Podcast · Business

The KE Report

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.

New episodes: Several times a day
Typical length: 19 min
Latest: 13 Oct 2026
Language: English

Latest episode

13 Oct 2026 · 50 minNew

Justin Huhn – Part 7 Of Nuclear Fuels Demand And Supply Factors – Pro Tips On Investing In Uranium Stocks

Justin Huhn, Founder and Publisher of the Uranium Insider, joins us for yet another very comprehensive macro update on the supply and demand fundamentals for uranium and the nuclear fuel sector. We discuss the primary investment case for the uranium sector contrasted against the flashy headlines of the last 2 years around the secondary demand from AI datacenters and small modular reactors (SMRs). Then we dive into how the longer-term contracting cycle is setting up with utility companies, different bottlenecks in the nuclear fuel cycle, and how he is positioning in the uranium equities that…

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Earlier episodes 29 most recent

E3706 · 13 Oct 2026 · 25 minNew
Dave Erfle - Pivoting into Drill Plays, Portfolio Trimming, and M&A Takeover Valuations
In this Daily Editorial, we welcome back Dave Erfle, Founder and Editor of The Junior Miner Junky, to evaluate the ongoing correction across precious metals and resource equities, share tactical adjustments for portfolio positioning, and dissect the latest corporate buyout in the gold sector. Precious metals market divergence: An overview of gold and silver price trends during this prolonged consolidation and why major mining equities continue to show notable relative strength against bullion lows. Selective pivot to early-stage drill plays: The rationale behind reallocating capital into…
E3705 · 13 Oct 2026 · 16 minNew
Q2 Metals - Cisco Lithium Project Update: Record-Breaking Drill Intercepts, Near-Surface Expansion, and PEA Catalysts Deposit
In this KE Report Company Update, we are joined by Sage McCallum, Vice President of Exploration at Q2 Metals Corp. (TSX-V: QTWO | OTCQB: QUEXF | Frankfurt: 458), for a detailed exploration update on the flagship Cisco Lithium Property in Quebec. Record Drill Results: Why hole 93 delivered the project's strongest intercept to date and what its exceptional widths and grade profiles indicate about the core deposit. Near-Surface Economic Drivers: How recent hits starting from surface could significantly reduce early payback periods and improve open-pit economics in the upcoming Preliminary…
E3704 · 12 Oct 2026 · 22 minNew
Craig Hemke – Upcoming Inflation Metrics, A Warsh Presser, Geopolitical Energy Shocks, Metals Seasonality, Q3 Earnings, and US Mid-term Elections Will Drive Pricing Of Gold, Silver, and PM Stocks
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 price action in the gold, silver, and precious metals stocks. Key Discussion Points: Upcoming Inflation Metrics: Later this week we’ll get both the CPI and PPI readings, which may adjust expectations about future Fed rate hikes. Kevin Warsh Media Appearance: At the banking conference in Thailand, Kevin Warsh will react to economic data on Friday morning in Asia, which will be Thursday night in North America.…
E3702 · 10 Oct 2026 · 52 min
Weekend Show - Doc & Marc Chandler - Is the Fed Irrelevant? Gold Targets vs Rising Rates & USD
Global financial markets are grappling with rising interest rates, shifting central bank dynamics, and widening currency misalignments. On this week’s Weekend Show, Richard "Doc" Postma and Marc Chandler analyze how surging long-term yields are reshaping asset classes, from gold and silver targets to foreign equities and global capital flows. Segment 1 & 2 - Kicking off this Weekend’s Show, Richard Postma (AKA "Doc") argues that rising interest rates and bond market deterioration will weigh heavily on broader equities and prolong a multi-year downturn in precious metals, projecting potential…
E3703 · 10 Oct 2026 · 28 min
Luca Mining – 2 Recent Acquisitions Transform The Company Across Its Production Profile, Metals Mix, Jurisdictions, And From A Valuation Perspective
Dan Barnholden, CEO of Luca Mining (TSX.V:LUCA) (OTCQX:LUCMF) (FSE:TSGA), joins me to review the strategy and benefits of their 2 recent acquisitions, that expand and transform Luca beyond their 2 currently producing assets – the Campo Morado and Tahuehueto mines, located in the prolific Sierra Madre mineralized belt in Mexico. On September 21, the Company announced it had entered into a definitive share purchase agreement with Capstone Copper Corp., to acquire 100% of the Cozamin Mine in Zacatecas, Mexico for total upfront consideration of $290 million, and up to an additional $95 million…
