Podcasts about substacks

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Best podcasts about substacks

Latest podcast episodes about substacks

RENDERING UNCONSCIOUS PODCAST
RU375 CARL ABRAHAMSSON & VANESSA SINCLAIR RENDERING UNCONSCIOUS THE FENRIS WOLF CROSSOVER EPISODE

RENDERING UNCONSCIOUS PODCAST

Play Episode Listen Later Dec 26, 2025 32:29


RU375: CARL ABRAHAMSSON & VANESSA SINCLAIR – RENDERING UNCONSCIOUS/ THE FENRIS WOLF CROSSOVER EPISODE https://renderingunconscious.substack.com/p/ru375-carl-abrahamsson-and-vanessa Rendering Unconscious episode 375. In this special crossover episode between Rendering Unconscious and The Fenris Wolf podcasts, Carl and I talk about all we had going on this year and what's to come in the new year. Enjoy! This is also Carl's 22nd episode of RU Podcast! I've created a list of all RU episodes in chronological order, as well as in alphabetical by guest HERE to make it easy to find all your favorite episodes and guests. https://renderingunconscious.substack.com/p/episodes Join us at Patreon where we post exclusive content about our magical and artistic practices every week! We also meet for live monthly workshops with everyone at level 23 & up. https://www.patreon.com/c/vanessa23carl Carl posts exclusive content weekly at his Substacks, An Art Apart: https://anartapart.substack.com and The Fenris Wolf: https://thefenriswolf.substack.com Be sure to check out The Fenris Wolf series of books. https://amzn.to/41yE4AU Vanessa runs Rendering Unconscious Podcast: https://renderingunconscious.substack.com and RU Center for Psychoanalysis: https://rucenterforpsychoanalysis.substack.com and has a personal Substack as well: https://vanessa23carl.substack.com Be sure to check out the Rendering Unconscious series of books. https://amzn.to/3N6XKIl This year we will be teaching the following classes with Morbid Anatomy Museum. All courses are online and recorded for all who register: Introduction to Occulture with author Carl Abrahamsson, Begins February 21: https://www.morbidanatomy.org/classes/p/introduction-to-occulture-with-author-carl-abrahamsson-begins-february-7 The Origins of the Nordic Magical Runes with Author and Occultist Carl Abrahamsson, Begins April 4: https://www.morbidanatomy.org/classes/p/the-origins-of-the-nordic-magical-runes-with-author-carl-abrahamsson-begins-april-4 Make Your Own Magical Artwork Using the Cut-up Technique of David Bowie and William Burroughs, with Dr. Vanessa Sinclair and Author Carl Abrahamsson, Begins May 10: https://www.morbidanatomy.org/classes/p/make-your-own-magical-artwork-using-the-cut-up-technique-of-david-bowie-and-william-burroughs-with-dr-vanessa-sinclair-and-author-carl-abrahamsson The Nightmare Before Christmas: Psychoanalyzing the films of Tim Burton with Dr. Vanessa Sinclair, Begins November 1: https://www.morbidanatomy.org/classes/p/the-magical-fims-of-tim-burton And more to come! If you're in London, Carl will be in-person at Viktor Wynd Museum Monday, February 23rd presenting Fabulous Freaks of Yesteryear https://thelasttuesdaysociety.org/exhibition/fabulous-freaks-of-yesteryear-by-carl-abrahamsson-live/ And then Carl and I will be at the Freud Museum in-person Wednesday, February 25th for Surreal Secrets of the Psyche: The Creative Zeitgeist of Psychoanalysis, Film and the Avant-Garde. Join us! https://www.freud.org.uk/event/surreal-secrets-of-the-psyche-the-creative-zeitgeist-of-psychoanalysis-film-and-the-avant-garde/ Coming up on January 20th (David Lynch's birthday), Mary will present Projections: Lynchian Women. This will be the first RU Center event for 2026! https://www.eventbrite.co.uk/e/lynchian-women-tickets-1968254153156 Our next meeting of An Introduction to Psychoanalysis will be Saturday, February 7th. Recordings of RU Center events are archived under CLASSES. https://rucenterforpsychoanalysis.substack.com/t/classes Wednesday, February 18th, we have Images from the Id: The Strange World of Psychic Photographer Ted Serios with Dr. Mikita Brottman. https://rucenterforpsychoanalysis.substack.com/p/images-from-the-id-the-strange-world Carl Abrahamsson linktree https://linktr.ee/CarlAbrahamsson Vanessa Sinclair linktree https://linktr.ee/renderingunconscious

The KE Report
Graphene Manufacturing Group - EPA Approval for THERMAL-XR® and 6-Minute Battery Charge Breakthrough

The KE Report

Play Episode Listen Later Dec 24, 2025 25:32


In this company update, Craig Nichol, Founder and CEO of Graphene Manufacturing Group (TSX-V: GMG | OTCQX: GMGMF), highlights two major catalysts as the company transitions from innovation to commercial execution. GMG has secured EPA approval in the US for its THERMAL-XR® coating, clearing the path for material sales through its master distributor, Nu-Calgon. Simultaneously, the company released new data for its Graphene Aluminium-Ion Battery, confirming a 6-minute full charge time, We discuss the development roadmap toward 100 Wh/kg energy density and path to market.    Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company.    ------------- 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.

ChrisCast
S10E01 Uncle Chris Gives an Update

ChrisCast

Play Episode Listen Later Dec 22, 2025 32:16


After a long hiatus from live, human-voiced podcasting, Chris Abraham returns with the unofficial kickoff to a new season of The Chris Abraham Show. Call it Season 10, or just call it “one more than whatever came before.” This episode is less a formal broadcast and more a fireside check-in. No hot takes yet. No grand thesis. Just Uncle Chris catching up, taking inventory, and letting listeners back into the workshop.Chris opens by reflecting on a year spent experimenting with AI-assisted writing and audio. Substacks fed into NotebookLM. Podcasts assembled more like orchestration than performance. He likens himself to a Renaissance painter running a studio: sketch the idea, let the assistants fill in the canvas, then obsessively revise until it feels true enough to sign. It sparked conversations, which felt like a win, even if the whole thing occasionally resembled “DJ Slop.”From there, the episode turns personal. One week post-second ablation, Chris reports that his heart is finally humming along in sinus rhythm after a long struggle with atrial fibrillation. The first procedure failed and took the wind out of his sails, contributing to weight gain, lethargy, and a general retreat from movement. This time feels different. Better sleep. BiPAP nights. The cautious hope of eventually shedding some medications. The slow return to walking, cycling, kettlebells, and the familiar ritual of getting back in the saddle, literally and figuratively.Fitness and body discipline weave through the episode, including a rueful confession: Chris once tattooed a kettlebell on his hand as a motivational Hail Mary… and then promptly stopped lifting. Future tattoo ideas may include a Concept2 logo and the muted horn from The Crying of Lot 49, because symbolism apparently works better than guilt.Work life is steadier. SEO, Google Business Profile recoveries, and AI-adjacent consulting are keeping the lights on. But the real joy lately lives in the nerd margins. Chris dives deep into decentralized systems, inspired by Ghost in the Shell, particularly the sentient blue tanks that sync their “souls” to a server. That idea metastasized into a home-rolled infrastructure project: seven identical Lenovo ThinkPads running Linux Mint, all synchronized via a cloud droplet using Syncthing. Not a backup. A living sync mesh. Every laptop a node. Every document everywhere.That fascination with nodes and meshes extends into the physical world via Meshtastic. Chris recently deployed a LoRa-based radio node, ABRA (short for Abracadabra), hanging from an eighth-floor Arlington window, quietly strengthening a local, license-free mesh network. No voices. No feeds. Just short messages hopping node to node, old-school and strangely comforting. It's part prepper tech, part early-internet nostalgia, part philosophical itch scratched.Elsewhere in the ecosystem: Mastodon survives for now at abraham.su, rescued at the last minute despite the .su clock ticking toward 2030. Micro.blog joins the stack under chrisa.micro.blog and ChrisA.org. Digital homesteading continues.Chris also shares the unexpected joy of joining a long-running Dungeons & Dragons campaign, Curse of Strahd, playing a stubborn Eldritch Knight named Radley, refusing to read the manual, and delighting in chaos alongside a group of grizzled old nerds on Discord. Dice are rolled. Plans go sideways. Everyone survives, mostly.The episode closes with quieter notes: a growing devotion to the Gospels, nightly Episcopal Compline prayers, the simple rhythm of rereading rather than rushing ahead. A Powerball ticket purchased. Gym plans deferred. Kettlebells waiting. A rowing machine sulking upright in the corner.This isn't a manifesto. It's a temperature check. A reintroduction. Uncle Chris is back, heart steadier, systems syncing, curiosity intact, and ready to spend the rest of the year talking through the small things before returning to the big ones.

