The KE Report

In this Daily Editorial, we sit down with Dave Erfle, founder and editor of the Junior Miner Junky, to unpack the current divergence in the commodities sector. While copper continues its powerful breakout, the precious metals sector has lulled many investors to sleep despite remarkable corporate health and macro tailwinds. Key Discussion Points: Precious Metals Range-Bound Trading: An overview of...

In this Daily Editorial, we welcome Craig Hemke, founder and editor of the TF Metals Report, to dissect a highly volatile session across the commodities landscape. Amid shifting headlines out of the Middle East and a see-saw reaction in traditional stock indices, Craig breaks down why hard assets are reacting inversely to standard war-narrative headlines and what it means for macro-investors movin...

Shawn Howarth, President and CEO of Excellon Resources (TSXV:EXN) (OTC:EXNRF)(FRA:E4X2), joins us to outline all the development work building towards mill pre-commissioning and trial mining ramp up into production over the next few quarters at their flagship Mallay silver-lead-zinc mine, located in the Cerro de Pasco area of Peru. We then review the value proposition and optionality across their...

John Rubino, {Substack https://rubino.substack.com/ }, joins me for another wide-ranging discussion around the strong financial health of the gold and silver producers and royalty companies parsing the Q1 financial data.  We review all of the revenue and cashflow being generated on their balance sheets, and where all that cash is going as a return of capital to shareholders.  We also touch upon th...

In this episode, I sit down with Simon Dyakowski, President and CEO of GSP Resource Corp (TSXV: GSPR), for an in-depth company introduction focused on the Alwin-Mer Project located in the heart of British Columbia's prolific Highland Valley. Simon shares insights into the company’s tight share structure, recent financing, and the upcoming summer drill program. Key discussion points include: The Al...

In this Company Update, Alicia Milne, President and CEO of Q2 Metals (TSXV: QTWO | OTCQB: QUEXF | FSE: 458) joins me to share insights into the commencement of the 20,000-meter drilling program at the Cisco Lithium Project in Quebec, the strong institutional interest backing the recent C$70million financing, and the highly anticipated winter drill results on the horizon. Key Discussion Points The...

In this The KE Report Weekend Show, we sit down with top market analysts to dissect the charts across multiple asset classes and dive deep into the rapidly evolving critical minerals sector. First, fund manager Dana Lyons shares crucial technical indicators for precious metals, copper, energy equities, and the broader S&P 500. Then, Howard Klein and Matt Fernley of RK Equity join the show to e...

[Recorded on 05-28-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading opportunities in drone and counter-drone stocks on the back of news that broke on Thursday May 28th that the US government may be investing directly into drone technology for defense.  Additionally, we disc...

Mark Brennan, Founder, CEO, and Director of Cerrado Gold Inc (TSX.V: CERT) (OTCQX: CRDOF), joins me to review their Q1 2026 financial and operational metrics at the producing Minera Don Nicolas (MDN) gold mine in Argentina.  We discuss the aggressive 70,000 meter exploration program on tap for MDN into 2026, review the permitting process at the Lagoa Salgada VMS Project in Portugal and the key dev...

Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins us for our monthly longer-format discussion on different macroeconomic factors and market reactions to the war in the Middle East, his key takeaways from 2 different site visits to South Dakota and Wisconsin, and investing strategies in select copper, gold, and critical minerals stocks.   We s...

Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX.V: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins me for an exclusive visual review of the Q1 2026 financial and operational results across their portfolio of 4 producing silver-zinc mines and ore feed sourcing business in Bolivia and Mexico. We also review a few of the key growth initiatives that the company has slat...

In this Daily Editorial, we sit down with Brian Leni, the founder and editor of the Junior Stock Review and host of the Field Notes YouTube channel. Brian breaks down the current shifting dynamics within the resource sector. Here are the key themes discussed in this episode: Shifting Capital in the Metals Sector: How capital is rotating away from precious metals and where those funds are actively...

