The KE Report

1. Weekend Show - Dana Lyons & KER QuickTake - Why Broad Equities Are Thriving, Why Metals Need Time, & Why Natural Gas Could Lead

   14.11.20261 Std. 19 Min.Folge 3780Als Nächstes

   In this Weekend Edition of The KE Report, fund manager Dana Lyons joins Cory and Shad to unpack a tale of two markets: while mega-cap tech stumbles and commodities undergo a painful digestion phase, underlying …

   Shownotes

   In this Weekend Edition of The KE Report, fund manager Dana Lyons joins Cory and Shad to unpack a tale of two markets: while mega-cap tech stumbles and commodities undergo a painful digestion phase, underlying breadth in the broader stock market is quietly surging. In the second half of the show, Cory and Shad deliver a candid KER Market Quick Take from the New Orleans Investment Conference, dissecting rising mining costs, the labor shortage, tax-loss selling strategies, and their top contrarian picks for 2027.

   • Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro website, kicks off the show and discusses a market rotation out of mega-cap tech and growth stocks into value sectors, healthcare, and financials, while maintaining a bullish outlook on the broader market. He also shares his technical perspective on long-term rising interest rates, a bullish stance on the U.S. dollar and Bitcoin, and a period of consolidation for precious metals and copper
   • Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/

   • Segment 3 & 4 - KER Market QuickTake wraps up the show with Cory and Shad recapping their takeaways from the New Orleans Investment Conference and the recent sharp pullback across precious metals, copper, and critical minerals. Emphasizing the importance of targeting cash-flowing, growth-oriented producers with low cost profiles while avoiding premature early-stage exploration risk, they also share their contrarian bullish outlooks on natural gas, oil, and uranium equities heading into 2027.

   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

   For more market commentary & interview summaries, subscribe to our Substacks:

   • The KE Report: https://kereport.substack.com/

   • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer:

   This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

2. Kuya Silver - Record Underground Development, Strategic Milling Alliance, 20,000m Drill Program

   13.11.202618 Min.Folge 3779Als Nächstes

   In this Company Update, Cory welcomes David Stein, President and CEO of Kuya Silver (CSE: KUYA) (OTCQB: KUYAF) (FSE: 6MR1), to discuss record underground development milestones, strategic processing …

   Shownotes

   In this Company Update, Cory welcomes David Stein, President and CEO of Kuya Silver (CSE: KUYA) (OTCQB: KUYAF) (FSE: 6MR1), to discuss record underground development milestones, strategic processing partnerships, and upcoming exploration at the Bethania Mine in Peru. David breaks down how recent infrastructure upgrades, a wider mineralized zone discovery, and a capital-saving milling agreement position the company for its Phase 1 production target.

   • Record Underground Development & Upgrades: How a higher-horsepower winch system and a redesigned ramp are unlocking short-term throughput toward the 350 tonnes per day Phase 1 goal.
   • Española Vein Expansion: What encountering a wider mineralized zone up to 1.1 meters at the eastern extent of current workings means for near-term mining and resource growth.
   • Camilla Plant Strategic Alliance: Why partnering with the Camilla Plant instead of an outright acquisition saves an estimated $9 million in upfront capital while securing immediate processing capacity.
   • 20,000-Meter Drill Program Restart: Details on the two underground rigs currently turning and the upcoming surface drilling targeting the high-priority Carmelitas vein system.

   If you have any follow-up questions for David, please email me at [email protected].
   

   Click here to visit the Kuya Silver website – https://kuyasilver.com/

   ------------------------

   For more market commentary & interview summaries, subscribe to our Substacks:

   • The KE Report: https://kereport.substack.com/
   • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

3. Aztec Minerals - North Extension Zone Drilling Delivers Gold Continuity, Scaling the Tombstone Footprint

   12.11.202612 Min.Folge 3778Als Nächstes

   In this company update, host Cory Fleck sits down with Simon Dyakowski, President and CEO of Aztec Minerals Corp. (TSX-V: AZT, OTCQB: AZZTF), to break down the latest batch of drill results from the Tombstone …

   Shownotes

   In this company update, host Cory Fleck sits down with Simon Dyakowski, President and CEO of Aztec Minerals Corp. (TSX-V: AZT, OTCQB: AZZTF), to break down the latest batch of drill results from the Tombstone Project in Arizona. Simon walks through key intercepts from the North Extension Zone, explains how recently consolidated ground is unlocking new expansion targets, and shares insights on the company's strong balance sheet heading into the next exploration phase.

   Key discussion points include:

   • North Extension Drill Highlights: An overview of the latest batch of seven drill holes, led by Hole 54's broad near-surface gold-silver intercept and its impact on eastern continuity.
   • System Expansion Beyond Contention: How drilling is expanding the overall mineralized strike well past the historical pit footprint and adding meaningful scale.
   • Upcoming Maiden Resource Strategy: Insights into why current drilling sets the stage for future resource growth and how pending assays factor into the timeline.
   • Testing New Targets to the West and South: A look at planned step-outs, terrain challenges, and drill pad expansion ahead of the next exploration campaign.
   • Relative Share Price Outperformance: Simon's view on why the stock has held its ground relative to the junior mining sector following key land package acquisitions.
   • Treasury and Growth Runway: A status check on Aztec’s current cash position and its capacity to fund fully backed exploration programs into 2027.

   Please email me any questions you have for Simon. My email address is [email protected].

   Click here to visit the Aztec Minerals website - https://aztecminerals.com/

   --------------------------

   For more market commentary & interview summaries, subscribe to our Substacks:

   • The KE Report: https://kereport.substack.com/
   • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

4. Erik Wetterling – Stacking The Deck In Junior Resource Stocks

   12.11.202619 Min.Folge 3777Als Nächstes

   [Recorded October 10, 2026] – Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to share how he takes advantage of the whipsaw volatility that we’ve been witnessing in the junior …

   Shownotes

   [Recorded October 10, 2026] – Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to share how he takes advantage of the whipsaw volatility that we’ve been witnessing in the junior resource stocks. In light of slipping investor sentiment, and wild price swings unhooked from the fundamentals; he points out that this is the time to stack the deck as much as possible.

   We start off discussing how many investors, and even company management teams, are taking the market moves too personally or trying to justify reasons for every move on day-to-day price swings. The reality is that all these micro factors are still playing out within the backdrop of the whole PM sector having pulled lower and experienced investor outflows over the last 8 months.

   • “I think it’s a good habit to stop taking the market so seriously, especially on the short to medium-term basis.”
   • “If you cheer daily paper profits then you have to mourn the daily paper losses as well, and then you’re just getting emotionally whipsawed.”

   He is evaluating opportunities in junior gold, silver, and copper junior companies that have clear catalysts and improving value propositions due to the banked success already in-hand and sunk costs from resources, economic studies, infrastructure, or prior work programs that they is backstopping a better valuation for a future rerating in a better sentiment environment.

   At this time he is more compelled to accumulate junior growth-oriented producers that can use their revenues to fund other development and exploration, or more derisked developers, that have put out compelling news in the recent past, setting up key alpha growth catalysts or unrealized upside optionality in the medium-term.

   Click here to follow Erik’s analysis over at The Hedgeless Horseman website

   For more market commentary & interview summaries, subscribe to our Substack reports:

   The KE Report: https://kereport.substack.com/

   Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer:

   This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

5. West Red Lake Gold Mines – Q3 Operations & Key Takeaways From The Integrated PFS

   11.11.202632 Min.Folge 3776Als Nächstes

   Shane Williams, President and CEO Of West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins me to review the key metrics from Q3 production and operations, as well as the key takeaways from the updated …

   Shownotes

   Shane Williams, President and CEO Of West Red Lake Gold Mines (TSX.V:WRLG – OTCQB:WRLGF), joins me to review the key metrics from Q3 production and operations, as well as the key takeaways from the updated Pre-Feasibility Study (PFS) released November 4th. We also look ahead to development and exploration work on tap for Q4 into 2027, and the bigger picture vision for future growth.

