The KE Report

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By: KE Report

The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate their investments.

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Weekend Show - Rick Bensignor, Josef Schachter & Nathan Ritchie - Is the Market Topping? Gold’s Next Move? Is Oil About To Pop Higher?
#3663
Yesterday at 10:00 AM

A collision of tightening macroeconomic conditions and physical commodity deficits is reshaping global markets. While major equity averages struggle beneath heavy institutional selling and the bond market prices in structurally higher-for-longer interest rates, energy equities and physical oil are demonstrating explosive relative strength driven by historic inventory drawdowns and escalating geopolitical conflict. 

Segment 1 & 2 - Rick Bensignor, president of Bensignor Investment Strategies, assesses signs of near-term exhaustion and institutional selling across major equity indices while highlighting sustained upside potential for crude oil and the energy sector amid ongoing geopolitical conflict. He also maps out pivotal technical levels across gold, s...


District Metals - Swedish Election Recap, Uranium Policy Outlook, Fall Exploration Plans
#3662
Last Friday at 6:28 PM

In this Company Update, I am joined by Garrett Ainsworth, President and CEO of District Metals (TSX-V: DMX, OTCQX: DMXCF, Nasdaq First North: DMXSE-SDB). Garrett joins the show to provide insight into the recent tight Swedish election, evaluate what coalition negotiations could mean for domestic mining and uranium policy, and share operational updates across the company’s portfolio.

Discussion topics include:

Swedish Election Dynamics: An analysis of the razor-thin parliamentary results and what the anticipated multi-month negotiation period means for government stability. Nuclear and Mining Policy: An overview of how major political factions view domestic uranium re...


Heliostar - Operations, Development & Exploration Update: La Colorada Open-Pit Expansion, Goldstrike Exploration
#3661
Last Friday at 4:54 PM

In this Company Update, I sit down with Charles Funk, President and CEO of Heliostar Metals (TSX-V: HSTR, OTCQX: HSTXF, FRA: RGG1), to review the company's expanding production profile, operational milestones, and ongoing exploration programs.

GDXJ Index Inclusion: Charles outlines what Heliostar’s formal addition to the VanEck Junior Gold Miners ETF means for market exposure, institutional visibility, and liquidity. Transition to Open-Pit Mining: We explore the operational change at La Colorada from residual heap leaching to mining higher-grade open-pit ore at Veta Madre, highlighting expected margins and production timelines. Regional Exploration Upside: The conversation turns to upcoming dr...


Brien Lundin - Gold Sector Rebound: Where’s The M&A, What Characteristics Actually Matter?
#3660
Last Friday at 1:15 PM

In this Daily Editorial, we welcome Brien Lundin, Editor of Gold Newsletter and host of the New Orleans Investment Conference, to dissect the latest market action across precious metals and the junior mining sector.

Echoes of 2015 in Today’s Gold Rebound: An analysis of the post-Fed bounce in gold and silver, drawing striking technical and sentiment parallels to the late-2015 cyclical bottom. The Macro Trap and Sovereign Debt Risks: Why rising bond yields reflect escalating debt service concerns, creating an environment where monetary policy remains structurally supportive of gold. The Evolving Dynamics of Mining M&A: Why senior pr...


Joel Elconin – Post Rate Hike Market Volatility In US Equity Markets, The AI Infrastructure Buildout Presses On
#3659
Last Friday at 2:50 AM

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 unpack the market volatility the last couple days after the Federal Reserve hiked rates by 25 basis points this week.  We also dive into the continued winners and losers, as the artificial intelligence infrastructure build out presses on.

 

US Market Volatility: An analysis of which broad market sectors are more immune and which are more sensitive to rising interest rates. Rate Sensitive Sectors: Joel highlights recent weakness leading up to this rate hike in...


Mike Larson - Fed Rate Hike Recap, the Technical Setup for Gold Miners
#3658
Last Thursday at 6:13 PM

In this Daily Editorial, we welcome Mike Larson, Editor-in-Chief at MoneyShow, to break down the aftermath of the Federal Reserve's latest policy decision, market volatility across asset classes, and where smart money is positioning.

