Weekend Show – Sat 28 Mar, 2020

Hour 1 – Wide Ranging Opinions On What The Economy and Daily Life Will Look Like After COVID-19
Full First hour

With most of the world shutdown I hope you all are dealing with being home hoping this virus passes sooner rather than later.

I really appreciate all the emails that have come in and all of you who tuned in over the week (included the webinar on Thursday). Please keep the emails coming. I’m at home working all the time with my wife and daughter all trying to make the best of this situation.

This weekend’s show is focused on what everything from the economy to our daily life will look like when we have COVID-19 behind us. All of the perspectives are from a financial and economic perspective.

I will be sending out more emails going forward recapping the recent interviews. Be sure to sign up by clicking here.

  • Segment 1 – Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show with a look at how daily life could change. I ask if only the large companies will be able to survive this shutdown. Click here to visit The Boock Report website.
  • Segment 2 – Chris Temple and I look at this shutdown from the perspective of business, individuals, and governments. Click here to visit Chris’s site.
  • Segment 3 – Marc Chandler, Managing Partner at Bannockburn Global ForEx share his insights on how this shutdown impacts the banking sector and currency markets. Click here to visit Marc’s daily blog.
  • Segment 4 – Rick Bensignor, Founder of Bensignor Investment Strategies deals with large hedge funds so we discuss how this major market players are operating during this time. He has some very interesting information on the lack of liquidity in the markets currently.

Exclusive Company Updates This Week

Peter Boockvar
Chris Temple
Marc Chandler
Rick Bensignor

Weekend Show – Sat 21 Mar, 2020

Hour 1 – This hour is all about the aggressive move to cash
Full First Hour

It was another historic week for markets and governments around the world. We are quickly moving into a state of self-isolation in North America and many other parts of the world. Economies are going to severely struggle and markets are already pricing this in. This was the most volatile week for markets ever!

The question I focus on this weekend is the aggressive move by investors to cash and why, on many fronts, this is happening.

Please keep in touch during this time at home. My email address is Fleck@kereport.com.

  • Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the first hour with a detailed look at the currency markets. We focus on why this move to the US Dollar has happened so quickly.
  • Segment 2 & 3 – Mike Larson joins me to discuss the concept of a rush to cash for investors when it comes to forecasting the bad economic data expected in the foreseeable future. We also discuss how much debt could grow during this shutdown of cities then transition into the precious metals sector.
  • Segment 4 – Jordan Roy-Byrne wraps up the show by taking a different look at the metals sector. We discuss the recent CoT report, silver’s crash this week, and if there is going to be a massive clearout of junior stocks when this fear is over.

Exclusive Company Updates This Week

Marc Chandler
Mike Larson
Jordan Roy-Byrne

Weekend Show – Sat 14 Mar, 2020

Hour 1 – Making Sense Of The Washout In Precious Metals Stocks

It was another crazy week and a historically bad week for the metals investors. Fear abounds but the close on Friday is very concerning. US markets finished strong but gold and gold stocks sold off hard.

On this weekend’s show I try to take a big picture look at the precious metals markets and determine when a good time will be to enter the markets again.

  • Segment 1 – Jesse Felder kicks off the show with comments on the broad markets. We look ahead to what is to come by looking back in history.
  • Segment 2 – Doc is with us again this week to share his thoughts on the charts for gold, silver, and GDX. This week has been very devastating for metals investors.
  • Segment 3 – Chris Temple outlines the type of investors that were in the precious metals market before the crash. It tells a lot about why the metals have been hit so hard during this panic.
  • Segment 4 – Joe Mazumdar wraps up this hour by sharing what he is recommending for precious metals investors. There are some great value plays in the sector but things are still very scary.

Exclusive Company Interviews This Week

Jesse Felder
Chris Temple
Joe Mazumdar

Weekend Show – Sat 7 Mar, 2020

Hour 1 – Looking at the big picture for investors in equities and resources
Full First Hour

It was another crazy week with markets and gold all over the place and yields continuing to crash. With these wild swings day to day this is not an easy market to trade.