   Q3 Operating Highlights

   • Gold production totaled 7,859 ounces during Q3 2026 bringing year-to-date production to 22,102 ounces. September was the strongest month since the restart of the Madsen Mine, with 3,320 ounces produced.
   • Mined tonnage totaled 63,945 tonnes in Q3 2026, while mined ounces totaled 7,689 ounces.
   • Underground development continued to expand production inventory and advance access to additional mining areas, increasing the number of available mining fronts and building greater flexibility into the mine plan for 2027 and beyond.
   • A secondary crusher was installed and commissioned during Q3. The crusher is now operational, supporting the mill’s ability to process up to 1,000 tonnes per day (“tpd”). The low grade surface stockpile generated in second quarter was processed during Q3.
   • The mill achieved average processing rates of approximately 867 tpd during Q3.

   Integrated PFS Highlights

   • At a long-term gold price of USD $3,568 per ounce, the Integrated PFS generates an after-tax Net Present Value (“NPV”) of $764 million (“M”), and cumulative after-tax free cash flow of over $1 billion (“B”). At a 10% higher gold price of US$4,161 per ounce (10% above the LOM average gold price of US$3,782 per ounce), the after-tax NPV increases 31% to $1.0 B, highlighting the significant leverage to higher gold prices.

   • Average annual gold production of 88 Koz over a 10-year mine life, including average annual production of 108 Koz from 2029 through 2034 and peak annual production of 119 Koz. The LOM plan outlines approximately 884 Koz of total recovered gold production, supported by combined Mineral Reserves of 4.41 million tonnes grading 6.8 grams per tonne (“g/t”) gold (“Au”), representing an 85% increase in contained reserve ounces compared to the 2025 PFS.

   • LOM average cash costs of US$1,795 per ounce and all-in sustaining costs (“AISC”) of US$2,457 per ounce, supported by a combined average diluted head grade of 6.8 g/t Au, including 6 g/t Au from Madsen and 9 g/t Au from Rowan.

   • A combined mine plan built around the operating Madsen Mine and mill, with Rowan and Fork providing additional sources of high-grade, non-remnant feed and increasing production flexibility.

   • $200 million of growth capital to develop the Rowan project, expand the Madsen mill and tailings management facility, leveraging existing road, power and site infrastructure to support the integrated operation.

   • Further growth opportunities: The Integrated PFS mine plan does not include resources from the Wedge, Russet or Mount Jamie deposits, or consideration from the past producing Starratt-Olsen mine which is still pre-resource stage. It also does not include the potential opportunity to extend both the Madsen and Rowan deposits at depth. These areas provide opportunities to extend mine life, increase production and improve operating flexibility through future drilling, engineering and permitting.

   If you have any follow up questions for Shane or the team over at West Red Lake Gold please email me at [email protected].

   • In full disclosure, Shad is a shareholder of West Red Lake Gold Mines at the time of this recording and may choose to buy or sell shares at any time.

   Click here to follow the latest news from West Red Lake Gold

   For more market commentary & interview summaries, subscribe to our Substack reports:

   The KE Report: https://kereport.substack.com/

   Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer:

   This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

6. Dave Erfle – Technical Outlook On Gold, Silver, and PM ETFs – Portfolio Management Tips Down The Risk Curve Of Producers, Developers, and Explorers

   11.11.202628 Min.Folge 3775Als Nächstes

   Dave Erfle, Founder and Editor of the Junior Miner Junky, joins me to review his technical outlook on gold, silver, and the precious metals ETFs, as well as pro-tips on how he is managing his portfolio down the …

   Shownotes

   Dave Erfle, Founder and Editor of the Junior Miner Junky, joins me to review his technical outlook on gold, silver, and the precious metals ETFs, as well as pro-tips on how he is managing his portfolio down the different stages of risk from producers, to developer, and to explorers.

   • Technical Support and Resistance Levels In The PMs: Dave reviews the key technical levels to watch after the recent pullbacks in gold and silver briefly breaking support but then quickly rallying up to higher levels after the mid-term election results came in.
   • PM Stock Divergence From The AI Market Liquidation Last Week: He notes important divergences on Thursday of last week where gold stocks went higher even as the S&P and Nasdaq had brutal corrections lower, led by AI stock weakness post elections, in their worst trading sessions in years.
   • Mining Equity Resilience vs. Underlying Metals: An examination of why senior and junior equities are exhibiting divergence relative to the metal price drops, supported by strong earnings, corporate cash flows, and cleaner balance sheets.
   • Growth-Oriented producers: Insights as to why he likes growth-oriented producers that acquired production to reduce the need to keep diluting through capital raises, to work on derisking their key development projects and exploration initiatives.
     • Dave notes both Discovery Mining and Integra Resources as examples of companies he holds in this category.
   • Late-Stage Developers: Dave shares the criteria he uses to evaluation late-stage derisked large high-margin development projects.
   • Pre-PEA Stage Advanced Explorers: He provides the rationale for why he is moving down the risk curve into these juniors that have pulled back down substantially more than the more advanced companies, but also counterbalancing that risk in his more limited portfolio exposure.

   Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter – https://www.juniorminerjunky.com/

   For more market commentary & interview summaries, subscribe to our Substack reports:

   The KE Report: https://kereport.substack.com/

   Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer:

   This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

7. Valhalla Metals - High-Grade Copper (VMS) In Alaska: Sun & Smucker Projects Overview

   10.11.202615 Min.Folge 3774Als Nächstes

   In this Company Introduction, Cory and Shad chat with Sorin Posescu, President and CEO of Valhalla Metals Inc. (TSX-V: VMXX / OTCQB: VMXXF), to discuss the company’s high-grade base metal portfolio positioned …

   Shownotes

   In this Company Introduction, Cory and Shad chat with Sorin Posescu, President and CEO of Valhalla Metals Inc. (TSX-V: VMXX / OTCQB: VMXXF), to discuss the company’s high-grade base metal portfolio positioned directly within Alaska's world-class Ambler Mining District. Sorin walks through recent high-grade polymetallic drill results and the strategic roadmap to significantly expand their mineral footprints on both projects.

   • Strategic Positioning in the Ambler District: Why location matters alongside the feasibility-stage Arctic project, and how key team members helped build the district from the ground up.
   • Ambler Access Road Progress: How recent permitting advancements and federal approvals address the historical infrastructure bottleneck in the region.
   • High-Grade Intercepts at Sun: Initial drill results showing wide, high-grade copper-equivalent intervals stepped out beyond known mineralized boundaries.
   • Operational Advantages & Rig Ownership: How securing in-house drill equipment is directly improving cost efficiency and execution in Alaska.
   • Reactivating the Smucker Project: The acquisition terms from Teck Resources and the plan to modernize a massive historical resource to current standards.
   • Capital Structure & Shareholder Alignment: The backing of major strategic partners, institutional support, and treasury runway entering 2027.

   Please email us with any follow up questions for Sorin - [email protected] or [email protected].

   Click here to visit the Valhalla Metals website and read over the recent news.

   -----------------------

   For more market commentary & interview summaries, subscribe to our Substacks:

   • The KE Report: https://kereport.substack.com/
   • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

8. John Rubino – Outlook On Gold, Silver, Copper, Uranium, and Oil In Light Of Current Macroeconomics and Geopolitics

   10.11.202632 Min.Folge 3773Als Nächstes

   [Recorded November 6th, 2026] - John Rubino, author and commentator on {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic and geopolitical forces at …

   Shownotes

   [Recorded November 6th, 2026] - John Rubino, author and commentator on {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic and geopolitical forces at play, both domestically and internationally. We get John’s outlook on key commodities like gold, silver, copper, uranium, and oil; and what kinds of resource stocks that he is animated by in this environment.

   We start off dissecting how macroeconomic trends have shaped the pricing response in a number of sectors over the course of this year.

   • Much of the US economic data seems robust – be it in jobs numbers, GDP growth, or manufacturing, but he points out the numbers need to be analyzed closely as they can be misleading.
     • Under the surface it is really a direct result of government spending and A.I. datacenter buildouts that are masking the underlying issues in the rest of the economic data.
   • Bonds and interest rates, have been key forces shaping markets all year, and he notes that the return of the bond vigilantes response to economic factors pushed rates higher which pressured the precious metals.