The KE Report
Northern Shield Resources - Root & Cellar Project: Exploring an Epithermal & Porphyry System in Newfoundland

The KE Report

Play Episode Listen Later Dec 22, 2025 17:26


Northern Shield Resources (TSX-V: NRN) is advancing the Root & Cellar Project in southeastern Newfoundland. In this company introduction, Ian Bliss, President and CEO provides a history of the asset and 2026 plans.  Project Overview: Root & Cellar Location: Burin Peninsula, Newfoundland. Highly accessible via road and near a deep-water port. Geological Context: The property hosts five gold zones over a 6 km strike length and a 2 km diameter copper-molybdenum anomaly. Conquest Zone (Gold-Silver-Tellurium): Recent drilling intersected quartz veins - e.g., 4.35m @ 3.4 g/t Au. Strong association with Tellurium (grades up to 700 g/t), a critical metal and indicator of large-scale systems. Creston Target (Copper-Molybdenum-Gold): Surface exposed porphyry target with grades up to 10.5% Cu in grab samples. Current quarrying on-site has exposed new mineralization. 2026 Exploration Strategy Drilling: 5,000+ meter program planned for 2026, split between the Creston copper and Conquest gold targets. Geophysical Focus: High-resolution surveys in early Q1 2026 to refine deep-seated porphyry targets. Strategic Funding: Fully funded for 2026 work following a C$1 million investment from Labrador Gold (TSX-V: LAB). Low-Cost Advantage: Drilling costs are approximately $200/meter due to local infrastructure and road access.   Click here to visit the Northern Shield Resources website.     ----------------- 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
Craig Hemke - Gold & Silver Finish 2025 at All-Time Highs! Structural Shift or Blow-Off Top?

The KE Report

Play Episode Listen Later Dec 22, 2025 24:58


In this year-end daily editorial, Craig Hemke, Founder and Editor of the TF Metals Report, joins the KE Report to recap a historic year for precious metals and look ahead to the structural shifts of 2026. Gold closes the year with a staggering 65% year-to-date gain, while silver has outperformed, nearly doubling that figure. Craig analyzes why the traditional "Trump Trade" of a soaring dollar failed to materialize, replaced instead by a fundamental global shift toward hard assets. We discuss the "structural superfecta" - the rare occurrence of metals hitting weekly, monthly, quarterly, and annual all-time highs simultaneously - and why 2026 could be defined by a new macro era of asset monetization and yield curve control.   Click here to 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.

Thoughtful Money with Adam Taggart
Will 2026 Be The Year The Stock Bubble Bursts? | Kevin Muir

Thoughtful Money with Adam Taggart

Play Episode Listen Later Dec 21, 2025 63:34


After two 20%+ years of returns for the S&P in 2023 and 2024, 2025 looks like it will close with another big double digit performance.Three back to back to back years of performance like this is somewhat rare in markets.What's the likelihood the streak will continue in 2026?Or is performance more likely to mean-revert?To discuss, we're fortunate to speak today with market veteran Kevin Muir, founder and editor of The Macro Tourist, the highly-acclaimed newsletter that currently ranks as one of the top financial Substacks in the world. Kevin is extremely concerned about the bubble-conditions of the stock market and is confident shares of the Mag 7 companies will -- as they have before -- experience another 33-50% price correction.#nvidia #aibubble #marketcorrection WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Recovery Rocks
Episode 303: Favorite Guilty Pleasures

Recovery Rocks

Play Episode Listen Later Dec 19, 2025 16:01


We all have them. And guilty pleasures in sobriety are even more fun when we're able to enjoy them fully, without the blur of alcohol. Anna is on a steady drip of sugar all day long (Dr. Pat Allen told her she was a “non practicing bulimic”). Other guilty pleasures include Love is Blind, Instagram/Threads, the podcast My Therapist Ghosted Me, Hunter Harris and Joel Stein's Substacks and regular massages. Lisa's guilty pleasures include anything true crime, everything Dexter, and podcasts about ghost stories.   Check out all things Lisa and all things Anna. 

The KE Report
Dave Erfle - Are PM Stocks Underperforming This Breakout In Price?

The KE Report

Play Episode Listen Later Dec 19, 2025 22:08


In this year-end daily editorial, Dave Erfle, Founder and Editor of Junior Miner Junky, recaps a historic week that saw gold hit an intraday all-time high of $4,400 and silver surge to $67 per ounce. Despite these parabolic moves in the metals, the junior mining equities have shown a lackluster response, leading to a "broken reaction" in the sector. Dave analyzes why investors are booking profits despite massive expansion in producer margins and explains why he believes the current physical silver squeeze, driven by five years of structural deficits, is far more resilient than the paper-driven speculation seen in 2011. 2025 Precious Metals Recap Record-Breaking Prices: Gold ends the year testing $4,400, while silver hit $67 this week—a 130% year-to-date gain for the white metal. The Stock Disconnect: While majors remain near highs, juniors are lagging. Dave notes they are technically overbought but remain "under-owned" and undervalued relative to their Net Asset Value (NAV) and NPV economics. Physical Squeeze vs. Margin Hikes: Unlike the speculative peak in 2011, this rally is driven by a physical silver deficit. Recent 50% margin hikes failed to cool the price, signaling a fundamental shift in market mechanics. Safe Haven Shift: Gold has officially surpassed Treasuries as the preferred safe-haven asset for central banks and institutional portfolios (shifting the traditional 60/40 to a 60/20/20 gold-heavy allocation). 2026 Outlook: As miners prepare to report record-breaking Q4 financials in February, Dave expects a continued rerate, specifically for high-risk juniors in jurisdictions like Bolivia where political shifts are unlocking deep value.   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: 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
Heliostar Metals - San Agustín Restart & La Colorada Permitting Milestone

The KE Report

Play Episode Listen Later Dec 19, 2025 12:19


In this KE Report company update, we're joined by Stephen Soock, Vice President of Investor Relations and Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), to discuss the restart of production at San Agustin and continued permitting progress at La Colorada as the company advances multiple gold assets in Mexico. Interview Highlights San Agustín: Restart Success: Formal mining operations resumed in December 2025. Fresh ore is now being stacked on the leach pad. 2026 Production: Technical Study outlines 45k oz over 14 months of production. Profitability: Targeted to generate $40M–$65M in free cash flow at current gold prices over the 14-month mine life. La Colorada: Expansion Permit: The SEMARNAT review period passed without requests, activating the "positiva ficta" process (effectively granting the permit). Q1 2026 Strategy: Open-pit mining at the Veta Madre pit is slated for a Q1 restart, beginning with waste stripping.   Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company - https://www.heliostarmetals.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.

Hotel Pacifico
"The Evolution of Eby" with Vaughn Palmer + 12 Substacks of Christmas

Hotel Pacifico

Play Episode Listen Later Dec 18, 2025 80:21


Hotel Pacifico was created by Air Quotes Media with support from our presenting sponsor TELUS, as well as FortisBC.Mike & Geoff are joined by press gallery legend Vaughn Palmer to review the BC politics landscape.  Topics include the Cowichan ruling, transparency and secrecy, the issues to watch in 2026, and a tour of BC's political parties and their prospects.  In Strategy Suite, Geoff and Mike unveil the “12 Substacks of Christmas”.  Given that they don't do math good, Geoff and Mike actually provide more than 12.  Substack pics include: The Real Story with Terry Glavin, Vanity & Learning by Allan Gregg, Northern Beat edited by Fran Yanor, Blindingly Obvious by Don Wright, Charlie Don't Tweet by Charlie Demers, Law for Breakfast by Prof. Dwight Newman, Without Diminishment co-founded by Caroline Elliott, Writings from Lulu Island by Jane Gallo, Khelsilem's substack, AdamOlsen.ca, Claire Rattee's substack, Just and Reasonable by Richard Mason, The Breaker with Bob Mackin, The Bureau with Sam Cooper, Relay with Kyla Ronellenfitsch, and the Pollara substack feat. Matt Smith, Dan Arnold, and Andre Turcotte.  And don't forget, Lotusland by Geoff Meggs! 

The KE Report
Founders Metals - Video Update - Building a District-Scale Gold Story at Antino

The KE Report

Play Episode Listen Later Dec 17, 2025 31:16


In this KE Report company update, we're joined by Colin Padget, President & CEO of Founders Metals, for a concise, big-picture look at the rapidly expanding Antino Gold Project in Suriname. With the land package nearly tripled and multiple drill-ready targets, the focus is on how the company is prioritizing growth heading into 2026. Key discussion points: District-Scale Expansion - Founders has expanded Antino from ~20,000 to ~56,000 hectares, unlocking new high-priority targets adjacent to known mineralization. Upper Antino - High-Grade Core - ~75,000 meters drilled to date, with continued strike and depth expansion supporting a multi-million-ounce potential. Lower Antino & Buese - Scale and Optionality - Broad, consistent mineralization from surface at Lower Antino and a mix of bulk-tonnage and higher-grade zones at Buese add meaningful upside. 2026 Exploration Strategy - Systematic drilling, geophysics, and auger sampling across the expanded land package, including first-pass drilling on large, previously untested anomalies. If you have any follow up questions or topic you would like Colin to address please email me at Fleck@kereport.com.    Click here to visit the Founders Metals website - https://www.fdrmetals.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
Jim Tassoni - Momentum Check: Small Caps, Silver, US Dollar, Bitcoin Volatility

The KE Report

Play Episode Listen Later Dec 16, 2025 22:54


In this KE Report Daily Editorial, we're joined by Jim Tassoni, CEO of Armor Wealth Strategies, for a momentum-focused look at equities, metals, energy, and cryptocurrencies. Jim outlines where trends are strengthening, where momentum is fading, and the key technical levels guiding his trades as markets head into year-end. Key discussion points include: Equity Index Momentum & Year-End Positioning - Small caps continue to lead while the S&P 500 and NASDAQ struggle to regain upside momentum. Jim explains how year-end hedging and profit protection may be driving choppy price action and why January could be decisive. Silver's Breakout & Gold's Steady Trend - Silver's explosive move into the $60+ range remains a strong momentum trade, though short-term exhaustion is showing. Gold continues to grind higher with longer-term momentum intact. Dollar, Bonds, Oil, and Bitcoin Trends - The U.S. dollar has turned lower, bonds suggest a potential yield-curve steepening, oil remains under pressure, and Bitcoin continues to trade with bearish momentum after a sharp pullback. Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he's trading - https://armorwealthstrategies.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
Great Pacific Gold - High-Grade Results Extend at Wild Dog's Sinivit Target

