About this episode
This week’s show centers on the intersection of geopolitical conflict and market fundamentals. With the Strait of Hormuz facing unprecedented disruptions, the energy sector is bracing for a supply shock that could redefine the global economy. Simultaneously, the precious metals market is grappling with a "war premium" already baked into prices, leaving investors wondering if the next leg up is driven by fear or the looming threat of stagflation.
Segment 1 & 2 - Kicking off the Weekend Show, Josef Schachter, founder and editor of the Schachter Energy Report and the Eye On Energy Report on Substack, discusses the wide-reaching effects of the war in Iran on global energy markets. Josef provides analysis on the Strait of Hormuz, rising oil and natural gas prices, and shifting supply and demand dynamics in North America and abroad as well as his investing strategies in oil and nat gas equities.
Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/
Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/
Segment 3 & 4 - Jeff Christian, Managing Partner of the CPM Group, wraps up the Weekend Show explaining why gold and silver prices remain consolidated despite escalating Middle East tensions and rising oil costs. He dives into the complex relationship between precious metals and energy, offering a reality check on market correlations and a long-term outlook on where investment demand and mining margins are headed next.
Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/
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:
The KE Report: https://kereport.substack.com/
Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
Investment disclaimer:
T