E3701 · 9 Oct 2026 · 15 min
District Metals - New Drilling at Viken, Target Areas A & B, Exploration Strategy Alum Shale & Non-Alum Shale Projects
In this Company Update, I sit down with Garrett Ainsworth, President and CEO of District Metals Corp. (TSX-V: DMX | OTCQB: DMXCF | Nasdaq First North: DMXSE SDB). Garrett provides a comprehensive overview of the newly launched drill program at the company’s flagship Viken Property in Sweden, reviews regional exploration results, and unpacks the key regulatory and political catalysts shaping the company’s path forward. Key discussion topics include: Drilling Commences at Viken: An overview of the newly mobilized drill program targeting two large, highly conductive anomalies (Target Areas A…
E3700 · 9 Oct 2026 · 19 min
Newcore Gold - 80,000m Drill Program Update: High-Grade Oxide Hits At Boin, Mine Plan Optimization, 98% Drill Hit Rates
In this Company Update, I sit down with Luke Alexander, President and Chief Executive Officer of Newcore Gold (TSXV: NCAU / OTCQX: NCAUF). Luke provides an exploration and corporate update on the company’s Enchi Gold Project located in southwest Ghana. With an 80,000-meter drill program ongoing and several rounds of high-grade assays recently delivered, we discuss how recent drilling success feeds into mine plan optimization, project de-risking, and the substantial disconnect between current equity valuations and project fundamentals. Key discussion topics include: 80,000-Meter Drill…
E3699 · 8 Oct 2026 · 18 min
Magna Mining – Key Takeaways From The Levack Mine PEA and Board Approval To Restart Production
Jason Jessup, CEO and Director of Magna Mining Inc. (TSX: NICU) (OTCQX: MGMNF) (FSE: 8YD), joins me to review the key takeaways from the Preliminary Economic Assessment (“PEA”) released after the market close on October 7th, for the restart of the fully-permitted Levack Mine, located in the North Range of the Sudbury Basin, northeastern Ontario, Canada. We also discuss the potential for the dual-track development of 2 mines, because the Company plans to release the PFS on Crean Hill in the next few weeks. Levack PEA Highlights: (All amounts are expressed in Canadian dollars) Solid production…
E3698 · 8 Oct 2026 · 15 min
Joel Elconin - Deteriorating Market Breadth, Tech Concentration, and S&P 500 Technical Levels
In this Daily Editorial, hosts Cory and Shad welcome Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to dissect an increasingly bifurcated market environment. While major indexes hover near record territory, underneath the surface, market participation tells a far more complicated story. The Market Breadth Divergence: Major cap-weighted indexes continue pushing near all-time highs, but broad market participation is thinning rapidly as capital funnels almost exclusively into mega-cap technology leaders. Real-Economy Warning Signs: Sharp downturns…
E3697 · 8 Oct 2026 · 13 min
Strikepoint Gold - Transformational Acquisition of the Multi-Million-Ounce Northumberland Project in Nevada
In this Company Update, we sit down with Mike Allen, President and CEO of StrikePoint Gold Inc. (TSX-V: SKP, OTCQB: STKXF), to discuss the transformational acquisition of the Northumberland Project from Newmont Corporation in Nevada's Walker Lane trend. Supported by an upsized $190 million bought deal financing and a newly fortified treasury, Mike details how this transaction reshapes the company, the geologic merits behind the 4+ million ounce gold-equivalent resource, and what the market can anticipate as drilling commences this fall. Discussion highlights include: The Flagship…
E3696 · 8 Oct 2026 · 11 min
Prince Silver - Exploration Update at Prince Silver Project, Nevada: Two of the Widest Silver Intersections to Date, Over 11,000 Meters Drilled
In this Company Update, we are joined by Derek Iwanaka, CEO of Prince Silver Corp. (CSE: PRNC | OTCQB: PRNCF | Frankfurt: T130). Derek provides an in-depth exploration update on the company's flagship Prince Silver Project in Nevada, following the completion of over 11,000 metres of drilling and the release of new assay results. Record-Width Silver Intersections: An overview of recently reported assays from holes PRC-59 and PRC-60, highlighting the widest polymetallic silver intersections encountered to date at shallow depths. Validating the Historical Mine Database: Insights into the…