The KE Report

Play Episode Listen Later Dec 16, 2025 13:16


In this KE Report company update, we're joined by Greg McCunn, President & CEO of Great Pacific Gold (TSX.V:GPAC - OTCQX:GPGCF - FRA:V3H), to review new drill results from the Wild Dog Project in Papua New Guinea. The focus remains on the Sinivit target, where ongoing drilling continues to deliver consistent high-grade gold-equivalent intercepts. Key discussion points include: High-Grade Drill Results - Hole 14 returned 9.5 meters at 13.8 g/t gold equivalent, adding to a growing list of strong intercepts from the Northern Sulfide Zone. Focus on Depth Potential - Drilling is now testing below 200 meters, targeting extensions of mineralization that management believes could host the most significant ounces. Refined Geological Model - Results support a model of high-grade pods within a larger epithermal system rather than continuous grades along strike. Strong Cash Position & Next Steps - With ~C$13 million in cash, the company plans to add a second drill rig in early 2026 and continue aggressive exploration. If you have any follow up questions for Greg please me at Fleck@kereport.com.    Click here to visit the Great Pacific Gold website.   --------------------- 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
Craig Hemke - Cutting Through the Silver Market Misinformation

The KE Report

Play Episode Listen Later Dec 16, 2025 19:59


In this KE Report Daily Editorial, I'm joined by Craig Hemke, founder and editor of TF Metals Report, to break down silver's explosive move above $60, gold's ongoing bull market, and the growing wave of misinformation surrounding precious metals. Craig explains what's really driving prices higher, and why investors should stay focused on real data, not viral headlines. Key discussion points include: Silver's Volatility Above $60 - Strong fundamentals driving big daily swings, not market breakdowns. Gold's Ongoing Bull Market - Why consolidation is healthy and new highs remain likely. Debunking Silver Market Myths - Clearing up false narratives around COMEX deliveries and JPMorgan positioning. What Actually Matters - Fed liquidity, dollar trends, positioning, and seasonality over click-driven hype. Click here to visit Craig's website - TF Metals Report.   -------------- 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
Capella Minerals - Maiden Drilling at the Killerö Project, Finland

The KE Report

Play Episode Listen Later Dec 15, 2025 12:40


In this KE Report company update, Eric Roth, President & CEO of Capella Minerals (TSX-V: CMIL - OTCQB: CMILF), joins me to discuss the start of a maiden drill program at the Killerö Project in northern Finland's highly prospective Lapland Greenstone Belt. The conversation also touches on Capella's broader Scandinavian strategy across Finland and Norway. Key discussion points include: Maiden Drill Program at Killerö - 11-hole, 2,200-meter first-ever drill test of a former Anglo American gold-copper target. Target Quality & Geological Upside - Strong historic base-of-till copper and gold anomalies supported by modern geophysics. Strategic Joint Venture & Pipeline - Drilling funded through Capella's earn-in partnership with Tümad, with additional work planned in Finland and Norway. If you have any follow up questions for Eric please email me at Fleck@kereport.com.    Click here to visit the Capella Minerals website to learn more about the Company.    ---------------------- 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
TG Watkins - Small Caps Outperform, AI Risk & Silver's Vertical Move

The KE Report

Play Episode Listen Later Dec 15, 2025 13:54


In this KE Report daily editorial (Monday, December 15), TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot, returns with a trader-focused look at shifting market leadership and rising risk as we head toward year-end. Key discussion points: Small Caps Leading, Mega Caps Lagging - Why strength in IWM and equal-weight indices may be masking weakness in mega-cap tech. AI Trade Losing Momentum - Signs of fatigue across AI, data centers, and related growth stocks after outsized runs. Tesla & Space Speculation - Tesla's rebound, SpaceX IPO chatter, and why TSLA acts as a proxy for the “Elon trade.” Silver's Sharp Breakout - Technical perspective on silver's surge and why chasing extended moves carries risk. Click here to visit TG's site - Profit Pilot Click here to visit TG's YouTube page.  ---------------- 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
Labrador Gold - Shift To A Hybrid Mining/Investment Issuer & First Strategic Investment

The KE Report

Play Episode Listen Later Dec 15, 2025 15:29


In this KE Report update, we speak with Roger Moss, President & CEO of Labrador Gold (TSX.V:LAB - OTCQX:NKOSF - FSE:2N6) , and Ian Bliss, President & CEO of Northern Shield Resources (TSX.V:NRN), to discuss Labrador Gold's strategic shift toward a hybrid mining and investment issuer and its first investment under this model. Labrador Gold has deployed $1 million into Northern Shield Resources, gaining exposure to an early-stage but highly prospective gold–silver–copper–tellurium project in Newfoundland, while continuing to advance its own exploration assets. Key discussion points: Hybrid mining–investment model - Labrador Gold outlines how it plans to balance direct exploration with strategic equity investments. Capital position & investment focus - With ~$16M in cash, the company targets high-quality projects in strong jurisdictions, with emphasis on gold, copper, and critical metals. Why Northern Shield - A science-driven exploration approach and an underexplored Newfoundland project hosting gold, silver, copper, and tellurium. Near-term work & drilling plans - Northern Shield outlines upcoming geophysics and a planned 2026 drill program at the Root & Cellar Project. Please email me with any questions for Roger or Ian. My email address is Fleck@kereport.com.   Click here to visit the Labrador Gold website to learn more about the Company.   ----------------- 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
Heliostar Metals - Cerro del Gallo PFS, Building Toward 300,000 oz/year

The KE Report

Play Episode Listen Later Dec 12, 2025 13:02


In this company update, I'm joined by Stephen Soock, VP Investor Relations & Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), to discuss the newly released Pre-Feasibility Study (PFS) on the Cerro del Gallo Project and how it fits into the company's broader production pipeline. Key discussion points include: Cerro del Gallo PFS Economics Profitable base case at $2,300 gold with strong leverage to higher gold prices and a long-life open-pit, heap-leach operation. Resource & Production Upside Only a portion of the total resource is included in reserves, leaving room for expansion through drilling and metallurgical work. Silver Contribution Silver accounts for roughly 15–20% of project economics, adding meaningful upside. Operations Update Near-term cash flow from La Colorada and the San Agustin restart, with Ana Paula and Cerro del Gallo driving longer-term growth toward ~300,000 oz/year. Please email me at Fleck@kereport.com with any follow up questions for the team at Heliostar Metals.    Click here to visit the Heliostar Metals website to learn more about the Company   -------------- 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
Banyan Gold - AurMac Drilling Update: Extending High-Grade Mineralization Within and Outside Of The 7.7Moz Resource

The KE Report

Play Episode Listen Later Dec 12, 2025 12:14


In this KE Report company update, I am joined by Tara Christie, President & CEO of Banyan Gold (TSX.V:BYN - OTCQB:BYAGF), to recap recent drill results from the AurMac Project in the Yukon. The focus is on how drilling this year is successfully defining and expanding higher-grade gold zones within one of Canada's largest undeveloped gold resources. Key discussion points include: High-Grade Gold Definition: Drill results confirming +1.0 g/t gold zones at the Powerline and Airstrip deposits. Resource & Pit Expansion: Step-out drilling converting waste to mineralization and extending conceptual pit limits. Deposit Insights: Geological differences between Powerline and Airstrip and what they mean for future mine planning. Silver Optionality: Early-stage high-grade silver results and potential processing and monetization pathways. What's Ahead: Over 140 drill holes still pending and a path toward a PEA in H2 2026. If you have any follow up questions for Tara please email me at Fleck@kereport.com.    Click here to visit the Banyan Gold website. ----------------------- 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
Vizsla Silver - $300M Financing, Full Flexibility & Fast-Track to Production

The KE Report

Play Episode Listen Later Dec 10, 2025 18:27


I speak with Mike Konnert, President & CEO of Vizsla Silver (NYSE/TSX: VZLA) about the company's upsized US$300M convertible note financing and how it strengthens Vizsla's ability to accelerate development of the high-grade Panuco Project, in Mexico. Mike also highlights the newly filed feasibility study, underground progress, and Vizsla's long-term goal of becoming a 50 Moz AgEq/year producer. Key Discussion Points Why Vizsla Chose the $300M Convertible Note Replacing a costlier, restrictive project finance facility with a flexible, upfront funding structure. Capped-Call = Minimal Dilution Protection up to US$10.50/share, with the company intending to settle in cash. Accelerating Build-Out & Exploration Immediate capital access enables faster construction, underground drilling, and district-wide exploration. Feasibility & Outlook Vizsla is now fully feasible and fully financed with exceptional project economics and multiple growth targets across Panuco. If you have any follow up questions for Mike please email me at Fleck@kereport.com.    Click here to visit the Vizsla website to learn more about the Company.   -------------- 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
Aztec Minerals - Expanding the Drill Program at Tombstone

