June 07, 2025

Weekend Show – Brien Lundin & Josef Schachter – Precious Metals Juniors Surge, and Oil Stocks Line Up For A Potential Q4 Breakout

24 minutes

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