On this weekend’s show we look at long term fundamentals to help out everyone who is trying to make some solid long term investments. We focus on the precious metals and some of the intricacies to note for the investors in the sector.

  • Segment 1 – Mike Larson kicks off the show to address the crash in yields. Even after the Fed rate cut the market continues to push yields into historic territory.
  • Segment 2 – Jeff Christian, Managing Partner at CPM Group shares his insights on why the gold stocks are lagging the metals price. It all about the type of investors that entered the sector.
  • Segment 3 – George Gero, Managing Director at RBC Wealth Management looks at the recent moves in oil and gold. These are a great barometer for global economic health.
  • Segment 4 – We wrap up the hour with an update from Calibre Mining (TSX:CXB & OTCQX: CXBMF). Ryan King, VP Corporate Development recaps the recent Q4 financial results and recent discovery.

Exclusive Company Updates This Week

Mike Larson
Jeff Christian
George Gero
Ryan King – Calibre Mining

Weekend Show – Sat 29 Feb, 2020

Hour 1 – Recapping the worst week for investors since 2008
Full First Hour

This was a week for the history books. Markets started off poorly and things just got worse throughout the week. It was the worst week for US equities since 2008. This weakness extended to the safe havens a well with gold moving down almost $60 on Friday. Gold stocks were hammered as well.

As disappointing as the markets were this week I think you will all enjoy this first hour. Please keep in touch by emailing me at Fleck@kereport.com.

  • Segment 1 – Axel Merk, President and CIO of Merk Investments kicks off the show by sharing his outlook for US markets, yields, gold and the overall environment for investors.
  • Segment 2 – Trader Vic is back and he has some thoughts on the fall in markets and central bank comments from the week.
  • Segment 3 and 4 – Matt Geiger, Managing Partner at MJG Capital dives into the metals sector on the back of the huge selloff on Friday. With the indiscriminate selling of metals stocks we outline where to look when the stocks bottom.

Exclusive Company Updates From This Week

Axel Merk
Trader Vic Sperandeo
Matt Geiger

Weekend Show – Sat 22 Feb, 2020

Hour 1 – Featuring Rick Bensignor and Jesse Felder
Full First Hour

It was a crazy week in the financial markets, in everything from US markets, yields, gold, and the US Dollar. I’m excited to have Rick Bensignor and Jesse Felder on for extended segments to share their views on a wide range of markets and sectors, plus some comments on the significance of the Coronavirus.

Please keep in touch by emailing me at Fleck@kereport.com. I love hearing what stocks you are all following and your thoughts on the markets.

  • Segment 1 and 2 – Jesse Felder kicks off the show by explaining why he thinks the fundamental are not supporting the rise in the US markets. We touch on sentiment, the drop in share buybacks, the Fed winding down its liquidity injections, and the Coronavirus.
  • Segment 3 and 4 – Rick Bensignor wraps up the show with an extended discussion on the economic impact of the Coronavirus. We dive into his strategy for the markets and where he sees the safe haven assets moving from the current breakout levels.

Exclusive Company Interviews and Comments This Week

Jesse Felder
Rick Bensignor

Weekend Show – Sat 15 Feb, 2020

Hour 1 – This Hour Is For The Resource Investor
Full First Hour

This first hour I feature the guys from Exploration Insights Joe Mazumdar and Brent Cook. We also get an update from O3 Mining and a technical look at the markets from Allison Ostrander. It was another good week for US equities and another sideways week for most of the metals.

Be sure to check out all the daily editorials throughout the week and the many company updates that I released. Keep in touch by emailing me at Fleck@kereport.com.

  • Segment 1 – Brent Cook from Exploration Insights kicks off the show with a discussion on the junior metals stock sector. He shares what Joe and him look for in companies and some of the stories he likes this year.
  • Segment 2 – Joe Mazumdar from Exploration Insights continues our focus on metals stocks expanding to the larger explorers and mid-tier companies.
  • Segment 3 – Allison Ostrander, Director of Risk Tolerance at Simpler Trading switches or focus to the US equity market and shares the levels to watch for those wanting to ride the trend higher.
  • Segment 4 – We wrap up the first hour with an update from O3 Mining (TSX.V:OIII). Jose Vizquerra, President and CEO of O3 recaps the recent drill results and outlines the funded 50,000 meter drill program ongoing in Quebec and Ontario.

