Welcome to the KE Report Weekend Show!
On this weekend’s show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward.
If you enjoy the show, be sure to subscribe to our 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!
Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.
- Segment 1 & 2 – Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity.
- Segment 3 & 4 – Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment.