KE Report
The KE Report
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Episodes
Weekend Show - Dana Lyons & Marc Chandler - Metals Seasonality Vs Technicals, US Dollar Strength Vs Central Bank Diversification 11.07.2026 47:10
This weekend's The KE Report Weekend Show provides a deep dive into the technical layout of the commodities sector and the shifting dynamics of the global currency markets. In two insightful segments, fund manager Dana Lyons shares his rigorous technical perspective on precious and red metals, while currency expert Marc Chandler breaks down recent dollar strength and the structural changes in glob...
Magna Mining – Q2 Operations, Key Strategic Investment Brings in C$140M Expediting The Development of Both The Levack and Crean Hill Mines 10.07.2026 28:19
Jason Jessup, CEO and Director of Magna Mining (TSX: NICU) (OTCQX: MGMNF), joins me for a review of Q2 operations at the McCreedy West Mine and the expedited development pathway for the Levack and Crean Hill mines located in Sudbury, Ontario. We also unpack the C$140 Million Strategic Investment by Alpayana, coming in as a new 19.9% stakeholder. Q2 Operational Highlights: As of June 26, 2026,...
Joel Elconin - Valuations vs Momentum, Political Seasonality vs Economic Data 09.07.2026 12:18
In this Daily Editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network, to dissect a shifting market landscape where classic tech leaders are taking a backseat to broader sector growth and what actually drives markets between valuations, momentum, seasonality, and economic data. Key Discussion Points: The Reality of Market Breadth: Discover...
Sean Brodrick – Investing Outlook on the Gold Sector, Oil Sector, and A.I. Datacenter Buildout 09.07.2026 21:39
[Recorded July 7, 2026] Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to discuss his investing outlook across multiple resource and energy sectors in the current macroeconomic environment. He shares how he is managing his portfolio as it relates to gold, gold stocks, oil, oil stocks, A.I. Stocks, and tho...
BP Silver – Phase 2 Drilling Has Begun At Select Targets – Soil Sampling Assays Pending – MAG Survey To Commence This Month 08.07.2026 13:27
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins me for an exploration update now that the 2,000-meter Phase 2 drill program has begun at the Cosuño Silver Project in Bolivia. This Phase 2 drilling forms part of a broader ~8,000 m diamond drilling campaign anticipated for 2026. The Phase 2 drill program is designed to test the broader scale potential of t...
Dave Erfle - Precious Metals Rebound, Seasonality & Cyclicality, & What News Will Matter For The Stocks? 07.07.2026 21:31
In today’s Daily Editorial, we chat with Dave Erfle, the founder of the Junior Miner Junky, to break down the latest price action in the precious metals sector. With gold and silver emerging from a multi-month pullback, Dave shares his technical outlook, major support thresholds, and the historical cycles keeping long-term investors grounded. This episode features an overview of key market indicat...
Pinnacle Silver & Gold - Appointing Auramet Capital Partners as Financier For El Potrero 07.07.2026 13:43
In this Company Update, I chat with Bob Archer, President and CEO of Pinnacle Silver & Gold (TSXV: PINN | OTCQB: PSGCF | FSE: P9J), to discuss the company's recent announcement regarding a strategic financing partnership for the El Potrero Project. Bob breaks down the newly announced appointment of Auramet Capital Partners as a financier, detailing how this non-dilutive arrangement is designed...
Apptly Health Technologies, Formerly UberDoc - Management Changes, Platform/Network Growth, Major Partnership News 07.07.2026 25:51
In this Company Update, I sit down with Dr. Paula Muto, founder and interim CEO of Apptly Health Technologies (CSE: APPT) (formerly known as UberDoc). Following the company's recent public listing, Dr. Muto explains the strategic restructuring designed to position the platform for rapid operational growth, enhanced physician integration, and recent major growth news. Key discussion points include:...