   • Russian central bank selling of gold to fund their conflict in Ukraine and navigate trade sanctions has been another pressure on the monetary metals.
   • John still believes will all the forces at work that gold is in a longer-term bull market that may be heading as high as $15,000 gold eventually.

   With regards to the gold and silver stocks, John is still utilizing low-ball “stink bids” to accumulate high-quality PM mining companies as their valuations drop.

   • He points out that while Q4 is likely still going to be a very good earnings quarter for the quality gold and silver producers, and he is interested in accumulating positions he missed on the way up, or adding to existing positions in the better operators.
   • Looking ahead to 2027, he does share the concern that when Q1 numbers get compared back to Q1 of 2026, that negative year-over-year comparables could pressure the miners at that time.
   • John also points out looking at the potential smaller producers or advanced developers that may become merger and acquisition targets for the seniors.
   • Due to increasing market risk, he is less animated by positioning in the earlier-stage explorers trying to make a discovery, but sees the rationale in adding to the highest quality advanced explorers during this pullback, due to their potential to see outsized gains in a reversal of market sentiment.

   Turning over to the sweep of the legislative branch by the Democrats:

   • John points out that this will just enable even more runaway spending, and higher amounts of sovereign debt, until it becomes unserviceable by these higher interest rates. He sees that as being a positive for gold.
   • There will be more policy pushback against the buildout of A.I. datacenters, but John points out that despite the reduction of overall demand, that there was not ever going to be a way to build out everything that was proposed anyway; due to limitations in power, water, and the raw materials necessary.

   This discussion on curtailed A.I. datacenters led into the weakness seen the last couple months in commodities tied into that narrative like copper and uranium.

   • John points out that the longer-term bullish copper supply/demand fundamentals did not require the hyperscalers buildout of datacenters, but that clearly there has been sympathetic selling pressure as the AI trade has faded.

   • He points out that regardless of that AI datacenters narrative that demand was already present just for the much-needed updates for the electric grid, and to accommodate the continued buildout of more EV charging stations and capacity.
   • He also mentions the issues the mining sector has had in bringing more meaningful supply into the markets, as another factor underpinning a larger structural bull market in copper.
   • John had many of the same comments with regards to uranium and nuclear power, which had constructive supply/demand fundamentals, before AI datacenters narrative were attached to the trends in trading.
     • The demand was already present for more uranium than the industry is able to supply over the next 5 years, just for refueling the existing global fleet of nuclear power reactors, and all the additional reactors still under construction.
   • With regards to copper and uranium stocks, he wants to look for producers that can grow production, or developers with projects of significance.

   Wrapping up we got John’s take on the traditional energy sector, in lieu of continued conflict in the Middle East and Persian Gulf, and how it may play into rising inflation.

   • John believes it wise to have some exposure to oil stocks in one’s portfolio, for the higher dividends that get paid out, regardless of trying to anticipate the sector price trends.
   • He is content to be in quality senior operators like Exxon and Occidental Petroleum, but is concerned about things can change suddenly due to geopolitical policies or crises.

   Click here to follow John’s analysis and articles over at Substack

   For more market commentary & interview summaries, subscribe to our Substack reports:

   The KE Report: https://kereport.substack.com/

   Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer:

   This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

9. Craig Hemke - Has the Sector Bottomed? Gold, Silver, and Mining Margins Post-Election

   09.11.202622 Min.Folge 3772Als Nächstes

   Welcome to this Daily Editorial on The KE Report. Joining the show is regular Monday guest Craig Hemke, Founder and Editor of TF Metals Report. In this episode, we evaluate the post-midterm rally across …

   Shownotes

   Welcome to this Daily Editorial on The KE Report. Joining the show is regular Monday guest Craig Hemke, Founder and Editor of TF Metals Report. In this episode, we evaluate the post-midterm rally across precious metals and mining equities following the late-October lows. Craig breaks down the technical action, fundamental drivers, and key macro catalysts steering gold, silver, and resource stocks into year-end.

   Key Discussion Points:

   • Late-October Washout vs. V-Shaped Recovery: A look back at the steep washouts in gold and silver heading into Halloween and the sharp, multi-day technical rebound that followed.
   • Crucial Levels to Watch on Gold and GDX: Why moving averages, gap-fills, and overhead price benchmarks, including $90 on the GDX, are essential milestones for confirming trend sustainability.
   • Margin Expansion for Producers: How retreating crude oil and energy costs combined with recovering metals prices are setting up mining companies for improved fourth-quarter operational margins.
   • Silver’s Price Action and ETF Divergence: Analyzing silver’s retracement to long-term historical support around $48, subdued open interest, and the differing setups between physical metals and miners.
   • Bond Yields, Inflation Data, and Fed Policy: What peak market-based interest rates and Treasury curve dynamics signal for future rate decisions and liquidity across commodities.
   • Midterm Impact and the Critical Minerals Sector: Examining whether shifting political dynamics will affect mining permits, and why severely battered rare earth equities may offer contrarian setups.

   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/

   ---------------------------

   For more market commentary & interview summaries, subscribe to our Substacks:

   • The KE Report: https://kereport.substack.com/
   • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

   
   
   

10. Getty Copper - Stepping Out at Getty South, New Copper Zones, Increased Drill Program 20,000 Meters

    09.11.202617 Min.Folge 3771Als Nächstes

    In this Company Update, I chat with Ryan O’Regan, Chief Executive Officer, and Roy Greig, Vice President of Exploration, of Getty Copper Inc. (TSX-V: GTC | OTCQX: GTCDF). We discuss the company’s recent news …

    Shownotes

    In this Company Update, I chat with Ryan O’Regan, Chief Executive Officer, and Roy Greig, Vice President of Exploration, of Getty Copper Inc. (TSX-V: GTC | OTCQX: GTCDF). We discuss the company’s recent news from the Getty Copper Project, in British Columbia’s Highland Valley copper district. Recent news includes drill results, aggressive program scaling, and the closing of a bought deal financing:

    • New Discoveries at Getty South: Insight into the geological significance of recent step-out drilling that intersected wide mineralized envelopes and high-grade copper outside the previously defined geophysical anomaly.
    • Expanding the Drill Campaign: The strategic decision to flex the program up to 20,000 meters and deploy multi-rig drilling across high-priority targets.
    • Building a District Pipeline: Why exploration focus is broadening beyond Getty North and South to include other high-potential targets.
    • Treasury Strength and Flow-Through Capital: How an oversubscribed $15M financing positions the company with roughly $1M per month in exploration deployment through next year.
    • Corporate Vision & Catalyst Outlook: The milestones guiding upcoming news flow, including winter drilling operations, pending drill permits, and progress toward a updated Mineral Resource Estimate.

    Feel free to email us with any follow up questions for the team at Getty Copper. My email address is [email protected].

    Click here to visit the Getty Copper website - https://gettycopper.com/

    ---------------------

    For more market commentary & interview summaries, subscribe to our Substacks:

    • The KE Report: https://kereport.substack.com/
    • Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

11. TG Watkins - Trading Post-Election Volatility: Growth Vs Value Rotation, Gold, Energy

    09.11.202623 Min.Folge 3770Als Nächstes

    On today’s Daily Editorial, Cory and Shad welcome TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. With post-election crosscurrents driving aggressive repricing across …

    Shownotes

    On today’s Daily Editorial, Cory and Shad welcome TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. With post-election crosscurrents driving aggressive repricing across asset classes, TG breaks down how institutional capital is shifting out of crowded trades and into overlooked corners of the market. He outlines actionable strategies for trading counter-trend bounces, the realities of leveraged ETF mechanics, and how long-term chart structure separates real breakouts from short-lived noise.