The KE Report

Play Episode Listen Later Dec 9, 2025 13:15


In this KE Report update, I speak with Simon Dyakowski, President & CEO of Aztec Minerals (TSX.V:AZT | OTCQB:AZZTF) about the company's decision to expand the Tombstone drill program to 8,500 meters, progress to date, and what investors can expect next. Key Discussion Points: Program Expansion: Why the RC portion was increased and how stronger-than-expected drilling performance supports the updated plan. Assay Delays & Timing: Lab repairs, new staffing, and when outstanding results from late summer and fall are expected. New Drill Targets: Additional holes focused on the South Extension and moving west toward areas historically viewed as more silver-rich. Core Drilling Update: A new rig and crew have significantly improved performance, with the first deep hole completed and CRD-focused targets now underway. Potential Resource: With growing drill density along the Contention trend, Aztec will assess whether a maiden resource is feasible after this program. Strong Treasury: ~$9M cash supports completion of the program and ongoing work without additional financing. Please email me any questions you have for Simon. My email address is Fleck@kereport.com.    Click here to visit the Aztec Minerals website.   --------------- 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 - M&A Insights: Contango Ore & Dolly Varden Silver, Rio2 Copper Mine Acquisition

The KE Report

Play Episode Listen Later Dec 9, 2025 17:59


Today we welcome Dave Erfle, founder and editor of Junior Miner Junky, to break down a big week in the resource sector. Two major M&A deals hit the tape while silver powered above $60/oz, adding fuel to an already strong precious-metals bull market. Key Discussion Points Dolly Varden Silver + Contango Ore Merger A cash-flowing US gold producer (CTGO) joins a high-grade silver explorer (DVS/DV.V). Dave explains why this de-risks Dolly Varden and brings retail strength and silver exposure to Contango. How to Value the New Company With production, exploration, and sizeable free cash flow combined, Dave outlines why valuation becomes more complex. Silver Over $60/oz Dave highlights technical targets, a falling gold–silver ratio, and why silver equities remain highly leveraged to the move. Rio2 Acquires Producing Copper Mine Rio2 (RIO/RIO.V/RIOFF) adds immediate cash flow through a US$217M purchase in Peru, supporting its Phoenix Gold Project as it nears first pour. Trend: Juniors Bolting On Production Dave notes this strategy - seen with Integra, Discovery Silver, and Heliostar - is becoming the go-to model for developers to avoid heavy dilution. 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: 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
Silver Storm Mining - La Parrilla Project: A Near-Term Silver Restart With Exploration Growth Potential

The KE Report

Play Episode Listen Later Dec 8, 2025 16:36


In this episode, Greg McKenzie, President & CEO of Silver Storm Mining (TSX.V:SVRS | OTCQB:SVRSF | FSE:SVR), outlines the company's near-term production restart at the La Parrilla Mine in Mexico and the scale of the San Diego silver project. Key Discussion Points La Parrilla Restart Background on the mine acquired from First Majestic, its 34 Moz historic output, and the path to a Q2-2026 restart with plant rehab already underway. Costs & Production Historical sub-$10/oz cash costs; modern AISC expected in the industry-standard range. Target output: ~3 Moz/year with a fast ramp to cash-flow positivity. Current Resources & Mine Life ~31 Moz AgEq across categories → supports 10+ years at planned run rate; exploration drilling planned to extend life and potentially increase production. Samsung Offtake Two-year offtake/prepay structure providing additional support for restart capital. San Diego Project Historic 210 Moz AgEq resource with large-scale upside and long-term development potential comparable to major Mexican skarn systems. Team & Shareholders Strong technical leadership, full permitting in place, and key shareholders including First Majestic (19%) and Eric Sprott (11%).   Click here to visit the Silver Storm Mining website to learn more about the Company   ------------------- 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.

RENDERING UNCONSCIOUS PODCAST
ALENKA ZUPANČIČ & TODD MCGOWAN ON COMEDY – FIRST LIVE RENDERING UNCONSCIOUS PODCAST EVENT!

RENDERING UNCONSCIOUS PODCAST

Play Episode Listen Later Dec 7, 2025 9:12


Welcome to Rendering Unconscious – the Gradiva award-winning podcast about psychoanalysis & culture, with me, Dr Vanessa Sinclair. https://renderingunconscious.substack.com On Monday December 8th, we have a very special event: Rendering Unconscious Podcast will be hosting our first live event with an audience! Welcome Alenka Zupančič and Todd McGowan as they discuss their work On Comedy. Alenka's book The Odd One In: On Comedy (MIT Press, 2008) and Todd's Only a Joke Can Save Us (Northwestern University Press, 2017) are two of my favorite books by them, and I'm so excited to be able to host them for this sure to be brilliant discussion! https://renderingunconscious.substack.com/p/monday-december-8-alenka-zupancic We will meet live via zoom on Monday, December 8th at 12 NYC (9AM San Francisco/ 5PM London/ 18:00 Stockholm/ 19:00 Beirut) for 90 minutes. All paid subscribers to Rendering Unconscious Podcast and RU Center for Psychoanalysis are welcome to attend! There will be plenty of time for Q&A/ discussion. This event will be recorded and posted at both Substacks, so don't worry if you can't attend live. https://rucenterforpsychoanalysis.substack.com Excited to see you all there! News & events: Saturday, December 13th we meet for the 3rd class in my year long Intro to Psychoanalysis course: https://rucenterforpsychoanalysis.substack.com/p/intro-to-psychoanalysis-begins-september Thank you for listening to the Rendering Unconscious Podcast and for reading the Rendering Unconscious anthologies. And thank you so much for supporting this work by being a paid subscriber at the Substack. It makes my work possible. If you are so far a free subscriber, thanks to you too. Please consider becoming a paid subscriber to gain access to all the material on the site, including all future and archival podcast episodes. https://renderingunconscious.substack.com Rendering Unconscious is also a book series! Rendering Unconscious: Psychoanalytic Perspectives, Politics and Poetry volumes 1:1 and 1:2 (Trapart Books, 2024) available now! https://amzn.to/400QKR7 If you would like information about entering into psychoanalytic treatment with me or have other questions, please feel free to contact me via: vs [at] drvanessasinclair.net https://www.drvanessasinclair.net/contact/ Thank you.

American Education FM
EP. 832 – The Vivek problem; Child 401K's; School Board hypocrisy; OCR rights for parents.

American Education FM

Play Episode Listen Later Dec 5, 2025 77:39


Vivek came to Miami University and his clips are limited on his YouTube channel.  I wonder if anyone is really challenging him or are they toeing the party line.  I also discuss the Child 401K rollouts for kids, school board hypocrisy, embarrassment and illegality; and a warning from HHS about jabbing kids behind parents backs at school or anywhere. Substacks: https://skygirlxpress.substack.com/p/q-school-and-the-cult-that-never https://theamericanclassroom.substack.com/p/talawanda-school-board-members-adopted https://theamericanclassroom.substack.com/p/florida-teacher-used-student-images   Book Websites: https://www.moneytreepublishing.com/shop PROMO CODE: “AEFM” for 10% OFF, or https://armreg.co.uk PROMO CODE: "americaneducationfm" for 15% off all books and products. (I receive no kickbacks).  https://www.thriftbooks.com/ Q posts book: https://drive.proton.me/urls/JJ78RV1QP8#yCO0wENuJQPH

Mediepodden
Showdown mellan gammal och ny medieetik: Joakim Lundell vs SVT

Mediepodden

Play Episode Listen Later Dec 3, 2025


I veckans avsnitt av Mediepodden står SVT:s nya dokumentär om JoakimLundell i centrum. Dokument inifrån skapar stor debatt kring sanning,minnen och rätten till den egna berättelsen – och sätter ljus på enmediekrock mellan traditionell journalistik och influencerlogik.Emanuel och Olle analyserar hur dokumentären tagits emot, varförBo-Göran Bodin kritiserar sina kollegor, och hur Joakim Lundellsföljare utmanar etablerade medier.Dessutom: Socialdemokratiska AIP Media stoppas från att annonsera påMeta – vi går igenom varför, vilka konsekvenser det får och hur andrapartinära medier kan påverkas. Vi pratar också om Henrik Jönssonskraftiga tillväxt på Patreon, Substacks etablering i Norden och varförDA-TV får kämpa i motvind. Slutligen – den EU-förhandling som kan hastoppat kontroversiella chat control-lagen.Med Olle Lidbom och Emanuel Karlsten.Betala och få tillgång till hela arkivet på https://patreon.com/mediepodden

The KE Report
Heliostar Metals - Strong Q3 Production, High-Grade Drill Results & Advancing Ana Paula Toward Development

The KE Report

Play Episode Listen Later Nov 26, 2025 17:28


In this KE Report Company Update, Stephen Soock, VP of Investor Relations & Development at Heliostar Metals (TSX-V:HSTR - OTCQX:HSTXF - FSE:R0G1), breaks down a busy month of news across financials, operations, and exploration. Key Discussion Highlights: Q3 Financials Record ~9,000 GEOs produced; strong net income; quarter-end cash US$34.6M plus unsold ounces; ~US$6.5M spent on exploration. Costs & Guidance Cash costs ~US$1,500/oz, AISC ~US$1,800/oz; Q4 costs to rise with San Agustin restart but still within guidance. La Colorada & San Agustin La Colorada steady production from stockpiles ahead of a 2026 shift to higher-grade open-pit mining. San Agustin restart underway with first ore expected by year-end and strong cash flow in 2026. Ana Paula PEA Robust economics at US$2,400 gold; >US$1B NPV at US$3,800 gold; ~100,000 oz/yr at ~US$1,000 AISC once built. Drill Program Expansion Increased to 20,000m following impressive hits, including 83m of 17 g/t Au; continued potential to extend mine life. Development Timeline Feasibility, permitting, and financing work in progress; construction decision targeted H1 2027; production H2 2028. Upcoming Catalysts SGA PFS, more drill results, La Colorada permit updates, and San Agustin's first production. Please email me at Fleck@kereport.com with any follow up questions for Stephen.    Click here to visit the Heliostar Metals website to learn more about the Company   ------------ 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
Prismo Metals - Advancing Silver Kings Toward Drilling & Updating Key Arizona Projects

