Podcasts about gdx

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Best podcasts about gdx

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Latest podcast episodes about gdx

The KE Report
KER QuickTake - Summer Doldrums or Structural Shifts? Deep Dive into Precious Metals, Copper Stability, Oil Pullbacks

The KE Report

Play Episode Listen Later Jun 18, 2026 32:53


In this KER QuickTake, Cory and Shad provide an inside look at the recent dramatic shifts across the commodity landscape. We analyze everything from the short-term summer doldrums to the broader resource cycle, offering perspective on where investors can still find massive opportunities. Key Discussion Points: Precious Metals Technical Damage: A breakdown of how gold, silver, GDX, and SILJ have broken down on short and now medium term charts.  The BPGDM Sentiment Gauge: How the Gold Miners Bullish Percent Index recently flagged an ultra-rare extreme reading, and what it means for short-term traders. A Flood of Free-Trading Paper: Analyzing a massive, multi-billion-dollar wave of newly tradeable stock hitting the junior sector and its downward pressure on current momentum. Copper as the Outperformer: Why copper remains in a textbook bull market and where the opportunities in the equities are. Crude Oil and Energy Volatility: Assessing the structural damage to the oil markets, the reality of depleted strategic reserves, and why energy stocks still hold long-term value. Please let us know your thoughts! Our email addresses are Fleck@kereport.com and Shad@kereport.com   ------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Craig Hemke – Technical and Fundamental Outlook For Gold, Silver, and PM Equities After The Market Bloodbath Last Friday

The KE Report

Play Episode Listen Later Jun 8, 2026 17:20


Craig Hemke, founder and editor of the TF Metals Report, joins me to reflect on the technical outlook and fundamental factors fueling the longer-term precious metals bull market, after the market bloodbath and strong corrective move to end last week in gold, silver, and the precious metals equities. He breaks down what aspects have be pressuring the precious metals complex over the last few months, culminating the extreme selling we saw at the end of last week; and what this all means for shorter-duration traders versus longer-term buy-and-hold macro-investors as we look ahead.   Key Discussion Points:   The Aftermath Of Fridays Chart Damage: Gold, (GDX), (GDXJ), (SIL), and (SILJ) all saw pricing on their charts pierce down through the 200-day moving average support to end last week on June 5th. Silver went down and tagged the 200-day, but then dropped below it today in Monday's trading session on June 8th; before closing back above it again. (GDX) Testing The 200-day SMA In Mid-May Was The Early Warning Signal:  Craig mentioned that Gold and the other precious metals ETFs losing their 200-day moving average support levels over the last few trading sessions shouldn't have been a surprise; because the GDX already dipped below this level a couple of weeks back.  He told his subscribers that this was likely coming for gold and silver next, and that is what we've seen play out. Jobs, Inflation, and Manufacturing Data Could Be Setting Up Rate Hikes: While the markets spent the last year convinced we'd see a series of further rate cuts from the Fed and other central banks, the economic data has turned that narrative on its head and now the Fed funds futures markets are not anticipating any cuts, but rather rate hikes by year end. Central Bank Buying Remains The Prime Mover For Gold: After consistent buying from central banks for the last few years, shifted to a few central banks like Turkey and the UAE central banks to start selling gold to address liquidity challenges and stabilize their currencies, the pricing trends followed.  Craig remains encouraged that China has been picking up the slack buying record amounts of gold over the last few months. Additionally, Turkey may be starting to shift back to buying gold again, and other nations with low or no gold reserves may get onto the bid to purchase more gold. The Great Rotation Out Of Bonds And Into Gold Cuts Both Ways: We discussed that as more individuals and nations sell US treasuries to rotate into gold as a reserve asset, that it helps underpin buying in gold but simultaneously raises interest rates which pressures gold. Craig helps parse out those to forces at work in the markets, and how Fed policy may respond to keep the system afloat.  Gold and Silver Producers Sold Off Hard, Ignoring Strong Fundamentals: Even though its been only a few weeks since most precious metals producers reported record Q1 earnings, and Q2 appears to still be one of their strongest quarters in historic terms, the miners were sold without mercy into the end of last week, and that is after having already corrected hard over the last few months. Navigating Algo Trading and Machine-driven Market Volatility: Craig doesn't believe the extreme selling in gold, silver, or the PM equities, last week or even over the last few months has been resource investors parsing out the fundamentals and throwing in the towel.  Instead he believes that high-frequency trading algos keep triggering the selling patterns based off interest rates and currencies moves, war headlines, and expectations that central banks will tighten monetary policies.   Once the algos start selling, then that selling triggers other machine trading selling, and the waterfall declines show up on the charts. Gold Is A Long-Term Store Of Value Preserving Purchasing Power:   Craig wraps us up sharing why he believes the longer-term fundamentals for gold have not changed and are just as strong today as they were at the end of last year or the early spike this year.  He makes the point that gold is the true measuring stick of how much purchasing power that national fiat currencies are losing over time, and that is unlikely to change over the fullness of time. He still anticipates that gold and silver prices will keep rising over time, as fiat units deteriorate, and thus this will translate into higher valuations in the PM equities for patient investors.   Cl   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

The KE Report
Brien Lundin - Gold Correlations To Markets and Oil Breaking Down, Portfolio Stock Updates

The KE Report

Play Episode Listen Later Jun 4, 2026 18:06


In this Daily Editorial from The KE Report, we sit down with Brien Lundin, Editor of the Gold Newsletter and host of the upcoming New Orleans Investment Conference, to dissect the current state of the precious metals market and broader commodity sectors. While the short-term charts for gold have felt sluggish, Brien highlights several under-the-radar shifts that suggest a market transition is underway. The conversation covers everything from breaking technical correlations to the exciting surge of high-grade discoveries in copper, tungsten, and silver. Key discussion points include: Gold's 200-Day Moving Average: Why the recent bounce off this critical technical line might signify a true bottoming process rather than a temporary pause. Shifting Market Correlations: An analysis of why gold's relationship with the S&P 500 and oil is breaking down. The Surge in Exploration News: Insights into the drill programs delivering results right now, including a look at standout companies making waves in the field. The Rise of Critical Metals: Why copper and tungsten are carving out powerful bullish trends of their own, and how silver fits into the traditional bull market structure.   Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/   Click here to learn more about the New Orleans Investment Conference on October 28-31.    Stocks Mentioned: Delta Resources (TSXV: DLTA), Gladiator Metals (TSXV: GLAD), Onyx Gold (TSXV: ONYX), San Lorenzo Gold (TSXV: SLG), Targa Exploration (CSE: TEX), Banyan Gold (TSXV: BYN), Spartan Metals (CSE: SPAT), GDX, GDXJ   ------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

gold investing investment breaking down stock markets surge brien shad correlations gdx brien lundin new orleans investment conference gold newsletter
Investing Experts
George Noble on bonds, private credit, consumer stocks (& Tesla) falling apart

Investing Experts

Play Episode Listen Later May 17, 2026 56:17


Legendary investor George Noble talks inflation, bond market disarray and the Best Income Ideas Online Summit (0:30) Yields, gold miners, and shorting consumer stocks (5:30) Avoid private credit, private equity (28:00) Tesla, SpaceX mega bearishness (31:10)Show Notes:Blue Owl Capital: Don't Believe The (Negative) HypeAvoid S&P + Bonds, Buy Gold + Energy - George NobleEpisode TranscriptsFor full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The KE Report
Weekend Show - Josef Schacther and KER QuickTake - Oil, Gold, Silver, Copper & Critical Minerals: Key Technical Levels, The Best Stocks, M&A Deals

The KE Report

Play Episode Listen Later May 16, 2026 71:53


This week's Weekend Show features Josef Schachter and a KER Market QuickTake analyzing the significant price action across energy and metals. The conversation focuses on the "NACHO" trade in oil, the historic prices for copper, why certain mid-tier producers are outperforming the majors and a couple major M&A deals in the gold and silver space.     Segment 1 & 2 - Josef Schachter, founder and editor of the Schachter Energy Report, joins us to analyze the volatility of the oil and natural gas markets amid geopolitical tensions. Josef discusses the potential for parabolic price spikes if the Iranian conflict persists, the shifting dynamics of global energy supply and demand, and specific growth opportunities within the Canadian energy service sector.  Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/ Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/    Segment 3 & 4 - We wrap up the show with a KER Market QuickTake. We share insights on the resource sector, noting a muted sentiment at the recent Metals Investor Forum in Vancouver compared to earlier in the year. We discuss key technical levels for gold, silver and GDX, the breakout in copper prices and outperforming copper stocks, while also analyzing the significance of major M&A activity (Equinox Gold bid for Orla Mining and Elemental Royalty buying Vizsla Royalty). 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!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Dave Erfle – Technical Outlook and Investing Insights Around The Recent Pop Higher In The Precious Metals Sector

