Dana Lyons & RK Equity - Chart Breakouts vs. Geopolitical Chokepoints: The Ultimate Metals & Critical Minerals Playbook episode artwork

EPISODE · May 30, 2026 · 1H 1M

Dana Lyons & RK Equity - Chart Breakouts vs. Geopolitical Chokepoints: The Ultimate Metals & Critical Minerals Playbook

from The KE Report · host KE Report

In this The KE Report Weekend Show, we sit down with top market analysts to dissect the charts across multiple asset classes and dive deep into the rapidly evolving critical minerals sector. First, fund manager Dana Lyons shares crucial technical indicators for precious metals, copper, energy equities, and the broader S&P 500. Then, Howard Klein and Matt Fernley of RK Equity join the show to expose the under-discussed bottlenecks in the critical minerals supply chain and how US-China dynamics are shifting the math for western investors.    Segment 1 & 2 - Dana Lyons, a fund manager and editor of the Lyons Share Pro website, joins us to share his technical analysis and market outlook. Dana highlights critical support and resistance levels for commodities like gold and copper, shares his specific trading strategies for shifting momentum within technology, energy, and software sectors, and provides a broader analysis of the overall market health, bond trends, and cryptocurrency price action.  Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/   Segment 3 & 4 - Howard Klein and Matt Fernley, partners at RK Equity, discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.  RK Equity website - https://rkequity.com/  Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak  Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley    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: 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.  

In this The KE Report Weekend Show, we sit down with top market analysts to dissect the charts across multiple asset classes and dive deep into the rapidly evolving critical minerals sector. First, fund manager Dana Lyons shares crucial technical indicators for precious metals, copper, energy equities, and the broader S&P 500. Then, Howard Klein and Matt Fernley of RK Equity join the show to expose the under-discussed bottlenecks in the critical minerals supply chain and how US-China dynamics are shifting the math for western investors.    Segment 1 & 2 - Dana Lyons, a fund manager and editor of the Lyons Share Pro website, joins us to share his technical analysis and market outlook. Dana highlights critical support and resistance levels for commodities like gold and copper, shares his specific trading strategies for shifting momentum within technology, energy, and software sectors, and provides a broader analysis of the overall market health, bond trends, and cryptocurrency price action.  Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services - https://lyonssharepro.com/   Segment 3 & 4 - Howard Klein and Matt Fernley, partners at RK Equity, discuss the recent structural changes in the critical minerals sector, highlighting how the ongoing conflict in the Middle East has restricted the global sulfur supply and directly disrupted downstream nickel and cobalt processing. They also analyze the emerging trends in heavy rare earth element demand, evaluated new visual clay processing techniques, and debated the long-term feasibility of domestic lithium production and government-backed price floors.  RK Equity website - https://rkequity.com/  Rock Stock YouTube channel - https://www.youtube.com/watch?v=UchoS9EZvak  Howard Klein on X @LithiumIonBull - https://x.com/LithiumIonBull Matt Fernley on X  @matt_fernley - https://x.com/matt_fernley    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: 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.

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Dana Lyons & RK Equity - Chart Breakouts vs. Geopolitical Chokepoints: The Ultimate Metals & Critical Minerals Playbook

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In this The KE Report Weekend Show, we sit down with top market analysts to dissect the charts across multiple asset classes and dive deep into the rapidly evolving critical minerals sector. First, fund manager Dana Lyons shares crucial technical...

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