Welcome to The KE Report Weekend Show!
This weekend’s show is focused on how tariffs, or the potential of tariffs, are impacting the gold, oil and natural gas markets and related equities.
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- Segment 1 & 2 – Jeff Christian, Managing Partner at the CPM Group kicks off the show to discuss the factors driving gold prices near $3,000/ounce, the influx of gold and silver into the U.S. due to potential tariffs, and the overall market trends. Jeff explains the implications of arbitrage and the role of futures contracts. The conversation also touches on how the Trump administration’s policies are impacting the markets and the potential shifts in investment behavior towards precious metals as a safe haven. Additionally, Jeff provides insights into the outlook for Platinum and Palladium markets and investor focus on gold over other metals.
- Segment 3 and 4 – Dan Steffens, President of the Energy Prospectus Group wraps up the show by shifting our focus to the energy sector. We discuss the current landscape of oil and natural gas prices, explore the impacts of tariffs, particularly on Canadian oil production, and uncover investment opportunities in the market. Dan provides insights into the implications of steel tariffs, the tight global oil market, and spotlights promising stocks like Diamondback Energy and Viper Energy.