Exclusive Company Updates This Week

Brent Cook
Joe Mazumdar
Allison Ostrander
O3 Mining – Jose Vizquerra

Weekend Show – Sat 8 Feb, 2020

Hour 1 – What To Look For In Metals Stocks

This weekend I spend the first half of the show with generalist investors sharing where they see the balance between risk on and risk off investing. Both have different drivers but the fact that there is a lot of liquidity in the system is a key driver of each.

Please keep in touch by emailing me at Fleck@kereport.com. Also be sure to go through the daily editorials from the week to keep up to date on company news and the key data from this week.

  • Segment 1 – Dana Lyons kicks off the show with his trading strategies for US markets, the US Dollar, and safe havens such as gold and bonds.
  • Segment 2 – Mike Larson shares his presentation from the Money Show in Orlando that he is presenting this weekend. It deals with finding safe income and undervalued sectors in the markets.
  • Segment 3 & 4 – Adrian Day joins me for 2 segments focused on what he looks for in a wide range of resource companies. We start with the major miners, then move to royalty and streaming companies, and wrap it up with exploration plays.

Exclusive Company Updates This Week

Segment 1 – Dana Lyons
Segment 2 – Mike Larson
Segment 3 & 4 – Adrian Day

Weekend Show – Sat 1 Feb, 2020

Hour 1 – Treasuries and Precious Metals a Long Term Perspective
Full First Hour

On this weekend’s show I start off by recapping the new of the week and increased volatility in all markets. We then switch focus to the metals sector and an update from Great Bear Resources.

I hope everyone who is going to watch enjoys the Super Bowl! Go 9ers!

  • Segment 1 – Marc Chandler, Managing Partner at Bannockburn Global ForEx kicks off the show with comments on the big drop in yield and the implications when the Chinese markets open next week. WE also look ahead to major data next week and the next round of central bank meetings.
  • Segment 2 – We shift our focus to the precious metals with Doc. We discuss the gold and GDX charts as well as a quick comment on Skeena Resources.
  • Segment 3 – Sean Brodrick, Analyst at Weiss Ratings looks past the recent black swan events to what he thinks are the more significant long term drivers for the precious metals. We also discuss palladium and copper.
  • Segment 4 – Great Bear Resources (TSX.V:GBR & OTCQX:GTBDF) released news on Friday regarding the 2% NSR on the Dixie Project and the Company spin-out. Chris Taylor, President and CEO joins me to provide some more details on the new Company as well as the exploration strategy for this year.

Exclusive Company Interviews This Week

Marc Chandler
Sean Brodrick
Chris Taylor – Great Bear Resources

Weekend Show – Sat 25 Jan, 2020

Hour 1 – A Focus on US Market Health, New Fed Nominees, and Base Metal Investments
Full First Hour

  • Segment 1 – Jesse Felder kicks off the show by sharing why his main focus is the US markets and volatility. He weighs sentiment, fundamentals, and technical factors in this segment.
  • Segment 2 – Chris Temple joins me for a look at the two Federal Reserve nominees Christopher Waller and Judy Shelton. There are some interesting comments about the type of policy the Fed could shift towards.
  • Segment 3 – Dave Erfle and I shift focus to the resource sector. We discuss where Dave sees value in metals stocks as the gold stocks continue to lag.
  • Segment 4 – Adventus Mining has been quietly de-risking an interesting base metals asset in Ecuador. With a busy 2020 ahead, including a large exploration drill program, Christian Kargl-Simard President and CEO of Adventus shares all the details you need to know for this year.

Exclusive Company Interviews This Week

Jesse Felder
Chris Temple
Dave Erfle
Adventus Mining – Christian Kargl-Simard