Chris Temple from The National Investor – Wed 29 Jan, 2020

Complete recap of the Fed statement and press conference

Chris Temple joins me to recap the Fed statement and press conference today. While there were no major changes to the Fed’s policy Powell did make some comments on inflation and the Fed’s balance sheet that caused markets to drop and treasuries to garner a buy.

Click here to visit Chris’s site and keep up to date on what he is covering when it comes to the markets.

Craig Hemke from TF Metals Report – Fri 24 Jan, 2020

The inner workings of how the Fed is monetizing the bond market

Craig Hemke joins me today for a discussion focused on the bond market and how the Fed is now monetizing 2 year notes only days after a bond auction. While not calling it QE the Fed’s balance sheet continues to expand and it is all helping to keep yields low in the US.

Click here to visit Craig’s site – TF Metals Report.

Dana Lyons Commentary – Fri 24 Jan, 2020

US Market Sentiment Extremes and Yields That Are Treading Lower – Here’s What Matters For Investors

Dana Lyons kicks off today with comments on the extreme levels in sentiment for US markets as well as addresses the dead cat bounce in yields. While sentiment can stay extended for a while the bond market is telling a much more important story.

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.

Chris Temple from The National Investor – Thu 23 Jan, 2020

Yields continue to rollover, but is there an end in sight?

Chris Temple wraps up the markets with a dive into the bond market. After a short lived bounce at the end of 2019 yields are rolling over again. We discuss what the significance of the bond market is in terms of money flows as well as if we will see the bottom anytime soon.

Click here to visit Chris’s site and follow along with his market calls.

Jordan Roy-Byrne – Technical Commentary on the Metals – Wed 22 Jan, 2020

Look to yields and the USD to determine future moves in the PMs

Jordan Roy-Byrne joins me today to step away from the gold charts and look to the bond market and USD as barometers for the precious metals. With yields looking like they have topped a couple weeks ago the direction which is now falling yields is very important. As for the dollar the question remains, is this year when we see the dollar breakdown?

Click here to visit Jordan’s site for more metals commentary.

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