The 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 the markets.
Episodes
This weekend’s KE Report takes a deep dive into the commodity complex with two veteran voices. In the first half, Jeff Christian, Managing Partner at CPM Group, dismantles popular narratives around silver. In the second half, energy strategist Josef Schachter, founder of the Schachter Energy Report, explains why oil and gas may be setting up for a powerful rebound despite weak prices.
- Segment 1 &...
In this episode, we are joined by Anthony Margarit, President and CEO of K2 Gold (TSX-V: KTO | OTCQB: KTGDF). Anthony provides a deep dive into the technical strategy driving the company’s current drill program at Si2 in Nevada and the upcoming drilling for their flagship Mojave Project in California.
Discussion Highlights:- Drilling Strategy at SI2: The company has initiated a 2,000-meter program i...
In this episode, we sit down with Mike Konnert, President and CEO of Vizsla Silver (NYSE/TSX: VZLA), to recap a transformative 2025 and look ahead at the company’s ambitious 2026 roadmap. Following a year that saw an over 200% increase in share price and a massive $400 million capital raise, Vizsla Silver is now entering the most critical phase of its lifecycle: the transition to construction and production at its flagship Panuco p...
In this KE Report daily editorial, we chat with Joel Elconin, co-host of the Pre-Market Prep show and founder of the Stock Trader Network. As we kick off the final stretch of January, the focus shifts heavily toward a pivotal Q4 earnings season and a noticeable shift in market leadership.
The conversation dives deep into the high expectations for tech and banking earnings, contrasting the recent struggles of "Mega Cap" tech with th...
Jack Henris, President and COO, and Shawn Campbell, CFO of Dakota Gold (NYSE American: DC), both join me for a visual overview of the key 2025 initiatives achieved, and look ahead to the key exploration and development workstreams for 2026 that will feed into updated economics on their Richmond Hill Oxide Heap Leach Gold Project. We also outline the long-term optionality of their Maitland Gold Project, which will also being receiv...
On this Thursday, January 22nd daily editorial, we are joined by Rick Bensignor, President of Bensignor Investment Strategies and author of the globally recognized institutional newsletter, Supposedly Irrelevant Factors. Known for his behavioral finance expertise and technical precision, Rick joins the show to break down one of the most aggressive “risk-on” environments seen in years.
Key Discussion Points:
- Read more
In this episode, we are joined by the newly appointed President of Valkea Resources (TSX-V: OZ, OTCQB: OZBKF, FRA: S600), Thomas Credland, alongside Executive Chairman Chris Donaldson. The conversation provides an inside look at the management transition, the company’s exploration philosophy for 2026, and the untapped potential within their Finnish portfolio.
Key discussion points include:
- Strategi...
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to look at how chaos in geopolitics and global macroeconomics is continuing to fuel a commodities supercycle. We discuss his 2026 outlook and some of his portfolio strategies in gold, silver, copper, uranium, oil, and rare earth stocks.
We start off noting the continued strength in gold and...
[Audio section from Video on 01-21-2026]: Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR) (OTCQX:SLVTF), joins me for a special video segment which visually unpacks the key metrics, maps, and forward-looking plan for the Preliminary Economic Assessment (PEA) for the underground mining second phase of the El Tigre Project. We also review what the combined El Tigre Silver-Gold Project in Sonora, Mexico looks ...
In this company update, we sit down with Mike Burke, Director and Vice President of Corporate Development at Sitka Gold (TSX.V:SIG | OTCQB:SITKF | Frankfurt:1RF), to recap a transformative 2025 and look ahead to an even larger 2026 drill program.
Key discussion points include:
- 2025 Resource Growth at Blackjack - Resource expansion to over 2 million ounces of gold across indicated and inferred categ...
In this KE Report company update, we’re joined by Tara Christie, President & CEO of Banyan Gold, alongside Duncan MacKay, Vice President of Exploration, to break down the company’s growing silver discovery at the AurMac Gold Project in Yukon.
Banyan Gold is best known for its large-scale gold asset, with over 7.7 million ounces of gold (indicated + inferred) already defined at AurMac. Recent drilling has now uncovered high-grad...
Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA – OTCQX:LUCMF – FSE:TSGA), joins me to review their Q4 and full-year 2025 operations and key financial metrics, further debt repayment, ongoing metallurgical studies and development work, and expanded exploration programs moving into 2026. He provides insights on key upcoming growth initiatives through improving grades and better precious metals recoveries across both of Luca’s produc...
Today on the KE Report Daily Editorial (Tuesday, January 20), we’re joined by Craig Hemke, founder and editor of TF Metals Report, for a wide-ranging conversation on the powerful precious metals rally and the macro forces he believes could shape 2026.
Gold and silver continue to surge, with gold pressing higher and silver rapidly approaching the psychologically important $100 level after a dramatic run from late-2025 lows. Craig br...
In this company update, we reconnect with Alistair Waddell, President & CEO of Inflection Resources (CSE:AUCU - OTCQB:AUCUF), to break down the company’s latest exploration results from Australia. The discussion centers on a new high-grade gold discovery at the Trangie Project, which is being advanced in partnership with AngloGold Ashanti, along with updates on several 100%-owned exploration targets that are moving toward drill...
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to review the value proposition that caught his attention in the news from 1 advanced developer expediting the move into production, along with 2 earlier-stage gold and copper exploration companies; both going after drill targets on large potential Tier-1 deposits that would be of interest to senior producers if discoveries are made.
>> The com...
Segun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins us for a review of Q4 and full-year 2025 operations, production, and financial metrics from its Segilola Gold mine, and the Company’s ongoing exploration and development programs across Nigeria, Senegal and Cote D’Ivoire.
Q4 and Full Year 2025 Segilola Highlights
- Q4 gold poured of 23,719 ounces ("oz")
- FY 2025 gold poured totale...
In this KE Report company update, we’re joined by Eric Roth, President & CEO of Capella Minerals (TSX-V: CMIL - OTCQB: CMILF), to discuss a newly signed earn-in agreement on the Solana IOCG Project in southern Spain.
Capella has the option to earn up to 75% ownership through a phased exploration and development strategy. This marks a strategic expansion beyond the company’s core Scandinavian focus, while maintaining exposure to...
This Weekend Show pairs a “big-tent” market roadmap with a boots-on-the-ground metals deep dive. Mike Larson previews what investors can expect at The MoneyShow Las Vegas (Feb 23–25) and the themes gaining traction in 2026 - from AI-adjacent winners to income plays in a choppy tape. Then Dave Erfle tackles the silver surge head-on, arguing this spike is structurally different (supply-driven, not purely speculative) while explaining...
In this KE Report Daily Editorial (Friday, January 16), we’re joined by Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website. Marc breaks down the biggest macro drivers shaping markets early in 2026 - spanning U.S. policy uncertainty, central bank crosscurrents, global capital flows, and energy geopolitics.
Key discussion points include:
- Supreme Court...
- Battery optimization and fast-charging performance
- Energy density expectations and scaling challenges
- Super G testing and battery industry engagement
- Thermal XR EPA approval and U.S. rollout
- 2026 growth strategy and commercialization plans
In this KE ...
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