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

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.

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• 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.