    • Post-Election Sector Rotations: Why extreme money flow shifts between mega-cap tech and defensive value plays are creating high-probability inflection points.
    • Big Tech vs. CapEx Pressures: How potential regulatory hurdles and reduced data center buildout spending could paradoxically boost free cash flow for dominant hyperscalers.
    • The Pitfalls of Leveraged ETFs: Why instruments like SOXL suffer from severe performance slippage during sharp pullbacks rather than typical options-style time decay.
    • Precious Metals and Copper Under Review: Critical moving average levels and structural hurdles currently facing GLD, GDX, and COPX.
    • Emerging Consumer and Energy Themes: How softening energy prices could redirect purchasing power back toward consumer-facing names, retail, and renewables.
    • Separating Trends from Noise: The exact multi-timeframe chart criteria required to confirm sustained institutional accumulation versus a bear market rally.

    Stocks, Sectors & ETFs Mentioned:

    • Equities: MU, GOOGL, META, WMT, HD, SMG, OTIS, PG, CL, TOST, IREN, GLXY, CAVA, CART, LYFT, TGB
    • ETFs & Indices: QQQ, SMH, SOX, SOXL, RSP, XLP, XLV, GLD, GDX, GDXU, COPX, CPER, TAN, FAN, TNX

    Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/

    Click here to visit the Profit Pilot YouTube page - https://www.youtube.com/@Profit-Pilot

    -------------------------

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    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

12. Fury Gold Mines - High-Grade Drill Results From Eau Claire & Committee Bay, Advancing Eau Claire to PFS

    09.11.202617 Min.Folge 3769Als Nächstes

    In this company update, Cory chats with Tim Clark, President and CEO, along with Valérie Doyon, Vice President, Geology, of Fury Gold Mines (TSX: FURY | NYSE American: FURY). I have them recap the recent …

    Shownotes

    In this company update, Cory chats with Tim Clark, President and CEO, along with Valérie Doyon, Vice President, Geology, of Fury Gold Mines (TSX: FURY | NYSE American: FURY). I have them recap the recent high-grade drill results from both Eau Claire and Committee Bay and look ahead to upcoming drill results, an updated resource and PFS out of Eau Claire.

    • Eau Claire Phase 2 Drilling Progress: A look into the ongoing 25,000-meter diamond drill program designed to upgrade inferred resources into higher-confidence categories and extend mineralization.
    • High-Grade Intercepts & Geologic Continuity: Key initial assay returns from Eau Claire, including notable intercepts that reinforce the deposit’s geologic model and depth potential.
    • Resource Update & PFS Timelines: How incoming drill data is feeding into the upcoming year-end resource update and setting the stage for a Pre-Feasibility Study (PFS) in early 2027.
    • Committee Bay Exploration Results: An overview of the initial infill and extensional assay results from the Agnico Eagle-backed drill program along Nunavut’s 300-kilometer greenstone belt.
    • Long-Term Quebec Strategy & Development Path: The broader vision for advancing Eau Claire toward mine development while balancing regional exploration upside and strategic industry partnerships.

    If you have any follow up questions for Tim or Valerie please email me at [email protected].

    Click here to visit the Fury Gold Mines website to learn more about the Company and read over the recent news - https://furygoldmines.com/

    ---------------------

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

13. Marc Chandler - Post-Midterm Market Volatility, AI Sector Cracks, and Fed Rate Trajectory

    08.11.202619 Min.Folge 3768Als Nächstes

    In this Daily Editorial, Cory and Shad chat with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down the sharp market reactions …

    Shownotes

    In this Daily Editorial, Cory and Shad chat with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down the sharp market reactions following midterm elections, evaluating whether current asset moves reflect genuine trend reversals or knee-jerk sentiment across global equities, fixed income, energy, and foreign exchange markets.

    • Post-Election Tech Pressures and the AI Narrative: How local ballot initiatives targeting data centers combined with broader sector fatigue to trigger steep weekly declines in semiconductor equities.
    • Energy Market Pullback and Geopolitical Skepticism: Why crude oil dropped sharply following political shifts and whether markets are prematurely pricing in an immediate de-escalation of overseas conflicts.
    • Bond Market Dynamics and Falling Treasury Yields: A look into what has fueled a multi-week retreat in long-term yields despite resilient headline economic readings.
    • The Federal Reserve's Policy Path: How strong employment figures and incoming inflation metrics influence the likelihood of a December rate hike and the trajectory for future meetings.
    • Macro Policy Continuity and the US Dollar Outlook: Why persistent budget deficits, tariff frameworks, and international growth differentials point to continued greenback resilience.

    Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

    ------------------------

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    • The KE Report: https://kereport.substack.com/
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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

14. Weekend Show - Jeff Christian & Dan Steffens - The Post-Election Market Reset: Metals, Oil, and Where Capital Flows Next

    07.11.20261 Std. 3 Min.Folge 3767Als Nächstes

    As midterm political shifts collide with global structural deficits, CPM Group’s Jeff Christian and Energy Prospectus Group’s Dan Steffens explain why paper sell-offs are masking massive physical realities in …

    Shownotes

    As midterm political shifts collide with global structural deficits, CPM Group’s Jeff Christian and Energy Prospectus Group’s Dan Steffens explain why paper sell-offs are masking massive physical realities in precious metals and energy.

    • Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, kicks off the show discussing how gold and silver are poised to resume their long-term secular bull market following a 10-month decline. He attributes this anticipated rebound primarily to escalating global economic, financial, and political turmoil, as well as private investor demand, rather than to traditional macro correlations or central bank purchases alone.
    • Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/

    • Segment 3 & 4 -Dan Steffens, President of the Energy Prospectus Group, discusses the recent sharp pullback in oil prices, emphasizing that tight physical supply fundamentals and strong corporate balance sheets remain intact despite market volatility. He highlights investment opportunities in dividend-paying royalty companies like Viper Energy, analyzes growth trends and M&A potential in the Canadian energy sector, and outlines catalysts for the natural gas market, including winter weather demand and expanding LNG export capacity.
    • Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/

    If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

    For more market commentary & interview summaries, subscribe to our Substacks:

    • The KE Report: https://kereport.substack.com/
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    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

15. Excellon Resources – Initial Concentrate Revenues from Mallay Silver Mine, Ramp Up Process Underway Towards Commercial Production in H1 2027

    07.11.202623 Min.Folge 3766Als Nächstes

    Shawn Howarth, President and CEO of Excellon Resources (TSXV:EXN) (OTCQB:EXNRF)(FRA:E4X2), joins me to celebrate the milestone of initial concentrate revenues generated during pre-commissioning at its …

    Shownotes

    Shawn Howarth, President and CEO of Excellon Resources (TSXV:EXN) (OTCQB:EXNRF)(FRA:E4X2), joins me to celebrate the milestone of initial concentrate revenues generated during pre-commissioning at its 100%-owned Mallay Silver-Lead-Zinc Mine in central Peru. During the quarter, the Company completed three test milling campaigns at the Mallay concentrator and has selected a new mining contractor to lead the next phase of the mine's ramp-up. We go on to discuss those next phases of ramp-up process into commercial production during H1 of next year, the exploration targets at Mallay and Tres Cerros, and other corporate derisking initiatives.

    Highlights:

    • First revenues received: US$4.4 million has been collected to date on the initial concentrate shipments under the Company's offtake agreement with Glencore.
    • Three Pre-Commissioning Milling Campaigns Completed: 19,884 tonnes processed and 52,860 ounces of silver recovered in concentrate since restart of the mill. Recoveries continue to improve, achieving 84% for silver, 84% for lead and 81% for zinc, reflecting ongoing refinements during the pre-commissioning period.
    • Target is to Achieve 600 TPD Ramp-Up by Mid-2027: The Company's objective is to reach the 600 tonne-per-day rated capacity of the mill by mid-2027, with the ramp-up schedule to be confirmed in the updated mine plan for year-end.
    • Updated Mineral Resource Estimate: SGS has been engaged to update its previous mineral resource estimate based on a new geological and resource model incorporating the calc-silicate and other previously unmodeled mineralized zones. The updated estimate, targeted for end of this year, will also include up to 27 new drill holes and all new mine channel sampling in the vicinity of the 4090 level.
    • Updated Mine Plan Expected for Year-End: SRK Consulting continues to incorporate the new modelling into an updated block model. The resulting plan will set out targeted mine production for the next two years.
    • DHEM Drilling Program Advancing: The first hole intersected a skarn-altered halo with anomalous copper at approximately 600 metres depth, indicating the presence of a mineralized skarn system below the currently drilled extent of the Isguiz vein. Assay results to date are anomalous in copper and silver. A second hole is currently at a depth of approximately 800 metres, and planned downhole electromagnetic survey will guide follow-up drilling. Results of this drilling will be reported separately as they are received.

