September 20, 2025

Weekend Show – KER Market QuickTake Replay & Mike Larson – Markets on Fire: Beaver Creek Bullishness For Precious Metals Stocks & Fed Cuts

This week The KE Report Weekend Show dives into two hot topics: Cory and Shad’s takeaways from the Beaver Creek Precious Metals Summit, and Mike Larson’s insights on Fed policy and sector leadership. Both conversations point to one conclusion: we’re in a bull market for stocks and metals… but are we mid-game or late innings?

Segment 1 & 2 – Replay of the first ever KER QuickTake (posted Monday). Cory and Shad recap the sentiment at the Beaver Creek Precious Metals Summit. An overwhelmingly bullish sentiment – family offices and funds returning, investor meetings up, juniors bifurcating (fast-tracking developers vs. idle laggards), warrants flowing in, gold’s breakout sustaining momentum, and likely rotations toward copper/uranium/critical minerals while watching breadth, timelines, and potential M&A.

Segment 3 & 4 – Mike Larson, Editor-in-Chief at MoneyShow, joins us to unpack the Fed’s 25 bp cut and dot plot, a steepening yield curve and weakening dollar, and why he favors metals (gold/silver), small & micro caps, and financials. He also highlights the AI-driven capex boom (benefiting utilities/data centers), mining leadership in MoneyShow’s “Best Of” picks with momentum spreading to copper/platinum, policy tailwinds for critical minerals, and crypto’s growing institutionalization.

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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.

KER Market QuickTake – Monday Replay

Mike Larson

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