In this Company Update, I chat with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V: SIG | OTCQB: SITKF | FSE: 1RF), to unpack the first drill result of the year from the massive 60,000-meter program at the RC Gold Project. Mike breaks down the significance of hole 121, the deepest hole ever drilled on the project, which returned high-grade mineralization at d...

James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V: GSVR) (OTCQX: GSVRF), joins us for a comprehensive update on Q1 2026 financials, year-to-date operations trends, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.   Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine...

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the key takeaways from both the Commodities Global Expo Conferences we just attended in Washington D.C. and Fort Lauderdale. He also highlights the value proposition that has his attention from 4 of the gold and silver developers which he met with at the conferences, that have put out compelling news in the r...

Fred Davidson, President and CEO of Impact Silver (TSX.V:IPT) (OTCQB: ISVLF), joins us to outline the key takeaways from the Q1 2026 financial and operations, and provides an update on the current production and exploration upside at the Zacualpan Silver-Gold District, as well as the move-forward plan on the Plomosas Zinc-Lead-Silver Mine in Chihuahua, Mexico.   The Company has 4 underground mines...

In this Daily Editorial, we sit down with Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a deep dive into the shifting dynamics across the broader commodities complex. Darrell provides an insider’s look at what is currently driving activity on the trading desk, breaking down the major macroeconomic and geopolitical themes influencing critical resource market...

In this Daily Editorial, I sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website and YouTube channel, to parse through the noise of the current macro headlines and focus strictly on what the charts are telling us. As geopolitical tensions, interest rate speculation, and inflation data continue to flood the news cycle, this conversation digs deep int...

In this Daily Editorial for the KE Report, I sit down with Dave Erfle, founder and editor of the Junior Miner Junky, to break down the latest technical trends and sentiment shifts in the precious metals sector. Key topics discussed in this episode: Gold and GLD Technical Levels: An overview of the critical $4,500 level on gold and the 414 benchmark on GLD, exploring what the recent tight trading r...

In this Daily Editorial, we are joined by Craig Hemke, founder and editor of the TF Metals Report, to parse through the conflicting signals currently driving the precious metals sector. Despite broader market optimism and a rally in mining stocks today, gold and silver prices have remained relatively flat. Craig shares his insights on what is causing this divergence and what investors should expec...

In this Company Update, I sit down with Nick Appleyard, President and CEO of TriStar Gold (TSX.V:TSG | OTCQB:TSGZF), to discuss the company’s recent financing announcement and update on the asset and lawsuit. They discuss the following key topics: Upsizing the LIFE Offering: An overview of the company's recent upsized financing from an initial $7 million to $9 million Canadian, and why now was the...

This week on The KE Report Weekend Show, we sit down with market legends Rick Bensignor and Dan Steffens to unpack a powerful macro shift in global markets. As inflation pressures mount and fiat currencies erode, Rick Bensignor breaks down the technical charts for gold, silver, and critical minerals - revealing the exact levels investors need to watch for the next major commodity breakout. Then, e...

In this Friday Daily Editorial, I sit down with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, to recap this week’s economic data, shifting monetary policy, and global market dynamics. Marc provides a comprehensive look at how the US economy continues to defy expectations and outpace international peers, while exploring what these structural s...

In this early morning Daily Editorial, I am joined by Mike Larson, Editor-in-Chief at MoneyShow, to break down a heavily bifurcated market and locate where the true trading opportunities are hiding. With earnings season delivering strong growth but macroeconomic data remaining highly mixed, Mike shares his boots-on-the-ground perspective from recent investment conferences on where smart money is m...

Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) joins us to review the completion of high-resolution satellite surveys of the Las Coloradas and Almoloya projects located in the Parral District, in Chihuahua, Mexico. We go on to discuss some of the key drill targets and exploration initiatives at these 2 silver and gold projects based on the various data sets...