    • 400 Ramp: The main accessway below the 4090 Level is now dewatered to the point where rehabilitation can begin. Rehabilitation of the 400 Ramp is the next step toward providing access to areas of the Mine below the 4090 Level.
    • Drilling Underway: Three drill rigs are active, targeting confirmation drilling at depth and near-mine exploration. Results will be reported separately.

    We then briefly review the value proposition and optionality across their other 3 projects: Tres Cerros, Kilgore, and Silver City. Shawn points out there will be a lot of news to announce over the balance of this year and into early next year from exploration to operations at Mallay, the spin-out of Silver City, and exploration targeting at Tres Cerros and Kilgore.

    Click here to follow the latest news from Excellon Resources

    For more market commentary & interview summaries, subscribe to our Substack reports:

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    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

16. TriStar Gold - Untangling the Court Ruling On The LP & Next Steps For The Castelo de Sonhos Gold Project

    06.11.202611 Min.Folge 3765Als Nächstes

    In this Company Update, we welcome Nick Appleyard, President and CEO of TriStar Gold (TSX-V: TSG | OTCQB: TSGZF). Nick joins Cory to break down the November 6th news release detailing an interim ruling from the …

    Shownotes

    In this Company Update, we welcome Nick Appleyard, President and CEO of TriStar Gold (TSX-V: TSG | OTCQB: TSGZF). Nick joins Cory to break down the November 6th news release detailing an interim ruling from the Brazilian court concerning the preliminary environmental license (LP) for the flagship Castelo de Sonhos Gold Project. He clarifies what the court’s decision actually means for project development, addresses common market misconceptions, and outlines upcoming operational milestones.

    • Understanding the Brazilian Court Interim Ruling: Discover why management views this decision as an alignment of interests rather than a setback, and how it clarifies the legal framework required before construction permits can be issued.
    • Provisional Suspension vs. Cancellation: An essential distinction explaining why technical programs, baseline activities, and feasibility work can proceed without interruption while construction licensing is paused.
    • Indigenous Studies & Consultation Timelines: Insights into the planned Indigenous Component Study (ECI) and Free, Prior, and Informed Consent (FPIC) process, including expected timelines and community proximity.
    • Upcoming Infill Drilling & Feasibility Catalysts: A look at what to watch for in early Q1, including contractor bidding, site team expansion, and critical path items for the upcoming feasibility study.
    • Project Economics & Treasury Strength: A recap of the current resource base, post-tax economics from the last economic study, and the company's current cash runway to fund operations.

    Click here to visit the TriStar Gold website to read over today’s news.

    Email me any follow up questions for Nick - [email protected].

    --------------------

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

17. Sitka Gold - High-Grade Mineralization at the Contact Zone & Bear Paw Zone, 27,000 Meters Pending

    06.11.20269 Min.Folge 3764Als Nächstes

    In this Company Update, Cory chats with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). Mike breaks down the latest assay results …

    Shownotes

    In this Company Update, Cory chats with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG | OTCQB: SITKF | FSE: 1RF). Mike breaks down the latest assay results from eight diamond drill holes at the RC Gold Project in Yukon, focusing on newly tested exploration targets, the Contact Zone and Bear Paw Breccia. He discusses the significance of these near-surface gold intersections, comparisons to established deposit areas, and the project’s development pathway as pending assays continue to roll in.

    • New Target Exploration: An overview of the initial eight drill holes testing the Contact Zone and Bear Paw Breccia targets.
    • High-Grade Near-Surface Intercepts: Drill highlights featuring broad mineralized zones alongside high-grade intervals, including 53.1 g/t Au over 1.2 metres within the Contact Zone.
    • Footprint and Scale Potential: The physical footprint and geologic structure of these new discovery zones situated within the Clear Creek Intrusive Complex.
    • Resource Growth Strategy: How these newly drilled zones compare to the core multi-million-ounce deposit areas and what they mean for the upcoming mineral resource update.
    • Program Momentum and Upcoming Catalysts: Progress on the remaining drill program, with approximately 27,000 metres across 82 holes still awaiting assay results.

    If you have any follow up questions for the team at Sitka Gold please email me at [email protected].

    Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/

    -------------------------

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18. RK Equity - Lithium & Rare Earth Fundamentals vs. The Threat of a Copper Roll-Over

    06.11.202622 Min.Folge 3763Als Nächstes

    In this Daily Editorial, we are joined by Howard Klein, Founder and Partner at RK Equity, and Matt Fernley, Partner at RK Equity, who also co-host the Rock Stock Channel. They delve into the sharp sell-off …

    Shownotes

    In this Daily Editorial, we are joined by Howard Klein, Founder and Partner at RK Equity, and Matt Fernley, Partner at RK Equity, who also co-host the Rock Stock Channel. They delve into the sharp sell-off across the critical minerals space, comparing near-term cyclical turbulence to long-term secular demand fundamentals.

    • The Market Disconnect: Why spot prices and equity valuations have severed ties with strong underlying physical market realities.
    • Contrasting Commodity Risk Profiles: Where secular upside is emerging in select energy transition metals versus why near-term macroeconomic risks could spark downside in copper.
    • Macro Volatility and Liquidity Competition: How geopolitical events, interest rate shifts, and the AI capital expenditure race are vacuuming capital out of natural resources.
    • Post-Election Washington and Bipartisan Policy: What recent shifts in Congress mean for permitting reform, trade policy, and domestic supply chain security.
    • Timing the Turnaround: The critical indicators investors must monitor to distinguish between a genuine market bottom and a falling knife.

    Click the following links to keep up to speed with Howard and Matt:

    • RK Equity website - https://rkequity.com/

    • Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak

    • Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull

    • Matt Fernley on X @matt_fernley - https://x.com/matt_fernley

    ------------------------

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

19. Nick Hodge – Key NOIC Takeaways, Volatility From Macro Factors, 2027 Outlook On Gold, Silver, Copper, and Uranium

    06.11.202626 Min.Folge 3762Als Nächstes

    Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on macroeconomic factors moving the markets, his key …

    Shownotes

    Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on macroeconomic factors moving the markets, his key takeaways from the New Orleans Investment Conference, and his outlook and portfolio management strategies in select gold, silver, copper, and uranium stocks.

    We start off reviewing the investing themes that had his attention after attending last week’s New Orleans Investment Conference.

    • Nick addresses the encouraging trend of meeting new generalist entrants into the resource sector and seeing outside capital rotating into the sector
    • We review the typical talking points from the conference of US dollar debasement, sovereign debt, Fed policy, bonds and interest rates, along with the impact of US mid-term elections and weakness in the AI trade
    • Investor sentiment and pricing trends have remained bearish, which he sees creating opportunities to accumulate during this tax-loss selling season.
    • He remains more short-term bearish than bullish on many metals due to the background noise from macroeconomics and geopolitics, but reiterates that he is far more bullish for 2027 in gold, silver, and uranium.
    • With regards to his focus on private placements in junior resource companies Nick remains more focused on solid management teams and execution of their key workstreams, versus worrying about every price adjustment in their underlying commodity.

    Next we pivoted to his fundamental and technical outlook in key metals for 2027:

    • He had warned that we could see gold break below $4,000 again and head down to test $3,900, which we just saw play out over the last week.
    • He had warned that we could see silver down below $55 again, in a washout move, before moving back higher again; which we also saw play out over the last couple weeks.
    • Nick outlines that he expects to see the recent Q3 GDP print of 3.4% as the high-water mark for growth, and that inflation is close to peaking when considering year-over-year rates of change. As growth and inflation peak and start rolling over in 2027, he anticipates the Fed will shift from hawkish to dovish, which may bring in the bottom and next upleg in gold, silver, and the precious metals stocks.
    • At the last NOIC at this time last year Nick had picked copper as the contrarian play for 2026, and it has had an undeniably great year. Having said that, Nick remains bullish on copper longer-term, but expects more potential short-term weakness tied to macro factors like a potential popping of the AI bubbl, and expects it to be stuck in sideways range trading in the $6s for the medium-term.

