The Korelin Economics Report

By www.kereport.com

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4.4

4747 ratings

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FAQs about The Korelin Economics Report:

How many episodes does The Korelin Economics Report have?

The podcast currently has 5,370 episodes available.

The Korelin Economics Report episodes:

August 30, 2025Rick Rule & Josef Schachter – Commodities Bull Market, Gold’s Next Leg Higher, and Energy Buy Signals
Precious metals surge while generalists stay on the sidelines, copper sets up for a supply crunch, and oil investors await a “table-pounding” buy opportunity.

This KE Report Weekend Show dives into the dual bull markets in precious and industrial metals with Rick Rule, and the near-term downside but long-term upside in oil and gas with Joseph Schachter. From gold’s re-rating to Canadian energy yields, the insights are packed with actionable takeaways for active resource investors.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Rick Rule, founder of Rule Investment Media and Battle Bank, discusses the dual nature of today’s commodities bull market – precious metals driven by fears over U.S. dollar purchasing power and broader commodities challenged by underinvestment and economic risk – along with insights on gold producers, silver opportunities, copper outlook, and the role of M&A and prospect generators in the sector.
Click here to visit the Rule Investment Media website and have Rick grade your portfolio.
Segment 3 & 4 – Joseph Schachter, founder and editor of the Schachter Energy Report and writer of the Eye on Energy Substack, shares his outlook for oil and natural gas – calling for near-term weakness below $60 as a “table-pounding buy” opportunity, a rebound toward $75–80 into winter, and longer-term multi-bagger potential in Canadian energy equities as LNG growth, infrastructure, and global demand drive the next upcycle.
Click here to learn more about The Schachter Energy Report and Josef’s upcoming conference on October 18th.

Rick Rule
Josef Schachter
...more
29min
August 23, 2025Weekend Show – Mike Larson & Dan Steffens – Rotation, Rates, and Resource Stocks
Market rotation broadens beyond big tech, gold equities attract generalist capital, and energy stocks set up for future revaluations.

This weekend’s KE Report brings two perspectives – Mike Larson of MoneyShow breaks down equity rotation, Fed uncertainty, and precious metals momentum, while Dan Steffens of Energy Prospectus Group highlights natural gas fundamentals, oil market geopolitics, and M&A-driven opportunities in energy equities.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Mike Larson, Editor-in-Chief at Money Show, joins to discuss the current market rotation out of hot tech and AI stocks into more defensive sectors, the Fed’s upcoming rate decision, and the mixed economic data shaping sentiment. He also shares his bullish outlook on gold and mining equities, cautious but constructive views on copper and energy, the long-term promise of LNG and nuclear, Ethereum’s relative strength versus Bitcoin, and why the U.S. dollar looks structurally weak compared to commodities and foreign equities.
Click here to find out about the upcoming MoneyShow conferences.
Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, discusses the continued weakness in natural gas due to high storage levels and mild weather, the political and geopolitical pressures keeping oil prices rangebound, and why he remains bullish long-term given LNG export growth, AI-driven electricity demand, and infrastructure constraints, while also highlighting opportunities in companies like Inplay Oil, Riley Exploration Permian, and Viper Energy following transformative acquisitions.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis

Mike Larson
Dan Steffens
...more
28min
July 26, 2025Weekend Show – Rick Bensignor & Dan Steffens – The Everything Bull Market? Markets Melt Up, Commodities Surge, and Energy Opportunities
This week’s KE Report Weekend Show dives deep into a market environment where nearly everything seems to be climbing higher. In Part 1, Rick Bensignor breaks down why tech and industrials are powering this melt‑up while retail traders outsmart institutions. In Part 2, Dan Steffens highlights overlooked energy opportunities despite oil’s quiet range and natural gas volatility.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Rick Bensignor, President of Bensignor Investment Strategies and publisher of the In The Know Trader reports, kicks off the show to discuss a market environment defined by broad melt‑ups but driven mainly by tech and industrials, while noting opportunities emerging in beaten‑down healthcare, select metals like gold and silver despite near‑term pullbacks, cautious stances on oil and bonds, and long‑term upside potential in uranium and even Bitcoin as institutional adoption grows.
Click here to visit the In The Know Trader website.
Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, joined the show to discuss why oil has been stuck in a tight $65–$69 range despite low inventories, how tariff fears and muted demand are weighing on prices, and why U.S. production may soon decline. He also highlighted natural gas volatility, rising LNG demand, and featured Canadian producer Whitecap Resources as a strong dividend‑paying growth story poised to benefit from future energy market tightness.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis. If you want Dan’s report on Whitecap you can email him at [email protected].

