The KE Report

Radio show and podcast. Independent. Daily market commentary and company interviews.

Focused on commodity investing and small cap stocks.

[The KE Report @TheKEReport]

Is gold quietly carving out a massive bottom while AI steals the spotlight?
On today's show, Brien Lundin (@Brien_Lundin) of the Gold Newsletter joins us to break down critical technical shifts and breaking market correlations.

Key Themes:
🔹 Gold's 200-day moving average test
🔹 Why historical correlations with the S&P 500 & oil have flipped
🔹 The return of Western capital & why silver is prime to lead
🔹 Historic exploration programs hitting visible gold

Listen to the full interview here: https://t.co/VbtlqOAZQr

#Gold #Silver #Copper #MiningStocks #Investing #Commodities @theKEReport

[The KE Report @TheKEReport]

Are precious metals trapped in a liquidity vacuum?

Craig Hemke of @TFMetals joins @thekereport to break down a bizarre setup: #Gold and #Silver are near highs, yet futures open interest is sitting at a 20-year LOW.

Key themes:
🔹 Geopolitical headline theater vs. fundamental price action
🔹 #Copper's record-breaking run at $6.57/lb providing a lifeline for silver
🔹 Global M2 fiat dilution forcing a structural commodities re-pricing
🔹 Why thin liquidity is triggering violent, outsized "air pocket" volatility

Listen to the full interview now! https://t.co/8lz6tPNh8H

$GDX $GLD $SLV #MacroEconomy #Investing #GoldMining #Commodities

[The KE Report @TheKEReport]

Is the gold bull market resting before its next leg up? Fund manager Dana Lyons (@JLyonsFundMgmt) breaks down critical support levels for $GLD & many other sectors.

Plus, @thekereport sits down with Howard Klein (@LithiumIonBull) & Matt Fernley (@Matt_Fernley) from RK Equity to expose the massive sulfuric acid bottleneck threatening Western battery metals processing.

Listen to the full Weekend Show here: https://t.co/llsXeoy0Bx

#Investing #Gold #Lithium #Copper #OIH #Commodities #Stocks #MacroEconomy

[The KE Report @TheKEReport]

Sitka Gold @SitkaGoldCorp - 1st Drill Hole Of The Season Yields 94.0 m of 1.79 g/t Au including 19.3 m of 5.04 g/t Au

Mike Burke of Sitka Gold joins the show to break down the massive first assay results of the season from the RC Gold Project. $SIG.V $SITKF

Key themes discussed:
🔹 Deepest hole ever on the project hits impressive gold grades at depth
🔹 Expanding mineralization well below the current pit constraints
🔹 The future economics of a potential underground operation
🔹 Scaling up the 60,000m program with more drills arriving soon

Listen to the full interview to get the latest exploration insights: https://t.co/SXa14AAe9r

#Gold #Mining #Exploration #Yukon #Stocks #JuniorMining @SitkaGold

[The KE Report @TheKEReport]

Is the massive rally in #copper actually just forming a long-term floor? Smart money is quietly rotating out of precious metals and diving into select base metal equities.

Brian Leni (@Junior_Stock) joins us to break down:
• The structural reality behind negative treatment charges
• Why "pounds in the ground" is an investor trap
• How deglobalization impacts project timelines
• His playbook for tactical cash deployment

Listen to the full interview here: https://t.co/ov0awJ6lKR

#Commodities #Copper #Gold #Investing #Macro #Mining #Stocks

[The KE Report @TheKEReport]

Is the commodities bull market just getting started?

In our latest Daily Editorial, Darrell Fletcher of Bannockburn Capital Markets (@BannockburnCM) joins us to unpack the major structural shifts moving global resource sectors.

We break down 4 key themes:
⛽ Oil & SPR Dynamics: Inside the 1B-barrel supply hole and what the curve says about triple-digit oil.
🔌 The Copper & AI Surge: How power infrastructure and AI buildouts are fueling massive base metals demand.
🚢 LNG & Global Shifts: The long-term pricing impacts of expanding North American export capacity.
🔒 Supply Chain Securitization: Why nations are locking down resource pipelines and shifting the playing field.