Key Discussion Points:

Fed Rate Hike and Policy Trajectory: Mike analyzes Chairman Warsh’s hawkish press conference, the committee's focus on stubborn inflation, and whether markets should prepare for a multi-hike cycle into next year. Energy Constraints and Persistent Inflation: How rising crude oil and fuel costs create second-round inflationary effects that central bank interest rate hikes cannot easily resolve. Long-End Yields an...


Erik Wetterling – Value Proposition In Firefox Gold, Red Canyon Resources, and Irving Resources
#3657
Last Thursday at 4:29 AM

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that has his attention in 3 junior gold and copper exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.

 

The companies we discussed in the interview are:

 

FireFox Gold Corp. (TSX.V:FFOX)(OTCQB:FFOXF) – On September 14, 2026, the Company reported assay results from seven additional drill holes completed at its 100%-owned Mustajärvi Gold Project in Lapland, Finland. Most of these...


Sean Brodrick – FED Rate Hike Turbulence, Oil Spiking On Geopolitical Flare Ups, Slowing AI Trade Based On Industry Concerns, and Precious Metals Pullback
#3656
Last Wednesday at 11:12 PM

[Recorded:  09-15-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins me for a wide-ranging discussion diving into the market volatility across multiple resource and general equity sectors in the current macroeconomic and geopolitical environment. He shares how he is managing his portfolio as it relates to oil and oil stocks, AI stocks, cybersecurity stocks, and gold stocks.

 

 

We start off discussing the potential macro and market impacts of the first Fed funds rate hike by the US central bank in a few year...


Element 29 - Advancing the Flagship Elida Copper-Moly Porphyry Project in Peru: Fully Funded Drill Program Underway
#3655
Last Wednesday at 4:11 PM

In this Company Introduction, we welcome Richard Osmond, President and CEO of Element 29 Resources (TSX-V: ECU, OTCQB: EMTRF), for a comprehensive exploration update on the company's portfolio of copper assets in Peru. Richard breaks down the advantages of the flagship Elida project, its unusually low strip ratio, infrastructure access, and the path forward toward an updated resource estimate and preliminary economic assessment.

Flagship Elida asset and infrastructure advantages: An overview of the 100%-owned copper-molybdenum porphyry system, its discovery history, and the logistical edge of operating at low elevation with nearby paved highways, power, and port access. Maiden resource...


Goliath Resources – Drill Assays Return More High-Grade Gold and New Zone Of Bulk Tonnage Mineralization
#3654
Last Wednesday at 6:34 AM

Roger Rosmus, Founder, CEO, & Director of Goliath Resources Ltd (TSX-V: GOT) (OTCQX: GOTRF) (FSE: B4IF), joins me for another exploration update at their Surebet Discovery on the Golddigger Property; located in the Golden Triangle of British Columbia.  We review a series of news releases from mid-August through early September which highlight more high-grade gold drill assays returned when stepping out from the Bonanza and Golden Gate Zones.   A new zone of bulk-tonnage mineralization has also been identified between those 2 larger zones.


The fully funded 2026 drill program at the Surebet is targeting ~90 planned holes and approximately 50,000 mete...


Power Metallic Mines – Key Takeaways From The Updated Mineral Resource Estimate, Exploration Update, Working Towards a PEA at the NISK Project
#3653
Last Tuesday at 11:11 PM

Terry Lynch, CEO of Power Metallic Mines Inc. (TSXV: PNPN) (OTCBB: PNPNF) (Frankfurt: IVV1), joins us to review the key takeaways from the updated Mineral Resource Estimate and a comprehensive exploration update from their fully funded 100,000-meter drill program at the polymetallic NISK Project, located in the James Bay territory of Québec.  We also discuss all the pending drill results still at the assay lab further expanding the Lion Zone, other key regional exploration targets of interest, and the various modern technological survey approaches being deployed to guide their drill targeting.

 

On Sept. 8, Power Met...


Dave Erfle - Key Price Levels To Watch For Gold, GDX, GDXJ & Silver
#3652
Last Tuesday at 7:44 PM

In this Daily Editorial, we welcome back Dave Erfle, founder and editor of The Junior Miner Junky, to break down the latest technical and macroeconomic developments shaping the precious metals complex.

