Craig Hemke: Geopolitics, Macroeconomics, Fed Policy, & Fundamentals Present PM Stock Opportunities

The KE Report, Released on 4/7/26

Craig Hemke, Founder and Editor of TF Metals Report, joins me for a candid conversation around the impacts of geopolitics, macroeconomics, Fed policy, a technical outlook on gold and silver prices, and the ongoing disconnect in the valuation of the precious metals stocks, considering the record margins and revenues they experienced in Q1, which just wrapped up last week.

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.

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