The KE Report

Play Episode Listen Later May 12, 2026 14:39


[We had some technical challenges with Dave's audio, and cleaned it up as good as possible, but felt the content was so relevant that it was important to get it out to KER listeners]    In this Daily Editorial, we are joined by Dave Erfle, Founder and Editor of Junior Miner Junky, to discuss some fundamental and technical investing insights around the recent pop higher in the precious metals sector.   Gold, silver, and the PM stocks have been moving up the last 2 weeks, and copper has been trading up at all-time highs the last few trading sessions.   Dave reviews the macroeconomic factors moving the larger markets but balances out the longer-range trends with some more near-term technical levels he is watching.  He also provides some fundamental insights into some of the stocks held in the JMJ portfolio, and how he is managing this current environment.    Key discussion points include:   Macro Market Movers and Geopolitics: He discusses the soaring oil and gas prices and global food scarcity due to the war in the Middle East and continued closure of the Strait of Hormuz as factors creating uncertainty in the markets. However, Dave points out that none of the fundamental drivers behind gold's ascent have changed, from sovereign debt to central bank buying, and lack of open interest in the COT. Technical Outlook on Gold and Silver:  The precious metals have been stuck in rangebound trading and a consolidation for the last 7 weeks, and he feels it would be healthy to see things consolidate a bit longer, to build the energy to really move higher.  Dave would like to see gold break out above $4,900 and for silver to break decisively above $90 to get more confident that this consolidation phase has run its course. The Gold Miners Bullish Percentage Index: Dave has pointed out the last few weeks that when the (BPGDM) got down to an 11 reading in late April that this demonstrated how oversold the gold miners were getting, and so a rally higher seemed quite probable.  Now that this has played out, he is looking for more traction and technical confirmation signals in the mining stocks. Key Moving Averages for GDX and GDXJ: The key technical level Dave is watching on the precious metals ETF charts is the 18-week moving average; which has recently acted as overhead resistance.  Pricing in GDX, GDXJ, SIL, SILJ have just recently moved above this level, but his preference would be to see pricing come down to test it the 18-week SMA as support that holds to signal that the next leg higher is on stronger footing. Precious Metals Stocks Breaking Out Of March Consolidation Patterns: Dave points to precious metals stocks that have had strong fundamental newsflow as seeing corresponding outperformance, based on their company catalysts. He flagged the strong performance over the last couple months coming out of the March consolidations in JMJ portfolio stocks like AbraSilver Resource Corp. (TSX: ABRA) (OTCQX: ABBRF), Amex Exploration Inc. (TSXV: AMX) (FSE: MX0) (OTCQX: AMXEF), Maple Gold Mines Ltd. (TSXV: MGM) (OTCQX: MGMLF), Thesis Gold & Silver Inc. (TSXV: TAU) (OTCQX: THSGF). Bull Market Playbook and Portfolio Strategies: Dave outlines his systematic rules-based approach to trimming partial positions in portfolio positions that have moved up multiplefold to redeploy those gains into new positions; flagging the rebalancing approach in Montage Gold Corp. (TSX: MAU, OTCQX: MAUTF) as an example. Direct and Indirect Copper Exposure:  Dave has indirect exposure to copper exploration in some of the aforementioned precious metals companies like AbraSilver Resource and Thesis Gold & Silver, but also pointed out the big win he and his subscribers just realized in direct copper exploration success through Arizona Sonoran Copper Company Inc. (TSX:ASCU | OTCQX:ASCUF); which is currently being acquired by Hudbay Minerals Inc. (TSX: HBM, NYSE: HBM).   He is monitoring a few copper developer names on his watchlist for accretive entry points which he will communicate with his subscribers.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter – https://www.juniorminerjunky.com/     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned, and companies profiled may be sponsors of the KE Report.

SchiffGold Friday Gold Wrap Podcast
Gold at $4600, Dollar Crashing Below 98, Trump's 25% EU Car Tariffs & Bitcoin vs. Saylor

SchiffGold Friday Gold Wrap Podcast

Play Episode Listen Later May 6, 2026 32:44


The dollar erased every war gain, oil's back above $102, yields are at 4.5%, and mining stocks just gave you the buying opportunity of the year. Gold settled the week at $4,612 with silver at $75.33, both drifting lower as investor attention shifted to record-high stock indexes. Mining stocks took the hardest hit with GDX down 6.25% — a buying opportunity Peter Schiff says is being created by the same complacency that preceded every major gold breakout. The dollar index fell to 97.7, erasing every penny gained since the Iran war began — a historically weak bounce for a supposed safe haven currency. Oil climbed back above $102 while 30-year Treasury yields touched 4.5%, recreating the exact conditions that forced Trump to reverse Liberation Day tariffs. Schiff revisits Powell's claim of 40 years of controlled inflation, breaking it down decade by decade to show average CPI of 5.5% in the '80s, 3% in the '90s, and 2.6% in the 2000s — with only the post-crisis 2010s near the 2% target. He also highlights the Bitcoin conference where last year's darling Nakamoto is down 99% between conferences, while this year's pitch of "digital credit" is even worse than subprime.

The Peter Schiff Show Podcast
Dollar Lost Every Penny It Gained From the War — The Crack Is Starting

The Peter Schiff Show Podcast

Play Episode Listen Later May 1, 2026 32:39 Transcription Available


The dollar erased every war gain, oil's back above $102, yields are at 4.5%, and mining stocks just gave you the buying opportunity of the year.Gold settled the week at $4,612 with silver at $75.33, both drifting lower as investor attention shifted to record-high stock indexes. Mining stocks took the hardest hit with GDX down 6.25% — a buying opportunity Peter Schiff says is being created by the same complacency that preceded every major gold breakout.The dollar index fell to 97.7, erasing every penny gained since the Iran war began — a historically weak bounce for a supposed safe haven currency. Oil climbed back above $102 while 30-year Treasury yields touched 4.5%, recreating the exact conditions that forced Trump to reverse Liberation Day tariffs. Schiff revisits Powell's claim of 40 years of controlled inflation, breaking it down decade by decade to show average CPI of 5.5% in the '80s, 3% in the '90s, and 2.6% in the 2000s — with only the post-crisis 2010s near the 2% target. He also highlights the Bitcoin conference where last year's darling Nakamoto is down 99% between conferences, while this year's pitch of "digital credit" is even worse than subprime.Chapters:00:00 Welcome and Subscribe00:25 Gold Silver Weekly Recap01:08 Mining Stocks and Fund Plug02:00 Why Gold Bullish Now03:14 Stocks High Oil Yields Rising06:27 Fed Presser and Powell Exit10:05 Money Supply Inflation Reality17:32 Debt Deficits and Fed Failure19:54 Tariffs Cars and Stagflation22:48 Bitcoin Strategy Ponzi Talk24:30 Dollar Weak Bonds to Gold27:19 Gold Targets and Crypto Risks29:15 Schiff Gold App Call to Buy30:58 Wrap Up and Where to FollowFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffGet more gold & silver now: https://www.schiffgold.com1-888-GOLD-160 (465-3160)Open a T Gold account: https://www.tgold.comOpen a managed account: https://europac.comListen to The Peter Schiff Show: https://schiffradio.comFollow the main channel: https://youtube.com/peterschiff#PeterSchiffShow #GoldInvesting #FridayMarketWrapOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Financial Survival Network
Silver Breakout Fakeout Or Launchpad? - David Erfle #6383

Financial Survival Network

Play Episode Listen Later Apr 15, 2026 35:04


Kerry Lutz and David Erfle break down silver's violent move—was the breakout a fakeout, or the setup for something bigger? After a parabolic run, both gold and silver saw sharp reversals, with gold briefly testing its 200-day moving average and silver correcting roughly 50%. They argue the selloff was driven more by margin calls and forced deleveraging than any real change in fundamentals. The bigger picture still leans bullish. Silver remains in a multi-year structural deficit, with most supply coming as a by-product, while physical demand—especially from Asia—stays strong. They also touch on macro pressure points, including Fed policy constraints, rising debt, and upcoming economic data that could shift market direction. Key levels to watch include GDX and GDXJ around their 200-day and 18-week moving averages, with GDX near 95 as a signal for a potential bottom. The conversation ties it all together: extreme volatility now, but a larger move could be right around the corner. Find David here: https://www.juniorminerjunky.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe    Kerry's New Book "The Armstrong Economic Code: The 5 Truths Investors Must Never Forget" is out now on Amazon!  Get your copy here:   https://a.co/d/bvYbZOz  "The World According to Martin Armstrong – Conversations with the Master Forecaster" is a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5

The KE Report
Dave Erfle - Gold & Silver Rebound: Where Does Price And The Stocks Go From Here?

