The Korelin Economics Report

By www.kereport.com

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FAQs about The Korelin Economics Report:

How many episodes does The Korelin Economics Report have?

The podcast currently has 5,393 episodes available.

The Korelin Economics Report episodes:

April 04, 2026Weekend Show – Peter Boockvar & Marc Chandler: Market & Economic Impacts From The War In The Middle East
As geopolitical tensions in the Middle East persist, the global economy is grappling with more than just volatile oil prices. This week’s show brings together Peter Boockvar (CIO, OnePoint BFG Wealth Partners) and Marc Chandler (Managing Partner, Bannockburn Global Forex) to dissect the deeper structural shifts – from the “parabolic” move in gold and the cooling AI trade to the looming shadow of the un-stress-tested private credit market.
Segment 1 & 2 – Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of the Boock Report on Substack, analyzes the long-term economic consequences of the Middle East conflict. He discusses the persistence of inflation driven by elevated commodity and energy prices, the “stagflationary” risks of modest growth paired with high costs, and significant shifts in global markets, including the waning momentum of AI tech stocks and the increasing appeal of gold as a reserve asset.
Click here to follow Peter at The Boock Report – https://peterboockvar.substack.com/
Segment 3 & 4 – Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, discusses the economic shifts and market volatility resulting from the ongoing Middle East conflict. He examines how fluctuating energy prices and supply chain vulnerabilities are influencing global central bank policies, interest rates, and currency trends, while also addressing recent shifts in gold and treasury holdings.
Click here to visit Marc’s site – Marc To Market – https://www.marctomarket.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.

Peter Boockvar
Marc Chandler
...more
0min
March 28, 2026Weekend Show – Brien Lundin & Dan Steffens – Metal Sell-Offs to Energy Supply Shocks: Gold, Silver, Oil and Nat Gas
This Weekend’s Show explores a stark contrast in the resource sector: a “volatility blowout” in precious metals driven by shifting Fed expectations and Western speculation, set against a backdrop of tightening global energy supplies. Guests Brien Lundin and Dan Steffens dive into why current price drops in gold and silver may be a classic “snapback” opportunity, while the oil market faces a legitimate physical deficit that the forward curve has yet to fully price in.
Segment 1 & 2 – Kicking off the show Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, shares his insights on the current state of the precious metals market, explaining that recent volatility and sell-offs are largely driven by shifting expectations of Federal Reserve policy in response to an oil price spike and persistent inflation. Brien remains fundamentally bullish, viewing the downturn as a prime buying opportunity for high-quality major and junior mining stocks, particularly as the sector remains well-capitalized for extensive exploration programs in 2026.
Click here to learn more about the Gold Newsletter. – https://goldnewsletter.com/
Click here to learn more about the New Orleans Investment Conference on October 28-31.
Segment 3 & 4 – In this segment of the KEE Report, Dan Steffens, President of the Energy Prospectus Group, discusses the current state of the oil and energy sector in light of the ongoing conflict between Israel and Iran. Steffens highlights the impact of the Strait of Hormuz closure on oil supply, provides insights into future oil and natural gas price trends, and identifies specific energy stocks and special situation investment opportunities.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis – http://www.energyprospectus.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.

Brien Lundin
Dan Steffens
...more
25min
March 21, 2026Weekend Show – Josef Schachter & Jeff Christian – Energy Volatility & The Precious Metals Weakness: Where Are The Best Investment Opportunities?
This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy sector is bracing for a supply shock that could redefine the global economy. Simultaneously, the precious metals market is grappling with a “war premium” already baked into prices, leaving investors wondering if the next leg up is driven by fear or the looming threat of stagflation.

Please note, these segments were recorded on Tuesday, before the large move down in gold and silver.
Segment 1 & 2 – Kicking off the Weekend Show, Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report on Substack, discusses the wide-reaching effects of the war in Iran on global energy markets. Josef provides analysis on the Strait of Hormuz, rising oil and natural gas prices, and shifting supply and demand dynamics in North America and abroad as well as his investing strategies in oil and nat gas equities.
Click here to learn more about The Schachter Energy Report – https://schachterenergyreport.ca/
Click here to follow Josef on Substack at his Eye One Energy Report. – https://josefschachter.substack.com/
Segment 3 & 4 – Jeff Christian, Managing Partner of the CPM Group, wraps up the Weekend Show explaining why gold and silver prices remain consolidated despite escalating Middle East tensions and rising oil costs. He dives into the complex relationship between precious metals and energy, offering a reality check on market correlations and a long-term outlook on where investment demand and mining margins are headed next.
Click here to visit the CPM Group website to learn more about the firm – https://cpmgroup.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.

