The KE Report

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, discusses the implications of U.S. military actions in Venezuela, presenting a bullish long-term oil outlook despite current low prices. He highlights potential commodities catching up due to tightening supplies. Brien Lundin, editor of the Gold Newsletter, shares insights on the unique surge of silver driven by industrial demand and investment competition. He also discusses bullish trends in gold, copper, and uranium, emphasizing the ongoing resource bull market amidst geopolitical tensions.

Tara Christie, President and CEO of Banyan Gold, shares insights on the latest drilling results from the AurMac Project in Yukon. She explains how eight new drill holes validate their geological model and reveal high-grade continuity. Tara highlights a significant 300 m step-out with promising mineralization and discusses strategic trade-offs between infill and gap drilling. She also touches on an extensive drilling program with many results pending, including targeted high-grade silver efforts, indicating exciting future prospects for resource expansion.

Sean Brodrick, Editor of Wealth Megatrends and Supercycle Investor, dives into 2026 investment strategies across various commodities. He discusses why silver miners lag behind rising metal prices, despite strong earnings ahead. The conversation also explores the bullish market trends in copper, uranium, and the significance of defense spending on advanced technologies like drones and AI. Brodrick emphasizes the increasing demand for critical minerals in defense tech and highlights exciting investment opportunities in next-gen defense sectors.

Joel Elconin, co-host of the PreMarket Prep show and founder of the Stock Trader Network, shares insights on the future of US equity markets. He discusses the shift away from mega-cap stocks toward small caps and biotech, and the impact of upcoming macroeconomic data on market trends. Joel anticipates a dovish Fed policy in mid-2026, which could benefit small caps and financials. He highlights technical levels for the S&P 500 and Nasdaq, and explores the volatility in defense stocks due to changing government policies.

Nick Hodge, co-owner of Digest Publishing and editor in the resource investment sector, dives deep into the ongoing commodities supercycle. He highlights record highs across precious metals and discusses the macro factors steering the market, including export controls and Fed policies. Hodge emphasizes a bullish outlook for gold and silver, advising a ‘buy the dip’ strategy. He explores the physical vs paper market discrepancies, uranium's rising demand, and the importance of copper in electrification, making strong cases for overlooked commodities like uranium and lithium.

Victor Cantore, President and CEO of Amex Exploration Inc., dives into the exciting developments at the Perron Gold Project in Quebec. He shares insights about their impressive resource estimate of 2.3 million ounces and the standout results from the Champagne Zone. The metallurgical studies show over 95% gold recovery rates, simplifying the processing method. Victor also highlights recent acquisitions in Ontario, expanding their territory significantly, and outlines their strategic plans for a bulk sample and upcoming funding scenarios.

Mike Berkey, Director and VP of Corporate Development at Sitka Gold, reveals exciting developments at the RC Gold Project in Yukon. He discusses recent drilling results that expand the Rhosgobel mineralized zone to 975 meters and demonstrates depth potential with gold found up to 400 meters down. The conversation highlights an upcoming 60,000-meter drill program planned for 2026 and explores the intriguing opportunity for tungsten as a byproduct. With significant growth ahead, Sitka Gold is poised for a promising exploration year.

Dave Erfle, founder and editor of Junior Miner Junkie, discusses the current surge in precious metals, attributing it to a confluence of macroeconomic and geopolitical factors. He highlights silver's breakout from a 45-year consolidation pattern and the implications of China’s export controls on silver. With ongoing central bank actions and increasing demand, Erfle outlines the potential for further upside in the market. He also delves into the reasons some mining stocks lag behind metal prices and describes strategic stock analysis for investors.

Glenn Jessome, President & CEO of Silver Tiger Metals, shares exciting advancements in the El Tigre silver-gold project in Mexico. With all necessary permits secured, he discusses the ongoing construction and engineering preparations for a robust 18-month plan. Glenn highlights an imminent underground Preliminary Economic Assessment (PEA), emphasizing high-grade silver-gold potential. He also outlines upcoming regional drill programs and Silver Tiger's capital strategy moving into 2026, showcasing the company's commitment to growth and development.

Craig Hemke, founder and editor of TF Metals Report, dives into the booming commodities market, highlighting record highs in gold, silver, and copper as 2026 kicks off. Despite soaring metal prices, mining stocks have lagged, raising questions about profitability. He emphasizes the importance of long-term trends over short-term fluctuations, while discussing macroeconomic factors that might impact prices this year. With expectations of a dovish Fed and ongoing central bank demand, Hemke paints a bullish picture for precious metals moving forward.