Hour 1 – Extended Interviews with Rick Bensignor and Joe Mazumdar
This week I’m featuring Rick Bensignor and Joe Mazumdar, both with extended interviews!
Segments 1 and 2 – With Rick Bensignor, we dive into and the macro-economic factors that are impacted investment decisions in the US. He shares some of his recent positions and where he stands now for US markets, gold, silver, and the USD dollar.
Joe Mazumdar we discuss general portfolio management for a precious metals investor when the whole sector is moving higher. We look at everything from exploration to development companies and share some thoughts on marginal assets.
Hour 1 – All you need to know about ZIRP around the world
This week was packed with company updates and introductions. Please check out the links below to all the interviews. It really helps me out when you all send me questions so please keep them coming to Fleck@kereport.com.
I hope you all have a great weekend and enjoyable long weekend for all our Canadian listeners.
Segment 1 and 2 – Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group kicks off the show with his thoughts on ZIRP and the damage it has done to other Countries. We also comment on the markets ability to ignore the consistent bad economic data.
Segment 3 – Marc Chandler, Managing Partner at Bannockburn Global ForEx outlines how the currency markets have reacted to ZIRP around the world.
Segment 4 – Mike Konnert, President and CEO of Vizsla Resources wraps up the first hour with an update on recent drill results and an overview of the exploration plans for this year. Vizsla is a new silver exploration company that is exploring a newly consolidated land package called the Panuco Project in Mexico.
Hour 1 – US Markets Disconnected from Economies and Precious Metals Stocks Continuing the Breakout
i hope eveyrone enjoys this weekend’s show. I spend a lot of time on the precious metals sector. It’s an outperforming sector so there can be a lot of money to be made in the right companies.
Please keep in touch by emailing me with any questions for guests or companies – Fleck@kereport.com
Segment 1 & 2 – Jesse Felder joins me to kick off the show with his thoughts on the disconnect between markets and the underlying economy. In the second segment we look to the metals sector. As Jesse says BANG has preformed better than FAANG.
Segment 3 – Dave Erfle joins me to discuss his trading strategy now that junior gold stocks have moved higher. We also touch on a change to the rules for TSX listed companies for raising money.
Segment 4 – Dave Erfle is back with me for a round table discussion with Philippe Cloutier, President and CEO of Cartier Resources. This week Cartier Resources released a new resource estimate that brings the total resource to almost 1.2million ounces. Dave wants you all to know that he holds shares and covers Cartier in his newsletter.
Hour 1 – Central Bank Easiness, Currency Implications, and General Money Flows, Plus an Update From GR Silver Mining
On this weekend’s show I dive into the balance between central banks continuing to remain easy, debt continuing to explode, and how currencies are reacting to this environment. We also address the concept of the “Death of the US Dollar”. There is also a full update from GR Silver Mining which continues to release drill results on the newly acquired Plomosas Project from First Majestic.
I am hosting another webinar next week featuring TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.
Segment 1 – Mike Larson, Editor of The Safe money Report kicks off the show with a look at a number of key assets that are at key decision levels. The near term moves will determine where the broad averages head from here.
Segment 2 – Chris Temple, Editor of The National Investor joins me for a discussion on the possible “Death of the US Dollar”.
Segment 3 – Marc Chandler, Managing Partner at Bannockburn Global ForEx outlines to renewed tension between the US and China and the related currency moves.
Segment 4 – Marcio Fonseca, President and CEO of GR Silver Mining (TSX.V:GRSL & OTCQB:GRSLF) wraps up the first hour with insights on the growth of the newly acquired Plomosas Project from First Majestic Silver.
Exclusive Company Interviews and Webinars This Week
Upcoming Webinar – May 8th @ 12pm PDT (3pm EDT) – TriStar Gold. The Company owns 100% of the Castelo de Sonhos gold project, located in Pará state, Brazil. The Company has recently completed a US $8 million finance with Royal Gold Inc. with proceeds used to advance the project to completion of a feasibility study in 2020.Click here to sign up for free and have first access to the live recording.
Hour 1 – Extended Interviews with Rick Bensignor, Adrian Day, and SilverCrest Metals
The attention this week shifted to the oil sector as crude oil dropped into negative territory. We also had GDX breakout to a 7 year high and the USD remain over 100. Lot to discuss on this weekend’s show!
Keep emailing me at Fleck@kereport.com. I love hearing form all of you. I also really appreciate everyone who tuned in the webinars this week. Next week I am featuring IsoEnergy, a Uranium exploration company that is drilling possibly the best new Uranium discovery in the sector. Click here to sign up and have first access to the live event and recording.
I hope you all enjoy this week’s show! The segments are a bit longer but there is a lot of good information in each interview.
Segment 1 and 2 – Rick Bensignor, Founder of Bensignor Investment Strategies joins me to focus on a wide range of sectors. We start with oil, move to the US markets, then chat gold, GDX and the USD.
Segment 3 – Adrian Day, President of Adrian Day Asset Management focuses on the precious metals sector. We look at gold and silver individually then drive down to the stocks and where Adrian sees the best opportunities.
Segment 4 – SilverCrest Metals (TSX:SIL & NYSE:SILV) just raised C$127 million and has a market cap of just over C$1billion. Chris Ritchie, President of SilverCrest me to discuss the valuation of the Company and the plans for future production. Click here to visit the SilverCrest website.
Exclusive Company Interviews and Webinars This Week
Segment 4 – Quinton Hennigh joins me to update us on the recent news from Novo Resources. We discuss the fine grain gold sorting results from Beatons Creek and the new exploration targets at Egina. Click here to visit the Novo Resources website.
Hour 1 – Making sense of the Fed’s move this week from a macro prospective
I hope everyone is having a good Easter weekend. This is not what any of us had in mind for this weekend but hopefully things will get better very soon.
This week the Fed stole the headlines by announcing a $3.2trillion loan program aimed at supporting the economy. I spend a couple extended segments making sense of what it all means for the economy and you.
I also dedicate a couple segments to the resource investor focusing on royalty companies and Great Bear Resources.
Please keep emailing me to share your thoughts on the show, companies you would like to see on the show, and any of your other thoughts – Fleck@kereport.com.
Hour 1 – Filtering through misinformation for metals investors
It was a bit calmer this week for the markets. However COVID-19 continues to spread and the hope of us being able to get back to the way life was at the beginning of the year has been pushed back even further. Economic data is shattering records to the downside with no end is sight.
On the first hour we try to make sense of the world we are living in from an economic and financial standpoint.
Please keep in touch by emailing me at Fleck@kereport.com. I hope you all have a good weekend and manage to do something to distract yourself from all this negative news.
Segment 1 – Trader Vic kicks off the first hour by sharing his outlook on the virus that has shutdown most of the world and the fallout that will come from everyone staying at home.
Segment 2 – Jeff Christian joins me to an extended discussion on the internal workings of the metals markets. We focus on three main points that need to be understood by investors as to what will drive price int he near and long term.
Segment 3 – Joe Mazumdar shares the types of companies he is investing in currently and if he sees the M&A picking up anytime soon.
Segment 4 – We get an update from GR Silver Mining (TSX.V:GPLY & OTCQB:GLYXF) regarding the deal with First Majestic to acquire the Plomosas Silver Project. Marcio Fonseca, President and CEO takes us through he deal and the work the Company is planning moving forward.
Exclusive Company updates and interviews this week
Hour 1 – Wide Ranging Opinions On What The Economy and Daily Life Will Look Like After COVID-19
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.
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 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.
Hour 1 – This hour is all about the aggressive move to cash
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.