E3695 · 8 Oct 2026 · 13 min
Kingsmen Resources – New Structure Encountered Which Intersected 218g/t AgEq over 6.5 Meters, Located 150 Meters West of High-Grade Hole LC-25-010
Scott Emerson, President and CEO of Kingsmen Resources Ltd. (TSXV: KNG) (OTCQB: KNGRF) (FSE: TUY), joins me for another exploration update where on September 22nd additional assays were reported from drilling a new structure (#8) on the Company's Las Coloradas silver project in the Parral mining district of the Central Mexican Silver Belt, Chihuahua Mexico. Highlights : LC-26-020 returned 218 g/t AgEq (199 g/t silver and 0.53 g/t Au) over 6.45 metres, including 338 g/t AgEq (313 g/t silver) over 1.95 metres Confirms high-grade mineralization on a new structure (#8), 150 meters west of…
E3694 · 7 Oct 2026 · 29 min
Elemental Royalty Corp – Acquisition of 5 Streams and Royalties for US$290 Million, and Strategic Divestment Of The Generation Business
Fred Bell, CEO and Director, of Elemental Royalty Corporation (NASDAQ: ELE) (TSX: ELE), joins me to review the acquisition of 5 streams and royalties for US$290 Million from Orion Mine Finance Management LP, and the strategic divestment of the Generation Business to Carlin East. We also discuss the long-life assets in their top 8-10 assets, as well as the organic growth profile in front of the company over the next few years. Acquisition of Stream and Royalty Portfolio: Elemental has entered into definitive agreements to acquire a high-quality portfolio of precious metals assets consisting…
E3693 · 7 Oct 2026 · 17 min
Sierra Madre Gold and Silver – Ramp Up To 720tpd Throughput At The La Guitarra Mining Complex, Exploration Strategy Across La Guitarra and Del Toro Properties
Alex Langer, President and CEO of Sierra Madre Gold And Silver (TSXV: SM) (OTCQX: SMDRF), joins us to review the ramp up in throughput in operations 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 ongoing 2-phase plant expansion and upcoming increased 30,000 meters of drilling planned across the La Guitarra District slated to begin here in Q4. Additionally, we discussed the path forward at the recently acquired Del Toro mining complex, and the increased drill program there to 30,000+ meters of…
E3692 · 6 Oct 2026 · 13 min
Capella Minerals - Exploration Updates In Finland & Spain: Hessjøgruva, Killero, Solana IOCG Projects
In this Company Update, Eric Roth, President and CEO of Capella Minerals (TSX-V: CMIL / OTCQB: CMILF), joins me to provide a comprehensive exploration update across the company's portfolio of copper, gold, and critical mineral projects in Finland and Spain. Hessjøgruva Permitting and Tümad Earn-In: Drill permits are officially in hand for the high-grade copper-cobalt-zinc project in central Norway, paving the way for an upcoming partner-funded drill program of up to 8,000 meters aimed at delivering a maiden 43-101 mineral resource estimate.. Solana IOCG System in Spain: Progress on target…
E3691 · 6 Oct 2026 · 27 min
Erik Wetterling – Beaver Creek Takeaways, And The Valuation Disconnect In Junior Resource Stocks After The Recent Sector Correction
Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins me to review his key takeaways from the Precious Metals Summit in Beaver Creek. The conversation then moves into how he is evaluating opportunities in lieu of the recent correction in gold, silver, and copper juniors. We also review a site visit that he just came back from with a copper explorer operating in British Columbia. We start off discussing the mining conference dynamics as attendees, but then dial into what Erik was looking for in the meetings he took. This touches upon reflections on investor sentiment,…
E3690 · 6 Oct 2026 · 15 min
Kingfisher Metals – First Assay Result From The 2026 Drill Program Returns Broad High-Grade Intercept Of Gold-Copper-Silver-Zinc From The Hank Target
Dustin Perry, Founder and CEO of Kingfisher Metals Corp. (TSXV:KFR) (OTCQX:KGFMF) (FSE:9700), joins us to review the first assay result back from the lab from their fully-funded 15,000 metre drill program in 2026. There will be many more assays coming back from the lab over the months ahead from their multi-pronged approach to various copper-gold targets across the Hank-Mary district of the Hwy 37 Project, in the Golden Triangle, British Columbia. On September 21st, the Company reported that drill hole # HW-26-015 contained visible gold and the assay returned 8.8 m of 20.33 g/t Au, 937.6 g/t…
