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المحتوى المقدم من KE Report. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة KE Report أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Weekend Show - Peter Boockvar & Dana Lyons - The Gold Bull Market Through The Eyes Of 2 Generalist Investors/Traders

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Manage episode 512998591 series 3374176
المحتوى المقدم من KE Report. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة KE Report أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This weekend’s KE Report dives deep into the gold market’s extraordinary run through the eyes of generalist investors and traders. We explore what’s driving the bull market in PMs and trading strategies for those invested in the metals and equities.

Chief Investment Officer Peter Boockvar explains why gold’s move isn’t a “fear trade” but part of a global currency realignment, while fund manager Dana Lyons breaks down how to manage profits, hedge risk, and identify the next sectors poised to lead.

Segments

  • Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report on Substack, explains that gold’s surge past $4,000/oz is being driven by multi-year central-bank buying and de-dollarization (with rising ETF inflows), not “safe-haven” fears. He also highlights silver’s catch-up potential and tight supply, improving margins for gold/silver miners, copper’s constructive setup amid disruptions, a contrarian-bullish view on oil & gas, growing government interest in critical minerals, and the importance of watching for parabolic tops.
  • Click here to follow Peter at The Boock Report on Substack

  • Segment 3 & 4 - Dana Lyons, fund manager and editor of Lyons Share Pro, wraps up the show assessing the sharp pullback in precious metals on Thursday. We discuss trading strategies he is using - urging against chasing, advocating trimming “windfall” gains at Fibonacci/technical levels (with GLD support near 330), and favoring redeployment into emerging relative strength. He notes his risk models remain bullish, is watching uranium/nuclear, and recently added exposure to biotech and Ethereum while using broader-market hedges rather than sector shorts.
  • Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:

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. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

605 حلقات

Artwork
iconمشاركة
 
Manage episode 512998591 series 3374176
المحتوى المقدم من KE Report. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة KE Report أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This weekend’s KE Report dives deep into the gold market’s extraordinary run through the eyes of generalist investors and traders. We explore what’s driving the bull market in PMs and trading strategies for those invested in the metals and equities.

Chief Investment Officer Peter Boockvar explains why gold’s move isn’t a “fear trade” but part of a global currency realignment, while fund manager Dana Lyons breaks down how to manage profits, hedge risk, and identify the next sectors poised to lead.

Segments

  • Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and author of The Boock Report on Substack, explains that gold’s surge past $4,000/oz is being driven by multi-year central-bank buying and de-dollarization (with rising ETF inflows), not “safe-haven” fears. He also highlights silver’s catch-up potential and tight supply, improving margins for gold/silver miners, copper’s constructive setup amid disruptions, a contrarian-bullish view on oil & gas, growing government interest in critical minerals, and the importance of watching for parabolic tops.
  • Click here to follow Peter at The Boock Report on Substack

  • Segment 3 & 4 - Dana Lyons, fund manager and editor of Lyons Share Pro, wraps up the show assessing the sharp pullback in precious metals on Thursday. We discuss trading strategies he is using - urging against chasing, advocating trimming “windfall” gains at Fibonacci/technical levels (with GLD support near 330), and favoring redeployment into emerging relative strength. He notes his risk models remain bullish, is watching uranium/nuclear, and recently added exposure to biotech and Ethereum while using broader-market hedges rather than sector shorts.
  • Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!

For more market commentary & interview summaries, subscribe to our Substacks:

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. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

  continue reading

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