    • Nick is most constructive on uranium equities heading into 2027, as there is a “head-scratching” disconnect between the solid fundamentals for traditional nuclear power and where the uranium stocks are trading. Power utilities have started signing term contract at ~$100, and the spot price has been advancing to the high $80s - $90, and yet the uranium stocks have been essentially chopped in half during the course of this year.

    Click here to follow Nick’s analysis and full suite of offerings at Digest Publishing

    For more market commentary & interview summaries, subscribe to our Substack reports:

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    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

20. Joel Elconin - When Rotation Turns to Evaporation: The Big Tech Selloff and S&P Retracement Targets

    05.11.202615 Min.Folge 3761Als Nächstes

    In this Daily Editorial, Cory and Shad chat with market veteran Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Following a sharp post-election reversal that sent major …

    Shownotes

    In this Daily Editorial, Cory and Shad chat with market veteran Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network. Following a sharp post-election reversal that sent major indices tumbling, Joel breaks down whether the long-standing "buy the dip" strategy is officially broken and if investors must prepare for a deeper, multi-month retracement.

    Key Discussion Points:

    • The Brutal Market Reversal: An analysis of what triggered the sharp single-day selloff across major indices right after election day.
    • The AI and Infrastructure Unwind: A look into why leaders of the multi-year AI trade and key infrastructure plays are facing severe selling pressure.
    • Unsustainable Margins and Local Pushback: Exploring margin compression across semiconductor giants and how local ballot measures on data center buildouts are altering the tech landscape.
    • Rotation vs. Evaporation: Why defensive sectors and safe havens failed to hold gains as broad selling took over the entire tape.
    • Fed Policy and Rate Realities: Assessing the likelihood of upcoming interest rate moves and whether rate cuts remain off the table.
    • Earnings Season Strategy Shift: Why the playbook is shifting from buying pullbacks to selling rips into corporate reports.
    • Critical Technical Support Levels: Fibonacci retracement targets on the S&P 500 and what price action must do before a genuine bottom can be called.

    Click here to visit Joel’s PreMarket Prep website - https://www.premarketprep.com/

    Click here to visit the Stock Trader Network - https://www.stocktradernetwork.com/

    ---------------------------

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

21. Mercado Minerals - Expanding Silver Discoveries at Copalito and Drilling Underway at Zamora

    05.11.202612 Min.Folge 3760Als Nächstes

    In this Company Update, we sit down with Dan Rodriguez, Co-Founder and CEO of Mercado Minerals Ltd. (CSE: MERC | OTCQB: MRMNF), to review exploration progress across the company's silver and gold portfolio in …

    Shownotes

    In this Company Update, we sit down with Dan Rodriguez, Co-Founder and CEO of Mercado Minerals Ltd. (CSE: MERC | OTCQB: MRMNF), to review exploration progress across the company's silver and gold portfolio in Mexico. Dan details the completed Phase 1 drill campaign at the flagship Copalito Project, outlines plans for a Phase 2 program, and highlights the newly mobilized maiden drill program at the high-grade Zamora Project.

    Key discussion points include:

    • Copalito Phase 1 Drill Recap: A look into how the 3,000-meter inaugural program expanded cumulative vein strike from 8 km to 11 km, delivered multiple high-grade intercepts, and confirmed wide-vein minable continuity.
    • Phase 2 Expansion Priorities: An overview of high-conviction targets slated for upcoming drilling, including strike and depth step-outs along El Pilar and El Agua, as well as the newly discovered Renata vein.
    • Maiden Drilling Underway at Zamora: Key drivers behind the 1,500-meter campaign targeting shallow, high-grade silver and gold veins with historic underground sampling grading into multi-kilo silver.
    • District Comparables and Infrastructure: How regional peers such as Torex Gold's Los Reyes and Americas Gold and Silver's Cosalá validate the geologic potential and infrastructure advantages of the area.
    • Treasury and News Flow Outlook: The company’s current working capital position and anticipated catalysts as assay results begin returning from the field.

    If you have any follow up questions for Dan please email me at [email protected].

    Click here to visit the Mercado Minerals website to learn more about the company.

    -----------------

    For more market commentary & interview summaries, subscribe to our Substacks:

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

22. Brien Lundin - Macro Drivers for Metals: Tech Sell-Offs, Impending Rate Cuts, and Exploration Catalysts

    05.11.202615 Min.Folge 3759Als Nächstes

    In this Daily Editorial, hosts Cory and Shad sit down with Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the crosscurrents impacting the precious metals …

    Shownotes

    In this Daily Editorial, hosts Cory and Shad sit down with Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the crosscurrents impacting the precious metals sector. Following a week of heavy post-election volatility and discussions from the conference floor, Brien breaks down where macro capital is headed and what it means for resource investors.

    • New Orleans Conference Macro Takeaways: Why sovereign debt, persistent deficits, and inevitable fiat currency depreciation dominated the stage as primary drivers for the long-term precious metals bull market.
    • The Looming Fed Monetary Shift: Why current debt levels make prolonged rate hikes unsustainable, paving the way for central bank policy to turn neutral or loose far sooner than broad markets anticipate.
    • The Tech Bubble Deflation and Sector Rotation: How weakness across broad equities and AI-driven growth could spark an overdue rotation of global liquidity into unloved, deeply discounted natural resources.
    • Tax-Loss Season as an Entry Strategy: Navigating seasonal year-end tax-loss selling pressure across junior equities to uncover asymmetric value before the next seasonal rally takes hold.
    • Exploration Catalysts Defying Downward Trends: The specific high-grade drill programs, district-scale land expansions, and surface discoveries that continue to create real shareholder value despite broader equity turbulence.
    • Commodity Divergence and the Copper Outlook: Why industrial demand creates short-term headwinds for silver while setting copper up as a long-term core commodity holding.

    Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

    -----------------------

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    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

23. District Metals - Expanding the Viken Footprint, Target A Drill Visuals, and Regional Catalysts

    05.11.202614 Min.Folge 3758Als Nächstes

    In this Company Update, I sit down with Garrett Ainsworth, President and CEO of District Metals Corp. (TSX-V: DMX | OTCQB: DMXCF | Nasdaq First North: DMXSE SDB). Garrett Ainsworth provides a comprehensive …

    Shownotes

    In this Company Update, I sit down with Garrett Ainsworth, President and CEO of District Metals Corp. (TSX-V: DMX | OTCQB: DMXCF | Nasdaq First North: DMXSE SDB). Garrett Ainsworth provides a comprehensive exploration update covering ongoing drill activities and recent geochemical sampling across the company's Swedish mineral portfolio:

    • Substantial widths at Target A: Initial vertical drilling has intercepted thick intervals of mineralized alum shale extending up to 198 meters near surface.
    • True width and structural significance: Visual drill results demonstrate how current intercepts align with the broader Viken resource model and past economic assessments.
    • Radiometric readings and graphite potential: Scintillometer data shows elevated radioactivity levels, highlighting conductivity trends and indicating stronger potential targets nearby.
    • Environmental benefits of local geology: Overlying limestone units present a unique operational advantage for potential future backfill, tailings neutralization, and reclamation.
    • Upcoming assay timelines and multi-element focus: Anticipated assay results will evaluate comprehensive mineral values beyond uranium, including vanadium, nickel, zinc, molybdenum, and potash.
    • Advancing non-alum shale properties: Recent surface sampling at Nianfors and Sågtjärn has defined walk-up drill targets and generated partner interest.
    • Exploration pipeline and treasury strength: Low operational costs in central Sweden support steady winter exploration, backed by a robust working treasury.

    If you have any follow up questions for Garrett please email me at [email protected].

    Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/

    -----------------------

    For more market commentary & interview summaries, subscribe to our Substacks:

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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

24. Dryden Gold – Exploration Update From The Elora-Jubilee and Mud Lake Drilling At Gold Rock, Ongoing Ground Truthing at Sherridon and Hyndman

    05.11.202620 Min.Folge 3757Als Nächstes

    [Recorded Oct 29th, 2026 at NOIC] - Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins us for a comprehensive exploration update at numerous areas of focus across their Dryden Gold …

    Shownotes

    [Recorded Oct 29th, 2026 at NOIC] - Maura Kolb, President of Dryden Gold Corp (TSX.V: DRY) (OTCQX: DRYGF), joins us for a comprehensive exploration update at numerous areas of focus across their Dryden Gold District, in Northwestern Ontario, Canada. We touch upon some of the recent news releases returning more high-grade and disseminated gold drill results at the Elora-Jubilee and Big Master areas along new parallel trends, the upcoming drill assay results coming back from Mud Lake, and various teams working on more ground truthing and surface exploration on the Hyndman and Sherridon regional targets.

    To date, the Company has completed 70% of their planned 45,000-meter drill program, that is continuing to build upon both the high-grade and bulk tonnage results from last year’s drill program. The results coming back continue to confirm the thesis around the 3 geological deformation faults and folds at the Elora-Jubilee and Big Master trends at the Gold Rock Camp. There are now up to 15 parallel structures that have been delineated along this trend, and more recent results showing the geological model getting more refined.

    We expanded the conversation along the multi-kilometer Gold Rock mineralized trend, where the team is continuing to review the potential for similar look-alike types of deposits to exist, in a “string-of-pearls” thesis.

    • On September 17, the Company announced the discovery of visible gold in the first drill program targeting Mud Lake North, which is approximately three kilometers north of Gold Rock. The first two drill holes intersected broad zones of alteration accompanied by significant sulphide mineralization, while the third drill hole intersected similar alteration and sulphide mineralization along with visible gold.
    • Drilling continued at Mud Lake over the last couple months testing down-plunge and along strike. Assays are pending for these holes, which when reported aim to demonstrate that Mud Lake North is another potential deposit, along a 12km trend of periodicity along the Gold Rock Camp trend.
    • The exploration team is also conducting surface sampling and mapping at the Doubloon target, in the opposite direction along this mineralized trend, and on the other side of Elora-Jubilee deposit.

    Maura reiterated the importance of the large soil sampling, channel sampling, and mapping programs at Hyndman, Sherridon, and across their district-scale land package. She outlined how those data sets, when used in concert with geophysical surveys, will inform follow up drill targeting for next year.

    Click here to follow the latest news from Dryden Gold

    If you have any questions for Maura, Trey, or the team at Dryden Gold, then please email them into me at [email protected].

    • In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording, and may choose to buy or sell shares at any time.

    For more market commentary & interview summaries, subscribe to our Substack reports:

    The KE Report: https://kereport.substack.com/

    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

25. Amex Gold Mining – Development Update Moving Towards Bulk Sample Mining and Production For 2027, and Phase 1 Commercial Production in 2028

    05.11.202617 Min.Folge 3756Als Nächstes

    [Recorded 10-30-2026] - Victor Cantore, President and CEO of AMEX Gold Mining Inc. (TSXV: AMX) (OTCQX: AMXEF) (FSE: MX0), joined me live at the New Orleans Investment Conference for a big picture update on …

    Shownotes

    [Recorded 10-30-2026] - Victor Cantore, President and CEO of AMEX Gold Mining Inc. (TSXV: AMX) (OTCQX: AMXEF) (FSE: MX0), joined me live at the New Orleans Investment Conference for a big picture update on their transition to development and near-term production at their flagship 100%-owned Perron Gold Project, located in Quebec, Canada. The Company is moving into a trial mining 40,000-tonne bulk sample program, that will then directly transition over into Phase 1 mining over the next 2 years. In parallel, their exploration team will be maintaining their ongoing 100,000 meter 6-drill rig program, so there is still the dual-focus on exploration; along with development towards near-term production.

    On September 21, the Company provided an update on activities at its Perron Gold Project, highlighting the successful completion of portal construction and the commencement of underground development.

    Recent and ongoing surface infrastructure activities at Perron include:

    • The decline has now advanced more than 75 metres underground as part of Amex's permitted 40,000-tonne bulk sample program. (Victor mentioned as of the NOIC conference that the decline is now over 200 meters in length)
    • Construction of the mechanical shop has commenced, providing permanent infrastructure to support underground equipment and site activities;
    • Clearing of the right-of-way for the 25 kV power line has been completed, with pole installation underway.
    • Continued underground development toward the high-grade Champagne Zone;
    • Continued operation and optimization of the site's water treatment infrastructure;
    • Ongoing development of surface infrastructure, laydown areas and services required to support underground activities; and
    • Continued planning and engineering for additional infrastructure required at Perron.

    Victor outlined how this 40,000-tonne bulk sample program at Perron will provide important technical information on underground mining conditions, grade continuity and recovery, and metallurgical performance, measured against the metrics outlined in the positive Feasibility Study for the 5 years of commercial Phase 1 production. The bulk sample will have an initial capital outlay of around ~C$60Million, after including the additional step of connecting the site to the hydroelectric power line. After processing ~40,000 tonnes via toll-milling at a nearby plant; and producing around 23,000-28,000 ounces of gold, this will generate revenues more than double that capex, which combined with the C$80M raised in June will go on to fund Phase 1 mining.

    We discussed how the market does not seem to fully appreciate or value that the Company will be mining and producing metals and revenues by the end of 2027. Additionally, Victor points out that the portal and decline/ramp development utilized in this upcoming bulk sample is the exact same plan envisioned in their economic study, and will shave all that capital, development work, and time off the front-end of Phase 1 development, providing a faster organic natural transition in Phase 1 commercial mining in 2028 simply by extending that ramp further into the mine.

    In addition to all the development slated for this year, the company is pressing forward with the ongoing 100,000 meter drill campaign, continuing to delineate and expand resources at the main Perron Project; while also beginning to explore on their expanded land package across the provincial border into Ontario. The company has substantially increased their land holdings through a combination of staking claims and the 2 recent acquisitions of the Perron West and the Abbotsford/Hepburn properties.

    On October 29th, the Company announced:
    
    

    • 114.07 g/t Au over 1.00 m including 227.46 g/t Au (and 17.90 g/t Ag) over 0.50 m at a vertical depth of ~187 m in hole PE-26-959 of the Denise Zone
    • 29.86 g/t Au over 2.50 m including 126.24 g/t Au (and 20.80 g/t Ag) over 0.50 m at a vertical depth of ~220 m in hole PE-26-957 of the Denise Zone

    Click here to follow the latest news from Amex Exploration

    If you have any questions for Victor regarding Amex Exploration, then please email them into me at [email protected].

    • In full disclosure, Shad is a shareholder of Amex Exploration at the time of this recording, and may choose to buy or sell shares at any time.

    For more market commentary & interview summaries, subscribe to our Substack reports:

    The KE Report: https://kereport.substack.com/

    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

26. Novo Resources - Key Project Updates Across Tibooburra, Egina, Belltopper, & Corporate Valuation Vs Balance Sheet

    04.11.202615 Min.Folge 3755Als Nächstes

    In this Company Update, Cory is joined by Mike Spreadborough, Executive Co-Chairman at Novo Resources Corp. (TSX: NVO | ASX: NVO | OTCQX: NSRPF) to break down the latest corporate and operational developments …

    Shownotes

    In this Company Update, Cory is joined by Mike Spreadborough, Executive Co-Chairman at Novo Resources Corp. (TSX: NVO | ASX: NVO | OTCQX: NSRPF) to break down the latest corporate and operational developments across the company’s extensive Australian exploration portfolio. Backed by a strong cash position and significant strategic investments, Novo continues to push ahead with key exploration programs while navigating broader junior market dynamics.

