Weekend Show - Dave Erfle & Marc Chandler - Gold Stocks & Global Markets: PM Outlook, Central Bank Meetings, Market Data episode artwork

EPISODE · May 2, 2026 · 57 MIN

Weekend Show - Dave Erfle & Marc Chandler - Gold Stocks & Global Markets: PM Outlook, Central Bank Meetings, Market Data

from The KE Report · host KE Report

In this Weekend Show, we dive deep into the current forces shaping the precious metals sector and the global macro economy. From the "hawkish hold" of central banks to the surprising resilience of the US economy and earnings growth, our guests break down what investors need to know to navigate the current volatility.  Segment 1 & 2 - Dave Erfle, the founder and editor of the Junior Miner Junky, evaluates the current downturn in precious metals markets as a technically sound correction and encourages strategic accumulation in high-quality junior mining stocks. Dave specifically discusses the strength of central bank gold buying, the impact of high energy costs on major miners, and recent M&A activity involving companies like Agnico Eagle and G2 Goldfields.  Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/   Segment 3 & 4 - Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, analyzes the shift among global central banks toward a "hawkish hold" policy. He highlights how this stance, driven by persistent inflation and supply shocks from Middle Eastern instability, contributes to a "K-shaped" economic recovery where strong corporate earnings contrast sharply with record-low consumer sentiment.  Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.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: 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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Weekend Show - Dave Erfle & Marc Chandler - Gold Stocks & Global Markets: PM Outlook, Central Bank Meetings, Market Data

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