The KE Report

Play Episode Listen Later Nov 24, 2025 14:01


In this KE Report company update, Alain Lambert, CEO of Prismo Metals (CSE:PRIZ - OTCQB:PMOMF - FSE:7KU) joins us to outline key exploration progress across the company's Arizona portfolio and provide context on the recently closed $1.7M+ financing. We focus first on the Silver Kings Project, where new sampling, geophysics, and target definition support an upcoming 2,000m, two-phase drill program - the first drilling on the historic mine in nearly 100 years. Key Discussion Highlights: Silver Kings Drill Program: Two phases of 1,000m each targeting unmined zones near the historic Silver King Mine plus new vein and porphyry-style targets identified this year. Permitting & Funding: Final Forest Service review underway. The full 2,000m program is funded from the recent financing. Ripsey Mine: High-grade gold results under a very low-cost option; additional surface work expected next year. Hot Breccia Copper Project: Large porphyry target with interest from major and mid-tier groups; renegotiated option provides more time for partnership discussions. Click here to visit the Prismo Metals website    --------------------- 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
Dana Lyons - Market Models Turn Negative! This Is Important

The KE Report

Play Episode Listen Later Nov 21, 2025 18:20


In today's KE Report Daily Editorial, Dana Lyons, Fund Manager and Editor of Lyons Share Pro, discusses his 40% Black Friday sale and why his market models have officially turned negative. Dana explains the recent breakdown in tech, mid-caps, and market breadth, plus how he's shifting into a more defensive stance. Key Discussion Highlights: Models Turn Bearish: What flipped and why Lyons is hedging more aggressively. Selling & Hedging: Taking profits in biotech, exiting uranium, hedging mid-caps and tech. Volatility Playbook: Using VIX pullbacks to reload positions. Correction Timing: Why this downturn may last weeks to a few months. No Guaranteed Safe Havens: Gold, bonds, Bitcoin, dividend stocks - all require active risk management. Market Mentions: SPX, NDX, VIX, biotech ETFs, uranium ETFs, gold miners. Click here to take advantage of Dana's Black Friday sale! - https://lyonssharepro.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
Volta Metals - Advancing The Springer Rare Earth and Gallium Project, Ontario

The KE Report

Play Episode Listen Later Nov 18, 2025 16:32


In this KE Report Company Introduction, we speak with Kerem Usenmez, President & CEO of Volta Metals (CSE:VLTA - Frankfurt:D0W). The team is rapidly advancing the Springer Rare Earth Project in Ontario - an asset with a historic resource, recent drill results, and gallium potential. Key Discussion Highlights Project Background Springer hosts a 2012 historic resource with mineralization open in multiple directions. Rare Earth Profile Predominantly light REEs with meaningful heavies - recent drilling shows 8–10% heavies by value. Drill Program Results First two holes returned near-continuous mineralization, including 439m at ~1% TREO with higher-grade zones. Resource Update Path Four-hole program supports a new current resource estimate expected in January. Next Steps Winter drill program planned to expand the deposit toward PEA-level studies. Cost & Infrastructure Advantages All-in drilling ~$200/m, aided by paved road access, nearby hydropower, and proximity to Sudbury/North Bay. Valuation Snapshot ~100M shares out; ~C$23M market cap. Upcoming News Remaining assays (including gallium), metallurgical updates, new resource, and next drill campaign. Please email me with any follow up questions for Kerem - Fleck@kereport.com Click here to visit the Volta Metals website.    ------------ 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
Craig Hemke - Precious Metals Market Overview: Metals Coil, Q4 Setups & Seasonality

The KE Report

Play Episode Listen Later Nov 17, 2025 21:12


In this KE Report Daily Editorial, we chat with Craig Hemke, Founder and Editor of TF Metals Report Markets as markets are quiet and metals are range-bound. Craig explains why this “dog-days” lull could set up a strong year-end. We discuss seasonal trends, Q4 price strength, and what catalysts may kick-start the next move higher. Interview Highlights:  Quiet Markets: Trading feels like a late-summer pause as most sectors drift sideways. Q4 Price Advantage: Gold and silver prices remain well above Q3 levels, locking in stronger margins for producers. Investor Hesitation: Many traders expect a pullback, leaving room for surprise when sentiment shifts. Selective Stock Picking: If metals hold steady, focus turns to free cash flow, dividends, and takeover potential. Year-End Watch: Few tax-loss pressures this year; attention now shifts to the December Fed meeting and late-quarter data. Click here to visit Craig's website - TF Metals Report   -------- 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
Graphene Manufacturing Group - THERMAL-XR®, G® Lubricant, Battery Development Updates: Australian Distribution Agreement, Answering Your Questions

The KE Report

Play Episode Listen Later Nov 14, 2025 28:04


In this KE Report Company Update, we're joined by Craig Nicol, Founder and CEO of Graphene Manufacturing Group (TSX.V:GMG - OTCQX:GMGMF), for a detailed discussion on the company's latest milestones across its Thermal-XR®, G® Lubricant, and battery divisions - including key distribution deals, EPA approval timelines, and next-generation production plans.   Interview Highlights: Thermal-XR® Expansion: New Beijer Ref and Kirby Network agreement in Australia adds coating as a standard option on HVAC coils, backed by a 5-year warranty and energy savings. U.S. Market Entry: EPA approval expected by December, enabling Nu-Calgon rollout and first shipments to U.S. customers. G® Lubricant Rollout: European sales launching with palletized product; strong trial feedback and early fleet testing showing up to 30% fuel savings. Battery Development: Advancing fast-charge graphene aluminum-ion battery; validation testing underway with Rio Tinto (NYSE:RIO) and other partners. Graphene Scale-Up: Gen-2 production system under construction in Brisbane - 20× output increase, low capex (~A$2M), and future North America expansion planned. Upcoming Catalysts: EPA approval and U.S. product launch Distribution & fleet data updates Battery testing results Gen-2 plant commissioning mid-2026 Please keep the questions coming! Email me at Fleck@kereport.com. Click here to visit the GMG website to learn more about the Company.    --------------- 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
Vizsla Silver - Panuco Feasibility Overview: After-Tax NPV (5%) of US$1,802 million, After-Tax IRR of 111%, Initial Costs of US$173 million

The KE Report

Play Episode Listen Later Nov 13, 2025 24:46


Vizsla Silver just released its Feasibility Study for the Panuco Project (Nov 12). Mike Konnert, President & CEO of Vizsla Silver (TSX:VZLA, NYSE:VZLA),  walks through the headline economics, funding, growth runway, and permitting path. Feasibility Results: After-tax NPV US$1.8B, IRR 111%, AISC ~US$10.61/oz, and payback in ~7 months. Driven by low upfront capital and strong margins. Capital & Funding: Capex US$238M (net ~US$173M). Fully funded with US$200M cash, US$220M Macquarie facility, and ~US$40M in equities. Mine Plan & Upside: Only 12.8Mt of the ~25Mt global resource used in reserves. Large potential for conversion and expansion near Napoleon, Copala, and La Luisa. District Growth: Ongoing drilling with four rigs targeting Animas, Santa Fe, and additional veins for long-term expansion. Sensitivity & Strength: Even at US$17 Ag and US$1,550 Au, NPV US$460M, IRR 42%. Permitting & Build: Fully engineered, test mining underway, and permits expected mid-2026. Ready to build once granted. Valuation & Outlook: Trading near 0.5× NAV with potential re-rating as it advances to production. Targeting 50Moz AgEq/yr within 10 years. If you have any follow up questions for Mike please email me at Fleck@kereport.com.   Vizsla Silver will be hosting a webcast to discuss the Panuco Project Feasibility Study at 10:00 am PT (1:00 pm ET) on November 24th.  To register, please click here   ---------- 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
Scottie Resources – Key Takeaways From The Preliminary Economic Assessment Released For Scottie Gold Mine Project, Update On Bulk Sample, Exploration, and Ore Sorting

