Welcome to The KE Report Weekend Show!
This weekend show is a balance between investing in markets and metals stocks. We get insights from a Fund Manager sharing where his models are telling him the best opportunities are, and a well known newsletter writer highlighting the metals stocks that are outperforming and recapping the major miner earnings.
If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review as well.
- Segment 1 & 2 – Dana Lyons, Fund Manager and Editor of The Lyons Share Pro to discuss current market trends and his outlook for the rest of the year. Dana provides insights on the bifurcated market performance, noting that large-cap growth stocks continue to lead. He shares his outlook for the rest of the year, emphasizing the importance of following quantitative models for decision-making. The conversation also touches on interest rate-sensitive sectors, dividend opportunities, and the potential for a global market catch-up. Dana highlights the relative strength of sectors like technology, financials, aerospace, and global markets hedged against currency risks. Additionally, the discussion covers the performance of gold stocks and the potential for silver and copper miners to catch up.
- Segment 3 & 4 – Joe Mazumdar, Editor of Exploration Insights joins us to for a comprehensive overview of copper investments, major earnings reports in the gold sector, and the challenges and opportunities for investing in West African gold producers. Joe shares his observations from a recent trip to Africa, exploring the investability of West African gold jurisdictions, the impact of security risks, and the importance of infrastructure for mining projects. We also dive into the copper exploration landscape in Namibia and Zambia and evaluate the involvement of Western and Chinese companies in the region. Additionally, Joe analyzes the latest earnings reports from major gold companies, discussing the factors influencing market reactions and the future prospects for gold producers.