Key Technical Retracement Levels: Critical support zones across gold, silver, GDX, and GDXJ to watch this week on a closing basis to determine whether this pullback remains a standard, healthy consolidation. Miners Showing Relative Strength: Why gold and silver equities are behaving differently compared to past corrections, outperforming the underlying metals as producers defend massive operating margins and attempt a multi-year base breakout. Bond Market Volatility and...


Pinnacle Silver & Gold - High-Grade Gold & Silver Drill Hits and Surface Exploration Plans at El Potrero
#3651
Last Tuesday at 5:12 PM

In this Company Update, we sit down with Bob Archer, President and CEO of Pinnacle Silver and Gold (TSX-V: PINN, OTCQB: PSGCF, Frankfurt: P9J), to review recent high-grade underground drill results from the El Potrero Project in Mexico and discuss upcoming exploration milestones.

High-Grade Drill Highlights: An overview of recent assays from the Pinos Cuatas mine, including standout intercepts from Hole 68: 6.19 g/t Au and 90 g/t Ag over a core length of 10.89 metres including 58.2 g/t Au and 631 g/t Ag over 0.41 metres. Vein Continuity and Stope Planning: How targeted underground drilling confirms continuity along strike...


Craig Hemke - FOMC Catalysts, Geopolitical Energy Shocks, and Gold vs. Silver Divergence
#3650
Last Monday at 8:15 PM

In this Daily Editorial, I am joined by Craig Hemke, Founder and Editor of TF Metals Report, to analyze the shifting macro landscape, key central bank catalysts, and the latest technical action in the gold and silver markets.

FOMC Expectations and the Yield Curve: A look into shifting market expectations for Wednesday’s Fed decision, how the bond market has moved ahead of policy makers, and what the latest Summary of Economic Projections could mean for market direction. Geopolitical Escalation and Energy Shocks: How widening conflict and major Middle Eastern pipeline infrastructure damage are supporting crude oil prices an...


Inflection Resources - Trangie Exploration Update: 92 Holes Completed, AngloGold Ashanti As Exploration Partner
#3649
Last Monday at 5:52 PM

In this Company Update, we welcome Alistair Waddell, President and CEO of Inflection Resources (CSE: AUCU, OTCQB: AUCUF), to provide an exploration update from the Trangie Project and across the company's copper-gold portfolio in Australia. Alistair breaks down the air-core drilling program nearing completion at the Trangie Project in New South Wales under the exploration agreement with AngloGold Ashanti, followed by geophysical progress and drill planning at the 100%-owned Endurance Project in the Northern Territory.

Trangie Project Exploration Strategy: The methodology and objectives behind the ongoing 92-hole, over 16,000-meter air-core program through cover, and when the market can...


Cosa Resources – 13 Drill Holes Along The Cyclone Trend Encountered Strong Alteration, and Several Intersected Intervals Of Elevated Radioactivity
#3648
Last Monday at 4:14 PM

Keith Bodnarchuk, President and CEO of Cosa Resources Corp. (TSXV: COSA) (OTCQB: COSAF) (FSE: SSKU), joins me to review the 6,700+ meter 13-hole summer drill program along the Cyclone Trend at the Company’s Murphy Lake North (“MLN”) project.  We also discuss the upcoming drill mobilization for their Darby Project, and for the Aurora Project in the near future.

 

Murphy Lake North and Darby are both joint venture projects between Cosa and Denison Mines Corp. (TSX: DML) (NYSE American: DNN). Cosa is the project operator and holds a 70% interest with Denison holding a 30% interest on both properties...


Scottie Resources – First High-grade Gold Assay Results From The 52,000 Metre 2026 Drill Program
#3647
09/13/2026

Brad Rourke, Executive Chairman of Scottie Resources Corp. (TSXV: SCOT) (OTCQB: SCTSF) (FSE: SR80), joins me to review the first drill results, at the Blueberry Contact Zone, from the fully-funded 50,000 metre 2026 drill program at the Scottie Gold Mine Project; located in the Golden Triangle of British Columbia. We also expand on the pathway forward into development of the Project, and eventual production in 2028.

 

On September 9th, the company released the first assays from its 2026 drill program, including multiple high-grade gold intercepts on its Blueberry and Lemoffe vein zones.

