The KE Report

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

July 19, 2025 54 mins

This weekend’s show dives into what’s really driving markets amid tariff tensions and why global money is quietly rotating into commodities and resource stocks.

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!

Also check out our Substack where we email you summaries of...

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In this KE Report company update, I’m joined by Simon Dyakowski, President and CEO of Aztec Minerals (TSX.V:AZT - OTCQB:AZZTF), to discuss the July 17th news release on the drill program and ownership at the Tombstone Project in Arizona.

Key Highlights:

  • First seven holes completed in the current drill program, totaling just over 1,200 meters, focused on the Southern Extension Zone along the Content...
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Dave Erfle, Founder and Editor of Junior Miner Junky, joins me to share insights on the accelerating momentum in the precious metals sector.

In this discussion we cover:

  • Financing trends: A surge in capital flowing into PEA‑stage juniors, with major strategic partners taking large stakes in recent $30M+ financings.
  • Sector strength: Miners and juniors showing relative s...
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In this KE Report company update, I chat with Mike Spreadborough, Executive Co‑Chairman, and Kas De Luca, General Manager of Exploration at Novo Resources (TSX: NVO - OTCQB: NSRPF - ASX:NVO ), to recap the latest results from the Tipperborough Project in New South Wales - part of their growing greenfields exploration portfolio.

Key Highlights from the Interview:

  • Strong maiden drill results from the...
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In this episode, I welcome back Brien Lundin to break down the latest trends in the precious metals markets and what investors should be watching heading into the fall. Brien, well known as the editor of Gold Newsletter and the long‑time host of the New Orleans Investment Conference, shares why he believes this bull market is still in its early innings.

Key Discussion Points

  • Gold’s sideways consoli...
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I’m joined by David Stein, President & CEO of Kuya Silver (CSE:KUYA - OTCQB: KUYAF - FRA:6MR1), for a detailed update following the July 15th news release reporting Q2 2025 production growth at the Bethania Mine in central Peru.

We break down:

  • Production up 87% quarter-over-quarter – and what’s driving this growth.
  • Progress toward the 100 tonnes per day milestone an...
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In this interview, I chat with Dan O’Flaherty, CEO of Versamet Royalties, a newly listed royalty company already making waves in the royalty and streaming space. Dan previously led Mavericks Metals, which sold to Triple Flag in 2023, and now he’s building Versamet to fill a gap between junior royalty players and the multi‑billion‑dollar majors.

 

Key Highlights from Our Discussion:

  • Rapid portfolio ...
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In this KE Report company update, John Miniotis, President & CEO, and Jeremy Weyland, SVP Projects & Development of AbraSilver Resource (TSX:ABRA - OTCQX:ABBRF) join me to discuss the latest developments at the Diablillos Project in Argentina.

Key topics covered:

  • New Phase 5 drill results at Oculto East, including a 42m intercept grading 0.68 g/t gold and 15 g/t silver - a step-out from the...
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In this KE Report Daily Editorial (July 15), we welcome back Jim Tassoni, CEO of Armor Wealth Strategies. Jim is an active momentum trader we check in with monthly to uncover where he sees strength across markets, metals, and crypto.

Key topics covered:

  • U.S. and global markets at all-time highs - why Jim remains long despite overbought conditions, how he uses trailing stops, and his thoughts on geo...
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Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th.

Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what’s fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market.

We also discuss:

  • Why si...
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TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel, breaks down what’s driving markets higher and where the next leadership may emerge.

Markets are pushing to new all-time highs, brushing off tariff noise and geopolitical uncertainty. In this interview, TG Watkins joins us to unpack what’s fueling this continued strength and how investors should position in a fast-moving bul...

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I’m joined by Mike Burke, Director and VP of Corporate Development at Sitka Gold (TSX.V:SIG - OTCQB:SITKF - FRE:1RF), for an update on the 30,000-meter drill program at the RC Gold Project in Yukon, following the July 10th news release.

Key highlights from the interview:

  • All 9 holes at the Rhosgobel target have intersected visible gold, with mineralization confirmed across 250 meters of strike and ...
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In this KE Report Daily Editorial, I’m joined by Erik Wetterling, founder and editor of The Hedgeless Horseman, for a deep dive into the silver market’s breakout and the explosive rally in junior metals stocks.

 

Silver has been the standout performer in 2025, climbing over 30% YTD to a 14-year high near $40. Erik breaks down why junior silver equities, especially the smallest and riskiest names, have seen outsized gains, often dis...

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A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter Energy Report)

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!

Also check out our Substack where we email...

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Terry Harbort, President and CEO of Talisker Resources (TSX: TSK) (OTCQX:TSKFF), joins me to highlight the key milestone of the first development ore being milled at  Nicola Mining’s Craigmont Mill located in Merritt, British Columbia.  Talisker announced on July 7th that the Company has commenced milling and processing of run of mine material from the Mustang Mine vein material extracted from the 1060 and 1075 development levels. ...

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Jordan Roy-Byrne, CMT, MFTA, Editor and Publisher of The Daily Gold, and author of the book “Gold & Silver – The Greatest Bull Market Has Begun – A Once In A Lifetime Investment Opportunity”, joins me for an in-depth technical and fundamental look at both the medium-term risks and long-term opportunities in the precious metals space, how he approaches trimming back winning trades, and 2 type of earlier-stage PM stocks that he'd...

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    Joel Elconin, Co-Host of the PreMarket Prep Show and Co-Founder of the Stock Trader Network, joins me for a wild trading session as the general US stock indexes blast to new all-time highs, and many tech and growth stocks have some very volatile trading in this risk-on environment.

     

    Key topics include:

     

    • The S&P 500 and Nasdaq blasted up to new all-time highs in Thursday’s trading session. We talk about what a different w...
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    Shawn Howarth, President and CEO of Excellon Resources (TSXV:EXN) (OTC:EXNRF)(FRA:E4X2), joins me to overview their 4 precious metals projects, with an emphasis on the recent closing in May of the acquisition of the past-producing Mallay Silver Mine, with plans to move this mine back into production by Q2 of 2026.  We then review the large exploration potential across their other 3 projects:  Tres Cerros, Kilgore, and Silver City. 

    ...

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    Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors and institutions, joins me to share his outlook on both gold and copper demand, as well as 3 different arbitrage trade opportunities in resource stock mergers, and the value proposition he sees in 2 gold exploration companies.

     

    We start off in a general discussion about the macroeconomic and geopolitical tensions underlying the consi...

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    Glenn Jessome, President and CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins me to outline the importance of the imminent Preliminary Economic Assessment (PEA) on the underground mine at their 100% owned, silver-gold El Tigre Project in Mexico. We then expand the conversation to highlight some upcoming blue-sky regional drilling that the exploration team will commence this fall around the La Protectora historic mine on...

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