September 27, 2025

Weekend Show – Matt Geiger & Dan Steffens – Metals Mania: What’s Real, What’s Next – Plus Oil & Gas Opportunities

31 minutes

This weekend’s KE Report show dives deep into two key corners of the commodities market. In the first half, Matt Geiger breaks down precious metals sentiment post-Beaver Creek and where copper could be the next big mover. In the second half, Dan Steffens highlights why select oil and gas names remain undervalued despite a flat pricing environment.

Segment 1 & 2 – Managing Partner Matt Geiger of MJG Capital joins to discuss Beaver Creek’s upbeat sentiment and why he sees precious metals in the “middle innings,” expecting near-term consolidation in gold/silver while turning bullish on copper given supply disruptions and an extreme copper-to-gold disconnect. He also weighs in on the Elemental Altus–EMX royalty merger and Tether’s role, majors like Centerra taking stakes in juniors, and his playbook of favoring early-stage copper names, taking profits into hype, raising cash, and redeploying into high-quality pullbacks.

Click here to visit the MJG Capital website to learn more about Matt’s fund

Segment 3 & 4 – Dan Steffens, president of the Energy Prospectus Group, argues that even with range-bound oil and gas prices, geopolitical risks and the IEA’s shifting outlook keep supply tight. He highlights company-specific catalysts – Crescent Energy’s merger and hedges, Diamondback’s gas-to-power/AI plans (and Viper Energy), Devon’s buybacks, and dividend-rich Northern Oil & Gas – while favoring natural-gas-weighted names ahead of rising LNG demand, a possible La Niña winter, and increased year-end M&A.

Click here to visit the Energy Prospectus Group website for more energy market and stock analysis

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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.

Matt Geiger

Dan Steffens

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