 

Highlights:

 

...


Weekend Show - Axel Merk & TG Watkins - Macro vs Technicals: Gold, GDX, Oil, Copper, Critical Minerals, US Markets
#3645
09/12/2026

As macro fault lines widen from Treasury intervention to global reserve diversification, markets are flashing sharply conflicting signals across commodities and headline equities. This Weekend Show brings together macroeconomic asset manager Axel Merk to assess precious metals valuations and fiscal policy crosscurrents, alongside technical analyst TG Watkins to dissect alarming breadth breakdowns and unprecedented volume shifts in leveraged funds. 

Segment 1 & 2 - Axel Merk, President and Chief Investment Officer of Merk Investments, joins the program to discuss the macroeconomic factors driving the precious metals sector, including Federal Reserve monetary policy, Treasury actions, and rising global debt. Throughout the discussion, h...


Jayant Bhandari – Junior Resource Value Arbitrage Opportunities, Portfolio Positions, Chinese Economic Outlook, And The Upcoming Capitalism and Morality Conference
#3646
09/12/2026

Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share 3 different arbitrage trade opportunities in critical minerals resource stock mergers, the value proposition he sees in 2 gold exploration companies, his outlook on the Chinese economy, and information on his upcoming Capitalism and Morality Conference next weekend in Vancouver.

 

We start off focused on the value arbitrage setups in 3 critical minerals stock pairs with open merger and acquisition transactions, along with opportunities in 2 gold explorers that he holds in his own portfolio. The companies that we reviewed are:


Westhaven Gold – Ongoing 50,000m Drill Program At The Shovelnose Gold-Silver Project In British Columbia
#3644
09/11/2026

Ken Armstrong, CEO of Westhaven Gold Corp. (TSX-V: WHN) (OTCQB: WTHVF) (FRA: 1W5), joins us for a corporate update on the management and board refresh from 2024-2025, the transformational strategic earn-in agreement with Dundee Corp initially announced in December of 2025, and the ongoing 50,000m infill and expansion exploration program at the Shovelnose Project in British Columbia.  We also discuss the development work on tap along the pathway towards a Pre-Feasibility Study and then Feasibility study.

 

Westhaven is a gold and silver focused exploration and development company targeting low sulphidation, high-grade, epithermal style gold and silver mi...


Ring Energy – Q2 Operations and Financials, Investing In Oil Production Growth Within The Central Permian Basin
#3643
09/11/2026

Paul McKinney, Chairman and CEO, and Sonu Johl, EVP and CFO of Ring Energy, Inc. (NYSE American: REI), join us to review their Q2 2026 operations and financials, of oil production from their current portfolio of conventional and long horizontal wells and focused on growth through development within the Central Basin of the Permian Basin in Texas.

 

Q2 2026 HIGHLIGHTS:

 

Strengthened Financial Position

 

Reported net income of $64.8 million (included a $42.2 million unrealized mark-to-market gain on commodity derivative contracts), or $0.27 per diluted share, and Adjusted Net Income of $24.0 million, or $0.10 per dilu...


Joel Elconin - Deteriorating Market Breadth, Bond Yield Risks, and The Rosh Hashanah Trade
#3642
09/10/2026

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 examine a pivotal shift in market structure as major indices face technical deterioration and macro headwinds.

Broad Market Breakdown: An analysis of the S&P 500 testing key moving averages, the breakdown in equal-weight market breadth, and how the quarterly futures roll-over is amplifying short-term volatility. Historical Seasonality Patterns: An overview of September and October volatility dynamics, unpacking the seasonal context and historical performance behind the classic sell Rosh Hashanah, buy Yom Kippur strategy. Macro...


K2 Gold - High-Grade Step-Outs Expanding The Dragonfly Zone, Mojave Project: 27.43m of 4.03 g/t Au
#3641
09/10/2026

In this Company Update, I am joined by Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF | FRA: 23K), to discuss the latest exploration drill results from the Dragonfly zone at the Mojave Project in California.

Key discussion points include:

High-Grade Step-Out Assays: A review of newly released drill intercepts extending mineralization 40 meters beyond previous drilling, headlined by broad, multi-gram gold intervals alongside ultra high-grade sub-intervals. Parallel Stacked Structures: How incoming drill data is confirming a series of predictable, parallel-stacked structural zones rather than a single isolated vein system, while clarifying the overall...