Listen now to get the full breakdown from the trading desk: https://t.co/pd6kdF05m3

$WTIC $BRENT #Commodities #Copper #CrudeOil #MacroEconomy #NaturalGas #Gold

[The KE Report @TheKEReport]

Is the US economy actually reaccelerating? @thekereport sits down with Marc Chandler (@BannockburnCM, @marcmakingsense) of Bannockburn Global Forex to dissect the surprising May PMI data, the beginning of the Kevin Warsh Fed era, and what foreign central bank capital shifts mean for the USD and interest rates.

Listen here: https://t.co/BX1L9drDEp

#Investing #MacroEconomics #FederalReserve #USD #Gold #StockMarket #Forex

[The KE Report @TheKEReport]

A revitalized story in the molybdenum space!

CEO Meredith Eades outlines the dual-track strategy for EraNova Metals (@EraNovaMetals) ($NOVA.V / $STXPF) at the Ruby Creek property in BC.

Listen here: https://t.co/8KojZiZDUM

Key Themes:
- Fast-Track to Production: Moving straight from an upcoming PEA to a Feasibility Study at the advanced Adanac Moly Project.
- $100M+ Legacy Advantage: Capitalizing on extensive historical infrastructure, engineering, and drilling.
- High-Grade Exploration Upside: Untapped bonanza-grade gold, silver, and tungsten discovery potential on the broader property.

#Molybdenum #Gold #Silver #Mining #TSX #Exploration #JuniorMining

[The KE Report @TheKEReport]

NEW INTERVIEW: Banyan Gold @BanyanGold President & CEO Tara Christie breaks down yesterday's massive updated resource estimate at the AurMac Project, now exceeding 8.62M oz gold!

Listen here: https://t.co/wNUu47hBZI

Key Highlights:
- Delineated a robust high-grade core exceeding 5M oz at ~1.0 g/t gold
- >90% conversion rate into the Indicated category
- Fully funded with $70M in cash for the 2026 program & upcoming PEA!

$BYN.V / $BYAGF

#Gold #Mining #Yukon #Exploration #GoldResource #PreciousMetals

[The KE Report @TheKEReport]

Aztec Minerals - Drill Results Expanding Gold-Silver Zones at the Tombstone Project, Arizona
Listen to the full update here: https://t.co/0OzK4R4nnU

We sat down with Simon Dyakowski of @AztecMinerals ($AZT.V $AZZTF) to discuss high-grade gold-silver step-outs and the path to 2 Maiden Resource Estimates.

Key Highlights:
✅ Oxide zone expanded West & at depth
✅ Testing deep CRD & Porphyry targets
✅ Major summer drill program
✅ Resource estimates pending for Tombstone & Cervantes

#Gold #Silver #Mining #Exploration #Tombstone #AztecMinerals #Investing

[The KE Report @TheKEReport]

Will the "NACHO" trade drive oil to $120? Josef Schachter joins @thekereport to discuss the looming energy supply shock. Plus, we break down #Copper's recent all-time highs, why miners are lagging & major gold and silver M&A deals.

Listen here: https://t.co/gbeMPw1a5I

$HG_F $CL_F $COPX $EQX $ORA #Investing #Commodities #Gold #Oil #Copper

[The KE Report @TheKEReport]

Sitka Gold @SitkaGoldCorp just added Tunsten and Silver to the over 5 million oz gold resource!
Listen here: https://t.co/fStWxM08Wa

Key Highlights:
✅ Updated Resource Estimate including Tungsten & Silver
✅ Tungsten as a "Critical Metal" for non-dilutive funding
✅ Massive 60k meter drill program now underway
✅ Potential for expedited permitting & gov grants

$SIG.V $SITKF #Gold #Tungsten #Silver #Mining #Yukon #CriticalMetals #Investing

[The KE Report @TheKEReport]

Conflicting headlines from the G2 summit and a red-hot US economy have sent markets into a tailspin.
Listen now: https://t.co/u3Et9UR9J6

Marc Chandler (@BannockburnCM, @marcmakingsense) joins @thekereport to discuss:
✅ Why the "Stagflation" narrative is wrong
✅ The massive sell-off in bonds & gold
✅ Why $DXY is headed for a major breakout

#Macro #Investing #Forex #Gold #Economy #Fed #MarcChandler

[The KE Report @TheKEReport]

Headwater Gold - Exploration Update: Jake Creek Drill Program (Partner: OceanaGold) and Lodestar Targeting (Partner: Newmont)
Listen to the full interview here: https://t.co/HneRvWE22e

CEO Caleb Stroup joins us to break down the latest exploration milestones in Nevada!

