The KE Report

This Weekend Show pairs Brien Lundin (Gold Newsletter) with Cory & Shad’s MarketQuick Take to unpack the same question from two angles: was the silver/gold surge a true breakout… or a blow-off top? From conference-floor euphoria and record volume to a historic, gut-wrenching reversal, this Weekend Show digs into what this volatility really means, and how investors can survive (and potentially benefit) from the chop ahead.

Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, kicks off the show to discuss the sharp correction and extreme volatility in gold and silver, why a period of consolidation is likely, and how investors should think about sentiment, valuations, and opportunity in precious metals stocks going forward. He also shares a number of junior stocks with drill programs and near term news he is watching closely. 

Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

 

Segment 3 & 4 - Cory Fleck and Shad Marquitz recap their takeaways from Vancouver’s Metals Investor Forum and VRIC - highlighting the packed, euphoric “high-fives and hugs” sentiment as gold and silver hit record highs - then dig into the sudden, historic post-conference selloff, what it signals about fading momentum and profit-taking, and why they’re watching for a rotation of capital from precious metals into copper, energy metals, and oil & gas.

 

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.

In this company update, we sit down with Garrett Ainsworth, President, CEO, and Director of District Metals Corp. (TSX-V: DMX | OTCQX: DMXCF | Nasdaq First North: DMXSE). Following a period of market volatility, Garrett joins us to clarify the recent Swedish media reports regarding local government pushback on alum shale mining and what it truly means for the company's flagship asset, the Viken Deposit.

Key Discussion Highlights:

Business as Usual Amid Policy Shifts: Garrett emphasizes that the lifting of the Swedish uranium ban remains effective as of January 1, 2026, allowing the company to legally advance its Alum Shale and hard rock uranium deposits.

Decoding the Municipal Veto: An analysis of the current political environment in Sweden, where the national government is exploring the removal of the municipal veto for uranium processing - a move that has sparked recent debate ahead of the September elections.

The "National Interest" Catalyst: Why the potential designation of the Viken Deposit as a "Deposit of National Interest" by the Geological Survey of Sweden could provide a critical regulatory pathway that may override local vetoes.

Financial and Operational Strength: A look at District’s $9 million (CAD) cash position and the upcoming milestones for 2026, including the Preliminary Economic Assessment (PEA) and Economic Impact Study (EIS) for the Viken Deposit.

 

If you have any follow up questions for Garrett please email me at [email protected].

Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/

 

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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.

In this editorial, we are joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website. Marc provides a deep dive into the shifting dynamics of the global currency markets, analyzing whether the recent US Dollar bounce has reached its limit and what the technical "outside day" patterns are signaling for the week ahead.

We explore the "Sell America" narrative, the mechanics of dollar-hedged equity trades, and why Marc remains skeptical of the "uncurrency" argument regarding gold's rise against fiat. With a data-heavy week on the horizon, we break down what to expect from the upcoming US employment report and CPI figures.

Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

 

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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.

In this company update, we sit down with Colin Padget, President and CEO of Founders Metals (TSX.V:FDR - OTC:FDMIF - FSE:9DL0), to review the latest drill results and the monumental land expansion at the Antino Gold Project in Suriname. Following the recent news release, Colin breaks down the high-grade hits at Lower Antino and explains the strategic significance of growing the project footprint to a staggering 100,000 hectares.

Discussion Highlights:

High-Grade Consistency at Lower Antino: Colin discusses the recent drill results, including a headline intercept of 90 meters at 1.02 g/t Au, and the importance of high-grade "kicks" within broad mineralized zones.

Massive District Land Expansion: An exploration of why the company expanded its land package to 100,000 hectares and how this consolidates an entire greenstone belt region.

Prioritizing the 2026 Drill Program: Insights into how the company is balancing exploration across Upper Antino, Lower Antino, and new regional targets like the 5km auger anomaly in the north.

Fully Funded for Aggressive Growth: A look at the company’s robust treasury of $55 million and a planned $35–$37 million spend for 2026 to unlock first-order discoveries.

 

If you have any follow up questions or topic you would like Colin to address please email me at [email protected]. 

 

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.

John Rubino, [Substack https://rubino.substack.com/ ], joins us for another wide-ranging and nuanced discussion around fundamental drivers, macro catalysts, and technical momentum factors that are leading to volatility in precious metals like silver, gold, and platinum, and the related PM stocks.  We also review initiatives from industry and governments to secure supplies of domestic critical minerals like copper, nickel, zinc, uranium, and rare earths.

 

We start off reviewing the run in silver, gold, and platinum to new all-time highs just in January, followed by a sharp reversal lower the last day of the month and over the handful of trading sessions to kick off February. 

 

John touches upon the series of potential catalysts that led to the swift correction in metals process from investors “with large profits that needed to be protected,” the Trump appointment of Kevin Warsh to the Fed, both US and Chinese commodities exchanges raising margin requirements to trade the metals, and corrective trends pressuring a number of equity market sectors and the crypto space lower in sympathy.

He contrasts those headwinds with the longer-term positive tailwind catalysts for the precious metals; arising from central bank buying of gold, geopolitical uncertainties, concerns about the growing national debt, and the desire to cut interest rates and run the economy hot to try and grow the US out of the economic challenges it faces, which will end up being even more inflationary.

 

John reviews the investing strategies he is utilizing in his own portfolio of resource stocks; where he is dollar cost averaging into quality producers and developers across a range of key metals stocks using low-ball bids to accumulate positions on pricing pullbacks.

 

When discussing the growing demand for critical minerals globally for defense and industry, John highlights the recent US initiative to build a strategic minerals stockpile dubbed “Project Vault.”  The discussion is also taking place about the government setting pricing floors in many critical minerals to encourage development of domestic mineral deposits or with trading partners, getting around the artificially low prices set by China.  We also discuss the large capex spends from tech and AI companies and how commodity intensive that physical buildout will be in combination with the energy needs. 

 

We discuss merger & acquisitions from precious metals companies into copper and critical minerals deposits may be the right kind of diversification taking advantage of the larger macro themes in the commodities sector.   John stresses the importance of investors continuing to get educated on the specific uses and demand factors in some of the more niche’ critical minerals and energy metals, to better understand the individual companies they are investing in.

 

Click here to follow John’s analysis and articles over at Substack

 

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.