Hour 1 – Recapping The Beaver Creek Conference and Change In Investing Money Flows
It was a busy week for me at the Beaver Creek conference. I had over 30 meetings which impeded me from recording daily editorials. I’ll be back to it next week with my full slate of guests.
I managed to record this weekend show’s full hour before traveling home on Friday morning. Most of the show this week is focused on the previous metals and resource stocks. I hope you all enjoy and have a great weekend!
Segment 1 – Chris Temple, Founder of the National Investor, kicks off the show by recapping the week. We discuss trade “developments” and the new ECB QE program. We also look ahead to the Fed next week as well as the shift in markets.
Segment 2 and 3 – David Erfle, Founder of the Junior Miner Junky, and I recap the Beaver Creek investment conference we attended this week. We look at the expectations for gold and the stocks that caught out eye… Please note we recorded this in Friday morning. The comments Dave made regarding silver and the levels he was watching were all made before the breakdown happened. It makes the numbers all the more important.
Segment 4 – Jayant Bhandari wraps up the show by sharing his trading strategy and a couple stocks he likes.
Hour 1 – A Major Focus On Precious Metals and Bonds
On this weekend show we spend the majority of the hour focused on the precious metals. We look at the charts and stocks while also considering the bond markets roll in the precious metals strength.
I will be at the Beaver Creek Conference all next week so posting will be light. Please keep in touch by emailing me at Fleck@kereport.com if you have any questions for companies at the conference.
I hope you all have a great weekend!
Segment 1 – Doc kicks off the show with a long term outlook for gold. Bring up the 15 year monthly gold chart to follow along. We also discuss a couple company charts that need to be considered in the big picture gold price.
Segment 2 – Brien Leni, Founder of the Junior Stock Review shares what he is looking for in metals stocks right now. In a rising gold price environment it is easy to get distracted by lower quality companies.
Segment 3 and 4 – Jesse Felder and I look at the bond market and overall attractiveness of safe haven assets. While bonds might bounce back the overall trend is what really matters.
Hour 1 – A Major Focus On The PM Bull Market and A Look At Europe’s Roll In Financial Markets
Segment 1 – Extended Interview – Marc Chandler, Managing Partner at Bannockburn Global ForEx – It’s more about politics rather than economics right now. We get into an in depth discussion on what is happening in Europe. This all begs the question of if the US markets can stay strong for the near term.
Segment 2 and 3 – Jordan Roy-Byrne, Founder of The Daily Gold – We all agree that this is an early stage bull market for gold but there are some near term swings to take note of. We also discuss how the stocks
Segment 4 – Brien Leni, Founder of the Junior Stock Review – A look at the Abitibi District in Quebec in terms of companies with work programs and investment ideas.
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.
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.
Hour 1 – Gold and US Markets Continue To Break Out, Here’s What Matters
What is seeming to be a trend right now is gold moving higher along with the US markets. All of this on the back on Fed rate cu expectations at the end of the month. Even though we saw some strong US data this week and inflation data above 2%, when Powell spoke in front of Congress he more or less assured us that a rate cut is coming.
In this weekend’s show we discuss all the points above with Jesse Felder, Marc Chandler, and Jeff Christian. Jordan Roy-Byrne also shares some details on an his updated book that looks at the potential of a long term gold bull market.
Segment 1 – Jesse Felder kicks off the show with a discussion on how he views the overall trend and momentum for the US markets and gold.
Segment 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx recaps where the Fed, ECB, an currently Bank of Canada stand while balanceing out the moves in the Dollar this week.
Segment 3 – Jordan Roy-Byrne just updated his book outlining the long term gold bull market we could be just starting. If you want a free copy of his book visit his site, The Daily Gold, or email me at Fleck@kereport.com.
Segment 4 – Jeff Christian, Managing Parter at the CPM Group takes a look inside this recent gold breakout and shares who is buying.
Hour 1 – Breaking Down The Long Term Trends That Are Key For Investors
For a shortened and broken up trading week there were some key events. A new ECB President was selected, Christine Lagarde; US jobs data surprised to the upside; and markets across the board remain volatile. We discuss all of these topics on this week’s show as well as get insights on some junior metals stocks that have drill programs either staring up soon or already underway.
Please keep in touch by emailing me at Fleck@kereport.com. I love hearing form all of you!
Have a great weekend everyone!
Segment 1: Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group shares his thoughts on low and negative interest rates around the world and the currency wars that are only going to increase.
Segment 2: Chris Temple wraps up the market moves for the week and recaps the announcement of the new ECB head as well as the US jobs data on Friday.
Segment 3: John Kaiser joins me to address why the junior resource stocks are still largely being ignored. He also shares a stock that he will be watching over the coming months.
Segment 4: Matt Geiger, Managing Partner at MJG Capital Fund discusses what he thinks would happen to the US Dollar and a wide range of commodities if a trade deal between the US and China is reached. He also outlines three stocks he likes in the junior space.
Hour 1 – Making Sense Of Risk On and Risk Off Testing Highs
We are not half way through 2019 and we are seeing US markets near all time highs, yields closing in on historical lows, and gold breaking to 6 year highs. In the first hour we try to make sense of it all. Plus we have some comments on gold stocks and the oil market.
Happy Canada Day to all our listeners up north and a happy 4th of July to everyone in the US.
Please keep in touch by emailing me at Fleck@kereport.com.
Segment 1 – Extended Segment – Rick Bensignor, Founder of Bensignor Investment Strategies weighs in on the US markets, treasuries, and gold.
Segment 2 – Marc Chandler, Managing Partner at Bannockburn Global ForEx thinks we are at peak easing expectations and this could all play into the bigger picture for stocks.
Segment 3 – Sean Brodrick, Editor over at Weiss Ratings shares what he looks for in gold stocks and cannabis stocks.
Segment 4 – Josef Schachter, Founder of the Schachter Energy Report updates us on his trading strategy for oil and oil stocks.
Exclusive Company Interviews and Comments This Week