The KE Report

Play Episode Listen Later Apr 14, 2026 14:10


In this Daily Editorial, we are joined by Dave Erfle, Founder and Editor of Junior Miner Junky, to discuss the broad market rebound and the shifting sentiment within the precious metals sector. As gold and silver recover from recent drops, Dave provides a deep dive into whether the "bottom is in" for the mining stocks. Key discussion points include: Market Sentiment and Geopolitical Shifts: Exploring how the broader markets are projecting an end to Middle East tensions and what this means for the recent rotation out of the oil sector and back into equities. Technical Corrections in Gold and Silver: A breakdown of the recent peaks and the subsequent de-leveraging event that saw sharp but healthy corrections in both the physical metals and the mining ETFs. Key Moving Averages for GDX and GDXJ: Identifying the critical price levels and weekly closes required to confirm that the mining sector has officially bottomed. The "Universal Chart" Phenomenon: Assessing the synchronized movement across gold, silver, copper, and uranium, and whether we are looking at a V-shaped recovery or a longer consolidation period. Mining Sector Fundamentals and Dividends: Why current producer margins and balance sheets are arguably the strongest in decades, even as generalist investors have yet to fully return to the space.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

HalloCasa Real Estate Show
#280 Italy's Largest MLS Community Goes Global: Listing+ (FRIMM) on CRM, RESO & GDX

HalloCasa Real Estate Show

Play Episode Listen Later Apr 5, 2026 46:43


This episode is brought to you by the International MLS Forum, the global meeting focused on how real estate markets organize listing data, licensing, and standards across the globe. It brings together MLS leaders, regulators, brokers, and technology providers to allow real time and transparent real estate data exchange, cross border corporation, and market trust.The next meeting will be held in November, 2026 in Abu Dhabi.Register with the link here: https://mlsforum.org/This time, we interviewed Giulio Azzolini (head of MLS/CRM technology at FRIMM and CEO of Listing+) about how Listing+ evolved from Italy's early adoption of the American MLS concept into an all-in-one MLS, CRM, and growing AI platform used by nearly 3,000 agents and facilitating about €80M in annual commission exchange. Giulio explains what CRM means for Italian agents, why MLS adoption is challenged by culture, regulation, and the mediator model (agents paid by both buyer and seller), and why exclusivity and standardization matter for trust and client clarity. He details Listing+'s integration with GDX using RESO standards, node sovereignty, international exposure of shared listings, and the goal of making cross-border collaboration a daily workflow as foreign investment in Italy rises.00:00 International MLS Forum Sponsor00:26 Meet Giulio Azzolini01:52 What Is Listing+04:13 CRM For Real Estate06:31 Italy MLS Legal Reality09:33 Exclusivity And Commissions13:31 Why Standards Matter18:17 Joining GDX And RESO23:35 How GDX Works26:16 Opt In And Agent Fears31:15 Data Control And Trust35:33 Node Sovereignty Explained39:19 Future Of Global Collaboration42:26 Wrap Up And Contact Infohttps://www.frimm.com/https://www.listingplus.it/https://www.linkedin.com/in/giulio-azzolini/https://www.instagram.com/listingplus.it/

Mining Stock Education
How to Manage a Junior Gold Stock Portfolio Amidst Volatility - Pro Investor David Erfle

Mining Stock Education

Play Episode Listen Later Mar 31, 2026 25:17


Pro Investor David Erfle reveals how he is managing the recent junior mining volatility and sell-off. David reminds listeners that in small resource stocks risk management is number one. Although he is not predicting it, he even sees the possibility where gold might trade down to $2,800/oz. If gold closes a week below $4,200/oz that is a threshold that David expects would trigger more selling. This recent sell-off, he explains, also creates a nice possible entry point for new gold stock investors. Dave emphasizes that fundamentals remain bullish longer term, but risk management, taking profits, and accumulating in tranches are essential, especially for newer entrants. David Erfle is a self-taught mining sector investor. He stumbled upon the mining space in 2003 as he was looking to invest into a growing sector of the market. After researching the gains made from the 2001 bottom in the tiny gold and silver complex, he became fascinated with this niche market. So much so that in 2005 he decided to sell his home and invest the entire proceeds from the sale into junior mining companies. When his account had tripled by September, 2007, he decided to quit his job as the Telecommunications Equipment Buyer at UCLA and make investing in this sector his full-time job. David founded the Junior Miner Junky subscription-based newsletter in April, 2017 and writes a weekly column for precious metals news service Kitco.com, whose website attracts nearly a million visits every day. 00:00 Intro 00:52 Portfolio Moves in Volatility 01:59 Deleveraging and Forced Selling 04:33 Cash and Risk-Free Juniors 05:45 Key Gold & Silver Levels 07:21 Corrections in Bull Markets 08:59 Politics Rates and Miner Costs 11:41 Accumulating Fishing Lines 13:40 Valuations and $10,000 Gold Talk 16:54 GDX & GDXJ Support Targets 21:00 Tranche Buying David's website: https://juniorminerjunky.com/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE's owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

The KE Report
Dave Erfle - Recapping The Quarter & Month For Gold, Silver & Equities

The KE Report

Play Episode Listen Later Mar 31, 2026 18:52


In this Daily Editorial, we chat with Dave Erfle, Founder and Editor of Junior Miner Junky, to break down a historic month of volatility in the precious metals sector. As March 2026 comes to a close, the markets are witnessing a significant rebound following a "nasty" monthly candle that saw major pullbacks across the board. Key Discussion Points: Analyzing the March Correction: A look at the significant monthly drops in GDX and GDXJ, contrasted against gold's impressive all-time high quarterly close. Geopolitical Catalysts: How shifting rhetoric regarding the conflict in Iran and potential threats to infrastructure are tossing the gold price between positive and negative extremes. Macroeconomic Pressures: Insight into Jerome Powell's Harvard speech addressing the "unsustainable" path of U.S. debt and its long-term implications for hard assets. Technical Benchmarks for Recovery: The specific price targets Dave is watching for GDX and GDXJ to confirm the deleveraging phase is over. Selective Investing in Juniors: Why Dave is prioritizing cash-rich developers with strategic partners over high-retail-float explorers in the current environment. The Importance of Strategic Partnerships: A discussion on why a "de-risked" project - one with a feasibility study and a major partner - is a "big green flag" for investors.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   -------------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

The KE Report
Dana Lyons - A Technical Look At Gold, Silver, Miners, Copper & US Markets: Key Levels To Watch For The Bulls

The KE Report

Play Episode Listen Later Mar 26, 2026 28:04


In this Daily Editorial, we sit down with Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. As a focused technical trader, Dana joins us to cut through the geopolitical noise and provide an unemotional, data-driven look at the current market landscape. Following a significant week for the metals, we explore whether the current price action represents a buyable bottom or the beginning of a deeper bearish trend. Key Discussion Points: Precious Metals Support Levels: A detailed look at the Fibonacci confluence and the "lines in the sand" for Gold (GLD) and Silver (SLV) as they test critical support. The Gold Miners Outlook: Analyzing why GDX and GDXJ showed strength in February and what the recent reversal means for the intermediate-term bull narrative. Copper's Relative Strength: Why the base metal is currently trading in a more "orderly" fashion compared to the frothy blow-off tops seen in other parts of the complex. Broad Market Corrections: Dana explains his model's current stance on the tech sector, semiconductors, and international markets as they navigate a corrective phase. Risk Management & Cash Positions: Insights into why holding a higher cash position and fading "tape bombs" is essential during periods of high volatility.   Click here to visit the Lyons Share Pro website and learn more about Dana's investment services - https://lyonssharepro.com/   ----------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Dave Erfle - Deleveraging In Gold, Navigating the Gold Sector's Worst Week in Decades