Luca Mining – Q2 Operations and Financials, Ongoing Exploration and Development Work At The Campo Morado and Tahuehueto Mines
#3640
09/10/2026

Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins us to review their Q2 2026 operations and financials, ongoing metallurgical studies, and expanded exploration and development work; across both of Luca’s producing assets – the Campo Morado and Tahuehueto mines, located in the prolific Sierra Madre mineralized belt in Mexico.

 

Q2 2026 Highlights

 

Strong and consistent quarterly revenue: Revenue increased 47% to $58.4 million compared with $39.7 million in Q2 2025 and remained above the $57.6 million generated in Q1 2026. First-half revenue reached $116.0 million, an increase of 43% over the comparable period of 2025. Q2 revenue included $1...


AbraSilver Resource – A Series Of Key Project Milestones Achieved in 2026, Transitioning Into A Developer, While Continuing On As An Explorer
#3639
09/10/2026

John Miniotis, President and CEO of AbraSilver Resource Corp (TSX: ABRA) (OTCQX: ABBRF), joins me to review key milestones achieved this year from the updated Mineral Resource Estimate (MRE), Phase 1 Definitive Feasibility Study (DFS), environmental permit approvals from both provinces, RIGI approval, commencement of the bridge engineering phase, Phase 2 economics trade-off studies underway, board and management team additions, and the ongoing Phase 6 drill program on the Company’s wholly owned Diablillos property in the mining-friendly provinces of Salta and Catamarca, Argentina. 

 

In May the company released an updated Mineral Resource Estimate (“MRE”), which demonstrated significant growth a...


Guanajuato Silver - Q2 2026 Financials, Operations, Development, and Exploration Across All 5 Mines
#3638
09/09/2026

James Anderson, Chairman & CEO of Guanajuato Silver (TSX.V: GSVR) (OTCQX: GSVRF), joins us for a comprehensive update on Q2 2026 financials, year-to-date operations trends, the 16,000 meters of underground development work underway, and the key initiatives for their ongoing 75,000 meter drill program at each mine.

 

Guanajuato Silver produces silver and gold concentrates from the El Cubo Mine Complex, Valenciana Mines Complex, the San Ignacio mine, and their recently acquired Bolanitos Gold-Silver Mine. In addition, the Company produces silver, gold, lead, and zinc concentrates from the Topia mine in northwestern Durango.  In addition to these 5 producing mines, th...


Sitka Gold - Expanding the Rhosgobel Gold and Tungsten Footprint at the RC Gold Project
#3637
09/09/2026

In this Company Update, we welcome Mike Burke, Director and Vice President of Corporate Development at Sitka Gold Corp. (TSX-V: SIG, OTCQB: SITKF, FSE: 1RF), to break down the latest assay results from the Rhosgobel deposit at the company's flagship RC Gold Project in the Yukon. With seven drill rigs actively turning across multiple targets, Mike walks through the technical implications of recent drilling, key geological discoveries, and what these findings mean for the overall expansion of the resource footprint.

Key discussion points include:

Headline Drill Results: An inside look at hole 71, its broad mineralized interval...


Rubellite Energy – Q2 Operations and Financials For This Growth-Oriented Heavy Oil Producer, And Disposition of the East Edson Natural Gas Assets
#3636
09/09/2026

Sue Riddell Rose, President and CEO, and Ryan Shay, CFO, of Rubellite Energy Corp. (TSX: RBY) (OTC: RUBLF), join us for an exclusive introduction to this growth-oriented heavy oil producer in South Clearwater and the Mannville Stack in Eastern Alberta.  We review their Q2 operations and financials, as well as a key disposition of the East Edson natural gas assets.

 

This morning, on September 8, 2026, the Company announced that it sold its 50% non-operated working interest in the East Edson natural gas assets in West Central Alberta to the third-party operator of the East Edson Assets for to...


