Weekend Show – Sat 28 Dec, 2019

Hour 1 – The Best Investments In 2019 and Stocks To Watch For 2020
Full First Hour

I hope everyone had a very Merry Christmas, Happy Hanukkah, or whatever you wish to celebrate. For a week that was supposed to be slow for the markets we saw some impressive moves over the 4 trading days.

In this weekend’s show I focus on recapping the top investments and strategies our guests employed throughout the year. More importunately we also look ahead with predictions on US markets, yields, and the metals sectors.

Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you and wish you all a very happy New Year!

  • Segment 1 – Jesse Felder kicks off this hour with what he says was the biggest story in 2019 – the Fed turnaround. As for 2020 we assess the energy market, the possibility of a recession, and his investing strategy starting the year.
  • Segment 2 and 3 – Joe Mazumdar joins me for two segments outlining the best resources stocks he followed in 2019 and what he is looking for in terms of different metals and companies in 2020.
  • Segment 4 – Josef Schachter wraps up the first hour with a focus on the energy markets. We look ahead to 2020 in terms of what will drive the overall sector and what stocks are set up to best benefit.

Jesse Felder
Joe Mazumdar
Josef Schachter

Weekend Show – Sat 21 Dec, 2019

Hour 1 – A Detailed Look Into What Will Drive Markets In 2020

On this weekend show I feature Rick Bensignor and Peter Boockvar for two extended segments. We focus on what’s ahead in 2020 and what they think will be the major drivers for a wide range of markets.

Please keep in touch by emailing me at Fleck@kereport.com.

  • Segment 1 and 2 – Rick Bensingor kicks off the show with an extended conversation ranging from US markets to international and bonds, gold, and the US Dollar.
  • Segment 3 and 4 – Peter Boockvar wraps up the first hour with a focus on the interest rate picture for 2020 and what he expects to hear out of central banks. All with a focus on how markets will move throughout 2020.

Exclusive Company Interviews This Week


Rick Bensignor
Peter Boockvar

Ed Moya – Senior Market Analysts at OANDA – Wed 11 Dec, 2019

Recapping the Fed meeting and statement

Ed Moya joins me to recap the Fed meeting from today. While nothing was unexpected it is clear that if/when things get worse for the economy or markets they will step in with more rate cuts. We also address the comments made on the Fed’s actions in the repo market. Most importantly was the market reaction with US markets, gold and treasuries moving higher while the US Dollar sold off.

Click here to visit the OANDA website and follow along with what Ed is writing about.

Ed Moya – Senior Market Analysts at OANDA – Wed 11 Dec, 2019

Recapping the Fed meeting and statement

Ed Moya joins me to recap the Fed meeting from today. While nothing was unexpected it is clear that if/when things get worse for the economy or markets they will step in with more rate cuts. We also address the comments made on the Fed’s actions in the repo market. Most importantly was the market reaction with US markets, gold and treasuries moving higher while the US Dollar sold off.

Click here to visit the OANDA website and follow along with what Ed is writing about.

Weekend Show – Sat 16 Nov, 2019

Hour 1 – Here’s what matters for US Markets and specific metal stock comments

This week we saw more money flow into US markets while the precious metals and bonds also rebounded. Clearly there is a mass of money still on the sidelines that is desperate to find a home. With interest rates remaining low and US economic data not falling off a cliff (although it is slowing) money managers still prefer US markets. However international markets are also extending to 52 week highs.

In this weekend’s first half of this hour we focus on the balance of money flows, with the second half of the hour focused on resource stocks. We review some recent news and some new investments our guests are making.

Please keep in touch by emailing me at Fleck@kereport.com. I love hearing from all of you and do my very best to get all your questions answered.

  • Segment 1 – Trader Vic Sperandeo kicks off the show by sharing his thoughts on what is driving investors into the US markets. We also look ahead to next year and the many factors he think will drive a wide range of sectors.
  • Segment 2 – Dana Lyons and I run through his outlook for US markets, bonds, metals, and even Bitcoin. Pay close attention to what Dana has to say about the balance of where he thinks money will flow.
  • Segment 3 – Brien Leni joins me to share some of the recent investments he is making in resource companies and what news events are driving him to invest his money now.
  • Segment 4 – John Kaiser recaps a couple major news events for Skeena Resources and Osisko Metals over the past two weeks.

Exclusive Company Interviews and Comments From This Week


Trader Vic
Dana Lyons
Brien Leni
John Kaiser

Exclusive Comments from Marc Chandler – Fri 8 Nov, 2019

We recap the key market moves and news from this week

Marc Chandler, Managing Partner at Bannockburn Global ForEx joins me for a comprehensive recap of the market moves this week that continued to push US and international market to higher levels. A lot was on the back of trade optimism which Trump is trying to pullback after his comments today. Pay attention to Marc comments regarding markets not always following fundamentals.

Click here to visit Marc’s blog and keep up to date on a daily basis.

Weekend Show – Sat 2 Nov, 2019

Hour 1 – Big Picture Trends For Money Flows – Global Markets and Risk Off Assets
Full First Hour

This week was packed with news on the US economy and a Fed statement all of which are important for investors. I cover what’s noteworthy for the big picture and some trading strategies for the metals complex heading into the end of the year.

Please keep in touch by emailing me at Fleck@kereport.com.

  • Segment 1 and 2 – I kick off the show with Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group. We discuss the shift in the bond markets globally and how where he sees money flows going over the next year.
  • Segment 3 – Jayant Bhandari joins me to share information on the potential restrictions the Indian government might put on gold. We then shift to some of the juniors that have his attention in Atlantic Canada.
  • Segment 4 – Dave Erfle and I focus entirely on the gold and gold stock market. We chat about recent weakness being bought, gold shares and silver showing relative strength, and the reasons

Exclusive Company Interviews This Week


Segment 1 and 2
Segment 3
Segment 4

Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 2 Oct, 2019

Comparing the moves in gold to gold stocks, US markets, and bonds

Jordan Roy-Byrne, Founder of The Daily Gold joins me to share his thoughts on a wild day for the markets. We focus mostly on gold and compare the nice two day bounce to how the gold stocks are reacting. We also look to the big selloff in US markets and how this is helping move money into safer assets.

Click here to visit Jordan’s site.

Chris Temple from The National Investor – Mon 30 Sep, 2019

The importance of the monthly and quarterly closes, trade updates, and impeachment proceedings

Chris Temple kicks off this week with a quick look at the major drivers and markets. We start with the importance (or lack there of) of the recent moves in US markets, metals, and the dollar. As Chris puts it, the recent moves could all just be window dressing for the quarter end. We then discuss the recent issues with China with the possibility of tougher regulations for Chinese companies in the US. Finally we weigh in on the impeachment proceedings.

Click here to visit Chris’s website.

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.