The KE Report

Play Episode Listen Later Mar 24, 2026 18:22


In this Daily Editorial, we welcome back Dave Erfle, the founder and editor of Junior Miner Junky, to make sense of one of the worst weeks for precious metals in over 40 years. Following a significant drop in gold prices and a sharp sell-off in mining equities, Dave breaks down the technical damage, the impact of global margin calls, and whether the sector has finally reached a capitulation point. Key Discussion Points: Market Capitulation and Deleveraging: Dave explains how the recent price action was driven by forced liquidations and margin calls rather than a shift in long-term fundamentals. Technical Breakdown of Mining ETFs: An analysis of the GDX and GDXJ, focusing on the formation of bear flags below key support levels and the importance of the 200-day moving average. The Disconnect Between Fundamentals and Price: Why the structural case for gold remains robust due to rising national debt, central bank buying, and stagflationary pressures, even as paper markets face extreme volatility. Strategies for the Current Environment: The importance of maintaining cash positions during deleveraging events and why the "energy" created by this sell-off could fuel the next major move higher. Junior Miner Performance: Insight into the high-volume spikes seen in quality junior explorers and what the Bullish Percentage Index (BPGDM) tells us about a potential bottom.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

#HashtagFinance
Adrian Day on Gold, Sentiment, and Staying Invested | The CSE Podcast E7-S5

#HashtagFinance

Play Episode Listen Later Mar 24, 2026 17:18


The KE Report
Dave Erfle - Why $5,000 Gold is the New Floor for Miners

The KE Report

Play Episode Listen Later Mar 18, 2026 11:06


In this Daily Editorial, we are joined by Dave Erfle, the founder and editor of Junior Miner Junkie, to break down the current state of the precious metals sector. Despite a recent pullback, Dave provides a technical and fundamental perspective on why the current market action is a "positive correction" rather than a breakdown. The discussion covers the macro environment influencing gold and silver, the looming pressure on the Federal Reserve, and why certain junior mining stocks remain incredible value plays even as energy costs rise. Key Discussion Points: Gold and Silver Technicals: Dave analyzes the consolidation patterns for gold at the $5,000 level and silver at $80, noting that the current symmetrical triangle formation suggests a strong base is being built for the next leg up. The Federal Reserve's Dilemma: An exploration of the "stagflation trap" where the Fed must choose between cutting rates to support slowing GDP or holding rates to fight geopolitical-driven inflation that they cannot control. Mining Equity Divergence: Insight into why the GDX and GDXJ have pulled back despite high metal prices and why this disconnect offers a "gentleman's entry" for investors who missed the initial bull run. Junior vs. Producer Risks: A look at how rising energy prices act as a headwind for large open-pit producers like Newmont (NEM), shifting the tactical advantage toward early-stage developers with high-margin projects.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ----------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Stocks for Beginners
Inside GDX: What TYKR Reveals About Gold Miners and ETFs

Stocks for Beginners

Play Episode Listen Later Feb 27, 2026 18:53


Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer. While many investors think of gold as a hedge or a safe haven, gold miners are not the same as physical gold. They are businesses -with revenue, costs, margins, management teams, and operational risks. Using TYKR's analysis, we explore how many of the companies inside GDX are rated “On Sale,” how many are overpriced, and what that means for long‑term investors. Sean also breaks down the important distinction between wealth building and wealth protection. ETFs, index funds and mutual funds are excellent tools for protecting wealth, but they're not always the best vehicles for long-term compounding. We also discuss why gold often trades flat when broader markets rally, and why investors should be cautious about assuming recent performance will continue.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Stocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Shares for Beginners
Inside GDX: What TYKR Reveals About Gold Miners and ETFs

Shares for Beginners

Play Episode Listen Later Feb 27, 2026 18:58


Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer. While many investors think of gold as a hedge or a safe haven, gold miners are not the same as physical gold. They are businesses -with revenue, costs, margins, management teams, and operational risks. Using TYKR's analysis, we explore how many of the companies inside GDX are rated “On Sale,” how many are overpriced, and what that means for long‑term investors. Sean also breaks down the important distinction between wealth building and wealth protection. ETFs, index funds and mutual funds are excellent tools for protecting wealth, but they're not always the best vehicles for long-term compounding. We also discuss why gold often trades flat when broader markets rally, and why investors should be cautious about assuming recent performance will continue.Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Stuff That Interests Me
A Bull Market Flush – and a Management Red Flag

Stuff That Interests Me

Play Episode Listen Later Feb 4, 2026 3:49


This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comPhew. I need to write about something else apart from silver and gold. But I have to look at the price action we have seen this week, and I will say this. It was violent. Extraordinary, even. But it wasn't necessarily bearish.Sharp sell-offs like those we saw on Friday and Monday are characteristic of bull markets. In bear markets, corrections are grinding and protracted. Selling pressure is persistent. Value erodes slowly amid deteriorating fundamentals.Bull markets behave differently. They flush. Explosively.Late entrants and overleveraged speculators get shaken out. Stops are tight. Everyone is climbing the wall of worry. When a correction comes, a cascade of stop losses gets triggered all at once. Hence the violence.BTW the latest Atlas Pulse came out on Friday, as level-headed as always. It's the best gold and silver newsletter out there, in my view. Get your copy here - it's free.This is not just a precious-metals phenomenon. It's a broader market truism. I've seen it in equities, other commodities, you get it all the time in tech - especially bitcoin. Indeed the action we are seeing in bitcoin at the moment is typical of a bear market. The selling is grinding and relentless, rather than sharp and explosive.What's more the gold and silver miners behaved well, and in a way that is consistent with a bull market flush. Yes, they saw significant selling. But gold corrected 21% and silver 41%. GDX (the large mining companies) only corrected 19% and SIL (the large silvers) 24%. Most importantly, they recovered faster. You would not have got a bounce like that in a bear market.The relative strength is telling. If this were a reversal, the miners would have sold off by more. They didn't.If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I recommend is The Pure Gold Company. More here.What's more, theh miners only need $4,000 gold and $50 silver to be highly profitable. But if higher prices are the new normal, then a lot of previously uneconomic mines - particularly the low-grade, bulk-tonnage in Canada - are going to become economic. Heck, even STLLR Gold (TSX.STLR) might work. I should probably delete that last sentence.How the landscape has changed from a couple of years ago.Such huge potential, but …In other news, I sat through the Comstock Inc (AMEX:LODE) conference call yesterday. An hour of my life I won't get back.The asymmetric potential of this company remains enormous. But that call was a red flag bonanza.With the silver story what it is, and a clear path for this company to become North America's largest silver producer, this stock should be trading above $15.

The KE Report
Dave Erfle - Massive Swings In Gold & Silver: Navigating the Correction and Rebound

The KE Report

Play Episode Listen Later Feb 3, 2026 22:25


In this KE Report Daily Editorial, we are joined by Dave Erfle, founder and editor of the Junior Miner Junky, to break down one of the most volatile weeks in recent precious metals history. After a parabolic run in January, the sector faced a massive Friday washout that left many investors questioning the trend. Dave provides his insights on risk management, technical support levels, and why this "gentleman's entry" might be the reset the market needed before the next leg higher. Key Discussion Points: Market Volatility and Technical Corrections: Dave analyzes the massive volume spikes in GDX and GDXJ, explaining why a 20% correction in gold and a 40% move in silver are actually healthy resets within a broader bull market. Silver Stocks and Leverage Dynamics: A look at the SIL and SILJ ratios reveals why silver miners have lagged behind the metal and why the upcoming Q4 earnings season could trigger a massive sector re-rating. M&A Trends and Copper's Growing Role: From Eldorado Gold's acquisition of Foran Mining to Zijin Mining's move on Allied Gold, we explore why major producers are aggressively hunting for base and precious metal assets.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter - https://www.juniorminerjunky.com/   ------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Craig Hemke - Precious Metals Bloodbath or Buying Opportunity?