🔹 Jake Creek Drilling: 3,500m program kicking off with OceanaGold
🔹 Lodestar Discovery: New alteration zone identified with @NewmontCorp
🔹 Strategic Growth: Expanding land positions along prolific gold trends
🔹 Upcoming Results: IP surveys and assays expected throughout the summer

@HeadwaterGold - $HWG.CN, $HWAUF

#Gold #Mining #Exploration #Nevada #Stocks #JuniorMining

[The KE Report @TheKEReport]

Heliostar Metals - Record production and record operating earnings!
Listen to the full interview here: https://t.co/oWQsGCDy9Z

We catch up with Charles Funk, CEO of @HeliostarMetals, to discuss the Q1 numbers and the high-grade future of the Ana Paula project.

Key Highlights:
✨ Record gold production & $70M working capital
✨ Strategic pivot to Ana Paula development
✨ Innovative cost-cutting at La Colorada
✨ Expansion via Gold Strike acquisition

$HSTR.V $HSTXF #Gold #Mining #Stocks #Mexico #Investing

[The KE Report @TheKEReport]

The metals are bouncing back! This week on the KE Report, @Brien_Lundin breaks down why mining margins are "stunning" and where to find value in juniors. Plus, @JLyonsFundMgmt dives into the charts on $Gold, $Copper, and the $SPY.

Is the rally sustainable? Find out:
https://t.co/kyLJfW9cQZ

#Investing #GoldPrice #Copper #StockMarket #Mining #Silver

[The KE Report @TheKEReport]

The US economy is at a crossroads: Record stock highs vs. record low consumer sentiment.

Full Interview: https://t.co/hFnUVtMWnw

Marc Chandler of Bannockburn Global Forex (@BannockburnCM, @marcmakingsense) joins @thekereport to discuss the $ 65B Japan intervention, German industrial shifts, and why #Vietnam is his top pick for the coming year.

#Investing #Macro #Forex #AI #StockMarket #EmergingMarkets #Gold

[The KE Report @TheKEReport]

District Metals @DistrictMetals - Strategic $ 10M Financing and "Deposit of National Interest" Designations in Sweden
Listen to the full update here: https://t.co/JFIKkwP46U

CEO Garrett Ainsworth joins us to discuss:
- $10M Financing closed to fast-track exploration.
- "National Interest" status incoming for Swedish assets.
- PEA & Economic Impact Study slated for Q2.
- Summer Drill Program & surveys ready to launch.

#Mining #Uranium #Sweden #Gold #Exploration #DMXCF $DMX.V

[The KE Report @TheKEReport]

Great Pacific Gold - Testing the High-Grade Core and Beyond at the Wild Dog Project
New Company Update with @GreatPacificAu CEO Greg McCunn!
Listen now: https://t.co/ZiG2yDMQlR

We dive deep into the latest drilling at the Wild Dog property and the path toward a high-grade discovery.

Key Themes:
🔹 Tracking the high-grade core at Kavasuki
🔹 Testing the 500m strike length extension
🔹 Upcoming targets: Morgan, Mangmut, and Magiabie veins
🔹 2026 exploration timeline & budget

#Gold #Mining #Exploration $GPGCF #Investing #PNG $GPAC.V

[The KE Report @TheKEReport]

New critical minerals Analysts! Are we entering a high-tech commodity supercycle?
Listen now: https://t.co/1lxt7LWqvg

We sit down with Howard Klein (@LithiumIonBull) & Matt Fernley (@Matt_Fernley) of @RKEquityRocks to break down the #CriticalMinerals landscape!

Key Themes:
✅ The shift from Lithium to Antimony & Rare Earths
✅ Impact of US/China trade policy on supply chains
✅ Evaluating risk in junior vs. producing miners
✅ AI & the future of energy infrastructure

#Investing #MiningStocks #Lithium #RareEarths #EnergyTransition #KEReport