Weekend Show - Peter Boockvar & Brien Lundin - Market Uncertainty, Recession Fears, Tariff Wars, Gold At $3,000
Welcome to The KE Report Weekend Show!
On this weekend’s show we focus on the continued decline in US markets, how tariff wars are impacting markets, and the outperformance of precious metals with gold now at $3,000.
If you enjoy the weekend show please go back through our website (https://www.kereport.com/), Podcast (https://rebrand.ly/KER-Podcast) and YouTube Page (https://www.youtube.com/@theKEReport) to listen to all our market commentary and company interviews. Please subscribe and leave us a review.
- Segment 1 and 2 - Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack kicks off the show with a deep dive into market weakness, the impact of U.S. tariffs on global trade, the fading AI stock rally, growing investor interest in commodities like gold and industrial metals, and the Fed’s tough position on rate cuts.
- Segment 3 & 4 - Brien Lundin, Editor of the Gold Newsletter and our host at the New Orleans Investment Conference (November 2-5 2025) joins us to discuss the growing investor momentum in gold and silver stocks as they finally respond to rising metal prices. He discusses the sector's outperformance, strong earnings, and increased interest from generalist investors shifting capital into mining equities.