The KE Report

Play Episode Listen Later Feb 2, 2026 24:11


In this daily editorial, we are joined by Craig Hemke, Founder and Editor of the TF Metals Report, to dissect one of the most volatile periods in recent precious metals history. Following a historic Friday sell-off that saw silver drop over $30 in a single day, Craig shares his perspective on whether this is the end of the bull run or a standard - albeit violent - consolidation phase. Analyzing the Friday Flush: Craig discusses the "mind-blowing" price action in silver and gold, noting that despite the record-breaking one-day drop, silver still managed to end the month in positive territory. The "Warsh" Factor and Fed Speculation: We evaluate the market's reaction to the nomination of Kevin Warsh for the Federal Reserve, questioning the narrative that a "hawkish" Fed shift is the true driver behind the metals' decline. Technical Gaps and Institutional Maneuvers: The discussion covers the filling of technical gaps in the GDX and the impact of month-end profit taking, option expirations, and delivery cycles on the Comex. Mining Stock Valuations vs. Metal Prices: Craig explains why the fundamental outlook for producers like Agnico Eagle, Newmont, and Kinross remains incredibly strong as they move into a quarter with significantly higher average selling prices. Long-term Conviction vs. Short-term Volatility: A look at the difference between trading momentum and long-term investing in a system where the dollar continues to lose value against the "stable unit" of gold.   Click here to visit Craig's website - TF Metals Report - https://www.tfmetalsreport.com/   --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Rick Bensignor - Across-The-Board Risk On Environment, Navigating the Massive Breakout in Gold and Silver

The KE Report

Play Episode Listen Later Jan 22, 2026 35:49


On this Thursday, January 22nd daily editorial, we are joined by Rick Bensignor, President of Bensignor Investment Strategies and author of the globally recognized institutional newsletter, Supposedly Irrelevant Factors. Known for his behavioral finance expertise and technical precision, Rick joins the show to break down one of the most aggressive “risk-on” environments seen in years. Key Discussion Points: The Risk-On Reality: Why 10 major risk assets are currently signaling economic growth and persistent inflationary pressures. Technical Market Structure: An analysis of the S&P 500 using Ichimoku Cloud charts and why the $SPX remains on track for a target of 7,470. The Great Rotation: Why the "Mag 7" trade (XLK, XLY, XLC) is tired and how capital is flowing into Materials (XLB), Energy (XLE), and Industrials (XLI). Precious Metals Parabolic Move: Rick discusses trimming his GDX and SLV positions after a "gift from God" rally and the potential for a silver short squeeze among major banks. Energy and Base Metals: The bottoming process in Natural Gas and the breakout in “white metals” like Platinum and Palladium.   Stocks & Symbols Mentioned: S&P 500 (SPX), SPY, GDX, SLV, GLD, XLK, XLY, XLC, XLB, XLE, XLI, XLP, XLU.   Click here to visit the In The Know Trader website - https://intheknowtrader.com/ ---------------- For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an error, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

CruxCasts
Olive Resource Capital Explain Their Biggest Wins and Lessons from 2024-2025

CruxCasts

Play Episode Listen Later Jan 13, 2026 45:58


Recording date: 28th December 2025Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair, at Olive Resource Capital conducted a comprehensive year-end review of their investment decisions spanning July 2024 through September 2025, providing transparent insights into both successful calls and missed opportunities during a significant precious metals bull market.The portfolio's standout performer was Omai Gold Mines, delivering a 10x return from an initial $0.125 position established in July 2024. Pelaez emphasized that success stemmed not merely from stock selection but from conviction-based holding through the development phase. "We had conviction for it as well, right? We held," Macpherson explained, highlighting their philosophy of establishing positions in quality juniors before momentum develops rather than chasing running stocks.Mid-tier producers with embedded growth optionality proved highly profitable. K92 Mining, Aris Mining, and AngloGold Ashanti each delivered 220-260% returns, outperforming the GDX benchmark's 130% gain by a 2:1 ratio. These companies shared underappreciated expansion projects with capital already invested that markets had failed to recognize.Post-U.S. election investments capitalized on anticipated permitting improvements. Arizona Sonoran Copper appreciated from $1.29 to over $5.00, while AngloGold Ashanti surged from $21 to $91—a remarkable 300% return on a multi-billion dollar company.The managers candidly acknowledged execution shortfalls. They missed substantial returns on Fresnillo, which appreciated 500% after they correctly identified it as undervalued but failed to act. Position sizing emerged as a recurring issue, with inadequate allocations to highest-conviction names limiting overall portfolio impact.Olive's perpetual capital structure proved advantageous during April 2025's tariff-related volatility. Without redemption pressures, the managers deployed cash opportunistically during market dislocations, capturing the subsequent rally that traditional funds missed.Macpherson cautioned against overconfidence: "It's very easy when you get into a market like this to confuse a bull market for brains." Both managers emphasized systematic portfolio review as essential for understanding investment discipline, risk tolerance, and identifying areas for improvement in future market cycles.Sign up for Crux Investor: https://cruxinvestor.com

Revere Asset Management-Your Money
Full Bull Mode – THE FED Whispers & Triggers the Trend | Your Money Podcast Ep. 571

Revere Asset Management-Your Money

Play Episode Listen Later Dec 5, 2025


 It’s all TECHNICALS this week as the shop review’s the last 60 days of crazy market action! Don digs into December’s new climb on the S&P after November’s big negative reversal (due to some funny AI-related market action over at NVIDIA) and why we’re still bullish thanks to GROTECTION and TURBOTECTION before diving into a few big multi-year bases worth watching at TER and GEV, reviewing some key semiconductor manufacturers at ASML and ADI, and why Elon Musk’s new moves at TSLA are finally spurning some action from your favorite portfolio managers. In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study. Key Moments from the Show 0:00 – Opening Bell 07:00 – Regarding Today’s Pullback – Ted Jinxes The Market 13:00 – Full Bull Mode – Why Grotection’s Going Strong 16:00 – Big Multi-Year Bases – EQT, TER, LMND 21:00 – Semiconductor Names Worth Watching – SMH, ASML, ADI, LSCC 26:00 – Elon Action & Precious Metals – TSLA, GEV, GLD, GDX, SLV The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice. If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice. For more information contact us. The post Full Bull Mode – THE FED Whispers & Triggers the Trend | Your Money Podcast Ep. 571 appeared first on Revere Asset Management.

The KE Report
Craig Hemke - Silver's Breakout, Silver Miner Margins, & the Hard-Asset Supercycle

The KE Report

Play Episode Listen Later Dec 1, 2025 19:42


In this daily editorial, Craig Hemke, Founder and Editor of TF Metals Report, breaks down the historic acceleration in precious metals, with Silver surging over 15% in November and now approaching $60/oz. Craig argues this sustained move is fundamentally different from past spikes and serves as a "front run" to major bullish developments anticipated in 2026. We analyze the glaring valuation disconnect in mining shares - despite record metal prices - and the imminent catch-up trade, which is part of a broader "hard asset" boom that includes Copper and Gold. Key Discussion Points: Silver's New Analog: Why the current market action is a sustained breakout, similar to Gold's 2024 move, rather than a fleeting spike. The Valuation Disconnect: Analysis of the historic lag in GDX and silver miners (SIL), signaling a massive catch-up trade is imminent based on Q4 margin expansion. Macro Drivers: Discussion on the weakening US Dollar and massive US Treasury deficits fueling the need for hard assets. The Hard Asset Trade: Simultaneous monthly high closes across Gold, Silver, Copper, GDX, and COPX signaling a major, sustained commodity trend. Click here to visit Craig's website - TF Metals Report   --------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Zacks Market Edge
3 Gold Miner Stocks to Buy for 2026

Zacks Market Edge

Play Episode Listen Later Nov 25, 2025 27:18


Gold is trading near its all-time high, and the gold miners are posting record quarters. (0:20) - Where Should Investors Be Looking For Exposure Into Gold? (5:45) - Tracey's Top Stock Picks For Your Watch List Right Now (21:20) - Episode Roundup: NEM, GFI, KGC, TPFM, B, GDX, GDXJ Podcast@Zacks.com

The KE Report
Rick Bensignor - How To Tell A Market Top: Technical Levels, AI Shakeout & Crypto Signals

The KE Report

Play Episode Listen Later Nov 24, 2025 35:10


In this special pre-market editorial, we're joined by Rick Bensignor, President of Bensignor Investment Strategies and publisher of the Supposedly Irrelevant Factors institutional newsletter. Rick also runs the In The Know Trader platform, offering the Tactical Trader Report and Daily Tip Sheet for active investors. Rick breaks down how his models identified the recent market top, why sentiment feels far more bearish than positioning suggests, and the price levels he's watching to determine whether this pullback deepens or stabilizes. He also shares his outlook on AI names, Bitcoin's sharp correction, precious metals resilience, and where miners, energy, and natural gas fit into the broader risk picture. Key Discussion Points Recent market top & downside targets - How Rick used DIA and SPX levels to call for a 5–8% pullback. Sentiment vs. data - Why headlines sound bleak, yet investor polls remain closer to neutral. AI shakeout before another major rally - What a true “washout” would look like and why Rick expects another powerful upside leg. Bitcoin, gold & miners - BTC as a risk gauge, gold as the steadier hedge, and why GDX may still see volatility. Energy & natural gas - Oil's long downtrend and how Rick is trading nat gas after buying near the lows. Stocks/ETFs Mentioned: DIA, SPY, QQQ, IWM, SLV, GDX, XLY, XLC, XLK, XLE, Bitcoin, gold, silver, crude oil, natural gas.   Click here to visit the In The Know Trader website - https://intheknowtrader.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Jim Tassoni - Momentum Trading Strategies: Resources and Markets

