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Posts Tagged: recession
Craig Hemke joins me for a bigger-picture discussion on the role of gold in one’s diversified portfolio as counter-measure to economic and geopolitical tensions, and the ongoing devaluation of...
Mon 14 Oct, 2024
26 comments
Dave Kranzler joins me for a wide-ranging discussion on the truth and fiction in government macroeconomic numbers, what US stocks he is shorting, and what gold and silver stocks he is bullish on in...
Thu 10 Oct, 2024
5 comments
Sean Brodrick outlines opportunities that he is seeing in the more defensive sectors of insurance, cybersecurity, REITs, regional banks, and utilities, as geopolitical uncertainty increases, and as...
Fri 13 Sep, 2024
12 comments
Nick Hodge outlines the multiple macroeconomic factors behind the recent market volatility in US equities and commodities. He points to rate-sensitive sectors like gold, utilities, and real estate as...
Thu 8 Aug, 2024
1 comment
Jordan Roy-Byrne, CMT, MFTA, reviews the charts of gold, silver, GDX, GDXJ, and SILJ, but also discuss es why he is not just relying on technicals alone and encourages investors to consider the...
Wed 7 Aug, 2024
6 comments
Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas...
Tue 6 Aug, 2024
15 comments
Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website joins us for a discussion on recent US...
Sun 28 Jul, 2024
0 comment
John Rubino, Follow John on his Substack, joins us to outline why he thinks a market crash and recession are on the horizon. This...
Mon 13 May, 2024
3 comments
Joel Elconin reviews the continued breakout higher in the US markets. With the S&P 500 index approaching the $5,000 level. Has a new market Supercycle commenced and should investors just stick with...
Thu 8 Feb, 2024
8 comments
More recession

John Rubino – Recession Indicators Abound, What Does It Mean For Commodities?

John Rubino, Editor of John Rubino’s Substack, joins us to outline a number of recession indicators that have his attention and why he thinks a…

Tue 23 Jan, 2024
0 comment

Weekend Show – Jesse Felder and Marc Chandler – So Much Marco Commentary But What Actually Matters For Investors?

  Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking,…

Sat 13 Jan, 2024
26 comments

Weekend Show – The Pivot Party, What It Means For 2024, a Fund Manager’s Insights on Gold and Carbon Stocks

    Welcome to The KE Report Weekend Show! It was a week for the history books all courtesy the Fed and Jerome Powell. The…

Sat 16 Dec, 2023
12 comments

Jesse Felder – Bad (Economic) News Is Good News (For Markets); Earnings Recap, Fed Outlook, Energy, Gold, Copper and Bitcoin Forecasts

Jesse Felder, Founder and Editor of The Felder Report joins me to discuss the state of markets balanced with the generally weaker economic data from…

Wed 22 Nov, 2023
2 comments

Sean Brodrick – Sharing The Best Opportunities In Gold, Lithium, Uranium, Oil and “Re-industrialization” Stocks

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily joins us to share his views on the market rally throughout November….

Tue 21 Nov, 2023
0 comment

Craig Hemke – Weaker Data Driving Markets, Recession Potential In 2024, How Gold and Gold Stock React To It All

Craig Hemke, Editor and Publisher of TF Metals Report joins us to recap the recent generally weaker economic data out of the US and around…

Fri 17 Nov, 2023
6 comments

John Rubino – Commercial Real Estate and WeWork Bankruptcy, US Credit Rating Downgrades, Gold Stocks vs The Gold Price

John Rubino, publisher of his newsletter over at Substack joins us to discuss the issues he sees in commercial real estate and the US debt….

Mon 13 Nov, 2023
40 comments

Nick Hodge – Macro Megatrends That Matter For Gold, Uranium, and Oil Stocks

Nick Hodge reviews the macroeconomic data and trends that matters for gold, uranium, and oil stocks.  

Wed 8 Nov, 2023
3 comments

Weekend Show – Axel Merk and Josef Schachter – Gold and Energy Outlooks Including Stock Commentary

    Welcome to the KE Report Weekend Show. On this Weekend Show we focus on the gold and energy markets with Axel Merk and…

Sat 28 Oct, 2023
10 comments

Jordan Roy-Byrne – Balancing Technical And Intermarket Analysis With Macroeconomic Drivers

Jordan Roy-Byrne, outlines the technical and intermarket levels he is watching on the charts but balances that out with the macroeconomic data driving market expectations. 

Wed 25 Oct, 2023
3 comments

John Rubino – Mixed Financial Data And Geopolitical Pressures Continue Creating Market Volatility

John Rubino reviews the continued volatility in markets caused by mixed macroeconomic data and geopolitical tensions.

Mon 16 Oct, 2023
15 comments

Sean Brodrick – Uranium and Oil Sectors Doing Well, While The Markets Are Finally Listening To The Higher For Longer Rate Narrative

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily joins us to focus on the outperforming uranium and oil sectors as…

Tue 26 Sep, 2023
0 comment

John Rubino – Continued Spotlight On The Energy Commodities Of Oil and Uranium

John Rubino, continue to shine a spotlight on the energy commodities of oil and uranium, in lieu of the current macroeconomic backdrop.

Mon 18 Sep, 2023
16 comments

John Rubino – Riding The Macroeconomic Waves In Energy Commodities Like Oil, Copper, and Uranium

John Rubino, with a wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium. 

Tue 5 Sep, 2023
12 comments

Craig Hemke – Gold’s Longest Losing Streak Since 2018, What Data Could Turn Markets, Where’s The Recession?

Craig Hemke, Editor of the TF Metals Report website joins us to discuss the recent losing streak in gold, what data and events he is…

Thu 17 Aug, 2023
11 comments

Marc Chandler – Are We Nearing The End Of An Economic Business Cycle?

Marc Chandler joins us for a special weekend editorial and review of the macroeconomic data and if it is headed towards the end of a business cycle.

Sun 13 Aug, 2023
17 comments

Craig Hemke – Sifting Through The Macroeconomic Data With A View Towards What Matters

Craig Hemke joins us for a wide-ranging discussion on what matters when sifting through all the macroeconomic data.

Fri 11 Aug, 2023
2 comments

John Rubino – Inflation And Recession Expectations, US Equities, Gold, Oil, Copper, and Uranium

John Rubino with a wide-ranging discussion on inflation, recession, and market implications for general equities, gold, and commodities like oil, copper, and uranium.

Mon 7 Aug, 2023
41 comments

Ed Moya – Investors Starting To Move More Defensive, Oil and Oil Stocks Are The Momentum Play

Ed Moya, Senior Market Analyst at OANDA joins us to share his view on investor sentiment as he thinks money is rotating into safer investments….

Mon 7 Aug, 2023
2 comments

Jesse Felder – If A Recession Hits What Are Commodities Going To Do?

Jesse Felder, Founder and Editor of The Felder Report joins us to discuss the possibility of a recession in the US. With the recent market…

Wed 2 Aug, 2023
10 comments