There are some amazing extremes in the US bond market right now
Mike Larson, Editor of The Safe Money Report joins me to outline some historical extremes that we are seeing in the US bond market. As much as people want to dismiss the importance of the yield curve inversion the wide range of lower yields are telling a very important story about how worried investors are right now.
Also I will be traveling today back east for a wedding tomorrow. Posting will be light for the next couple days however please keep in touch by emailing me at Fleck@kereport.com. If you have any suggestions on companies to meet with at the Beaver Creek Conference please include those in your email and I will be sure to set up meetings.
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.
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.
Hour 1 – Featuring Axel Merk, Mike Larson, and an update from Auryn Resources
It was another volatile week for US stocks but the real standout was the continued fall in yields and a quick inversion of the 10year/2year yield curve. Recession fears are on the minds of traders which is helping the safe assets garner a buy. We focus a lot on yields in this hour and also get an update from Auryn Resources.
Please keep in touch by emailing me at Fleck@kereport.com.
Segment 1 and 2 – Axel Merk, President and CIO of Merk Investments kicks off the show with a comprehensive look at the markets. Take note of what Axel says regarding money flows into risk off assets being more a hedge right now.
Segment 3 – Mike Larson, Editor of The Safe Money Report focuses on the falling yields in the US. We discuss what this means for the Fed and why he continues to like defensive stocks.
Segment 4 – Ivan Bebek, Executive Chairman of Auryn Resources provides a full update and answers your questions on the status of the properties in Peru. We also discuss the work just completed at Committee Bay and the possibility of an asset.
Yields, China Issues, and a look ahead to next week’s news
Marc Chanlder, Managing Partner at Bannockburn Global ForEx shares his thoughts on the bond market in the US and around the world. We also dive into the issues China is facing with trade tensions and the protests in Hong Kong. We then look ahead to next week and the news events that are the most important.
There’s a lot take in in this interview but if you have any follow up questions please email me at Fleck@kereport.com.
Bonds, Gold and the USD all rising – Is this sustainable?
With bonds, gold and the USD all rising in the US there is no doubt fear is on the minds of many investors. The question is if this is sustainable for all these markets. Craig Hemke, Founder of TF Metals Report joins me to share his thoughts.
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.
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.
Why do all markets in the US seems to be in slow motion?
Doc joins me for a general discussion on US markets and a couple other areas that seem to be moving in slow motion. The easy excuse is the Fed meeting tomorrow but there is an argument for this to continue even past tomorrow.
Weekend Show Preview – How gold is reacting to economic data and the USD
Unfortunately today is a bit of a slow day when it comes to interviews. A lot of my typical contacts are on route to Vancouver (or getting ready) for the Sprott conference. So I am posting this call with Doc that will be featured on this weekend’s show. We look at the gold market and how gold is holding nicely in the face of a USD that is still in an uptrend.