Chris Temple from The National Investor – Wed 4 Sep, 2019

Are Central Banks Shifting Away From Lower/Negative Interest Rates?

We are starting to hear from select central bank members that they think that lower interest rates are not the answer to economic problems. This brings up the question of if we will actually start to see some change to the lower for longer policy that has been in place for decades in some countries. Chris Temple joins me for his thoughts on the matter.

Click here to visit Chris’s site and learn more about his investment newsletter.

Chris Temple from The National Investor – Tue 3 Sep, 2019

More Signs That The Global Slowdown Is Finally Hitting The US

Chris Temple, Founder of The National Investor joins me to share his thoughts on the ISM data out this morning and why he does not think we are going to see any actual improvement on the trade front. This all ties into a more pessimistic outlook for US markets and further pushes the Fed into a no win situation.

Click here to visit Chris’s site for more of his insights.

John Rubino over at Dollar Collapse – Mon 26 Aug, 2019

Comparing the last gold bull market to now

When we look abck at the last bull market for gold we have to go back 10 years. Comparing that time to now there are some similarities and one major factor with central banks. John Rubino, Founder of the Dollar Collapse website shares his thoughts on the similarities. I stick to the fact that the Fed is now cutting rates and will be doing so for the foreseeable future.

Click here to visit John’s site.

Weekend Show – Sat 24 Aug, 2019

Hour 1 – A Crazy End To The Week… We Cover It All!

It was a crazy Friday for markets! After a slow week all eyes were on Jerome Powell and his speech at Jackson Hole. However China and Trump stole the day with tariffs and tweets. This caused equity markets and the Dollar to crash as gold and treasuries were bought throughout the day.

On this weekend’s show we touch on all the market moves and make like of what it all means for the long term. Take note of the special offer in segment 4 to get a free pair of tickets to the Schachter Energy Conference that I will be attending this year.

As always email me at Fleck@kereport.com with companies you like topics you want me to cover.

  • Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx recaps all the market moving news on Friday. We also look at how the currency markets, gold market, and bond market responded.
  • Segment 2 – Dana Lyons, Fund Manager in Chicago shares his views on the health of the US markets and rise in gold.
  • Segment 3 – Erik Wetterling, Founder of The Hedgeless Horseman provides his thoughts on Novo Resources and the recent news from the Egina Property.
  • Segment 4 – Josef Schachter, Founder of The Schachter Energy Report dives in the oil market and outlines his thoughts for the short and medium term. We also discuss the conference the Josef runs in Calgary on October 19th. I will be attending for the first time this year. Email me with the subject line KER Contest and you could win 2 free VIP tickets.

Exclusive Company Interviews This Week


Marc Chandler
Dana Lyons
Erik Wetterling
Josef Schachter

Chris Temple from The National Investor – Wed 14 Aug, 2019

Summarizing moves in US markets, the USD, treasuries, and commodities

Chris Temple wraps up today with his thoughts on the weakness today in risk on assets. This continues our ongoing discussions today about weakness in the US and the inversion of the yield curve. Investors are worried and rightfully so.

Click here to visit Chris’s site and take advantage of his special for new and current subscribers.

Chris Temple from The National Investor – Tue 13 Aug, 2019

As trade drives markets now some bigger themes need to be noted – Yield Curve Inversions and Fed Policy

Chris Temple, Founder of The National Investor joins me for some comments on a looming yield curve inversion in the US and how the general Fed’s policy will play out for markets. Even with the delay of some tariffs announced this morning the yield curve and Fed policy remain the major long-term drivers that investors need to take note of.

Click here to visit Chris’s site and take advantage of his flash sale for new and current subscribers.

Dana Lyons Commentary – Thu 8 Aug, 2019

Is the buy the dip mentality starting to change for US markets?

Dana Lyons, Fund Manager has stated in the past that he was taking a buy the dip mentality for the US markets and gold. As we discuss today that is changing a bit and he is looking to be more defensive for in his portfolio management. Also Dana has some very interesting comments on why he thinks it is not just the Fed and trade wars leading to the uneasiness in the markets.

Click here to visit Dana’s free blog.

Also click here for his subscriber site where you get more specific trading advice.

Click here to follow Dana on Twitter.


Weekend Show – Sat 3 Aug, 2019

Hour 1 – Rick Bensignor, Marc Chandler, and an update from Great Bear Resources

This week was full of news events that drove markets. The Fed started us off on Wednesday with a rate cut but not the promise of future rate cuts. Trump quickly followed with more China tariffs that turned a markets in the opposite direction.

There’s a lot of information in this weekend’s show that considers the markets and politics around the world. Even though the guests I feature this week are both generalists they both have some very interesting comments on the gold market.

I was also at the Sprott conference for most of the week. I will have a few company interviews coming out next week but in this weekends show we do get an update from Great Bear Resources.

Please keep in touch by emailing me at Fleck@kereport.com. I love hearing form all of you and thank you to everyone who stopped to chat the Sprott show!

  • Segment 1 and 2 – Rick Bensignor, Founder of Bensignor Investment Strategies shares his thoughts on the US markets and bond market as well as the gold market. Take note of the global factors he discusses.
  • Segment 3 – Marc Chandler, Managing Partner at Bannockburn Global ForEx takes a close look at the US dollar in light of all the news this week.
  • Segment 4 – We get an update from Great Bear Resources President and CEO Chris Taylor. Great Bear released news yesterday which we follow up on to summarize the exploration this year.

Exclusive Company Updates This Week


Rick Bensginor – Segments 1 & 2
Marc Chandler – Segment 3
Chris Taylor , Great Bear Resources – Segment 4



John Rubino over at Dollar Collapse – Fri 2 Aug, 2019

Is confidence finally being lost in central banks?

John Rubino, Founder of the Dollar Collapse website joins me to recap the major news events of the week. We start with the Fed statement but more importantly the market reaction. Then Trump’s tweet which swung some of the markets in the opposite direction. A lot to take in but overall central banks are leading us down a single road, let’s see where it all leads us…

Click here to visit John’s site.