iGold Advisor, Elite Private Placements, and Senior Editor at the Gold Eagle website, joins me to review his short-term and longer-term technical outlook on Silver, silver stocks via (SIL) relative to silver, Gold, and the long-term DOW:Gold ratio chart.

This is a longer-format video where we really dive into the technical analysis setups in the precious metals sector, and he lays out the historical case and patterns to why we haven’t even seen the really big moves yet in either the potential price targets for the metals or the catchup trade still in front of investors for the junior gold and silver stocks.

Christopher lays out the technical case for why silver is likely going up into a 3X-5X move from the $50 breakout, even if we see one more corrective consolidation move in the near-term. He points to the propensity of commodities to make moves like this when breaking out of long base-building periods, citing prior moves like this in gold, copper, platinum, and oil. We also check in on the SIL:Silver ratio chart and note the stark undervaluation and muted leverage thus far in the silver equities, and how they are going make a large catchup move in the years to come.

Next we shift over to his Christopher’s technical outlook on gold from a short to medium-term perspective, and in the context of all the historic data from the move in gold from pegged to the US dollar and post the unpegging and freely trading gold price over the last 5+ decades.

Wrapping up we discuss what he feels is the most important chart, the longer-term data from the DOW:Gold ratio, and that we are setting up for the “Fourth Turning” in how gold will be revalued relative to general US equities. This is the key chart to follow as it relates to seeing a rotation from generalist investors in tradition equities to precious metals equities.

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.

Click here to visit the iGold Advisor website to follow Christopher’s analysis and private placement services
.
Click here to follow Christopher’s writing over at the Gold Eagle website
50 min
January 02Marc Chandler - 2026 Macro Outlook: Currencies, Commodities & the AI Trade
In this KE Report Daily Editorial kicking off 2026, we’re joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Mark to Market website. Marc walks through the major macro forces shaping the year ahead, from currency markets and interest rates to global politics, commodities, and the evolving AI trade.
Key discussion points include:
US Dollar Outlook for 2026: Why the dollar may see a near-term bounce early in the year, but remains in a longer-term bear market driven by overvaluation, Fed policy, and shifting global growth dynamics.
Interest Rates & the Yield Curve: The disconnect between the Fed’s influence on the short end of the curve and global forces shaping long-term Treasury yields, including developments in Japan and Europe.
Politics as a Market Driver: From US midterm risks to European populism and potential snap elections in Japan, Marc explains why political power and economic outcomes are increasingly intertwined.
Commodities & Critical Minerals Cycle: Gold, silver, and strategic metals remain central to the macro story as supply-chain security, export restrictions, and AI-driven demand fuel what could be a multi-year commodity cycle.
AI, Valuations & Market Leadership: A balanced look at the AI trade - overcapacity risks, potential shakeouts, and where emerging areas like robotics and quantum computing may drive the next phase of leadership.

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

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For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/
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.
18 min
December 30, 2025 Darrell Fletcher - Commodities 2025 Recap & 2026 Outlook: The Fundamentals That Matter - Gold, Silver, Copper Oil & Nat Gas
This is an early listen to what’s coming on this Weekend’s Show.
I chat with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a level-headed, trading-desk perspective on what defined 2025 and what could matter most in 2026 for commodities.
Darrel brings over 30 years of commodities trading experience to unpack the outsized moves in precious metals and beyond - cutting through hype, misinformation, and short-term narratives to focus on fundamentals, positioning, and longer-term cycles.
We focus on Silver, Gold, Copper, Oil and Natural Gas.

Click here to learn more about Bannockburn Capital Markets - https://www.bannockburnglobal.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.
32 min
December 30, 2025 Erik Wetterling – Sentiment Shifts In Volatile Precious Metals Markets, And Why Junior PM Stocks Should Rerate Higher In 2026
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for an end of the year wrap up, and a look ahead to 2026. We contrast how different stages of companies are reacting, or not reacting, to the higher underlying metals prices, across the producers, developers, and explorers; as well as where Erik sees the most fundamental catalysts stacking up that are not being properly recognized in current company valuations.

We review the continued strange dichotomy between surging precious metals prices and the lagging reactions in many junior gold and silver stocks from 2024 into 2025, but look ahead to when we may see more capital rotate down into the PM junior stocks heading in 2026.

Since the producers can immediately monetize the higher gold and silver and platinum prices, they have run much more over the last year than the pre-revenue companies. With regards to the junior explorers and developers, he sees the metals prices as merely a tailwind to their coming newsflow and that those fundamental catalysts are much more relevant for any changes to the company’s valuation (either up or down).

Erik points to the developers in the 2nd leg of the Lassonde Curve, like Montage Gold that have derisked large projects and been rewarded, or developers that successfully have moved into production, like Artemis Gold as examples of the kind of moves that other stocks may go on as this precious metals bull market matures.

* In full disclosure, the 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.

24 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…