Welcome to the KE Report Weekend Show!
With commodities continuing to run higher, on this weekend’s show we focus on where the best opportunities are for investors.
If you enjoy the show, be sure to explore our website (kereport.com), 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!
- Segment 1 & 2 - Sean Brodrick, editor of Wealth Megatrends and Resource Trader kicks off the show highlighting the strength in gold producers, with names like Agnico Eagle, Equinox, and Calibre delivering outsized returns and earnings leverage. He also sees opportunity in silver and copper equities catching up to commodity price moves, while remaining cautious on uranium due to geopolitical uncertainty. Sean notes growing interest in traditional energy stocks like Chevron, EQT, and Schlumberger, pointing to potential upside on any pullbacks.
- Click here to learn more about Sean’s Resource Trader newsletter.
- Segment 3 & 4 - Josef Schachter, Founder and Editor of the Schachter Energy Report outlines his outlook for stable-to-rising natural gas prices driven by cold weather, storage deficits, and record LNG exports, while forecasting a potential $10 oil price spike due to geopolitical tensions. He highlights investor preference for shareholder returns over production growth, names top dividend-paying Canadian energy stocks, and discusses emerging M&A deals and transformative transactions like Inplay Oil's acquisition of Obsidian assets.
- Click here to learn more about The Schachter Energy Report
