The KE Report

KE Report
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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.

  1. 9H AGO

    Dana Lyons - Is the Growth Era Over? Outperformance In Value, International Markets, Gold and Silver Miners

    In this episode of The KE Report, I sit down with Dana Lyons, Fund Manager and Editor of The Lyons Share Pro, to discuss a significant regime shift currently unfolding in the financial markets. After nearly two decades of dominance by US large-cap growth and tech stocks, the tide appears to be turning toward value sectors and international equities. Dana provides a technical deep dive into why this rotation may just be in its infancy and identifies which global markets are finally breaking out of multi-decade stagnation. We also explore the recent volatility in the precious metals sector and how to strategically position for the next leg of the bull market in miners. Key Discussion Points: The Value vs. Growth Reversal: Dana explains why the 20-year outperformance of growth stocks may have peaked in late 2025, signaling a long-term shift toward consumer staples, utilities, and industrials. Broad Market Strength: A look at why "true" broad averages - including equal-weight and mid-cap indices - are showing more sustainable strength than the tech-heavy S&P 500 or Nasdaq 100. International Equity Breakouts: Why markets in Europe, Japan, and emerging economies like Peru and Argentina are finally clearing 25-year resistance levels, offering a fresh alternative to domestic US stocks. Precious Metals Strategy: An analysis of the recent "mini-crash" in silver and gold, the importance of hedging at extension levels, and why the current consolidation is a buying opportunity for gold and silver miners.   Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/   ---------------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    17 min

  2. 10H AGO

    Stillwater Critical Minerals – Exploration and Resource Update Catalysts At The Stillwater West Polymetallic Project

    [Recorded February 20th, 2026] Michael Rowley, President & CEO, of Stillwater Critical Minerals (TSX.V: PGE – OTCQB: PGEZF), joins me to review the key catalysts on tap for 2026 and beyond. In the near-term, the focus will be on releasing drill assay results from the 2025 exploration program, the evolving understanding of the broader geological model, and that once all results are processed there will be an update to the NI 43-101-compliant Mineral Resource Estimate (“MRE”) for the Company’s 100%-owned Stillwater West critical minerals project in Montana, USA.   We review the advantages polymetallic nature of the Stillwater West Project, which hosts nickel, copper, cobalt, chromium, platinum, palladium, rhodium, ruthenium, iridium, gold, and osmium – a unique mix of battery, alloy, and platinum group metals essential to clean energy, defense, and technology supply chains. We contrast the benefits with the complexity involved with communicating to the marketplace and policy makers with regards precisely which metals are driving the value forwards.   Mike explains that this new geological model and understanding of the Stillwater West Project through the lens of the South African Bushveld Complex as a parallel is so crucial to unlocking the value proposition of the Project and for future exploration targeting.  It is also quite constructive have  Dr. Danie Grobler, Vice President of Exploration, Albie Brits, Senior Geologist, provide different layers of input and collaboration with Tim Kuhl and the Mine Technical Services (MTS) team on the updated Stillwater resource estimate. Their extensive experience in Platreef-type geology and resource estimation is expected to provide significant value to the Project.       Highlights and upcoming catalysts:   The 2025 drill campaign is now complete, totaling 3,471m in eight holes, with all assays pending near-term release (the first 2 holes results were leased in news out today a few days after the recording of this interview) The updated MRE will incorporate 14 drill holes totaling 5,781 meters (“m”) from the 2023 and 2025 programs, plus select historic holes not included in the current estimate. The updated Mineral Resource Estimate is expected in the latter part of H1 2026, and it will mark the next step in advancing Stillwater West as a potential large-scale source of ten minerals listed as critical in the U.S. The update will build upon the January 25, 2023, Inferred Mineral Resource and results will support further technical studies and economic assessments. The work is being led by Mr. Timothy Kuhl (MTS) and Dr. Danie Grobler (Stillwater) who together previously worked with the late Dr. Harry Parker on the resource estimation and technical reports for Ivanhoe Mines’ Platreef Mine.     We go on to discuss with Mike the challenges and opportunities in defining the large-scale polymetallic and critical mineral resources at Stillwater West; and why it has the attention of large major producers, like their strategic partner Glencore, along with attention from the US and Montana government. We discuss how the nickel, copper, cobalt, and chrome tie into the growing industry demands for battery metals, energy metals, and defense metals. Additionally, with platinum, palladium, rhodium, and gold all demonstrating strong recent market performance, Stillwater West offers significant leverage to these precious metals.   If you have any questions for Mike or the team at Stillwater Critical Minerals, then please email them into me at Shad@kereport.com.   Click here to follow the latest news from Stillwater Critical Minerals     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: 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.

