
The KE Report Weekend Show - Rick Bensignor & Dana Lyons - Beyond the Iranian Conflict: Identifying Market Cracks and Commodity Winners
Mar 14, 2026
Rick Bensignor, a tactical market-timing pro and newsletter author, and Dana Lyons, a fund manager skilled in ETF hedging and technicals. They explore cracks under major indices, raising cash and defensive positioning. They discuss energy and mining as structural winners, tactical inverse-ETF hedges, and technical levels to watch across commodities and broad markets.
AI Snips
Chapters
Transcript
Episode notes
Own Gold For Safety But Avoid Chasing Breakouts
- Keep gold as a safety asset but avoid chasing breakouts blindly; trim into strength and wait for washouts.
- Rick says gold is underinvested vs. tech, owns it long-term, but would welcome a corrective washout to add.
Silver Trades Fast And Carries Bigger Downside Risk
- Silver is highly volatile and more economically sensitive than gold, making it riskier despite big rallies.
- Rick notes SLV sits ~50% above its 200-day and silver can 'trade on air' to the downside quickly when sentiment shifts.
Use Cloud Support And Volume To Trade Copper Stocks
- Watch copper support and avoid a close below key levels; use cloud and volume for entries.
- Rick cites COPX bouncing on its Ichimoku cloud and warns a close under ~$78.50 would be bearish while $80–88 is the near-term range.
