Dan Steffens

Craig Hemke, founder of TF Metals Report, dives into the structural drivers behind record-high gold and silver prices and argues that mining shares are undervalued. He discusses macro signals that could influence the metals market into 2026. Meanwhile, Dan Steffens, president of the Energy Perspectives Group, shares his outlook on oil and natural gas, predicting that LNG demand will tighten while highlighting undervalued stocks. He also emphasizes the importance of balancing dividends, buybacks, and growth in energy portfolios.