    23 min

  3. 1D AGO

    TG Watkins - Live From The Las Vegas MoneyShow: Market Rebound, Tech, Small Caps, Gold, Silver, Copper, Uranium

    In this live broadcast (recorded on February 24th) from the floor of the MoneyShow in Las Vegas, we sit down with TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot. TG provides a candid look at his current market posture, explaining why he recently shifted to a 90% cash position and how recent price action is forcing a reassessment of short-term bearishness. The conversation dives deep into the technical "squeeze" currently defining major indices, the surprising resilience of small-cap stocks, and the rotation out of the "Magnificent Seven" into defensive sectors. TG also breaks down the "picks and shovels" AI trade, the recent volatility in precious metals, and why he avoids entering new positions immediately ahead of earnings reports. Key Discussion Points: Defensive Market Posture: Why TG moved heavily into cash and closed short positions after the S&P 500 and Nasdaq struggled to break below key weekly support levels. The S&P 493 vs. Mega-Caps: Analysis of the rotation into consumer staples (XLP) and utilities as the market finds balance outside of major tech names. AI and Energy Infrastructure: Exploring the strength in "side departments" like power producers (WOLF, BE) and software (IGV) that support the broader AI build-out. Commodity Volatility: Examining the "euphoric" move and subsequent digestion in Gold and the dramatic price swings in Silver and Copper. The Earnings Strategy: A look at why TG utilizes the hourly 15-minute timeframes to navigate post-earnings volatility in names like Meta (META) and CoreWeave.   Click here to visit the Simpler Trading website - https://www.simplertrading.com/ Click here to visit TG’s site - Profit Pilot - https://www.profit-pilot.com/   ---------------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    19 min

  4. 1D AGO

    Great Pacific Gold - High-Grade Discoveries & Dual-Rig Expansion at Wild Dog

    In this company update, we are joined by Greg McCunn, President and CEO of Great Pacific Gold (TSXV: GPAC | OTCQX: GPGCF | FSE: V3H), to discuss the accelerating exploration program at the Wild Dog property. Great Pacific Gold is currently exploring within a 15km epithermal corridor, with two rigs turning.  Key Discussion Points: New Discovery at Magiabe West: A significant new discovery was made through rock chip sampling, yielding results over 100 g/t gold and 2.5% to 4% copper. This area is scheduled for drilling in Q2 2026 Sinivit Drilling Results: Greg reviews the recent assay results from holes 16, 17, and 18. While a faulted area was encountered at depth, the team is analyzing the data to understand the plunge of the high-grade mineralization, which remains open to the north and at depth. The Kavasuki Target Drilling: Rig 1 has moved to Kavasuki, located 1km north of Sinivit. Initial drilling has already intersected mineralization in the first hole of a planned 7-hole program. Kasie Ridge High-Reward Potential: Rig 2 has commenced drilling at the Kasie Ridge target. This high-sulfidation epithermal system is a "game-changer" target located 4.5km north of Sinivit, with the potential for a large underlying porphyry body. Exploration Pipeline and Financial Position: With over $10 million in the treasury, the company is well-funded to maintain the aggressive drilling program across the project. Refer to the map below to understand the locations of the priority targets.    If you have any follow up questions for Greg please me at Fleck@kereport.com.  Click here to visit the Great Pacific Gold website - https://gpacgold.com/ ----------------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    19 min

  5. 2D AGO

    Headwater Gold - Project Portfolio Exploration Update: Drilling Completed At Lodestar and TJ, Geophysical Survey At Jake Creek

    In this episode of the KE Report, we sit down with Caleb Stroup, President and CEO of Headwater Gold (CSE: HWG | OTCQX: HWAUF), for a comprehensive update on the company’s expanding exploration portfolio. With recent news regarding geophysical surveys and the conclusion of several drilling programs, Caleb provides a clear roadmap for what investors can expect in the coming months. Headwater Gold is actively advancing high-grade epithermal gold targets in the Western US through strategic partnerships with industry giants like Newmont and OceanaGold. Key Discussion Points: Jake Creek Project Milestones: The company is finishing final drill targeting at the Jake Creek project in partnership with OceanaGold. This program follows up on historical results of 45 meters at 1g/t gold, with an initial drill test scheduled for early summer 2026. Drilling at Lodestar and TJ: Drilling has recently concluded at both the Lodestar project (funded by Newmont) and the TJ project (funded by OceanaGold). The team is currently awaiting lab assays, with results expected within the next four to six weeks. Exploration Strategy and Model: Caleb explains the "fully preserved epithermal system" model they are targeting, which involves identifying surface alteration and vectoring with drilling to find high-grade zones at depth. Upgraded U.S. Listing: Discussion on the company's recent move to the OTCQX market under the symbol HWAUF, reflecting a significant increase in trading volume and interest from U.S. investors.   Please email your questions for Caleb to us at Fleck@kereport.com and Shad@kereport.com.  Click here to visit the Headwater Gold website to read over the recent news - https://headwatergold.com/    -------------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    11 min