The KE Report

Play Episode Listen Later Oct 31, 2025 25:40


Brad Rourke, CEO, and Thomas Mumford, President of Scottie Resources (TSX.V:SCOT – OTCQB:SCTSF), both join us to review the key aspects of the Preliminary Economic Assessment (PEA) released to the market on October 28th.  Additionally, we get an update on the bulk sample progress, the main objectives focused on in the 2025 drill program, and the feasibility-level ore sorting study underway at the Scottie Gold Mine Project; located in the Golden Triangle of British Columbia.   The PEA outlines a robust Direct-Ship Ore ("DSO") development scenario for the Scottie Gold Mine Project, with strong economics and leverage to the current gold price environment, and additional upside potential through toll milling.   The base case DSO project delivers an after-tax NPV(5%) ranging from CAD$215.8 million to CAD$668.3 million at gold prices of US$2,600/oz and US$4,200/oz, respectively. Importantly, the PEA also presents the opportunity to utilize excess capacity at the nearby Premier mill through a toll-milling arrangement, which could significantly enhance project economics. Under this scenario, the after-tax NPV(5%) increases to CAD$380.1 million at US$2,600/oz and CAD$831.7 million at US$4,200/oz (note: no toll-milling agreement is currently in place). The PEA contemplates an initial capital cost of CAD$128.6 million and average annual production of approximately 65,400 ounces of gold over a seven-year mine life. The project demonstrates a compelling after-tax payback period of 1.7 years for the standalone DSO case, and just 0.9 years under the toll-milling opportunity at a gold price of US$2,600/oz. The DSO project is planned to commence with open pit mining at the Blueberry Contact Zone, closely followed by underground mining at the Blueberry Contact Zone, and subsequently the Scottie Gold Mine. The mined material will be then jaw crushed and sorted using an XRF based ore sorting system. The upgraded product will be transported to the Stewart bulk shipping facility located 40 km down an existing road to be shipped overseas. The material would be then sold to Ocean Partners based on the negotiated terms in the existing offtake agreement The company then plans to move straight into work streams for a Feasibility Study (FS) with actual cost estimates and more detailed economics as the next major economic study to be undertaken 8-10 months after all the 2025 drill results from the 27,309 meter program are in hand.   We got into the resource assumptions used in the PEA, but both Brad and Thomas outlined how these resources are going to expand now that 4 diamond drill rigs were turning this year in the largest exploration program to date, across different parts of the high-priority Blueberry Contact Zone, and around the past-producing Scottie Gold Mine. A key initiative was infilling areas with tighter spacing, focused on upgrading the resources from inferred to indicated categories at the Blueberry Contact Zone. However many of the holes will also go deeper doing some true exploration work with a focus on expanding the potential open pit and upper portions of the underground resources at both Blueberry and Scottie areas.   Next we touched on the ongoing 10,000-tonne surface bulk sampling program where they have completed the blasting and mucking of mineralized material from the road-accessible outcropping Bend Vein located on the north end of the Scottie Gold Mine Project. The crushing and transportation of this material has also been completed moving many truckloads of material down the Granduc road to the Stewart bulk shipping facility without any concerns or challenges.  Brad and Thomas outline that this bulk sample will be a nice opportunity to learn more about a number of metrics and provide a nice proof of concept, as well as generating some non-dilutive capital for the Company in the process.    Wrapping up we discussed the ongoing Phase 2 ore-sorting study underway, that will be a more advanced Feasibility Study level test of upgrading the ore, with the strategy to reduce the amount of waste rock before shipping.  Ore sorting could significantly enhance the efficiencies of the overall DSO strategy, and those results are due out in Q4 as another key company catalyst by year end.     If you have any questions for Brad or Thomas regarding Scottie Resources, then please email them in to us at Fleck@kereport.com or Shad@kereport.com.   In full disclosure, Shad is a shareholder of Scottie Resources at the time of this recording and may choose to buy or sell shares at any time.   Click here to follow the latest news from Scottie Resources   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
Blackrock Silver – First Set Of Core Drill Assays From Eastern Expansion Step Outs That will Feed Into Expanded Resource Estimate And Updated PEA In Q1 2026

The KE Report

Play Episode Listen Later Oct 29, 2025 19:06


Andrew Pollard, President and CEO of Blackrock Silver (TSX.V:BRC – OTCQX:BKRRF), joins me to discuss the first set of diamond core drill assays stepping out in the Eastern Expansion drill program, at their 100% owned Tonopah West project located in West-Central Nevada, United States.  The Eastern Expansion Program was a follow-up to the Company's reverse-circulation scout drill program at Tonopah West completed in February 2025, which showed significant potential to expand the DPB South resource area 1,200 metres in an easterly direction.   EASTERN EXPANSION PROGRAM HIGHLIGHTS:   TXC25-166 cut 5.03 metres grading 750 grams per tonne (g/t) silver equivalent (AgEq) (306.8 g/t silver (Ag) & 4.06 g/t gold (Au)) from 165.2 metres, including 1.83 metres grading 1,661 g/t AgEq (724 g/t Ag & 8.58 g/t Au); TXC25-159 drilled 8.75 metres grading 193 g/t AgEq (90.3 g/t Ag & 0.94 g/t Au) from 234.1 metres, including 0.82 metres grading 1,217 g/t AgEq (567.7 g/t Ag & 5.95 g/t Au); TXC25-164 intercepted 5.67 metres of 263 g/t AgEq (3.6 g/t Ag & 2.38 g/t Au) from 180.0 metres, including 1.1 metres grading 955 g/t AgEq (9.2 g/t Ag & 8.67 g/t Au);   There are still 13 more drill assays pending from this area to be released by year end.   We discuss how all this new step-out drilling at the Eastern Expansion area, off DPB South towards the Ohio mine area, will then be combined with the expansion drilling completed earlier in the year at the Northwest (NW) Step Out resource area, and feed into the upcoming expanded resource estimate and updated PEA in Q1 2026. Andrew reiterates that the silver and gold mineralization at Tonopah West remains open to the northwest, east and internally between the main bodies of mineralization, as well as at depth.   As it stands today, before all the expansion drilling gets included, the updated MRE released in September, based on the M&I conversion drilling, contains a total of 0.107 million ounces (“Mozs”) of gold (“Au”) and 9.5Mozs of silver (“Ag”), or 21.1Mozs of silver equivalent (“AgEq”) of indicated mineral resources, and 0.47 Mozs of Au and 35.5Mozs of Ag, or 86.88Mozs of AgEq of inferred mineral resources.   We discussed that this Tonopah West Project really works even at far lower silver and gold prices due to the very high-grade nature of the deposit, and has excellent torque to rising metals prices.  At a 180 grams per tonne (“g/t”) AgEq cutoff, the average block-diluted grade of the indicated mineral resources is 493 g/t AgEq and the average block-diluted grade of the inferred mineral resources is 525.9 g/t AgEq.   Andrew explains how they decided to report their resources much more conservatively than most other companies, using these block-diluted grade resource models.  This actually keeps the proposed head grade at much higher levels than other peer development projects, once the economics and stope optimization process is factored in.   The Company is engaged in many derisking activities from hydrology and geotechnical drilling, to permitting, engineering, metallurgical studies, and this will all be factored into the updated Preliminary Economic Assessment in early 2026.      If you have any follow up questions for Andrew regarding Blackrock Silver, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is shareholder of Blackrock Silver at the time of this recording, and may choose to buy or sell shares at any time.   Click here to visit the Blackrock Silver website to read over the recent news we discussed.   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
Craig Hemke – Precious Metals Correction: Pattern or Breakdown?

The KE Report

Play Episode Listen Later Oct 27, 2025 21:26


Gold and silver have pulled back sharply from recent highs, but Craig Hemke, founder and editor of TF Metals Report, says this is classic bull-market behavior - not the start of a bear phase. Gold remains up roughly 40–50% YTD, silver over 50%, and despite short-term pain, the structural uptrend remains intact. Key Topics Recurring 10% pullbacks: Craig outlines how each gold rally since 2023 has followed a rhythm — 90-day consolidations, 10% corrections, and ~20% surges higher. He sees the current move as another leg in that pattern. Silver's consolidation band: After reaching $54, silver's drop below $47 mirrors prior shakeouts. Hemke expects a 20% range to hold before the next breakout attempt toward new highs. Earnings strength & sentiment lag: Even at $3,800–$4,000 gold, miners like Newmont (NYSE: NEM) and Agnico Eagle (TSX/NYSE: AEM) are printing record margins. Investor sentiment, however, hasn't caught up. M&A and cash hoards: Majors are flush with cash, minimal debt, and strong cash flow. Hemke expects consolidation in the sector to spark fresh M&A activity as producers replace reserves. Macro triggers to watch: A Fed rate cut cycle, potential dollar weakness, and re-emerging risk appetite could all act as catalysts for the next leg up across precious and base metals. 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
Nova Minerals - Government Funding To Fast Track Antimony At The Estelle Project, Alaska

The KE Report

Play Episode Listen Later Oct 23, 2025 21:31


Chris Gerteisen, CEO of Nova Minerals (ASX:NVA - NASDAQ:NVA - FSE:QM3), joins us to discuss the company's recent US$43.4 million U.S. government grant to fast-track antimony trisulfide production, a key component in munitions and clean-tech manufacturing, along with ongoing exploration and development at the Estelle Gold and Critical Minerals Project in Alaska. Key Discussion Points: $43.4M Government Grant: Funding supports Phase 1 antimony production and the development of an initial refinery in Alaska. Nova is already purchasing mining and processing equipment, with a target to begin production by mid-to-late next year. Two-Phase Development Plan: Phase 1 – Focused on surface extraction and smaller-scale production (hundreds of tons). Phase 2 – Expansion into a large-scale refinery at Port MacKenzie, scaling up to 5,000–10,000 tonnes of refined product annually. Strategic Infrastructure: 42-acre site at Port MacKenzie, a deep-water, year-round port with road and rail access, designed as a modular hub for future critical mineral refining. Drilling & Resource Definition: Antimony resource drilling underway with a second rig planned. Results will feed a mine plan and internal resource model to maintain the project's accelerated schedule. Gold Resource Strength: Estelle hosts a ~9.9Moz JORC resource (with ~5.2Moz SK-1300 pit-constrained at US$2,000/oz). Ongoing drilling at the RPM deposit is aimed at upgrading inferred ounces and completing an updated economic study in 2026. Dual Commodity Advantage: Parallel development of both gold and antimony provides diversification, strong leverage to current prices, and greater financial resilience. Near-Term News Flow: Antimony drill results, equipment procurement updates, processing plant construction milestones, and new gold assay results from Estelle and RPM. Please email me with any follow up questions for Chris - Fleck@kereport.com  Click here to visit the Nova Minerals website.   ----- 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
Erik Wetterling – The Alpha-Driven Explorers Have Been More Resilient Than Producers and Developers In This Precious Metals Correction

