Weekend Show - Jeff Christian & Josef Schachter - Gold & Oil Outlook, Major Market Turns

This week’s Weekend Show shifts the lens back to the core pillars of asset-based investing: Precious Metals and Energy. We explore the disconnect between market sentiment and physical reality, moving from the technical nuances of silver supply deficits to the high-stakes geopolitical maneuvers in the Strait of Hormuz. Our guests analyze why "scarcity narratives" often miss the mark and how investors can find the "growth wedge" in an energy sector bracing for a volatile summer. 

 

• Segment 1 & 2 - Jeff Christian, Managing Partner at the CPM Group, discusses the current and future outlook for precious metals through the end of this year. Jeff also provides a critical analysis of the Silver Institute's deficit data and examines the strategic gold maneuvers by central banks, specifically addressing recent activities in Turkey and France. 
• Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/ 

 

• Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report, outlines the shifting dynamics of the Middle East and its impact on global energy markets. Josef analyzes the potential for oil prices to reach new highs or stabilize near $80 based on geopolitical resolutions, while providing specific equity recommendations for both conservative and entrepreneurial investors in the oil and natural gas sectors.
• Click here to learn more about The Schachter Energy Report - https://schachterenergyreport.ca/
• Click here to follow Josef on Substack at his Eye One Energy Report. - https://josefschachter.substack.com/ 

 

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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.