Dave Erfle - Site Visit Recap: Cassiar Gold & Scottie Resources
#3635
09/08/2026

In this Daily Editorial, we are joined by Dave Erfle, Founder and Editor of The Junior Miner Junky, to review his recent on-the-ground due diligence site visits within and close to British Columbia's Golden Triangle. Dave provides first-hand observations from touring Cassiar Gold Corp. (TSX-V: GLDC, OTCQX: CGLCF) and Scottie Resources Corp. (TSX-V: SCOT, OTCQB: SCTSF), detailing active drill campaigns and key strategic catalysts.

Cassiar Gold Project Footprint: High-level takeaways from touring the 59,000-hectare property, comparing the bulk-tonnage Taurus deposit with the high-grade optionality at Cassiar South. Funding Discipline and Strategic Optionality: The critical balance between current cash...


Erik Wetterling – Value Proposition In Sonoro Gold, Delta Resources, and Altamira Gold
#3634
09/08/2026

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review the value proposition that has his attention in 3 junior gold exploration stocks, that have put out compelling news in the recent past and that have key alpha growth catalysts on tap in the medium-term.

 

The companies we discussed in the interview are:

 

Sonoro Gold Corp. (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) – On September 1, 2026, the Company announced assay results from the initial 10,000 meters completed as part of an ongoing 50,000-meter drilling campaign at the Company’s flagship Cerro Caliche gold pr...


Kirkland Lake Discoveries – 600m Step-Out Hole Makes A New Discovery At Mirado West, and Intersects 1.22 g/t Au over 69.5m, Doubling The Gold Footprint to Over 1,300m
#3633
09/08/2026

Stefan Sklepowicz, CEO of Kirkland Lake Discoveries (TSXV: KLDC) (OTCQB: KLKLF), joins me for an exploration update on the first two holes from the regional testing around the Mirado deposit in KL South. MZ target holes KLM26-035 and KLM26-037 successfully intersected multiple broad intervals of gold mineralization and high-grade gold. Their district-scale exploration portfolio, spanning KL West, KL East, and KL South is located in the Kirkland Lake region of Ontario’s Abitibi Greenstone Belt; one of the most prolific mining districts in the world.

 

Mineralization and alteration of these holes are consistent wit...


Sierra Madre Gold and Silver – Q2 Operations and Financial Update At La Guitarra Mining Complex, 60k Meters Of Drilling Between La Guitarra and Del Toro Properties
#3632
09/07/2026

Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins me to recap the Q2 operations and financial update at the La Guitarra silver-gold mine complex in Mexico, which includes 3 producing mines:  La Guitarra, Coloso, and Nazareno.   We look ahead to the 2-phase mill expansion and upcoming increased 30,000 meters of drilling planned across the La Guitarra District.  Additionally, we discussed the path forward at the recently acquired Del Toro mining complex, and the increased drill program to 30,000+ meters of drilling at the property starting in the second half of this year.

 


Weekend Show - Peter Boockvar & Dana Lyons - Commodities Hit 14-Year Highs as the 40-Year Bond Bull Dies & Commodity Technicals
#3631
09/05/2026

Global debt dynamics, sticky structural inflation, and shifting monetary policies are stripping central banks of their control over long-term interest rates. In this episode of the KE Report Weekend Show, macro strategist Peter Boockvar breaks down why bond vigilantes are dictating terms to fiscal authorities and how severe underinvestment has launched a broad-based commodity supercycle. Shifting to the charts, fund manager Dana Lyons maps out why copper and energy equities are quietly diverging to the upside while market internals beneath the S&P 500 begin to flash late-cycle warning signs. 

Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at One P...


Marc Chandler - Jobs Data Surprise, the Oil-Yield Disconnect, and Global Currency Shifts
#3630
09/04/2026

In this Daily Editorial, we welcome back Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and editor of the Marc to Market website. Marc breaks down a volatile week across macro markets, reconciling surprising economic releases with muted market reactions and evaluating where global monetary policy is headed next.

Deconstructing the Labor Data: Why a blowout headline payroll number might be masking underlying household vulnerability, five-year lows in wage growth, and persistent seasonal distortions. The Energy and Yield Disconnect: How crude oil surged over 9% in a single week while long-term Treasury yields barely budged, challenging standard inflation...