The KE Report

Play Episode Listen Later Oct 22, 2025 19:49


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me for a candid discussion to review how different stages of the precious metals stocks are responding to the outsized corrections today and at the end of last week in gold and silver prices.   We start off noting the deeper pullbacks are occurring in the producers due to their tighter correlation with PM prices.  These stocks had attracted a lot of attention from momentum investors, that often were piling in without much thought as to the specific fundamentals or longer-term investing case for these companies.   In contrast, the alpha-driven gold or silver explorers are much more driven by newsflow, and so the metals prices are less germane.  As a result, they've actually been more resilient to this sector correction, and were some of the only stocks in the green on a turbulent day in a sea of red.  Erik points out though, that they also didn't have as much upside torque as the metals prices were climbing, because again they are driven by their own micro catalysts and fundamentals.   Erik is becoming more animated by the second wave of the Lassonde Curve, where the developers have the leverage and optionality to rising metals prices, but there remains a large delta in where the ounces in the ground are being valued versus the margins that the producers are making for each ounce of gold or silver they pull out of the ground and process.   Click here to follow Erik's analysis over at The Hedgeless Horseman website   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
Kuya Silver - Record Q3 Concentrate Sales, Ramp-Up Progress & Q4 Drilling Plans

The KE Report

Play Episode Listen Later Oct 22, 2025 21:10


I'm joined by David Stein, President & CEO of Kuya Silver (CSE: KUYA – OTCQB: KUYAF – FRA: 6MR1), for an operational update on the Bethania Silver Mine in Peru, following the October 17th news of record Q3 concentrate sales, infrastructure upgrades, and new management appointments. Discussion Highlights: Record Q3 Results - Best quarter to date for concentrate sales and recoveries (~92%), despite a temporary equipment outage. Operational Upgrades - New high-capacity air compressor plus backups now in place to ensure stable production and reduced downtime. Ramp-Up Progress - On track to reach ~100 tpd by mid-November, with a path toward 350 tpd in 2026. Breakeven estimated at 80–100 tpd under current silver prices. New Ramp Development - Construction underway to improve haulage, support expansion, and access deeper levels for future mining. Exploration Growth - A 5,000m underground drill program is starting to extend mineralization at depth and upgrade resources.   If you have any follow-up questions for David, please email me at Fleck@kereport.com Click here to visit the Kuya Silver website – https://kuyasilver.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
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
Cosa Resources – Identification Of Prospective Drill-Ready Targets at the Darby Uranium Project In The Athabasca Basin For 2026 Exploration Program

The KE Report

Play Episode Listen Later Oct 19, 2025 14:26


Keith Bodnarchuk, President and CEO, and Andy Carmichael, VP of Exploration of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), both join me to review the news released on October 14th which announced the identification of multiple high priority follow up drill targets at the Darby Project.  Darby is a joint venture (JV) between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN) and is located 10 kilometres west of Cameco's Cigar Lake Mine in the eastern Athabasca Basin, Saskatchewan. Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest.   Keith starts us up highlighting the prospective geology and historic work that made the Darby Project a vital component of the JV transaction with Denison. The recent identification of new drill targets as a results further analysis from the exploration team supports Cosa's thesis that Darby is a mature, discovery-ready project that will receive drilling in the year to come.   The identification of highly prospective drill ready targets came as a result of extensive historical drill core and data review at the Delta and Charlie trends by Cosa's Chairman Steve Blower and VP Exploration Andy Carmichael, as they relogged all historical Darby drill holes in June of this year. Their work confirmed desktop interpretations and generated immediate follow up targets.   When the team at Cosa reviewed the historic work by prior operators, it interpreted that of 31 drill holes on the Property targeting conductive anomalies only 13 (42%) explained their target and only six (19%) were effective evaluations of the targeted area, leaving over 80% of the Projects' 40 kilometres of conductive strike length untested. Multiple historical drill holes intersected features suggesting proximity to uranium mineralization – warranting direct follow-up drilling in the future.   Andy mentioned that with a more experienced scientific understanding and framework today, and by applying the same target identification approach that led them to discover the Hurricane Deposit in 2018, that they are very encouraged by the historical data and drill core. Coincident alteration, illite, and chlorite plus broad zones of anomalous uranium in the lower sandstone are strong indicators of a uranium bearing system in the eastern Athabasca including at the nearby Cigar Lake mine.   The Company will begin the approaching 2026 drilling season with highly prospective follow up targets at both Darby and Murphy Lake North. Keith mentioned that they are looking forward to finalizing drilling plans and budgets their joint venture partner and largest shareholder, Denison Mines, and discussed the benefit of their continued guidance and support on these exploration initiatives.     If you have any questions for Keith or Andy regarding Cosa Resources, then please email them to me at Shad@kereport.com.     Click here to follow the most recent news from Cosa Resources   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
Joel Elconin - Pre-Market Recap: VIX Spike, Rate Cuts, and Rotations

The KE Report

Play Episode Listen Later Oct 17, 2025 13:53


In this pre-market Daily Editorial, we welcome back Joel Elconin, co-host of the Pre-Market Prep Show and founder of the Stock Trader Network. Joel takes a step back from the recent surge in gold and silver to focus on the broader U.S. equity markets - where rising volatility and falling yields are hinting at a potential shift beneath the surface. Key Discussion Points: Rising VIX and market nerves - The VIX has climbed above 20, signaling growing unease even as indexes remain flat. Joel explains why this feels more like a “nervous market” than the start of a full correction. Rates are dropping - good or bad? - With the 10-year Treasury near yearly lows, Joel questions whether falling yields reflect optimism or an early warning of slower growth ahead. Sector rotation themes - Momentum in the Magnificent Seven is fading, while small-caps (IWM) and biotech (XBI) show strength. Joel outlines where money may be rotating and how interest rate sensitivity is driving trades. Earnings season tone - Early results from banks and airlines show mixed signals. Joel highlights how upcoming mega-cap tech earnings will be key to gauging market sentiment and valuations. AI and spending boom - Massive corporate investment in AI continues to prop up GDP numbers, but Joel questions sustainability - suggesting investors look instead at infrastructure and data-center beneficiaries. Opportunities abroad and in lagging sectors - From European ETFs (EFA) to housing and biotech, Joel identifies areas that may offer better entry points as U.S. markets consolidate. Joel also shares how he's navigating this environment - why he sees the market as “nervous, not broken,” and what signals would confirm a deeper shift in sentiment.   Click here to visit Joel's PreMarket Prep website: https://www.premarketprep.com/ Click here to visit the Stock Trader Network: https://www.stocktradernetwork.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
Marc Chandler - Metals Volatility, US-China Tensions, and Regional Bank Risks

The KE Report

Play Episode Listen Later Oct 17, 2025 26:55


In this week's Daily Editorial, Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of Marc to Market, returns to break down a whirlwind end to the week: a sharp pullback in rare earth and precious metals equities, renewed US-China friction, and fresh jitters around US regional banks. He also shares practical portfolio tactics for navigating vertical moves and volatility shocks. What we cover Metals selloff after spike highs: Why rare earth and gold/silver equities gave back gains into week's end, and how sentiment, rate-cut odds, and “deal optimism” around US-China fed profit-taking. Strategic reality check on rare earths: Regardless of near-term politics, the US/EU/Japan must rebuild REE processing capacity - an industrial project measured in years, not quarters. Regional banks back in the headlines: What Zions and Western Alliance signal about CRE stress, the refinancing wall into year-end, and why KRE can bounce even while the group remains in a broader drawdown. Dollar & rates link: Marc's framework for the USD tracking US yields lower if the Fed continues cutting, plus how “dollar-block” FX (CAD/AUD/NZD) and safe havens (CHF) fit into the macro picture. Click here to visit Marc's site - Marc To Market.      --------------- 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
Talisker Resources – Second Month Of Gold Production And Operations Update From The Mustang Mine At The Bralorne Gold Project

The KE Report

Play Episode Listen Later Oct 17, 2025 12:16


Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to review the October 9th news announcing the second gold sale from September production from the Mustang Mine, at their 100% owned Bralorne Gold Project in British Columbia. The Company has been consistently trucking over the first development ore from the Mustang Mine to Nicola Mining's Craigmont Mill located in Merritt, British Columbia, and is now starting to truck over the higher-grade vein material as well as ramping up the tonnes per day to the mill.   In September, Talisker produced 862 ounces of gold from the Mustang Mine following on from the 707 ounces of gold sold in August for a total of 1,569 for the quarter ended September 30th. Production was sourced mostly from in-vein development from the 1090, 1105 and 1120 levels and production stoping from the stopes between the 1060 and 1075 levels. Planned production in the fourth quarter 2025 will be sourced from stopes between the 1075 and 1090 and the 1090 and 1020 levels.   Terry reviews their operations team's accelerated development of the Lower Mustang decline which will allow access to the 1045 and 1030 levels below currently accessible areas. To date, 115 metres of development has been completed with 95 metres remaining to reach the 1045 level along the Alhambra and BK veins, increasing future mine output, gold production, and revenues.   In addition to having increased the amount of ore mined from 250-300 tpd, there is a current initiative to expand that up to 500 tpd and look to beginning upgrading the ore on site using ore-sorting technology.  This ore-sorting would all for shipping higher-grade material, with less associated waste, and would make it even more economical to be shipped to Nicola Mining's Craigmont mill, which is currently at capacity processing Talisker's ore.  Then further out the plan is to increase mining from more areas including from the Olympus Mine to the southeast of the Mustang Mine, and increase operations to 750-1,000 tpd, also utilizing other nearby processing centers with spare capacity. An economic study is slated for later this year that will explore some of these concepts in more detail. Wrapping up we discuss the key milestones and news on tap for the balance of this year.     If you have any follow up questions for Terry then please email me at Shad@kereport.com.   Click here to follow the latest news from Talisker Resources   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
Brien Lundin - The Bull Market Flood: Record Financings, $4,300 Gold, and Where Are The Best Opportunities?

