Archive - The KE Report

The Fog of War: Marc Chandler on Oil Shocks, GDP Shifts, and the Fed’s New Reality

Navigating a Red Screen Market: How Geopolitics is Overwriting Economic Data

11 hrs ago • The KE Report

Erik Wetterling – PDAC Review – Value Proposition In Cabral Gold, Sonoro Gold, and Cerro de Pasco

The KE Report w/ Shad Marquitz and Cory Fleck (recorded 03-11-2026)

Mar 13

Geopolitical Oil Spikes & The Great Value Rotation with Mike Larson

Navigating Market Chaos: From Middle East Volatility to the Resurgence of Value, and metals volatility

Mar 11 • The KE Report

John Rubino – The Geopolitical Premium In Oil, Volatility In The Precious Metals Complex, and The Ongoing Commodities Super-Cycle

The KE Report w/ Shad Marquitz (Recorded on 03-08-2026)

Mar 11

7 Company Interviews From This Week - PINN.CN, FFOX.V, GOT.V, KCC.V, ABRA.V, BPS.V, GMG.V

High-grade drill results, major resource catalysts, strategic partnerships, and technology breakthroughs across the mining and advanced materials…

Mar 8 • The KE Report

Resource Investing Post-PDAC: Where the Smart Money is Moving with Brian Leni and Dave Erfle

As the 2026 PDAC convention wraps up, we dive into the selective strategies needed to navigate a volatile but bullish resource sector.

Mar 7 • The KE Report

PDAC Momentum & A New Exploration Cycle - Brien Lundin on Gold, Discoveries, and the Next Wave of Resource Stocks

Golden Newsletter editor Brien Lundin shares why this PDAC felt different, why exploration may lead the next leg of the bull market, and how rising gold…

Mar 6 • The KE Report

Market in Trouble? Joel Elconin on Geopolitical Chaos, the AI Reality Check, and the Berkshire Cash Signal

Is the Bull Run Over? Navigating the "Gradual Top" of 2026 with Joel Elconin.

Mar 5 • The KE Report

War in Iran Sparks Commodity Shockwaves – Darrell Fletcher on Oil, LNG, Gold & Global Differentials

Energy markets surge, LNG spreads explode, and gold faces a dollar headwind – what traders are watching now.

Mar 4 • The KE Report

Jordan aka Mining Stock Monkey – Value Proposition in Devon Energy, Endeavour Mining, B2Gold, Royal Gold, and Altius Minerals

The KE Report w/ Shad Marquitz (03-02-2026)

Mar 3

Craig Hemke: War Headlines, Algo Whipsaws, and Why Low Open Interest Says “Not a Bubble”

Navigating Precious Metals Volatility Amidst Global Tensions and Algorithmic Trading

Mar 3 • The KE Report

8 Company Interviews From This Week

Major drill programs, updated resources, high-grade discoveries, a new uranium IPO, and construction momentum – this week’s interviews are packed with…

Mar 1 • The KE Report

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