John Rubino: Gold, Gold Stocks and Oil; Is It Geopolitics Or Other Factors Driving Price?

The KE Report, Released on 4/15/24

John Rubino joins us to discuss the balance between geopolitics vs other market factors driving gold, oil and the broad averages. With war escalating in the middle east over the weekend we note the initial muted moves in markets and metals. The market has started to breakdown in the later part of the trading day. We focus on other parts of the markets, higher US Dollar, interest rates and lower rate cut expectations. John shares his thoughts on where gold stocks are going and the types of exploration stocks he is focused on.

0:00 – Geopolitics and market impacts
3:32 – Lower rate cut expectations driving markets
5:21 – Gold and oil, what’s driving these prices
10:40 – Gold stocks disconnected from the gold price
13:39 – Gold equities, smaller stocks momentum
17:45 – Other commodity sectors of focus

John Rubino is the founder of the popular financial website which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at

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