Brien Lundin & Josef Schachter - Bottom-Fishing Metals Juniors & Waiting for the Energy “Buy Signal”

Описание: Gold and silver may be digesting a sharp correction, but both guests argue the bigger bull-market backdrop is intact, setting up a very “stock-picker” tape in mining. Meanwhile, energy remains out of favor, yet Josef Schachter lays out a tightening supply/demand case (and a clear playbook for scaling in before the next macro-driven run).

Segment 1 & 2 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, shares his insights on the current state of the precious metals market. He discusses the potential for continued sideways trading in gold and silver before the next rally, while highlighting opportunities in exploration and development-stage companies like K2 Gold, Aris Minerals, and Banyan Gold. Brien also emphasizes the importance of individual company stories and the excitement of potential new discoveries across various global jurisdictions.
Click here to learn more about the Gold Newsletter. - https://goldnewsletter.com/

Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report and author of the Eye on Energy report, discusses the macroeconomic drivers and company-specific trends within the oil and natural gas sectors. He reviews the 2026 World Outlook Conference, providing insights into OPEC+ production constraints, the impacts of global depletion rates, and the emerging energy demands driven by the "AI revolution". Schachter also highlights specific investment opportunities in companies such as InPlay Oil and Birchcliff Energy while outlining his expectations for a multi-decade commodity supercycle.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/

Timestamps
Brien Lundin
00:30 Gold & Silver After the Correction: Volatility, Range-Bound Trade
03:53 Bottom-Fishing the Pullbacks
05:20 Drill Season Watchlist
08:52 Pre-Discovery vs Resource-Stage - Where the Best Risk/Reward Is
11:21 Jurisdiction & Funding
14:22 Portfolio Management: When to Sell, Hold, or Swap Positions
16:36 Rotation Beyond Precious Metals
19:46 Developers with 2026 Milestones
Josef Schachter
24:04 World Outlook Conference Recap
29:52 WTI at $62
34:35 Oil Demand Drivers
39:23 Earnings Season Preview
41:13 Timing Stock Buys
44:25 Stocks to Watch
49:15 InPlay Oil Deep Dive
52:04 Natural Gas Outlook

.
Visit our new Substack for a summary of this interview - https://kereport.substack.com/
.
Click here to follow Shad's market commentary on Substack:
https://excelsiorprosperity.substack....
.
Listen to the podcast on our website: https://www.kereport.com/
Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe
.
.
For price quotes on metals and commodities visit - https://clearcommodity.net/
.
.
Follow us on social media:
🔗   / thekereport  
.
.
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.