Weekend Show - Adrian Day and Josef Schachter – Gold, Critical Minerals, Oil and Natural Gas Stocks

Welcome to the KE Report Weekend Show! We hope all of our American listeners are having a very happy Thanksgiving weekend. We really appreciate you taking time out of your weekend to tune in.

On this Weekend’s Show we focus on investing in gold, critical minerals, oil and natural gas stocks. There are some comments on the macro environment but most of the time is focused on investing in larger cap stocks and higher dividend paying stocks.

Segment 1 and 2 – Adrian Day,  Founder of Adrian Day Asset Management and manager of the Euro Pacific Gold Fund, kicks off the show to focus on gold and critical minerals stocks. We start by recapping the Q3 earnings from major gold companies. This ties into a discussion on M&A in the gold sector and which companies will start buying assets. We also look to the critical minerals sector and ask Adrien what minerals he likes and the type of companies he is investing in.

Segment 3 and 4 – Josef Schachter, Editor of the Schachter Energy Report wraps up the show with a recap of the oil price drivers around the world. We then have Josef explain when he thinks oil and natural gas stocks will bottom, and which stocks are top on his buy list.
 
Timestamps
0:30 – Gold majors earnings recap
7:32 – Will majors kick off an M&A cycle
9:38 -  Producer vs development Companies
12:17 – Is it a good idea to raise money through a royalty or stream?
16:40 – His approach to investing in critical minerals companies
21:16 – Are three new investors in critical minerals
27:49 – Oil fundamentals driving price
33:20 – Other countries that could pick up production
36:18 – Will the oil price rise or fall in 2024?
38:19 – Oil stock bullish percentage index overview
40:15 – How much lower could these stocks go?
42:34 – What stocks are top of your list
44:54 – Any stocks that offer outsized yield
46:42 – What about natural gas stocks