Craig Hemke – Constructive Outlook On The Precious Metals Complex As Inflation Expectations Equilibrate 07.07.2026 17:28
In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to discuss the moderating of the peak hawkishness in the markets around inflation and Fed policy expectations over the last couple weeks. Softening expectations have provided the conditions for the precious metals to begin to bottom and build a base, while lifting sector sentiment. We dive into the tech...
TG Watkins – Technical Outlook: US Market Rotation In Tech, Biotech, Housing, Cryptos, Gold, Copper, Critical Minerals, and Oil 07.07.2026 20:21
In this Daily Editorial, I chat with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website. The rotation trend continues from mega-cap tech leadership out into a variety of market sectors, and then some sectors that have been under selling pressure, may have found short-term support for tradable rallies. TG provides the technical signals he is watching in tech, b...
Summit Royalties – Acquisition Of Star Royalties Completed, Bringing In A Significant Gold Stream On The Development-Stage Copperstone Project 06.07.2026 13:18
Drew Clark, President and CEO of Summit Royalties Ltd. (TSX.V: SUM) (OTCQX: SUMMF), joins me to outline the transformational acquisition of Star Royalties Ltd. (TSXV: STRR, OTCQX: STRFF), which closed on July 3rd, 2026. The Arrangement materially expands Summit's portfolio with the addition of Star's royalty and streaming interests, including a 4% gold stream on Mining Americas Inc.'s (formerly Mi...
Surge Copper – Breaking Down The Key Metrics and Takeaways From The Berg Project PFS 06.07.2026 33:37
Leif Nilsson, CEO & Director of Surge Copper (TSX.V:SURG – OTCQB:SRGXF), joins me for a comprehensive update covering the updated Mineral Resource Estimate and Pre-Feasibility Study (PFS), at their flagship copper-molybdenum-silver-gold Berg Project in British Columbia. Leif mentioned that the completion of the Berg PFS marks an important milestone for Surge and materially advances one of Ca...
Weekend Show - Mike Larson & Robert Sinn - Q3 Market Outlook, Energy Shifts, and Critical Minerals 04.07.2026 58:27
In this weekend show, we replay the most popular Daily Editorials from the week. We feature Mike Larson and Robert Sinn both analyzing a volatile first half of 2026. The key theme uniting both interviews is the concept of a "market halftime", evaluating the massive rotations out of mega-cap tech, identifying potential bottoms in precious metals and crypto, and capitalizing on the global macro shif...
Marc Chandler – US Jobs Report, Q2 GDP Estimates, FED Policy, North American MCA Trade Agreement, Interest Rates, Currencies, and Supply Shocks 03.07.2026 25:01
In this edition of The KE Report, I sat down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to unpack another full week of macroeconomic data. We focused on the US jobs report, GDP estimates for Q2, the mid-week European central bank meeting where Kevin Warsh spoke, the shift to an annual review of the Mexico/Canada/America (“M...
Joel Elconin – Keep An Eye On The Violent Rotation Trade Under The Surface Of US Equity Markets 03.07.2026 18:08
In this Daily Editorial on The KE Report, I chat with Joel Elconin, Co-Founder of the Pre-Market Prep Show and Founder of the Stock Trader Network, to discuss the “violent rotation trade” underneath the surface of the US equity markets. His big takeaway lately has been that “leaders have turned into laggards, and the laggards have now turned into leaders.” We picked it up where we left off last...
Brien Lundin – Emerging From The PM Market Malaise In Q2, and Looking Ahead To Better Seasonality and Sector News In Q3 02.07.2026 16:42
In this Daily Editorial from The KE Report, I sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to get his outlook on where we are at in the precious metals market, and why he believes the bottoming process is already underway here in the mid-point of the year. We are transitioning from what was a very difficult correction in Q2,...
Newcore Gold - PFS Rundown & High-Grade Drill Results 02.07.2026 29:35
In this KE Report Company Update, I sit down with Luke Alexander, President and CEO of Newcore Gold (TSXV: NCAU / OTCQX: NCAUF), to break down the company’s crucial recent milestones at their flagship gold project in Ghana. Luke provides an overview of the key numbers in the newly released Pre-Feasibility Study (PFS). The conversation also highlights recent high-grade drill results expanding on th...