Rick Bensignor
Dan Steffens
...more
38min
July 19, 2025Weekend Show – Peter Boockvar & Matt Geiger – From Wall Street to Gold Stocks: Markets and Resources in Focus
This weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource 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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

Show Segments
Segment 1 & 2 – Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and editor of The Boock Report on Substack, joined the show to share his views on a market rally driven by AI enthusiasm despite uneven economic data, a global rise in long‑term rates, and shifting foreign capital flows. He also highlighted opportunities in international equities, a sustained bull case for commodities like gold, silver, and oil, and the need for patience with resource stocks as sentiment slowly rebuilds.
Click here to follow Peter at The Boock Report.
Segment 3 & 4 – Matt Geiger, Managing Partner at MJG Capital, joined the show to discuss his resource‑focused fund’s strong first half of 2025, driven largely by precious metals and standout positions like Bravo Mining and Neo Performance Materials, while highlighting his portfolio’s heavy weighting in copper and growing exposure to prospect generators. He also shared insights on shifting global capital flows, U.S. rare earth policy moves like the MP Materials deal, and Tether’s investment in Elemental Altus Royalties as early signs of new outside capital entering the mining sector.
Click here to visit the MJG Capital website and read over Matt’s investor letter.

Peter Boockvar
Matt Geiger
...more
22min
July 12, 2025Weekend Show – Jeff Christian & Josef Schachter – Gold and Energy Catalysts: Debt, Deficits, and Drill Baby Drill
A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report)

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Jeff Christian, Managing Partner at CPM Group, joins the show to discuss how the recently passed U.S. tax bill could significantly increase deficits and economic uncertainty, reinforcing long-term support for gold. He highlights strong global investment demand, particularly through gold ETFs, even as the metal trades sideways near record highs. Christian notes rising institutional short positions and the potential for physical market tightness around the August futures contract. Geopolitical risks and a surge in global money supply remain key catalysts that could drive gold and silver higher in the second half of the year.
Click here to visit the CPM Group website to learn more about the firm.
Segment 3 & 4 – Josef Schachter, founder of the Schachter Energy Report and Eye on Energy Substack, joined us to share his latest insights on the oil and natural gas sectors. He discussed why U.S. production remains strong despite falling rig counts, how efficiency gains like pad drilling and polymer floods are reshaping conventional oil, and why LNG demand and Alberta power needs may drive a natural gas rebound—especially for Canadian producers. He also highlighted key contrarian opportunities in beaten-down Canadian gas stocks, select dividend-paying oil equities, and ETFs like XLE and OIH if markets pull back to April levels.
Click here to learn more about The Schachter Energy Report

Jeff Christian
Josef Schachter
...more
28min
July 05, 2025Weekend Show – Joe Mazumdar & Dave Erfle – Mid Year Review Resources: Gold, Silver, Copper, Juniors
With the first half of 2025 now in the books, on this Weekend’s Show we conduct a mid-year review of the resource sector. Joe Mazumdar of Exploration Insights and Dave Erfle of Junior Miner Junky break down what’s driving metals prices, why equities are outperforming, and whether the junior rally has legs. From gold’s momentum to copper’s supply crunch, this episode maps the capital rotation underway.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Joe Mazumdar, editor of Exploration Insights, joins the KE Report to recap a strong first half of 2025 for the resource sector, led by gold equities, platinum, uranium, and copper. He discusses how rising metal prices and widening margins boosted performance, while juniors ramped up drilling thanks to renewed financing. Despite this strength, developers remain undervalued, with M&A activity slowly returning, driven mainly by intermediates seeking near-term production.
Click here to visit the Exploration Insights website to follow along with Joe.
Segment 3 & 4 – Dave Erfle, founder and editor of The Junior Miner Junky, joins us for a mid-year recap focused on precious metals, highlighting the drivers behind gold’s 25% surge in the first half of 2025 and the growing investor rotation into silver and junior mining stocks. He emphasizes the weakening U.S. dollar, sovereign debt concerns, and strong central bank gold buying as catalysts, while noting gold equities’ outperformance, rising silver momentum, and even renewed investor interest in copper amid a potential stagflationary environment.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.

Joe Mazumdar
Dave Erfle
...more
39min
June 28, 2025Weekend Show – Dana Lyons & Brien Lundin – Commodities and Markets Breaking Out: Silver, Oil, Gold Equities, & the Dollar’s Decline
The commodity bull market is alive across multiple fronts – from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons shares what his trading models are flashing now, while Brien Lundin makes the case that we’re still early in this precious metals bull market.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share why his models remain bullish on U.S. equities, with the S&P and Nasdaq approaching all-time highs and strong market breadth supporting the rally. He also dives into key commodity setups, noting oil remains weak below its multi-year range, while silver’s breakout above $35 appears constructive. Dana is positioned in silver ETFs (SLV, SIL, and SILJ) and sees potential in copper equities like COPX and COPJ, though he remains cautious on platinum after its sharp surge. He highlights growing strength in international and emerging markets as the U.S. dollar breaks down, and favors Bitcoin over Ethereum for further gains in the crypto space.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.
Segment 3 & 4 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins us to explain why the current gold bull market is the most powerful and unique in over two decades. He attributes the strength to unprecedented central bank buying, which has led to shallow corrections and delayed but now accelerating interest in silver, mining stocks, and junior explorers. Brien also discusses how the broader commodity reflation trade, driven by global demand for raw materials, is lifting copper and platinum, and highlights compelling investment opportunities in undervalued developers and copper explorers amid a tightening M&A and financing environment.
Click here to learn more about the New Orleans Investment Conference on November 2-5.

