The KE Report

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Aug 2026

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The KE Report provides exclusive interviews with fund managers, newsletter writers, technical and fundamental analysts along with sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

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August 22, 2026Episode 359952 min

Weekend Show - Mike Larson & Dan Steffens - Are Gold and Silver Out of Purgatory? Plus High-Upside Energy Stocks

This week’s show connects the dots between global macro shifts and high-conviction commodity opportunities. From the Treasury’s bond market interventions and the resurgence of precious metals to the geopolitical supply crunch fueling under-the-radar oil equities, guests Mike Larson and Dan Steffens unpack where capital is rotating and how investors can position ahead of the curve. Segment 1 & 2 - Mike Larson, Editor-in-Chief at MoneyShow, discusses how the recent rebound in precious metals and copper signals a lasting turn in an ongoing bull market driven by global debt trends, Treasury bond interventions, and supply-chain pressures. He also emphasizes that the broader market remains healthy due to strong rotation into sectors like energy, financials, and industrials as tech cools off. Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/ Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, breaks down current dynamics in the oil and gas sector amid global supply risks and refinery disruptions. He emphasizes compelling growth and valuation upsides across a range of energy equities, from undervalued small caps like Riley Exploration Permian, ROK Resources, and Kolibri Global Energy to larger mid-cap players like Baytex, Crescent Energy, and Devon Energy. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis - http://www.energyprospectus.com/ If you enjoy the show, be sure to subscribe to our podcast feed ( KER Podcast ), YouTube channel , and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review! For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 22, 2026Episode 360030 min

Chris Temple – Fiscal and Monetary Policy, Interest Rates, Inflation, Gold, Silver, Copper, Critical Minerals, and Oil

Chris Temple, Editor and Publisher of the National Investor, joins us to review the macroeconomic trends that are moving the markets, and his outlook on gold, silver, copper, critical minerals, oil, and the related resource equities. We start off discussing recent fiscal and monetary policy in the US and abroad. Treasury Secretary, Scott Bessent, recently intervened in the Japanese Yen, but it was largely ineffectual, as was the fiscal policy to try and control the long-end of the yield curve. Both initiatives were quickly reversed by the bond vigilantes. New Fed head, Kevin Warsh has lost some of his political capital by failing to hike rates, as inflation has crept higher, and the tone in the market is shifting slightly from shrugging all this off, to considering the challenges ahead. Chris outlines that while the Fed maintains it is an independent organization, there is going to be increased coordination and alliance between the US Treasury Department and theUS central bank. Shifting over to commodities, we discuss the strong rally throughout the month of August in gold, silver, and precious metals equities in response to those macro forces. Chris had warned subscribers earlier in the year that things had become overbought and gotten ahead of themselves and to fade that rally, anticipating a medium-term sector pullback. He pointed out the corrective move in the PM sector, was then exacerbated by the war in Iran, when many felt that would be a bullish driver for gold and silver. One positive he highlights is that now gold and silver have started to ignore the higher interest rates and war, and focus more on the sovereign debt loads of nations around the world that are running out of options, desperate to stem the selling of bonds, and likely going to try and inflate their way out of the stagflation. Next we shifted over to trends within copper, and the broad basket of Critical Minerals, where Chris makes the point that one can’t paint them all with a broad brush, as some have unique fundamental or macro drivers. With regards to copper, he outlines that beyond the AI data center build out mania, EVs, and many popular narratives, that copper is still mostly needed for basic infrastructure build out, real estate construction, and the electrification of the developing world. Chris flags a few copper companies, preferring the opportunities in the advanced explorers and developers like Gunnison Copper Corp. (TSX: GCU) (OTCQB: GCUMF), Abitibi Metals Corp.(CSE: AMQ) (OTCQB: AMQFF), and Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) As far as the smaller niche’ critical minerals sector, he reiterates that a lot of the reality is still around Chinese export controls, and the lack of viable alternatives for supply and processing in the west. We discuss this administration’s policy initiatives, executive orders, and funding support to help advance some domestic projects. While he concedes this is the best tailwind for extractive industries in our lifetime, he also points out that it is not nearly enough money, support, or urgency, and much of what has been announced may very well get reversed if there are sweeping changes in congress for the upcoming mid-term elections. Wrapping up, we get into the ongoing war with Iran, continued chokepoint in the Strait of Hormuz, longer-term damage to infrastructure, and what it all means to the energy sector. Chris explains what has kept the oil prices more subdued than many would have anticipated considering the supply shock hitting the world, but the highlights the very wide crack spreads between oil and refined products like diesel. The higher prices at the gas pumps, and record diesel prices are going to pressure consumers and businesses as this year progresses, and that inflation is going to impact Fed monetary policy and interest rates in a sustained way. Chris remains animated by the energy stocks and is holding on to them in his portfolio. Click here to follow along with Chris at the National Investor website. For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 21, 2026Episode 359816 min

Kingsmen Resources – More Drill Assays Returned 1.40 Metres of 433 g/t AgEq From The Main Mine Area Expanding Mineralization At Las Coloradas

Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joins me for another exploration update where the company reported on August 20th assay results from two additional diamond drill holes, LC-26-014 and LC-26-015, at the Company's 100%-held Las Coloradas silver project in the Parral mining district of the Central Mexican Silver Belt, Chihuahua, Mexico. Drilling has now intersected the Mine zone mineralization across a minimum strike length of 106 meters, in three drill fences spaced 50 meters apart, to a vertical depth of 155 meters. The mineralization is open at depth and along strike, and includes: LC-26-014 — an aggressive step-out drilled to a planned 100-metre undercut beneath LC-25-007, intersecting the mineralized system 90 metres down-dip of historic workings: 1.40 meters @ 433 g/t Ag Eq (239 g/t Ag) from 190.0 – 191.4m (drilled core length; true width not yet determined), including 787 g/t Ag Eq (435 g/t Ag) over 0.75m (190.4 – 191.5m) LC-26-015 — an aggressive step-out drilled to a planned 100-metre undercut beneath LC-25-006, intersecting the mineralized system 96 metres down-dip of historic workings: 1.70 meters @ 185 g/t Ag Eq (139 g/t Ag) from 201.65 - 203.35m (drilled core length; true width not yet determined), including 438 g/t Ag Eq (336 g/t Ag) over 0.68m (202.17 – 202.85m) We go on to discuss some of the key exploration targets at Las Coloradas, based on the various data sets from mapping, sampling, historic data, and surveys flown that their team has compiled in the prioritized targets for this season. The initial follow-up drilling has been testing deeper and stepping out around the historic Mine Target and drilling continued along trend at the DBD Target and then further along trend at Aguilar. Additionally, other regional targets like Leona, Saddle, Silvia, and La Plata areas will be tested, to look at tying together the mineralization from the larger system. Then later this year the company will transition over to drilling a number of targets at their Almoloya Project. If you have any questions for Scott regarding Kingsmen Resources, then please email those in at Shad@kereport.com . Click here to follow the latest news from Kingsmen Resources For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 21, 2026Episode 359714 min

Founders Metals - 100% Antino Ownership, Gold Fields Investment, High-Grade Drill Results

In this Company Update, we speak with Katie MacKenzie, Vice President of Corporate Development at Founders Metals Inc. (TSX-V: FDR | OTCQX: FDMIF | FRA: 9DL0). Katie provides an in-depth breakdown of the ongoing 70,000-meter exploration campaign at the flagship Antino Gold Project, recent high-grade drill results across multiple target areas, and the consolidation of 100% ownership alongside strategic investment from Gold Fields. Consolidating 100% Project Ownership: Key details behind acquiring full, royalty-free control over the Antino Gold Project and strengthening ties with local partners. Gold Fields Increases Strategic Stake: What the increased 19.9% equity position signals regarding long-term confidence in the asset and team. High-Grade Expansion at Upper Antino & Antino West: How recent deep and step-out drilling is confirming mineralization well below previous boundaries. Unlocking Scale Across Antino North & Northeast: Insights into new target discoveries and parallel structural corridors across the property package. 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: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 21, 2026Episode 35968 min

Kuya Silver - Q2 Financial Results and Growth Outlook

In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | FRA: 6MR1), to break down the company’s Q2 financial results and operational progress at the Bethania Mine. David outlines where capital is being deployed as mine ramp-up continues, how revenue from concentrate sales is beginning to offset development costs, and what investors can expect in the second half of the year across both mine development and exploration drilling. Key discussion topics include: Q2 Financial Overview: An inside look at how operating expenses and mine development costs aligned with expectations during the ongoing Bethania ramp-up. Revenue vs. Concentrate Inventory: Understanding the dynamics behind Q2 revenue figures and how the timing of concentrate sales impacts quarter-over-quarter comparisons. Treasury Strength and H2 Budgeting: How Kuya Silver plans to deploy its cash position between underground mine development and exploration drilling. Timeline to Free Cash Flow: A discussion on the projected timeline for achieving positive cash flow and the long-term potential for expansion at Bethania. 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: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 21, 2026Episode 359515 min

K2 Gold - High-Grade Initial Drill Results at the Mojave Project & Exploration Road Map

In this Company Update, I chat with Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF | FRA: 23K), to unpack the high-grade initial results from the fully funded 14,000-meter drill program at the Mojave Project in California. Initial High-Grade Assay Results: Anthony walks through the high-grade intercepts from the Dragonfly zone, explaining how these early holes confirm substantial near-surface grades and strong continuous mineralization across the structure. Stepping Out Across the East Side Trend: Discussion on current drilling shifts southward toward the Newmont target, expanding strike length, and testing under-explored corridor gaps. District-Scale Regional Targets: The exploration blueprint for untested property-wide zones, including the high-grade polymetallic Morningstar target and the prospective historic trenching at Flores. Corporate Balance Sheet & News Flow: An update on the company’s well-funded treasury, turnaround times for remaining assays, and upcoming operational milestones. If you have any follow up questions for Anthony please comment below or email me at Fleck@kereport.com . Click here to visit the K2 Gold website. ------------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 21, 2026Episode 35947 min

Q2 Metals - Key Leadership Hires, 50,000m Drilled, and the Upcoming PEA At The Cisco Lithium Project