Robert Sinn –Technical and Fundamental Setup In Gold, Silver, and Precious Metals Stocks Heading Into Q3 02.07.2026 30:44
Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me for another wide-ranging discussion on his technical outlook, fundamental factors that matter, and portfolio management strategies in this current setup in gold, silver, and precious metals stocks heading into Q3. We start off reviewing the bearish technical action...
Steve Penny – Chart Analysis Video – US Dollar, Silver, Gold, GDX, SILJ, SRUUF, URNM 01.07.2026 31:22
Steve Penny, Founder and Publisher of The SilverChartist Report is back! Steve joins me in a wide-ranging discussion to rapid-fire through a number of monthly and daily charts and key technical analysis takeaways on: The US dollar, Silver, Gold, the VanEck Gold Miners ETF (GDX), the Amplify Junior Silver Miners ETF (SILJ), the Sprott Physical Uranium Trust (SRUUF), and the Sprott Uranium Miners ET...
Erik Wetterling - Value Proposition In Integra Resources, Irving Resources, and K2 Gold 01.07.2026 23:56
The companies we discussed in the interview are: Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 gold junior resource stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term. Integra Resources Corp. (TSXV: ITR; NYSE American: ITRG...
Amex Exploration – CAD$80 Million Capital Raise, Pathway Towards Bulk Sample Mining and Production For 2027, and Phase 1 Commercial Production in 2028 30.06.2026 18:31
Victor Cantore, President and CEO of Amex Exploration Inc. (TSX.V: AMX) (OTCQX: AMXEF) (FSE: MX0), joins me for a big picture update on their transition to development and near-term production at it flagship Perron Gold Project, located in Quebec, Canada. The Company will be changing its name to Amex Gold Mining Inc. in early July to reflect this transition into a developer/producer over the next...
Darrell Fletcher - Mid-Year Commodity Market Correction & H2 Outlook: Oil, Gold, Silver, Copper, Aluminum 30.06.2026 27:34
In this Daily Editorial, I sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, to provide a comprehensive, trading-desk perspective on the recent broad-based correction across the commodity complex. As the markets reach the half-year mark, Darrell breaks down the technical and fundamental forces driving recent sell-offs and what investors should watch h...
Craig Hemke – The Precious Metals Market Has Hit “Peak Hawk” 30.06.2026 20:16
In this Daily Editorial, Craig Hemke, Founder and Publisher of the TF Metals Report, joins me to analyze the peak hawkishness in the precious metals market since last week. We dive into the macroeconomic backdrop as it relates to interest rates and Fed policy and the fallout after Kevin Warsh chaired his first FED meeting 2 weeks ago and addressed the markets focused on price stability. Craig w...
Faraday Copper – Transformational Acquisition Of San Manuel Combines With Copper Creek To Accelerate The Pathway Into Development And Production 30.06.2026 23:13
Graham Richardson, CFO of Faraday Copper (TSX:FDY – OTCQX:CPPKF), joins me to provide a big picture overview of the key exploration and development objectives and shifting workstreams now that Faraday has entered into a non-binding letter of intent for the proposed acquisition of BHP's San Manuel Property, adjacent to their Copper Creek Project in Arizona. This is truly a transformational transa...
Banyan Gold - Expanding High-Grade Mineralization at AurMac & Drilling At Nitra 29.06.2026 17:48
In this Company Update, Tara Christie, President and CEO of Banyan Gold (TSXV: BYN / OTCQB: BYAGF), joins the show to discuss the latest exploration and development milestones across the company's Yukon gold properties. Tara breaks down recent high-grade drill results at AurMac, the commencement of the regional drilling program at Nitra, and how the newly filed technical report sets a strong found...
Similar podcasts
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.