The KE Report

Play Episode Listen Later Nov 11, 2025 19:28


In this Veteran's Day/Remembrance Day edition of the KE Report, we're joined by Jim Tassoni, CEO of Armor Wealth Strategies, to discuss current market momentum, tactical trading strategies, and where he's seeing opportunity amid a broad market pause. Key Discussion Highlights: Consolidation phase: Markets remain near highs; current weakness looks more like a pause than a correction. Trading discipline: “Know your out” - define stops, trim profits, and reenter when trends resume. GDX setup: Reentered at $73.65, watching $81 as key resistance for next upside move. Volume profile tools: Uses volume and market profile data to pinpoint support, resistance, and pivots. Metals bias: Long gold, silver, platinum, palladium, and copper; short crude oil. Equity stance: Long tech and healthcare (XLV); short consumer staples (XLP). Year-end view: Staying consistent - trade process over predictions or timing. Stock & ETF Mentions: GDX, SIL, COPX, XLV, XLP, SPX, crude oil futures.   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading   --------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Dana Lyons - Gold Volatility and Correction, A Technical Outlook & Trading Strategy

The KE Report

Play Episode Listen Later Oct 24, 2025 22:48


In this KE Report Daily Editorial, Dana Lyons, fund manager and editor of Lyons Share Pro, joins me to discuss the recent correction and rising volatility in gold, silver, and mining stocks (GDX, GDXJ, SIL). Dana explains how traders should adapt as the metals shift from a parabolic uptrend into a more volatile consolidation phase. Key Topics Risk Management in a Correction - Why trimming positions into strength and rebalancing exposure helps preserve gains. Volatility Signals - The spike in the Gold Volatility Index (GVZ) warns of a turbulent trading environment ahead. Technical Roadmap - Using retracement levels and patience to identify when the correction may end. Market Outlook - Despite metals volatility, Dana's models remain bullish on equities, led by semiconductors, biotech, and select international markets. Click here to visit the Lyons Share Pro website and learn more about Dana's investment services.    ----------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Stuff That Interests Me
The Correction Has Arrived

Stuff That Interests Me

Play Episode Listen Later Oct 22, 2025 2:32


This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comWe worried it would come, and now it has.The dreaded correction.Silver and gold have been clobbered, hit for something like 6 and 9% from their highs at one point. The miners have been hit for more. GDX is down 15% from its Friday highs.This is quite the slap down, the biggest I can remember for years.What can I say? It was coming.How cruel a mistress is silver! She did exactly what she needed to do to suck everyone in, even the doubters like myself: went through $50 to $54, persuaded everyone that this time it's different, sucked them in and then slapped them down. Oh, silver!Today we consider what to do next, and we'll start with the big picture.There are several possible scenarios. Here are three of them:* That's it. The bull market's over. Silver reached $50, as it did it 1980 and 2011. Now it corrects, and it'll be another decade or more before it gets there again. Batten down the hatches: we are going into another bear market. What we saw in the miners was just a 9-month relief rally, much as we got in 2016. Normal gold mining behaviour - relentless declines, in other words - will soon resume.* You don't understand, gold is being remonetized. This is a new paradigm. Buy the dips. We'll be back at new highs before you know.* Nothing goes up in a straight line, not even gold when it is re-entering the money system. Bull markets shake you off. We are going into a sideways correction that is going to last as long as a year. Possibly longer. It is going to frustrate everyone, bull and bear alike. The weak, hot money needs to be purged, the system cleansed of excess, before this thing can get going again. It's a mid-cycle shake out.Which of these is it?And, most importantly of all, what do we do now?I'm going to give you my opinions on gold, silver, the miners, and the speculative positions in which we own stock.I'm also going to give you some target prices.This is what I think happens next.

The KE Report
Dave Erfle - Making Sense Of Today's Big Gold & Silver Correction

The KE Report

Play Episode Listen Later Oct 21, 2025 17:50


In this Daily Editorial, we welcome back Dave Erfle, Founder and Editor of The Junior Miner Junky, for his thoughts on the gold and silver selloff. After massive rallies that pushed gold to nearly $4,400/oz and silver up $3.50/oz, both metals are now retracing hard, leaving investors questioning whether this is an interim top or something more significant. Dave breaks down the technical and psychological dynamics driving the pullback, including: Gold and Silver Volatility - CME margin hikes triggered a massive washout following weeks of overextension, with gold reversing nearly $300 from its peak. • Miners' Correction - GDX and GDXJ up 65–75% since August now face a natural 20–25% retracement, with key support levels at 67 (GDX) and 85 (GDXJ). • Chart and Cycle Patterns - After achieving long-term “cup-and-handle” breakout targets, gold may consolidate between $3,500–$4,000 before resuming its uptrend. • Earnings Season Setup - Despite volatility, Q3 earnings for producers like Newmont (NEM) should showcase record margins thanks to sustained high gold and silver prices. • Sector Leadership and Accumulation - Miners and silver often lead both tops and bottoms; investors should prepare to accumulate “fishing lines” after “rhino horn” spikes. • M&A Momentum - IAMGOLD's (IMG.TO) twin acquisitions underscore growing consolidation interest in large, high-quality land packages across Tier-1 jurisdictions.   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    ------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/_ Shad's resource market commentary: https://excelsiorprosperity.substack.com/_ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Craig Hemke - Gold/Silver Huge Volatility, Silver Backwardation, Equity Valuations

The KE Report

Play Episode Listen Later Oct 20, 2025 23:54


Gold and silver remain in strong uptrends despite last week's sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.  Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week's volatility was typical bull-market action - not the end of the move. Key Topics Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure. Silver above $50: After decades, silver's sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying. Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage. Miners' earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results. Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.   Visit Craig's website – TF Metals Report: https://www.tfmetalsreport.com/   ---------------- For more market commentary & interview summaries, subscribe to our Substacks: https://kereport.substack.com/ https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Dave Erfle - Silver Backwardation and the $50 Breakout! Going Down The Food Chain In The Equities

The KE Report

Play Episode Listen Later Oct 15, 2025 26:19


In this KE Report Pre-Market Daily Editorial, we're joined by Dave Erfle, Founder and Editor of The Junior Miner Junkie, to discuss one of the rarest events in the silver market - backwardation, where spot traded above futures by nearly $3 last week - as silver held firm above $50 and gold stayed above $4,000/oz. Key Discussion Highlights Historic Silver Setup: Silver's 45-year cup-and-handle breakout finally confirmed, with spot prices briefly exceeding $53 before futures realigned. Dave explains how this reflects an acute physical shortage, echoing only a few past moments in history such as 1979 and 2011. Structural Deficit and Demand Shift: Silver has entered its fifth straight year of supply deficit, driven by record industrial demand (now ~60% of use) and renewed investor interest. Combined with declining confidence in fiat systems, it's fueling what Dave calls a “perfect storm” for the metal. Gold at $4,000 and Investor Psychology: Despite hitting long-term targets, pullbacks are quickly bought—showing a market driven by momentum and global distrust in institutions. Dave notes that most mining executives still seem in disbelief, hesitant to update project sensitivities to current $4,000 gold and $50+ silver realities. Miners' Margins Exploding: Producers like Newmont (NEM) are benefiting from higher metal prices and lower diesel costs. Dave points out how a falling gold-oil ratio is expanding margins and why upcoming Q3 and Q4 results could surprise to the upside. Best Opportunities Now: Dave continues to favor early-stage, higher-beta juniors with updated or maiden resource estimates and near-term PEAs. Optionality plays - projects once marginal at lower metal prices - could see massive re-ratings if current prices persist. Why M&A Is Lagging: Even with record cash flow, majors remain cautious after past-cycle mistakes. Dave believes takeovers will come later, but for now, many developers are choosing to build mines themselves, hiring teams and securing financing independently. Macro Tailwinds Remain: Rate cuts amid rising inflation, debt burdens, and geopolitical instability continue to support gold and silver. Dave sees corrections more likely in time than price, with long-term momentum firmly intact.   Stocks / ETFs Mentioned: GLD, SLV, GDX, GDXJ, NEM   Click here to visit the Junior Miner Junky website to learn more about Dave's investment letter.    ------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
Jim Tassoni - Momentum Trading Strategies For Commodities: Gold, Silver, GDX, GDXJ, SIL, Copper, Uranium, Oil and Nat Gas