  6. 3D AGO

    FinEx Metals - Finland Gold Exploration: Ruoppa and Kero Project Exploration Updates

    In this company update, we sit down with Brennen Zerb, Vice President of Investor Relations at FinEx Metals (TSX-V: FINX). Brennen provides an in-depth recap of the company’s recent activities in Northern Finland, focusing on the maiden drill program at their flagship project and the new exploration licenses in a world-class district. Key Discussion Points Maiden Drill Program at Ruoppa: Brennen recaps the ~2,500-meter program, confirming the presence of a robust gold mineralized system. High-grade highlights included intercepts of 5.79 g/t gold over 0.95 meters and 6 g/t gold over 1 meter, providing clear targets for the upcoming Phase 2 program. Phase 2 Exploration Strategy: A second phase of exploration is planned for Q2 2026, consisting of roughly 1,500 meters of drilling alongside additional geophysical and geochemical work to identify higher-density vein zones. The Caro Project Potential: Discussion on the newly permitted Kero Project, located in the same belt as Agnico Eagle’s Kittilä mine and Rupert Resources’ Ikkari discovery. Historic work at Kero has already shown high-grade potential, including surface samples up to 25.6 g/t gold.   If you have any follow up questions for Tero please email us. Fleck@kereport.com and Shad@kereport.com.    Click here to visit the FinEx Metals website to learn more about the Company.    --------------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    12 min

  7. 3D AGO

    Sitka Gold - 60,000 Meter Drill Program At RC Gold Project: Target and Program Overview

    In this episode, we sit down with Gilles Dessureau, the Vice President of Exploration at Sitka Gold Corp. (TSX.V: SIG | OTCQB: SITKF | FRA: 1R1). Gilles provides a comprehensive deep dive into the company’s newly launched 60,000-meter diamond drill program at their flagship RC Gold Project in the Yukon. Gilles outlines the strategic allocation of meters across the property and explains how the team plans to expand on the current 2.8-million-ounce gold resource (indicated + inferred). Key Discussion Points: The Rhosgobel Discovery: Approximately 30,000 meters are dedicated to the Rhosgobel zone, focusing on step-out and expansion drilling along a 1.1km strike length and testing the deposit at greater depths. Tungsten Component: Following high-grade crystal observations, the team is analyzing over 5,500 samples to define the volume and grade of the significant tungsten mineralization found within the gold system. Blackjack, Saddle, and Eiger Expansion: Allocation of 15,000 meters to further define and expand the existing resource areas, including testing new northern targets and high-grade zones at depth. The Pukelman-Contact Zone: A 10,000-meter program aimed at defining the structural corridor and potentially adding new resource volume to the project. Strategic Prioritization: How the company balances aggressive exploration of new targets like the Bear Paw Breccia while systematically upgrading inferred ounces to the indicated category.   If you have any follow up questions for Mike please email me at Fleck@kereport.com.    Click here visit the Sitka Gold website to learn more about the Company - https://sitkagoldcorp.com/   --------------- 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    17 min

  8. 3D AGO

    Rick Rule - Where Is Rick Investing His Money: Comments On Gold, Silver, Copper, Energy

    In this special daily editorial, we are joined by Rick Rule, Founder of Rule Investment Media and Battle Bank. Rick provides a candid look at his recent portfolio maneuvers, explaining the logic behind selling physical silver to rotate into high-quality equities. We dive deep into the valuation disconnects currently plaguing the resource sector and why "boring" large-cap energy producers might be the smartest play for the next five years. Discussion Highlights: Silver Portfolio Rotation: Rick discusses selling 80% of his physical silver and 25% of his junior mining positions following recent parabolic moves to eliminate downside risk while maintaining upside through select silver stocks. The Silver/Stock Valuation Gap: Why silver equities are currently priced for $45 silver while the spot price sits significantly higher, creating a massive opportunity for a re-rating in high-quality miners. Energy Sector Outlook: An analysis of the under-investment in sustaining capital within the oil and gas industry and why Rick is favoring Canadian mid-tiers and majors like Exxon Mobil (XOM) and Schlumberger (SLB). The Pitfalls of Mining Metrics: A breakdown of why the "ounces in the ground" metric is often misleading and the importance of focusing on All-In Sustaining Costs (AISC) and Return on Capital Employed (ROIC). Investment Education: Details on the upcoming Rule Natural Resources Investment Symposium in Boca Raton and the free educational resources available through the Rule Classroom.   Click here to learn more and sign up for the Rule Symposium on July 6-10 in Boca Raton - https://cvent.me/XOqdLa?via=KER ------------------ 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: 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 or investment product. Investing in equities, commodities, really everything 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.

    41 min
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Ratings & Reviews

4.4
out of 5
13 Ratings

About

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.

Information

  • Creator
    KE Report
  • Years Active
    2022 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    The KE Report

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