The KE Report, Released on 5/15/24

Jesse Felder, Founder of The Felder Report joins us to discuss his bullish outlook for commodities. Copper, gold, silver and even natural gas are breaking out, some to all-time highs, others out of ranges. We ask Jesse what he is attributing these breakouts to and how sustainable they are. We also discuss the investment opportunities he sees in commodities equities, in energy, copper and gold. To wrap up we ask about the breakout in markets as well. On this front Jesse is leaning much more bearishly.

0:00 – Commodities all moving higher
2:11 – Inflation in electricity costs and demand
5:23 – Investment opportunities in the energy sector
7:05 – Copper and copper equities outlook
10:03 – Investor demand for copper stocks vs gold stocks
12:53 – Investing in gold vs other commodities
14:56 – Stage of the commodities bull market
16:00 – Silver closing in on $30
17:46 – Commodities and markets all breaking out
20:24 – What’s driving markets higher?

Jesse Felder began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

  commodities, copper, gold, investing, Jesse Felder, nat gas, silver