Kuya Silver - High-Grade Drill Results at Umm Hadid and Production News Flow at Bethania
#3629
09/04/2026

In this Company Update, we sit down with David Stein, President and CEO of Kuya Silver (CSE: KUYA | OTCQB: KUYAF | Frankfurt: 6MR1). David discusses the latest drill results from the Umm Hadid Project in the Kingdom of Saudi Arabia, the structure of the joint venture with Sumo Holding, and the near-term catalysts awaiting investors at the flagship Bethania mine in Peru.

Umm Hadid Drilling and Discovery Potential: Drill results from the Saudi Arabian joint venture reveal both high-grade silver narrow intercepts and wide, lower-grade halos that could open the door to multiple mining concepts. Path to a Maiden...


Getty Copper - Getty South Initial Drill Results: 68.5m Of 0.81% Cu and 184m of 0.37% Cu
#3626
09/04/2026

In this Company Update, we chat with Roy Greig, Vice President of Exploration at Getty Copper (TSX-V: GTC, OTCQX: GTCDF), to review recent drill results from the Getty South target within British Columbia's prolific Highland Valley copper district.

High-Grade Intercepts at Getty South: An initial look at headline results featuring shallow, high-grade copper mineralization alongside broad, bulk-tonnage intervals. Porphyry vs. Breccia Dynamics: How Getty South's breccia-hosted system contrasts with the classic porphyry style at Getty North and what that means for overall grade potential. Modern Geophysics Meets Historic Data: The exploration strategy behind integrating decades of historical data...


Aztec Minerals - High-Grade North Extension Drill Results, Extends Strike Length To Over 1,250 Meters
#3625
09/04/2026

In this Company Update, we are joined by Simon Dyakowski, President and Chief Executive Officer of Aztec Minerals (TSX-V: AZT | OTCQB: AZZTF), to break down the latest high-grade drill results from the North Extension target, on the Tombstone Property in Arizona.

Key discussion topics include:

Expanding the Strike Length at Tombstone: An overview of recent step-out drilling from the North Extension target and how it significantly lengthens the continuous mineralized footprint beyond earlier limits. High-Grade Intercepts and Structural Trends: Insights into the continuity of mineralization, emerging structural patterns across the district, and the geological implications of...


Stillwater Critical Minerals – Updated MRE More Than Doubles The Mineral Resources at Stillwater West – Ongoing Infill Drilling, Future PEA
#3628
09/04/2026

We are joined by Michael Rowley, President & CEO of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), to provide the key metrics and takeaways from updated and expanded Mineral Resource Estimate (MRE), over double the prior resources, for its flagship Stillwater West Ni-PGE-Cu-Co + Au project in Montana, USA.   We also unpack the larger value proposition at the Stillwater West project as far as what it would mean to a major metals producer and potential suitor in a development scenario, and what it would mean for both the state of Montana and the USA overall as a domestic supply of crit...


Omai Gold Mines – Visual Review and Key Metrics On The Updated PEA For The Wenot and Gilt Deposits
#3627
09/04/2026

Elaine Ellingham, President and CEO, and Jason Brewster, VP of Operations, for Omai Gold Mines Corp. (TSX.V: OMG) (OTCQB: OMGGF), both join me for a special video presentation and visual review of the updated Preliminary Economic Assessment and an exploration update, from the combined Wenot and Gilt deposits at the Company’s 100%-owned Omai Gold Project in Guyana, South America. 

 

The Omai Gold Property hosts two orogenic gold deposits: the shear-hosted Wenot Deposit and the adjacent, intrusion-hosted Gilt Deposit, with a combined total mineralization in the updated Mineral Resource Estimate (MRE) of ~8 million ounces of g...


Joel Elconin - Unpacking the Risk-On Rally, Tech Capex Resilience, and Bitcoin's Surge
#3624
09/03/2026

In this Daily Editorial, we welcome back Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, to break down the broad-based risk-on momentum carrying major indices higher. Joel provides his perspective on market breadth, macro crosscurrents, and where institutional capital is moving across key sectors:

Underlying Drivers of the Risk-On Move: How short-term oversold conditions and resilient economic data triggered a wave of green across major equity indices. Interest Rate Expectations and Fed Policy: Why the Federal Reserve may hold steady longer than anticipated, and how rate stability can benefit equity valuations. ...