The KE Report

Play Episode Listen Later Oct 16, 2025 19:50


In this KE Report Daily Editorial, we're joined by Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference (Nov. 2–5), to discuss the powerful rally across precious metals and the historic wave of financings sweeping through the junior mining sector. Key Discussion Highlights: Unprecedented capital inflows: Gold nearing $4,300/oz and silver topping $53/oz have triggered a flood of financings - many without warrants, rapidly upsized, and often the largest in company histories. Institutional money returns: Deep-pocketed generalist and hedge fund investors are pouring in, marking a seismic shift for the mining industry. What companies will do with the cash: With exploration budgets surging, Brien expects both inefficiency and discovery - some waste, but also new mines and mid-tier producers emerging. Valuation catch-up coming: Feasibility studies using $2,000–$2,500 gold are now badly outdated; developers could see massive re-ratings as markets recalibrate to current prices. Exploration strategy: How to approach pre-discovery and early-stage drill stories, and why management quality, technical depth, and early hints still matter most in a hot market. Stocks mentioned: Aftermath Silver (AAG.V / AAGFF), Blackrock Silver (BRC.V / BKRRF), Delta Resources (DLTA.V), Contango Ore (CTGO), Collective Mining (CNL.TO), Prospector Metals (PPP.V). Click here to learn more about the New Orleans Investment Conference on November 2-5.    ---------- 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
Erik Wetterling – Nordic Funds and Mines Conference Recap - Value Proposition In Americas Gold and Silver, Silver Tiger Metals, and Juggernaut Exploration

The KE Report

Play Episode Listen Later Oct 13, 2025 23:03


Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to recap the Nordic Funds and Mines conference last week in Stockholm, Sweden and some of the resource companies that stuck out to him with attractive catalysts on tap to build future value.   We start off discussing the key takeaways from the conference with regards to the quality of the event, the various metals in focus, investor sentiment, and some of the silver and gold companies where he sees an attractive value proposition.   Erik highlights a precious metals producer with expansion potential and an antimony credit, a PM developer with a potential permitting catalyst along with exploration upside, and true grassroots exploration story in the Golden Triangle, funded for a compelling drill program next exploration season.    >> The companies we discuss in this interview are:   Americas Gold and Silver Corp (TSX: USA) (NYSE American: USAS) Silver Tiger Metals Inc. (TSXV: SLVR) (OTCQX: SLVTF) Juggernaut Exploration Ltd (JUGR.V) (OTCQB: JUGRF)    Click here to follow Erik's analysis over at The Hedgeless Horseman website   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.

Oh My Pod! with Chelsea Riffe
The Art of Strategic Disruption and Why Travel Might Be the Best Business Coach You've Ever Had with Edila Smith

Oh My Pod! with Chelsea Riffe

Play Episode Listen Later Sep 12, 2025 63:10


Ever notice how your most profound realizations happen when you're completely out of your element? In this episode, Chelsea sits down with Edila Smith (in-person in Lisbon!) to explore why disrupting your environment might be the fastest way to disrupt unconscious patterns that are running your life. From the reality of working while traveling to building a business that feels like home, this conversation reveals why most of us are sleepwalking through carefully constructed routines without questioning if they actually serve us.Episode themes:Why "perfect" morning routines can become creativity killers and how to build adaptive systems insteadThe reality check on laptop lifestyle myths (spoiler: working by the pool actually sucks!!!)How environment disruption strips away familiar identities and forces growthWhy dropping your "professional mask" makes people want to invest in youMicro-disruptions you can try without booking a flightWhy it might be time to throw the journal outUse life as your mood boardThe case for having way more fun in business and life (and both Chelsea and Edila share their unhinged wishes for having more fun)This episode is for those who feel stuck in routines that no longer serve them, entrepreneurs tired of performing "professionalism," and anyone curious about using environment disruption as a tool for conscious living.Connect with Edila:InstagramHOMECOMING | 1:1 mentorship for the ones building businesses that move with themTHE LINK UP (PORTUGAL 2026) | Where internet friends become IRL soulmates FLIGHT PLAN | The official landing pad for remote life dreamersIG Stories disappear in 24 hours. TikToks fade into a blackhole. But appearing on podcasts, Substacks, guest teaching spots and panels are evergreen — and your voice deserves to echo.Stop burning out on content creation and learn strategic "orbit jumping" - how to land high-impact podcast interviews and speaking gigs that actually convert inside Pitch Perfect!We kick off 10/13 - 9 spots left

Thoughtful Money with Adam Taggart
Stocks Are 'Pornographically' Overvalued | Chris Irons, Quoth The Raven

Thoughtful Money with Adam Taggart

Play Episode Listen Later Sep 11, 2025 114:49


Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of time.Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #25 in the list of top financial Substacks worldwide.Chris's take, while unconventional and unapologetic, often puts its finger right on the heart of issues. He has a talent for declaratively stating in simple words exactly what the rest of us are all thinking, but haven't succinctly voiced yet.So, what's his view of the economy and markets right now?Let's ask the man himself.#recession #inflation #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

ChinaTalk
Learning from Ukraine, Preparing for Taiwan

ChinaTalk

Play Episode Listen Later Aug 20, 2025 67:04


Mick Ryan is a retired major general in the Australian army and author of three books — War Transformed: The Future of Twenty-First-Century Great Power Competition and Conflict, White Sun War, which is a piece of fiction about a near-future Taiwan war, and The War for Ukraine: Strategy and Adaptation Under Fire. He also writes the excellent Futura Doctrina Substack, which has taught me a tremendous amount over the past few years. The way Mick synthesizes history and contemporary conflict makes it one of my few true must-read Substacks. In today's conversation, we discuss… Lessons from the history of warfare, and how to apply them to modern conflict, Why superweapons don't win wars, and how the human dimension of war will shape military applications of AI, Why economic integration alone cannot prevent a US-China war, The role of deception and the limits of battlefield surveillance, with case studies in Ukraine and Afghanistan, Mick's four filters for applying lessons from Ukraine to a Taiwan contingency, and the underappreciated role of Taiwanese public opinion in shaping CCP goals. Thanks to the Hudson Institute's Center for Defense Concepts and Technology for sponsoring this podcast. Outro music: Elvis Presley — Down by the Riverside (YouTube Link) Reading recommendations: Paul Kennedy — The Rise and Fall of the Great Powers and Engineers of Victory: The Problem Solvers Who Turned the Tide in the Second World War Norman F. Dixon — On the Psychology of Military Incompetence  Aimée Fox — Learning to Fight: Military Innovation and Change in the British Army, 1914–1918  Williamson Murray & Allan R. Millett — Military Innovation in the Interwar Period and Military Effectiveness trilogy  Trent Hone — Learning War: The Evolution of Fighting Doctrine in the U.S. Navy, 1898–1945  Brent L. Sterling — Other People's Wars: The U.S. Military and the Challenge of Learning from Foreign Conflicts (2021) Dima Adamsky — The Culture of Military Innovation: The Impact of Cultural Factors on the Revolution in Military Affairs in Russia, the US, and Israel (2010) Meir Finkel — On Flexibility: Recovery from Technological and Doctrinal Surprise on the Battlefield and Military Agility: Ensuring Rapid and Effective Transition from Peace to War Andrew Krepinevich —  The Origins of Victory: How Disruptive Military Innovation Determines the Fates of Great Powers R.V. Jones —  The Wizard War: British Scientific Intelligence 1939-1945 Francis Hoffman — Mars Adapting: Military Change During War You can find more syllabi on Mick Ryan's Substack (here and here) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Ezra Klein Show
So, what exactly is the “New Right?”

The Ezra Klein Show

Play Episode Listen Later Aug 18, 2025 51:36


A loose movement of radical intellectuals is driving American politics.  They're called the “New Right,” and they share a basic hostility to American liberal democracy, a real desire to fundamentally overhaul it, and real influence in the White House. But why do they think that? How much influence do they really have? And what would a response to their rising prominence look like? Today's guest is Laura Field, a political theorist who's spent a lot of time in the conservative intellectual world cataloging the wild world of far-right thinking for her book Furious Minds: The Making of the MAGA New Right.  She speaks with guest host Zack Beauchamp, author of Vox newsletter On The Right, about why ordinary Americans should really, definitely, and absolutely care what a handful of thinkers are putting out on obscure Substacks and YouTube channels. Host: Zack Beauchamp Guest: Laura Field We would love to hear from you. To tell us what we thought of this episode, email us at tga@voxmail.com or leave us a voicemail at 1-800-214-5749. Your comments and questions help us make a better show. And you can watch new episodes of The Gray Area on YouTube. Listen to The Gray Area ad-free by becoming a Vox Member: vox.com/members Learn more about your ad choices. Visit podcastchoices.com/adchoices