TheBitCast

Weekend Show - Brien Lundin, Josef Schatcher & Nathan Ritchie - Gold & Silver: Panic Selling vs. Pure Opportunity…Energy’s Next Big Run

Podcast: The KE Report · KE Report

Opublikowano: 2026-10-24

While broader equity markets shudder under high interest rates and AI valuation fatigue, resource markets are painting a striking study in contrasts. In this episode, we tackle the sharp sell-off in precious metals alongside the relentless fundamental strength of the energy complex. Brien Lundin (Editor of Gold Newsletter) breaks down why short-term algorithmic liquidations in gold and silver are masking an inevitable monetary reset. Then, Josef Schachter and Nathan Ritchie (Schachter Energy Report) examine why the multi-year bull thesis in oil and natural gas remains structurally supply-constrained, presenting compelling value across both Canadian heavy hitters and mispriced international producers. </p...