The KE Report

Play Episode Listen Later Oct 14, 2025 26:37


In this Daily Editorial, we are joined by Jim Tassoni, CEO of Armored Wealth Strategies, for his monthly trader's perspective. Jim is a momentum trader, and this month's discussion focuses on the broad commodity rally - from gold and silver's powerful uptrends to renewed strength in copper and uranium - as well as why energy markets remain laggards. We cover: Precious metals leadership - Gold, silver, and the miners (GDX, GDXJ, SIL) continue to trend higher across all timeframes. Jim discusses how he manages momentum trades through tactical trims and add-backs while staying aligned with the dominant trend. Trading through volatility - With the VIX crossing above 19–20, Jim is reducing position sizes, banking partial gains, and waiting for pullbacks to re-enter. He emphasizes risk management and trend discipline as volatility returns. Actionable levels in gold and copper - Jim outlines his current playbook: trimming gold near $4,160, reloading around $3,895, and maintaining a bullish bias above $3,510. He's also long copper from ~$4.94, with a risk line near $4.81 and upside target around $5.26. Uranium momentum trade - Long since early May, Jim continues to trail stops higher while trimming into strength as uranium equities remain one of the best-performing segments in the commodity space. Energy divergence - While metals rally, oil and natural gas remain weak. Jim stays short crude oil and explains why the lack of catalysts and capital rotation into metals and uranium have left traditional energy behind. Market psychology & capital flows - How investor focus and “hot money” rotation are driving performance across sectors, and why discipline and clear exit levels are essential in volatile markets. Stock & ETF Symbols Mentioned: GDX, GDXJ, SIL, COPX, GLD, SLV, VIX, WTI, URA   Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading.   ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/_ Shad's resource market commentary: https://excelsiorprosperity.substack.com/_ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The KE Report
TG Watkins - Rebound or Bull Resumption? Key Signals Behind Monday's Market Rip

The KE Report

Play Episode Listen Later Oct 13, 2025 18:35


We're joined by TG Watkins, Director of Stocks at Simpler Trading and editor of Profit Pilot, for a breakdown of Monday's sharp market rebound following Friday's China-driven selloff. TG shares how his Moxie Indicator helped flag the correction in advance, why volatility was flashing warnings, and how he's now positioning into the next phase of this bull market. Key topics discussed: Friday's selloff setup: how rising VIX + Moxie divergences signaled a short-term top Monday's rebound: why TG views it as “healthy” and what must confirm a true uptrend Trading framework: waiting for price to reclaim moving averages and Moxie > 0 before sizing long Sector leadership: nuclear energy, AI infrastructure, and drone stocks still showing strong relative strength Commodities watch: gold and silver looking stretched; uranium and copper remain structurally bullish Webinar preview: TG's upcoming Thursday, Oct 16 session on spotting divergences, Moxie signals, and risk management strategies Stocks / ETFs Mentioned: SPX, UVIX, VIX, RUT, IBIT, FNGU, FNGS, GDX, SIL, SILJ, URA, URNM, UUUU, SMR, OKLO, COPX, COPJ, XLE, RCAT, DNA, GEV   -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Jens Rabe - Der Podcast für Unternehmer und Investoren
Goldminen: Der Fehler, den viele gerade machen

Jens Rabe - Der Podcast für Unternehmer und Investoren

Play Episode Listen Later Oct 10, 2025 15:00


Im heutigen Podcast prüfe ich einen X-Post, analysiere historische Charts von Gold, Silber und Minen-ETFs wie GDX und erkläre, warum es so wichtig ist, Behauptungen kritisch zu hinterfragen, um Bestätigungsfehler zu vermeiden und realistisch zu investieren. Vereinbare jetzt dein kostenfreies Strategiegespräch: https://jensrabe.de/Q4Termin25 Trage dich hier in meinen täglichen kostenfreien Newsletter ein https://jensrabe.de/Q4NewsYT25

CruxCasts
Fresh Money Flooding Commodity Markets Points to Sustainable Rally, Not Bubble

CruxCasts

Play Episode Listen Later Oct 9, 2025 28:43


with Derek Macpherson, Executive Chairman & Sam Pelaez, President & CEO of Olive Resource CapitalRecording date: 7th September 2025Olive Resource Capital delivered exceptional returns in September 2025, posting gains of 38-39% for the month and bringing year-to-date performance to 121%. The results significantly outpaced major commodity benchmarks, with both the GDX gold ETF and COPEX copper ETF gaining 20% during the same period.Executive Chairman Derek Macpherson and President Sam Pelaez attribute the outperformance to strategic positioning ahead of what they characterize as an emerging commodity bull market. Despite allocating only half of assets to precious metals, the fund achieved returns comparable to dedicated gold investment products while maintaining broader commodity exposure.A critical market dynamic highlighted during their discussion involves the relationship between equity and commodity performance. Gold equities outperformed the underlying commodity by approximately 4x in both August and September, with stocks gaining 20% monthly while gold itself advanced 5-7%. This pattern typically signals fresh capital entering the sector from generalist investors outside traditional commodity circles.The capital raising environment supports this assessment. Over $1 billion flowed into the sector in a single week, primarily toward pre-production projects. Financings exceeding $100 million generally indicate institutional participation, reflecting the capital-intensive nature of mining development.Management believes the bull market remains in early stages—approximately the "third inning" using a baseball analogy. Key drivers include central bank buying and US dollar weakness, with gold approaching $4,000 per ounce. Notably, the market has not yet exhibited the speculative excess characteristic of late-cycle behavior.The investment strategy focuses on continuous position reassessment rather than mechanical profit-taking. Management argues that companies posting strong results may actually be cheaper on a relative basis after gains, given improved fundamentals and higher commodity prices. They cite K92 Mining as an example: purchased at $6 with an initial $15 target, the stock now trades at $18 but may still be undervalued given doubled gold prices and significantly higher sector valuations.Sign up for Crux Investor: https://cruxinvestor.com

The KE Report
KER Market QuickTake - Precious Metals' Historic Run: Valuations, Exploration, M&A & Portfolio Management

The KE Report

Play Episode Listen Later Oct 8, 2025 26:58


Fresh off another record-breaking week for precious metals, Cory Fleck and Shad Marquitz dive into the numbers behind this historic rally and what it means for valuations, exploration plays, and investor strategy going forward. Key Topics Historic run: Gold has surged past $4,000/oz, rising seven straight weeks and up nearly 20% since late September. GDX and GDXJ have both outperformed gold, up over 120–140% YTD, while silver has gained roughly 50% in the last four months. Valuation discipline: With miners flying, Cory and Shad unpack how to assess value at these levels - using economic studies, considering NPV sensitivity, realistic spot price assumptions, and peer comps by deposit size and jurisdiction. They also flag red flags in “financial engineering” where low CapEx hides high sustaining costs. Exploration risk & reward: Exploration money is flowing again, but investors should stay selective. In today's bull market, 300–400 gram-meter hits are the new standout threshold. Companies chasing multiple targets have the best odds of a true new discovery win. M&A reality: Global deal value is up 15% this year to $1.1T, but mining takeovers remain concentrated among majors and mid-tiers. Not every junior will be bought - teams that can build mines should outperform those just waiting for takeouts. Portfolio strategy: After nine straight up weeks for GDX, Cory and Shad emphasize taking partial profits, managing concentration, and rotating some gains into other resource sectors. Trim into strength - and always have a plan beyond “waiting for a buyout.”   Stocks / ETFs mentioned: GDX, GDXJ, SILJ, EQX.TO / EQX (Equinox Gold), GMIN.TO (G Mining Ventures)   ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

SchiffGold Friday Gold Wrap Podcast
Gold and Silver Soar to New Heights | SchiffGold Friday Market Wrap

SchiffGold Friday Gold Wrap Podcast

Play Episode Listen Later Oct 4, 2025 17:59


Join Peter Schiff for this week's Schiff Gold Friday Market Wrap as gold and silver reach new record highs! Discover why gold closed just below $3,900 and silver hit a 14-year high, and what these moves mean for investors. Peter breaks down the latest trends in precious metals, mining stocks (GDX, GDXJ), and the impact of inflation, central banks, and the ongoing government shutdown.

