Weekend Show - Jordan Roy-Byrne & Dana Lyons - Stock Picking Over “Doom Macro” + What the Charts Say: PMs, Markets & Bitcoin
A double-header Weekend Show recorded at and around one of the busiest New Orleans Investment Conferences in a decade: first, Jordan Roy-Byrne outlines why stock picking needs to be the focus, not obsessing over macro calls. Then Dana Lyons maps the near-term, range-bound setup across metals, energy, equities, bonds, and crypto.
- Segment 1 & 2 - Kicking off this Weekend Show is Jordan Roy-Byrne, CMT, MFTA, Editor of The Daily Gold. He urges investors to de-emphasize macro timing and focus on deep company analysis - favoring undervalued developers/producers with low NPV and cash-flow multiples and clear production growth - arguing the sector is under-owned, quality miners can attract capital even in a general-market pullback, silver has explosive upside on a breakout, and that jurisdiction/share structure matter less at later stages while M&A or strategic shifts demand swift reevaluation.
- Click here to visit Jordan’s site, The Daily Gold
- Segment 3 & 4 - Wrapping up the show is Dana Lyons, fund manager and editor of The Lyons Share Pro, who provides a detailed technical outlook across multiple markets - discussing gold’s ongoing consolidation around $4,000, support levels in gold stocks and silver, continued weakness in oil, emerging caution signals in equities, resilience in biotechs, a downward bias in bond yields, and key support levels for Bitcoin and Ethereum.
- 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:
- The KE Report: https://kereport.substack.com/
- Shad’s resource market commentary: https://excelsiorprosperity.substack.com/
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.
