Weekend Show - KER QuickTake & Mike Larson - Markets on Fire: Beaver Creek Bullishness For Precious Metals Stocks & Fed Cuts

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4d ago 53:30

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This week The KE Report Weekend Show dives into two hot topics: Cory and Shad’s takeaways from the Beaver Creek Precious Metals Summit, and Mike Larson’s insights on Fed policy and sector leadership. Both conversations point to one conclusion: we’re in a bull market for stocks and metals… but are we mid-game or late innings?

Segment 1 & 2 - Replay of the first ever KER QuickTake (posted Monday). Cory and Shad recap the sentiment at the Beaver Creek Precious Metals Summit. An overwhelmingly bullish sentiment - family offices and funds returning, investor meetings up, juniors bifurcating (fast-tracking developers vs. idle laggards), warrants flowing in, gold’s breakout sustaining momentum, and likely rotations toward copper/uranium/critical minerals while watching breadth, timelines, and potential M&A.

Segment 3 & 4 - Mike Larson, Editor-in-Chief at MoneyShow, joins us to unpack the Fed’s 25 bp cut and dot plot, a steepening yield curve and weakening dollar, and why he favors metals (gold/silver), small & micro caps, and financials. He also highlights the AI-driven capex boom (benefiting utilities/data centers), mining leadership in MoneyShow’s “Best Of” picks with momentum spreading to copper/platinum, policy tailwinds for critical minerals, and crypto’s growing institutionalization.
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