Be Wealthy & Smart
Gold and Silver Mining Stocks Soared

Be Wealthy & Smart

Play Episode Listen Later Sep 29, 2025 7:20


Discover why gold and silver mining stocks soared.  Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

SchiffGold Friday Gold Wrap Podcast
Wall Street Selling Bonds and Buying Gold _ SchiffGold Friday Gold Wrap

SchiffGold Friday Gold Wrap Podcast

Play Episode Listen Later Sep 20, 2025 24:20


In this episode of the Schiff Gold Friday Market Wrap, Peter Schiff reviews a week of significant volatility in the precious metals markets. Key highlights include the FOMC meeting, quadruple witching day, and impressive gains in gold and silver. Gold rose by 1.1%, closing near $3,685, while silver surged 2.8% in a single day, ending the week 1.8% higher. Gold and silver mining stocks outperformed, with the GDX and GDXJ indices achieving remarkable gains. Schiff discusses the impact of the Federal Reserve's rate cuts on gold and other markets, emphasizing the bullish outlook for precious metals. He also covers notable financial developments, such as Morgan Stanley's updated 60/40 portfolio to include gold, signaling a potential shift away from US Treasuries. Schiff encourages viewers to invest in gold and silver now, ahead of further market movements, and highlights the long-term bullish prospects for precious metals and mining stocks. Subscribe for more insights and recommendations.

SchiffGold Friday Gold Wrap Podcast
Gold & Silver Surge! - SchiffGold Friday Gold Wrap

SchiffGold Friday Gold Wrap Podcast

Play Episode Listen Later Sep 13, 2025 4:34


Gold just traded above $3,600 for the first time ever, and silver is surging past $41! In this short Shift Gold Friday Market Wrap, Peter Schiff breaks down the incredible gains this week: - Gold up 37% YTD, silver up 41% - Gold mining stocks doubled – GDX +100% YTD - Why the dollar is collapsing and precious metals are soaring - Why buying now is crucial before the next gap up Peter highlights the key catalysts behind this leg of the bull market and why the fourth quarter could be the strongest yet. Don't wait for Monday – the highs keep moving, and dollars keep losing value.

Mining Stock Education
“Junior Mining Opportunities Everywhere” with David Erfle & Brian Leni from the Beaver Creek Summit

Mining Stock Education

Play Episode Listen Later Sep 12, 2025 30:08


In this episode of Mining Stock Education, host Bill Powers is joined by junior mining investment pros Brian Leni and David Erfle at the Beaver Creek Precious Metals Summit. They discuss the recent performance of the GDX and GDXJ indices, the sentiment at the conference, and the abundance of opportunities in the junior mining stock market. The conversation touches on the importance of attending conferences, the potential impact of M&A rumors, and the strategic considerations for investing in junior mining stocks during a bull market. They also delve into themes like the significance of copper investments and the importance of U.S. big board listings for junior miners. The episode concludes with actionable advice for investors on managing risk, taking profits, and prioritizing investment opportunities. 00:00 Introduction 00:22 Market Sentiment and Conference Reflections 02:23 Rumors and Major Deals in the Sector 05:25 Investment Strategies and Market Trends 08:02 Valuation and Portfolio Management 11:18 Uplisting and Market Opportunities 16:55 Success Stories and Lessons Learned 20:47 When to Sell and Concluding Thoughts Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

The Canadian Investor
6 Ways to Invest in Gold as It Hits Record Highs

The Canadian Investor

Play Episode Listen Later Sep 8, 2025 55:02


Gold just hit a new all-time high, and we’re dedicating a full episode to what’s driving the move and the smartest ways to get exposure. We break down the macro tailwinds and why those forces can keep a bid under the metal. Then we get practical, walking through the different ways investors can gain exposure to gold, from holding physical bullion to ETFs, miners, and more—highlighting the pros and cons of each approach. Tickers of Stocks and ETFs discussed: GLD, ZGLD.TO, GDX, GDXJ, ZGD.TO, OUNZ, PHYS, FNV.TO, AEM.TO, ABX.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Be Wealthy & Smart
Stocks Continue Bullish Stance

Be Wealthy & Smart

Play Episode Listen Later Aug 27, 2025 4:24


Discover why stocks have been bullish. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

Mining Stock Daily
Gold Miners Continue to Defy the Odds: Jordan Roy-Byrne with his Market Commentary

Mining Stock Daily

Play Episode Listen Later Aug 21, 2025 19:20


In this episode of Mining Stock Daily, Trevor Hall and Jordan Roy-Byrne from The Daily Gold delve into the remarkable outperformance of gold miners over gold itself. Despite gold's slight dip, miners like GDX and GDXJ are on a tear, consistently outperforming the metal. Jordan explains the factors driving this trend, including the inflation-adjusted price of gold and silver, and the potential for continued strength in miners over the next 12 to 18 months.

Sprott Money News
Gold Explosion is Any Day Now as S&P and NASDAQ Risk Major Crash | Chris Vermeulen

Sprott Money News

Play Episode Listen Later Aug 8, 2025 30:30


Is gold about to make its next major move? In this August edition of the monthly Precious Metals Projection, Craig Hemke of Sprott Money speaks with Chris Vermeulen about the critical turning point in markets. With stocks showing signs of weakness and gold nearing a technical breakout, Chris breaks down the charts, seasonality, and sentiment driving gold prices and silver prices. Topics include the deceptive strength in the S&P 500, the power of the Magnificent Seven stocks, and how miners like GDX and SILJ are signaling a move in gold price. Chris shares how similar this setup is to 2007, and what could be ahead for the price of gold and silver. If you're looking to buy gold or buy silver, this episode is packed with timely insight into the gold price and silver price trends that matter most now.

Zacks Market Edge
Bitcoin Versus Gold: Should You Buy Now?

Zacks Market Edge

Play Episode Listen Later May 30, 2025 21:01


Tracey Ryniec, Zacks Senior Stock Strategist, looks at alternatives to stocks. (0:45) - Should You Be Investing Into Gold and Bitcoin? (6:10) - Breaking Down Bitcoin and Golds Past Performance (17:40) - Episode Roundup: GLD, IBIT, VOO, GDX, GDXJ Podcast@Zacks.com

gold bitcoin voo gdx tracey ryniec
Palisade Radio
Brett Heath: Silver’s Big Moment – Is a Market Reversal Coming?

Palisade Radio

Play Episode Listen Later May 15, 2025 40:52


Tom Bodrovics welcomes back Brett Heath, CEO of Metalla Royalty and Streaming, to discuss the current state of the gold industry. Brett highlights a strong bid under gold, driven by macroeconomic factors such as shifting perceptions around US assets and central bank diversification into gold. He notes that emerging market economies are reducing their exposure to US treasuries and increasing gold reserves, creating sustained demand. Brett emphasizes the undervalued nature of gold equities compared to historical standards, suggesting they are attractively priced for investors seeking stability and cash flow. He points to increased M&A activity as companies scramble to acquire high-quality assets amid a scarcity of scalable projects. Brett also discusses the speculative nature of silver, which is currently underperforming relative to gold, but sees potential for a rebound if sentiment shifts. Overall, Brett paints a bullish picture for gold, with significant long-term appreciation expected despite short-term volatility. He urges investors to monitor trends in asset valuation and central bank activity, signaling that now may be an opportune time to invest in high-quality gold assets. Time Stamp References:0:00 - Introduction0:40 - Global Macro Picture5:20 - C. Banks East Vs West6:27 - Who Buys Next?8:26 - Timeline & Mkt. Direction10:25 - GDX & GDX.J Outflows12:38 - Gold, Fed & Catalysts16:05 - Inflation Drivers19:08 - U.S. Debt & Servicing21:42 - Industry Sentiment25:28 - Hurdles for Gold?28:53 - Chaotic M&A Coming?30:50 - Perception & Valuations36:03 - Silver Ratio Thoughts39:13 - Violent Reversal Silver40:15 - Wrap Up Guest Links:Website: https://www.metallaroyalty.com/LinkedIn: https://www.linkedin.com/company/metalla-royalty-and-streaming-ltd.Twitter: https://x.com/metallaroyalty Brett Heath is Chief Executive Officer and Director of Metalla Royalty & Streaming. Mr. Heath has a comprehensive career in the royalty sector and public markets with over two decades of experience. Over his career, he has founded and built over $1 billion in value using the royalty model in the public and private markets. He is currently the Chief Executive Officer of Metalla Royalty (NYSE: MTA) and Director of Key Carbon Ltd. (Private). He has completed over 50 royalty transactions in gold, silver, copper, nickel, and carbon markets with a diverse group of counterparties from major corporates, private equity, and private interests.