    • Tibooburra Gold Project Drilling: Initial reverse circulation drilling is officially underway at the Clone prospect as Novo secures its formal joint venture position along an extensive mineralized trend.
    • Egina Review: A comprehensive review of extensive historical drilling data is setting the stage for target definition and field work ahead of planned exploration.
    • Permitting and Preparation at Techman: Regulatory and heritage access progress points to an upcoming first-quarter drill campaign focused on high-grade rock systems.
    • Partnering Strategy for the Belltopper Gold Asset: Novo outlines plans to de-risk and advance its high-grade reef targets in Victoria by seeking a strategic partner to accelerate project growth.
    • Surface Work and Multi-Element Targets at Wyloo: Assays are pending following completed soil sampling designed to outline fresh drilling targets across a prospective hydrothermal mineralized system.
    • Cash, San Cristobal Valuation, and Market Disconnect: Management addresses the valuation gap between the company’s market capitalization and its robust cash and liquid investment holdings.

    Click here to listen to the last interview for an indepth discussion on the Tibooburra drill program.

    Please email me with any follow up questions for Mike and the team at Novo Resources. My email address is [email protected].

    Click here to visit the Novo Resources website to learn more about all the projects and exploration programs - https://novoresources.com/

    ----------------------

    For more market commentary & interview summaries, subscribe to our Substacks:

    • The KE Report: https://kereport.substack.com/
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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

27. Pinnacle Silver & Gold - Underground & Surface Drilling, Advancing Toward a Near-Term Production Decision

    04.11.202621 Min.Folge 3754Als Nächstes

    In this Company Update recorded live from the New Orleans Investment Conference, Cory and Shad sit down with Bob Archer, President and CEO of Pinnacle Silver and Gold Corp. (TSX-V: PINN | OTCQB: PSGCF | …

    Shownotes

    In this Company Update recorded live from the New Orleans Investment Conference, Cory and Shad sit down with Bob Archer, President and CEO of Pinnacle Silver and Gold Corp. (TSX-V: PINN | OTCQB: PSGCF | Frankfurt: P9J). Bob outlines the company’s dual-track approach to near-term production and regional exploration across their portfolio in Mexico:

    • Underground Drilling Progress: How delineation drilling across historic mines is wrapping up and when investors can expect the remaining assay results.
    • Surface Drilling Expansion: The objectives behind the planned 5,500-meter surface drill campaign to test strike extensions and parallel vein targets.
    • Path to a Production Decision: Why management is targeting Q1 of next year to establish a mine plan and internal mineral inventory without the overhead of external 43-101 reports.
    • Metal Recoveries and Grade Dynamics: The split between gold and silver mineralization and what metallurgical test work reveals about potential recovery rates.
    • New Polymetallic Discoveries: The implications of recent LiDAR work uncovering older, high-grade vein systems and the strategic processing options available.
    • Permitting Roadmap: How baseline work completed for initial surface drilling is accelerating subsequent environmental and mine permits.

    Please email me with any follow up questions you have for Bob - [email protected].

    Click here to visit the Pinnacle Silver and Gold website to learn more about the company and read over the recent news

    -----------------------

    For more market commentary & interview summaries, subscribe to our Substacks:

    • The KE Report: https://kereport.substack.com/
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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

    
    
    

28. Sean Brodrick – Portfolio Strategies To Navigate The Volatility In Gold, Silver, Oil, Uranium, Critical Minerals, And Related Resource Stocks

    04.11.202615 Min.Folge 3753Als Nächstes

    [Recorded on 10-30-2026] - Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joined me live at the New Orleans Investment …

    Shownotes

    [Recorded on 10-30-2026] - Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joined me live at the New Orleans Investment Conference at the end of last week to share his main investing takeaways.

    
    We got into a fast-paced and wide-ranging discussion on the macroeconomic factors and political headwinds behind the increasing volatility and potential opportunities in gold, silver, oil, uranium, and critical minerals stocks.

    Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends

    .

    Click here to learn more about Resource Trader

    For more market commentary & interview summaries, subscribe to our Substack reports:

    The KE Report: https://kereport.substack.com/

    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

29. Kingsmen Resources - New Leona Zone Discovery on Soledad II Structure Intercepts 566 g/t AgEq (348 g/t Silver & 0.42 g/t Gold) Over 2.52 Meters

    04.11.20269 Min.Folge 3752Als Nächstes

    [Recorded on October 30th at NOIC] - Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joined me live at the New Orleans Investment Conference for another …

    Shownotes

    [Recorded on October 30th at NOIC] - Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joined me live at the New Orleans Investment Conference for another exploration update. On October 27th the Company reported the discovery of new, significant, shallow silver mineralization in the Leona zone, Soledad II structure, based on three additional diamond drill holes (LC-26-027, LC-26-028 and LC-26-029), at the Company’s Las Coloradas silver project in the Parral mining district of the Central Mexican Silver Belt, Chihuahua Mexico.

    Highlights:

    • LC-26-028 returned 566 g/t AgEq (348 g/t silver & 0.42 g/t gold) over 2.52 meters (59.30 – 61.82m); including 899 g/t AgEq (532 g/t silver & 0.67 g/t gold) over 1.25 meters (60.57-61.82m)
    • LC-26-029 returned 303 g/t Ag Eq (191 g/t silver & 0.30 g/t gold) over 6.50 meters (59.50-66.00m), including 787 g/t Ag Eq (466 g/t silver & 0.62 g/t gold) over 1.35 meters.
    • High-grade, shallow silver mineralization intersected over 100 meters.
    • The 1.6-kilometer-long (approx. 1 mile) Soledad II vein/structure has only been drill-tested over 100 meters with positive results.
    • Soledad II vein/structure dips west. In contrast, Soledad vein/structure dips east.

    Scott reiterated that this discovery of new, significant, shallow silver mineralization in the Leona zone of the Soledad II vein/structure is of great importance as it demonstrates the discovery potential of this 1.6 km (approx 1 mile) long, untested system. Kingsmen has identified numerous other targets along Soledad II system that are similar to the Leona zone and have never been drill tested. By comparison, all have potential to host significant shallow zones of silver mineralization.

    We also reviewed that there are still multiple drillholes pending along the Soledad I structure from the Aguilar Target, and additionally some holes drilled into the Saddle Target, further beyond the Soledad II structure that will have assays coming back from lab in the near future.

    If you have any questions for Scott regarding Kingsmen Resources, then please email those in at [email protected].
    
    
    

    Click here to follow the latest news from Kingsmen Resources

    For more market commentary & interview summaries, subscribe to our Substack reports:

    The KE Report: https://kereport.substack.com/

    Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

    Investment disclaimer:

    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

30. Dave Erfle - Technical Breakdowns vs. Fundamental Strength in Mining Equities

    04.11.202621 Min.Folge 3751Als Nächstes

    In today's Daily Editorial, hosts Cory and Shad welcome back Dave Erfle, Founder and Editor of the Junior Miner Junky, to break down the sharp sell-off across the precious metals complex and equities following …

    Shownotes

    In today's Daily Editorial, hosts Cory and Shad welcome back Dave Erfle, Founder and Editor of the Junior Miner Junky, to break down the sharp sell-off across the precious metals complex and equities following significant monthly closing levels.

    • Historical Corrections vs. Parabolic Spikes: A comparative look at the recent pullbacks in gold and silver against prior multi-year bull cycles, evaluating whether current sentiment mirrors past mid-cycle bottoms.
    • Macro Headwinds and AI Market Liquidation: How broader tech-sector margin pressures, election dynamics, and macro rate-hike expectations are spilling over into resource equities.
    • Mining Equity Resilience vs. Underlying Metals: An examination of why senior and junior equities are exhibiting divergence relative to the metal price drops, supported by corporate cash flows and cleaner balance sheets.
    • Contrarian Accumulation Strategies: Insights into setting limit order stink bids during capitulation volume rather than waiting for fully confirmed technical reversals.
    • Catalysts, Newsflow, and Jurisdictional Tailwinds: The impact of tax-loss selling, capital raises, and shifting regulatory frameworks across mining-friendly jurisdictions.

    Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/

    --------------

    For more market commentary & interview summaries, subscribe to our Substacks:

    • The KE Report: https://kereport.substack.com/
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    Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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