Dana Lyons
Brien Lundin
...more
28min
June 21, 2025Weekend Show – Rick Bensignor & Dan Steffens – Fed Gridlock, Oil Shock, and Energy Stocks to Watch
On this Weekend’s Show Rick Bensignor breaks down the Fed’s gridlock, bond market uncertainty, and why industrials are quietly outperforming. Then Dan Steffens dives into energy market disruptions – from Middle East conflict to LNG trends – and outlines why Canadian natural gas producers may be the most overlooked contrarian trade of the summer.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 & 2 – Rick Bensignor, President of Bensignor Investment Strategies, shared his outlook on markets, emphasizing that the Fed remains on hold with no clear urgency to cut rates amid geopolitical risks and sticky inflation. He highlighted oil as the key market driver following its rebound due to the Iran-Israel conflict, but noted uncertainty remains with no clear trend. Rick also pointed to a stalled bond market and mixed equity sentiment, suggesting markets are rangebound with rotation into industrials and mega-cap tech, all while the risk of stagflation grows.
Click here to visit the In The Know Trader website.
Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, wraps up the show discussing how the escalating Israel-Iran conflict is fueling a $15 risk premium in oil prices, while also highlighting strong fundamentals in both oil and natural gas markets. He emphasizes that despite geopolitical uncertainty, upstream energy companies remain highly profitable with rising cash flow, and sees Canadian gas producers as a contrarian opportunity amid improving LNG demand and storage dynamics.
Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.

Rick Bensignor
Dan Steffens
...more
33min
June 14, 2025Weekend Show – Jeff Christian & Dana Lyons – Silver Breakout, Platinum Surge, and Global Market Momentum
This weekend’s KE Report show features a compelling doubleheader: Jeff Christian of CPM Group breaks down silver’s explosive breakout and the rotation into overlooked metals like platinum and palladium, while Dana Lyons of Lyons Share Pro shares why the S&P is poised for new highs and where the strongest opportunities lie across global markets and commodities.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

I’m hosting a webinar next Thursday, June 19th @ 12pm PT (3pm ET), featuring Volt Lithium! Alex Wylie, CEO, Co‑Founder & President will be presenting and taking all your questions. The company has an innovative “bolt-on” solution turning oil & gas produced water into lithium and critical minerals.

Click here to register for free!
Segment 1 & 2 – Jeff Christian, Managing Partner at the CPM Group, kicks off this weekend’s show to break down the recent breakout in silver, platinum, and palladium, and whether the precious metals rally is sustainable. He discusses the rotation of investor capital from gold into other metals, the technical and fundamental drivers behind silver’s surge, and why sustained $40 silver and higher gold prices are realistic heading into 2026 amid global political and economic uncertainty.
Click here to visit the CPM Group website to learn more about the firm.
Segment 3 & 4 – Dana Lyons, fund manager and editor of The Lyons Share Pro, wraps up the Weekend Show to discuss his technical outlook on global equity markets and commodities. He explains why his models point to a likely breakout to new all-time highs in U.S. markets, highlights growing relative strength in sectors like industrials and financials, and outlines why Europe and select international markets may offer even better opportunities right now. He also weighs in on commodities, noting silver and uranium as standout performers, and analyzes ETF trends in the mining space.
Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.

Jeff Christian
Dana Lyons
...more
32min
June 07, 2025Weekend Show – Brien Lundin & Josef Schachter – Precious Metals Juniors Surge, and Oil Stocks Line Up For A Potential Q4 Breakout
This Weekend’s Show dives deep into two of the most critical commodity narratives shaping the investment landscape. In the first half, Brien Lundin (Gold Newsletter) breaks down why junior gold and silver stocks are finally catching fire. In the second half, Josef Schachter (Schachter Energy Report) outlines why energy equities could present a buying opportunity, even as oil trades under pressure.

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!

Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
Segment 1 and 2 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins the KE Report to discuss the strengthening bull market in gold and silver, highlighting the breakout in silver above $35 and the surge in junior mining stocks. He emphasizes the growing participation of generalist investors, the potential for early-stage production strategies, and why staying positioned in quality juniors is key as institutional money flows into the sector.
Click here to learn more about the New Orleans Investment Conference on November 2-5.
Segment 3 & 4 – Joseph Schachter, founder of the Schachter Energy Report, shares his cautious near-term outlook for oil and natural gas due to high inventories and weak demand, but maintains a bullish stance for Q4 driven by summer demand, geopolitical supply disruptions, and rising LNG exports. He also highlights dividend-paying energy stocks, M&A activity, and service companies as key areas for investor focus.
Click here to learn more about The Schachter Energy Report

Brien Lundin
Josef Schachter
...more
25min

FAQs about The Korelin Economics Report:

How many episodes does The Korelin Economics Report have?

The podcast currently has 5,370 episodes available.

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