Josef Schachter
Jeff Christian
...more
26min
March 14, 2026Weekend 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.

Rick Bensignor
Dana Lyons
...more
38min
March 07, 2026Weekend Show – Brian Leni & Dave Erfle – Smart Money Rotations: Navigating Gold, Silver, and Copper Post-PDAC
The 2026 PDAC convention in Toronto served as a wake-up call for the mining industry. While attendance reached record highs, the market’s behavior has shifted from the broad “rising tide” of previous years to a much more selective, volatile environment. This week, we sit down with Brian Leni (Junior Stock Review) and Dave Erfle (Junior Miner Junky) to discuss why the “smart money” is moving away from lifestyle juniors and toward high-conviction developers in gold, silver, and copper.
Segment 1 & 2 – I kick off the show with Brian Leni, the founder and editor of the Junior Stock Review and host of Field Notes on YouTube. Leni provides a recap of the PDAC conference in Toronto and analyzes current market volatility while sharing his specific investment strategies for high-quality developers and explorers in the gold, silver, and copper sectors.
Click here to visit the Junior Stock Review website to keep up to date on what Brian is investing in – https://www.juniorstockreview.com/
Segment 3 & 4 – Dave Erfle, founder and editor of the Junior Miner Junky, wraps up the show sharing takeaways from the PDAC conference and the current investment landscape. Erfle highlights the extreme volatility in precious metals, emphasizing the importance of betting on successful management teams and high-quality projects as the market navigates geopolitical uncertainty and the potential for a “PDAC curse” correction.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter – https://www.juniorminerjunky.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.

Brian Leni
Dave Erfle
...more
28min
February 28, 2026Weekend Show – KER QuickTake & Dan Steffens – Metals & Energy Market Outlook: Top Metal and Energy Picks
In this weekend edition, we bring you live insights from the floor of the Las Vegas MoneyShow followed by an in-depth energy sector deep dive. The common thread: a global commodity supercycle driven by supply chain shifts, AI-related infrastructure demand, and significant consolidation in the oil and gas space.
Segment 1 & 2 – In this live KER QuickTake recorded from the MoneyShow in Las Vegas, Cory and Shad discuss the current commodity supercycle and the shift toward domestic sourcing of critical minerals. They analyze investment opportunities across the precious, base, and energy metal sectors, emphasizing the importance of selecting mid-tier producers and companies with established growth pathways in the current bull market.
Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, discusses the recent rebound in oil prices driven by geopolitical tensions in Iran and high demand for diesel. He also explores the growth and investment potential in energy stocks, specifically focusing on the recent mergers and acquisitions involving companies like Devon Energy and Whitecap Resources.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis – http://www.energyprospectus.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.

KER QuickTake
Dan Steffens
...more
0min
February 21, 2026Weekend Show – Brien Lundin & Josef Schachter – Bottom-Fishing Metals Juniors & Waiting for the Next Energy “Buy Signal”
Two veteran newsletter editors map out where the next big moves, and best entry points, could emerge across metals and energy in 2026.

Gold and silver may be digesting a sharp correction, but both guests argue the bigger bull-market backdrop is intact, setting up a very “stock-picker” tape in mining. Meanwhile, energy remains out of favor, yet Josef Schachter lays out a tighteni
Segment 1 & 2 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, shares his insights on the current state of the precious metals market. He discusses the potential for continued sideways trading in gold and silver before the next rally, while highlighting opportunities in exploration and development-stage companies like K2 Gold, Aris Minerals, and Banyan Gold. Brien also emphasizes the importance of individual company stories and the excitement of potential new discoveries across various global jurisdictions.
Click here to learn more about the Gold Newsletter. – https://goldnewsletter.com/
Segment 3 & 4 – Josef Schachter, founder and editor of the Schachter Energy Report and author of the Eye on Energy report, discusses the macroeconomic drivers and company-specific trends within the oil and natural gas sectors. He reviews the 2026 World Outlook Conference, providing insights into OPEC+ production constraints, the impacts of global depletion rates, and the emerging energy demands driven by the “AI revolution”. Schachter also highlights specific investment opportunities in companies such as InPlay Oil and Birchcliff Energy while outlining his expectations for a multi-decade commodity supercycle.
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 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.

