The KE Report, Released on 3/4/24

John Rubino joins me today to discuss his outlook on the precious metals sector, with gold breaking out above $2100, silver having a nice move higher, and a number of precious metal stocks starting to pop. We start off looking at a number of potential macroeconomic and geopolitical catalysts potentially playing into the recent price appreciation in gold, and get John’s thoughts on if this is the breakout in the PMs we’ve been waiting for? With regards to the producers we discuss the improving margins as metals prices move up, as well as the optionality on many of the junior developers and explorers, now that sentiment may be getting a lift higher. John mentions when building one’s portfolios at this time to focus on accumulating the quality royalty companies and producers first, before moving down the risk curve into the more speculative juniors, but even then to focus on the quality names in the sector over unproven riskier propositions.

John Rubino is the founder of the popular financial website DollarCollapse.com 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 TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.

  gold, precious metals, silver