The KE Report, Released on 12/2/24
Craig Hemke, Editor of TF Metals Report joins us to explore the latest trends in the gold and silver markets. This episode covers the current sideways momentum affecting precious metals, impacted by both seasonal patterns and broader market sentiment. Craig shares his insights on how the dollar index and euro movements are influencing gold prices, and what this means for precious metals investors. We also dive into the performance of mining shares, the importance of ETF investments versus individual stock picking, and the challenges and opportunities within the sector. Additionally, we speculate on potential economic and political factors that could change the narrative for precious metals as we approach 2025.
00:00 Current State of Gold and Silver
02:19 Seasonal Patterns in Precious Metals
03:02 Impact of the Dollar Index
04:31 Generalist Interest in Precious Metals
07:39 Stock Pickers Market
09:22 Challenges in the Precious Metals Sector
12:43 Global Economic Factors
13:57 Future Outlook for Gold and Silver
14:48 Expectations for the Coming Year
Known primarily by his nickname “Turd Ferguson,” Craig Hemke is the founder and editor of the popular TF Metals Report blog and podcast, covering precious metals, the financial markets, and greater economic trends.