E3689 · 5 Oct 2026 · 18 min
Santacruz Silver - Acquisition Of 500 TPD Mill To Unlock Production Growth At San Lucas, Freeing Up Milling Capacity At Their 3 Other Bolivian Mines
Arturo Préstamo Elizondo, Executive Chairman and CEO of Santacruz Silver Mining Ltd. (TSX: SCZ) (NASDAQ: SCZM) (FSE: 1SZ), joins me to review the acquisition of a 500 tpd mill dedicated to their San Lucas ore-sourcing business; which will then free up milling capacity at their 3 other mining complexes in Bolivia. In addition, we discuss the growth on tap at their Zimapan Mine in Mexico, the near-term production that should begin by year-end at their Soracaya Project, and the potential for future project acquisitions. On September 18th, the Company announced the acquisition of a…
E3688 · 3 Oct 2026 · 54 min
Weekend Show - Brien Lundin & Dan Steffens - Gold & Oil Stocks: Spin Out, Near Term Producers, Growth Companies, Juniors
A stark divide is opening up between real-world commodity supply constraints and short-term paper market sentiment. In this comprehensive Weekend Show, Brien Lundin (Editor of Gold Newsletter) breaks down the institutional momentum emerging from the Beaver Creek Precious Metals Conference, explaining why gold’s underlying drivers represent the strongest setup since the 1970s despite bond yield volatility. Then, Dan Steffens (President of the Energy Prospectus Group) uncovers the severe disruptions rattling the crude and fuels supply chain, from Middle Eastern pipeline strikes and European…
E3687 · 2 Oct 2026 · 19 min
Marc Chandler - Rates & The US Dollar: Shifting Fed Rate Expectations, USD Breakout
In this Daily Editorial, Cory and Shad sit down with Marc Chandler, Chief Market Strategist at Bannockburn Capital Markets and Editor of the Marc to Market website, to examine the latest shifts across global bond markets, central bank policy expectations, and foreign exchange movements. Fed Rate Expectations: How recent commentary from Federal Reserve officials and shifting economic data have altered market probabilities for upcoming interest rate decisions. Labor Market Dynamics: Why recent employment figures and significant downward revisions highlight a cooling job environment despite low…
E3686 · 2 Oct 2026 · 20 min
Syntholene Energy - Developing Low-Cost Synthetic Jet Fuel, Commercial Scale-Up, and the Path to Market
In this Company Introduction, I welcome Dan Sutton, CEO of Syntholene Energy (TSX-V: ESAF, OTC: SYNTF), for an overview of the company's proprietary technology, ongoing operations, and commercial path to market within the synthetic fuel sector. A Rapidly Expanding Sector: An overview of why synthetic fuels are positioned to grow from roughly $15 billion today to more than $400 billion by 2035, and why synthetic hydrocarbons represent a massive structural shift away from traditional fossil extraction. Targeting the Aviation Sector First: Why kerosene and jet fuel serve as the company’s…
E3685 · 2 Oct 2026 · 18 min
Sean Brodrick – Beaver Creek PM Summit Takeaways and Opportunities In Gold, Silver, and Copper Stocks
Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us for a wide-ranging discussion where he shares his key takeaways from the Beaver Creek Precious Metals Summit, as well as opportunities he sees in gold, silver, and copper stocks. We start off getting insights into how Sean approached interviewing the companies he met with, the primary trends he noted with the producers and developers, and also some red flags he looks for to help filter through all the companies. This ties into his broader portfolio…
E3684 · 1 Oct 2026 · 23 min
Dana Lyons - Broad Commodity Trends, Gold & Silver Downside Levels, and Historic S&P Divergence
On this Daily Editorial, I am joined by Dana Lyons, Fund Manager and Editor of The Lyons Share Pro. Dana shares the latest readings from his proprietary quantitative and technical models, breaking down where capital is rotating across commodities, precious metals, US equities, and international markets. Key Discussion Points: Broad Commodity Bull Market: Why the broader commodity complex appears poised for another major leg higher in the multi-year cycle, which sectors are leading, and how pullbacks present buying opportunities. Copper Strength and Key Levels: A look at the resilience of the…
E3683 · 1 Oct 2026 · 13 min