Alicia Milne, President and CEO of Q2 Metals Corp. (TSXV: QTWO | OTCQB: QUEXF | FSE: 458), joins us to discuss the company’s evolution from an early-stage exploration outfit to advancing its flagship Cisco Lithium Project in the Eeyou Istchee James Bay region of Quebec. Strategic Leadership Expansion: Alicia discusses the rationale behind key executive appointments, including a new VP of Technical Services and VP of Environment & Regulatory Affairs, and how this strengthens in-house engineering and de-risking capabilities. Aggressive Drilling Milestones: An update on crossing the 50,000-meter total drilling milestone at Cisco, operating four active rigs, and executing the current 20,000-meter campaign. Resource Upgrades and PEA Timeline: The planned strategy for converting Inferred mineral resources into the Indicated category to pave the way for an updated MRE, a Preliminary Economic Assessment (PEA), and subsequent feasibility work. Treasury Strength and Flow-Through Catalyst: Insight into the company’s robust ~$70M cash balance, upcoming assay flow, and drilling plans extending through the fall and winter seasons. If you have any follow up questions for Alicia or would like more information on any aspect of the Company please email us at Fleck@kereport.com .and Shad@kereport.com . Click here to visit the Q2 Metals website - https://www.q2metals.com/ --------------------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 20, 2026Episode 359318 min

Joel Elconin - Assessing Bond Market Intervention, Healthcare Strength, and Gold Stock Technicals

In this Daily Editorial, we are joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to break down major macro shifts and technical setups shaping the broader markets. Treasury Market Intervention: Why the Treasury's aggressive long-term bond buybacks may be signaling rising stress rather than solving structural fiscal pressures. The Death of 60/40 & Modern Yield Realities: How massive corporate debt issuance and high equity returns are altering traditional asset allocation. Biotech Mania & Algo-Driven Volatility: A breakdown of the explosive price action in Moderna and how algorithmic trading amplifies single-day swings. Healthcare Sector Resilience: What the sustained relative strength in healthcare ETFs signals about underlying defensive sector rotation. Gold & Silver Miners at Resistance: Technical levels to watch on the junior gold mining ETF as it tests critical moving averages and gap-fill zones. Stocks & Tickers Mentioned: Moderna (MRNA), NVIDIA (NVDA), Microsoft (MSFT), Health Care Select Sector SPDR Fund (XLV), VanEck Junior Gold Miners ETF (GDXJ), Tesla (TSLA). 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: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 20, 2026Episode 359217 min

Brien Lundin - Treasury Intervention and Surging Gold Equities

In this Daily Editorial, we welcome back Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest macroeconomic catalysts driving the precious metals complex. Brien breaks down why recent Treasury actions reveal underlying market friction and how a shifting fiscal landscape is reigniting long-term momentum for gold, silver, and mining equities: Treasury Bond Buyback Dynamics: Why the Treasury's move to double its long-dated bond purchases signaled yield control to the market and sparked an immediate rally across precious metals. The Reality Behind Hawkish Rhetoric: How runaway deficits, mounting debt service costs, and basic fiscal math ultimately limit the Federal Reserve's ability to maintain high interest rates. The Debasement Trade Returns: Why mainstream attention is rotating back to currency debasement and what this means for broader generalist capital flows into the resource sector. Mining Equity Leverage & Seasonality: Insights into the strong summer rebound across precious metals equities, the leadership shown by major producers, and the setup for downstream junior outperformance. High-Conviction Exploration Plays: A look at active summer drilling programs and recent updates from emerging exploration companies. Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/ Click here to learn more about the New Orleans Investment Conference on October 28-31. - https://neworleansconference.com/korelin/ ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

August 20, 2026Episode 359114 min

EraNova Metals - Recapping the Adanac PEA: Project Scale, Valuation Gaps, and Strategic Partners

In this Company Update, I chat with Meredith Eades, President and CEO of EraNova Metals Inc. (TSXV: NOVA | OTCQB: STXPF), to review the key results and strategic implications of the recently released Preliminary Economic Assessment (PEA) for the Adanac Molybdenum Project in British Columbia. Meredith shares insights on the project economics, the multi-phased roadmap to advance the asset, and the company's plan to close the market valuation gap: Robust Project Economics and Commodity Leverage: A breakdown of the key PEA metrics, including an after-tax NPV of C$714 million and a 23.5% IRR at base case prices, and how the project expands near C$1.3 billion at current spot levels. Addressing the Valuation Gap and Funding Strategy: How management plans to tackle the initial capital expenditure through staged development, non-dilutive critical mineral grants, strategic partnerships, and offtake agreements. De-Risked Foundation via Historic Work: Why having 93% of the resource already classified as Measured and Indicated, combined with past engineering and permitting data, accelerates the timeline directly toward a Feasibility Study. Broader Exploration Upside and Near-Term News: An overview of upcoming catalysts, potential streaming or DSO opportunities at the Atlin Discovery precious metals targets, and early feedback from industry participants. Click here to visit the EraNova website to learn more about the Company - https://www.eranovametals.com/ ------------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.