Company Updates From Management – Thu 26 Sep, 2019

Equinox Gold – A Complete Production Update, A New NYSE Listing, and Answering Your Questions

Christian Milau, CEO of Equinox Gold (TSX.V:EQX & NYSE:EQX) joins me for an update on all the Company’s properties. We start with a review of the Q2 production and financial results then look ahead to the overall 2019 guidance. We dive into each property in terms of production growth and potential exploration. Finally we answer some of your questions and comments on the new NYSE listing and a potential re-rating of the stock.

Click here to visit the Equinox website and read over the full Company presentation.

Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 25 Sep, 2019

Debunking some of the gold chart myths

Jordan Roy-Byrne joins me to look at the gold and gold stock charts and debunk some of the myths being touted. We start with the head and shoulders pattern that a lot of people are pointing to as short term bearish for gold. We also balance out the bullish and bearish arguments that address just how extended the market is. Finally we wrap with a comment on the over all volatility in the precious metals currently.

Click here to visit Jordan’s site and keep up to date on his technical outlook.

David Erfle – Gold Market Commentary – Wed 25 Sep, 2019

Comments on the Osisko Gold Royalties Takeover of Barkerville Gold Mines

Davie Erfle, Founder of the Junior Miner Junky joins me to discuss the Osisko Gold Royalties takeover bid of Barkerville Gold Mines. The Market is already selling down the shares of Osisko after this all share deal was announced. It is usually good to see M&A activity in the sector but unfortunately this is another deal that is not being looked favorably upon. We also look at the gold price and it’s sharp move down today.

Click here to visit Dave’s site and if you are a junior stock investor consider signing up form his newsletter.

Company Updates From Management – Wed 25 Sep, 2019

Palamina Corp – Updates on Permitting in Peru, the Property Sale To Helio, and upcoming exploration

Andrew Thompson, President and CEO of Palamina Corp. (TSX.V:PA & OTC:PLMNF) joins me for a comprehensive update on the Company. We start with the permitting environment in Peru and when we can expect the permits for the Coasa Property. We also get an update on the sale of non-core projects to Helio Resource Corp..

Click here to visit the Palamina website and review the Company presentation.

Allison Ostrander – Market and Induvidual Stock Comments – Wed 25 Sep, 2019

How To Use The VIX To Trade US Market Volatility

Allison Ostrander, Director of Risk Tolerance at Simpler Trading joins me for a discussion on how she is trading the US markets. Even if the markets trade in a range through the rest of the year there is a way to play the VIX and stay protected if a break down occurs.

Click here to visit the Simpler Trading website a follow along with what Allison is trading.

Ed Moya – Senior Market Analysts at OANDA – Tue 24 Sep, 2019

It’s all about politics driving money flows to safe assets

Ed Moya, Senior Market Analysts at OANDA joins me to outline the major driver in the markets. These drivers all revolve around politics ranging from Brexit to trade wars, and now US political issues. The markets have been reacting by selling risk on and continuing to shift into risk off.

Click here to visit the OANDA website and follow along with Ed’s daily market calls.

Company Updates From Management – Tue 24 Sep, 2019

Anaconda Mining – Updating Q3 Production, Exploration, and a Possible Area Consolidation

On the back of my last interview with Dustin Anglo, President of Anaconda Mining there were a number of questions asking about Q3 production guidance and the possibility of consolidating the area. Dustin joins me to address the questions as well provide some more information on the exploration underway at Tilt Cove and Goldboro.

Click here to visit the Anaconda website and catch up on the recent news we cover in this interview.

Chris Temple from The National Investor – Tue 24 Sep, 2019

What repo market actions mean for the dollar and further central banks actions

Chris Temple joins me for some further comments on the repo market actions from last week and how other markets could be impacted. The biggest questions revolves around the US dollar and if it might finally start rolling over. However we also heard from incoming EBC head Lagarde and outgoing ECB President Draghi about the path of that central banks monetary policy.

Click here to visit Chris’s site and keep up to date on his thoughts on the markets.

Joel Elconin – Benzinga Pre-Market Prep Show – Tue 24 Sep, 2019

The banks are not following the Fed lead… Did that cause the Repo market issues?

Joel Elconin, Co-Host of the Benzinga Pre-Market Prep Show kicks off today with his thoughts on what drove the issues we saw in the repo markets last week. These drivers include banks not following the Fed in cutting rates but also the Fed’s lack of direction is contributing. We also discuss the seasonality at play with the Jewish holiday of Rosh HaShana starting early next week and the moves in oil ever since the attacks.

Click here to visit the Benzinga website and listen to the recordings of Joel’s show.

Conversations With Money Managers – Mon 23 Sep, 2019

Matt Geiger – A Deep Dive Into The Precious Metals Market

This is the start of a new segment on the KE Report called Conversations With Money Managers. I found when talking to some of my guests, especially larger fund managers, we did not get to dive into topics as thoroughly as we would have liked. This new forma of interviews are much longer but enable us to do a deeper dive into major sectors of interest. I am hoping to have at least one of these conversations every month. Please email me with guests you would like to see featured – Fleck@kereport.com.

In this Conversation With Money Managers I chat with Matt Geiger, Founder of MJG Capital Fund. We focus on the precious metals markets and the investment narrative that he is utilizing for his fund. We balance the opportunities in gold vs silver stocks. Matt even shares with us his most recent investment in the fund. Copper is also discussed in terms of the overall market. We wrap up the discussion with a look into the political developments in Ecuador.

This is over 30 minutes so grab your favorite drink and take some notes on what Matt has to say. Please let me know what you think of this format.

Click here to visit the MJG Capital Fund website.