Goliath Resources – 2026 Exploration Program Successfully Completes 48,443 Meters Of Drilling in 97 Drill Holes in 94 Days, With A 100% Hit Rate
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 that 48,443 meters were drilled, in 97 holes, utilizing 7 drill rigs, turning 24 hours a day, for 94 days. The 2026 drill program at the Surebet discovery has exceeded expectations with multiple successful large step-out drill holes, maintaining 100% hit rate, and with abundant occurrences of Visible Gold to the Naked Eye (VG-NE). 83…
E3682 · 1 Oct 2026 · 17 min
Joel Elconin - Can the 'Buy the Dip' Mentality Survive Rising Yields and Sector Breakdown?
Today we are joined by Joel Elconin, co-host of the PreMarket Prep Show and founder of the Stock Trader Network, to unpack the stark divergence unfolding across broad market indices and key industry sectors. While headline indices remain buoyant, underlying price action reveals aggressive rotation and significant dispersion under the hood. Key discussion topics: The Dichotomy in Market Breadth: The headline S&P 500 has spent two months moving sideways, but equal-weight indices like the RSP have steadily deteriorated for six weeks. We look at whether this persistent crowding into mega-cap…
E3681 · 1 Oct 2026 · 24 min
Nick Hodge – Beaver Creek Recap, Key Newsflow In Portfolio Stocks, and Outlook On Gold, Silver, Copper
Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Underground Alpha, joins me for our monthly longer-format discussion on macroeconomic factors moving the markets, his key takeaways from the Precious Metals Summit in Beaver Creek, CO; and his portfolio management strategies in select gold, silver, and copper stocks. We start off reviewing the themes and companies that had his attention at last week’s PM Summit in Beaver Creek. Nick addresses the encouraging sentiment and companies focused on execution of their key workstreams, versus worrying about whether we…
E3680 · 30 Sep 2026 · 33 min
KER QuickTake - Beaver Creek Takeaways, Technical Breakdown Across Gold, Silver, Copper & Energy
Another KER Market QuickTake, this time with live charts! Cory and Shad dive into the disconnect between packed conferences (MIF and the Precious Metals Summit in Beaver Creek) and sluggish market action, dissecting where valuations sit today and what the charts reveal across key commodity sectors. Beaver Creek Sentiment vs. Market Reality: A look inside the atmosphere and record participation at the summit versus current price action, illustrating why an abundance of corporate stories demands disciplined selectivity. Valuation Disconnects and the SpinCo Trend: Why legacy projects with…
E3679 · 30 Sep 2026 · 18 min
BP Silver – First Assays From Phase 2 Drilling Return The Best Results To Date
Tim Shearcroft, CEO and Co-Founder of BP Silver Corp. (TSX.V: BPAG) (OTCQB: BPSCF), joins us to review the first 2 assay results from the ongoing Phase 2 drill program underway at the Cosuño Silver Project in Bolivia. This Phase 2 drilling forms the first part of a broader ~8,000 m diamond drilling campaign anticipated for 2026. HIGHLIGHTS Hole CO-0013 intersected a high-grade feeder structure grading 314.3 g/t silver, 2.62% bismuth and 0.74% antimony over 3.0 m, equivalent to 1,328.8 g/t AgEq, within a broader 7.0 m interval grading 168.8 g/t silver, 1.20% bismuth and 0.35% antimony,…
E3678 · 29 Sep 2026 · 19 min
Dave Erfle - Gold & Gold Stocks: Beaver Creek Recap, Metals Technicals, Recent M&A
In this Daily Editorial, we are joined by Dave Erfle, founder and editor of The Junior Miner Junky, for a comprehensive recap of the Precious Metals Summit at Beaver Creek, an analysis of accelerating sector M&A, and a technical evaluation of the ongoing pullback across gold, silver, and mining equities. Key discussion points include: Beaver Creek Conference Sentiment: A breakdown of the record-breaking turnout, why executive mindsets have shifted from needing capital to building projects independently, and how the mood differs from past cycles. Junior Portfolio Strategy and Filtering…

About The KE Report

The KE Report is a English business podcast from KE Report. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: KE Report
Language: English
Category: Business
New episodes: Several times a day
Typical length: 19 min
Latest episode: 13 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1638996886

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