Brien Lundin
Josef Schachter
...more
0min
February 14, 2026Weekend Show – Mike Larson & Doc – The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift
The start of 2026 has been defined by a dramatic shift in market leadership. While the AI-driven tech giants face increasing pressure over massive capital expenditures and industry disruption, a “Great Rotation” is underway. This weekend, we explore the cooling of the tech sector and the heating up of the “Real Economy”, specifically the precious metals and energy sectors, where structural supply issues and fiscal stimulus are creating a powerful floor for prices.
Segment 1 & 2 – Kicking off the Weekend Show is Mike Larson, Editor-in-Chief at MoneyShow. Mike discusses recent market trends including the rotation from big tech and AI stocks into real-economy sectors like energy and materials, as well as the ongoing volatility and long-term bullish outlook for precious metals.
Click here to learn more about the upcoming MoneyShow in Las Vegas – February 23-25 – https://www.lasvegasmoneyshow.com/?scode=066529
Segment 3 & 4 – Richard Postma (aka “Doc”), wraps up the show to provide a technical analysis of current precious metal charts, forecasting a healthy corrective phase for gold and silver before a continued long-term move higher. Doc highlights specific opportunities in major producers and mid-tier developers like Equinox Gold, Coeur Mining, Hecla, Silvercorp, Americas Gold and Silver, and Integra Resources, while also discussing his shift toward energy and infrastructure stocks.

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.

Mike Larson
Doc
...more
0min
February 07, 2026Brien Lundin & KER QuickTake – From Conference Euphoria to Metal Mayhem: Metals Volatility, Stock Valuations, Rotation Trades
This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad’s MarketQuick Take to unpack the same question from two angles: was the silver/gold surge a true breakout… or a blow-off top? From conference-floor euphoria and record volume to a historic, gut-wrenching reversal, this Weekend Show digs into what this volatility really means, and how investors can survive (and potentially benefit) from the chop ahead.
Segment 1 & 2 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, kicks off the show to discuss the sharp correction and extreme volatility in gold and silver, why a period of consolidation is likely, and how investors should think about sentiment, valuations, and opportunity in precious metals stocks going forward. He also shares a number of junior stocks with drill programs and near term news he is watching closely.
Click here to learn more about the Gold Newsletter. – https://goldnewsletter.com/
Segment 3 & 4 – Cory Fleck and Shad Marquitz recap their takeaways from Vancouver’s Metals Investor Forum and VRIC – highlighting the packed, euphoric “high-fives and hugs” sentiment as gold and silver hit record highs – then dig into the sudden, historic post-conference selloff, what it signals about fading momentum and profit-taking, and why they’re watching for a rotation of capital from precious metals into copper, energy metals, and oil & gas.

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.

Brien Lundin
KER QuickTake
...more
29min
January 17, 2026Weekend Show – Mike Larson & Dave Erfle – 2026’s Big Setup: Volatility Ahead, Metals Roaring, and Why Silver Stocks Lag the Spike
This Weekend Show pairs a “big-tent” market roadmap with a boots-on-the-ground metals deep dive. Mike Larson previews what investors can expect at The MoneyShow Las Vegas (Feb 23–25) and the themes gaining traction in 2026 – from AI-adjacent winners to income plays in a choppy tape. Then Dave Erfle tackles the silver surge head-on, arguing this spike is structurally different (supply-driven, not purely speculative) while explaining the disconnect: why silver equities aren’t currently delivering the leverage many investors expected.
Segment 1 & 2 – Mike Larson, editor-in-chief of MoneyShow, joins the KE Report to preview the upcoming MoneyShow Las Vegas conference and discuss its broad, generalist focus, key 2026 investment themes, and how investors can best navigate education, networking, and market volatility across asset classes including AI, metals, income strategies, and macro trends.
Click here to find out about the upcoming MoneyShow conferences – https://www.moneyshow.com/
Segment 3 & 4 – We’re joined by Dave Erfle, founder and editor of Junior Miner Junky, to discuss why silver’s explosive rally is fundamentally different from past spikes – driven by critical industrial demand, ongoing supply deficits, and global physical market dynamics – along with what any correction could mean for physical metal versus equities and where he’s finding opportunity across gold, silver stocks, and copper.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter – https://www.juniorminerjunky.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.

Mike Larson
Dave Erfle
...more
27min

FAQs about The Korelin Economics Report:

How many episodes does The Korelin Economics Report have?

The podcast currently has 5,393 episodes available.

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