The KE Report

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 Point BFG Wealth Partners and editor of The Boock Report on Substack, kicks off the show to share his perspective on key global macroeconomic trends. He analyzes policy friction between the Federal Reserve and the U.S. Treasury regarding bond yields, evaluates the uneven nature of U.S. economic growth, and outlines his bullish outlook for commodities, energy, and precious metals. 

Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/

 

Segment 3 & 4 - Dana Lyons, fund manager and editor of The Lyons Share Pro, joins the program to share his technical outlook across major commodities, equity benchmarks, and macro trends. He highlights constructive setups in copper and energy equities alongside a cautious "buy-the-dip" posture in precious metals, while warning of emerging internal cracks in broad U.S. stock indices and projecting a secular, multi-decade rise in interest rates. 

Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/ - This weekend Dana is offering 30% off memberships! Just click the link and sign up. 

 

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:

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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 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 and demand assumptions.

The Truth About the Yen and Carry Trades: An analysis of whether Bank of Japan rate moves are genuinely shifting global capital flows or if U.S. fiscal deficits and interest rate spreads remain the true drivers.

Global Monetary Divergence: What to expect from the European Central Bank and regional central banks as they weigh stubborn inflation against shifting sovereign reserve allocations.

Political Fault Lines in Europe: Why upcoming German state elections and French political positioning could spill over into currency markets and ECB policy.

 

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 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 Resource Estimate: Ongoing exploration across extensive vein systems at Target 1 continues to build the geological model toward a potential initial resource calculation following the current 10,000-meter campaign.

Joint Venture Terms: The earn-in structure allows Kuya to increase its ownership interest from 5% to 45% by April of next year under dollar-for-dollar reimbursement terms.

Near-Term Bethania News Flow: Beyond Saudi Arabia, Kuya has a pipeline of upcoming announcements from Peru, including quarterly production updates, Carmelita plant closing progress, and multiple exploration releases.

 

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/

 

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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 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 with modern induced polarization chargeability anomalies to target deeper mineralized zones.

Assay Catalysts and the Fall Drill Campaign: What to anticipate next as pending assays arrive from the remaining Getty South drill holes and planning advances for a multi-target fall program.

 

Feel free to email us with any follow up questions for Roy. Our emails are Fleck@kereport.com and Shad@kereport.com. 

 

Click here to visit the Getty Copper website - https://gettycopper.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.

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 the latest assay batch.

Aggressive Follow-Up and Exploration Strategy: Details on active drilling plans through the autumn months, targeting parallel structures, and assessing regional high-grade silver prospects.

Funded for Key Milestones: Discussion on the recently closed and upsized bought-deal financing, pending warrant proceeds, and the planned path toward a maiden resource estimate and future economic study.

 

Please email me any questions you have for Simon. My email address is Fleck@kereport.com. 

 

Click here to visit the Aztec Minerals website - https://aztecminerals.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.