Soar Financially

Ola Hansen, Head of commodity strategy at Saxo Bank, offers sharp market analysis on energy and metals. She discusses refined-product shortages, diesel and jet fuel stress, and how Asian demand is diverting supplies. She also covers escalation risk around the Strait of Hormuz, inventory effects that prolong shocks, and why Europe’s coming winter and inflation risks matter.

Alex Krainer, macro and commodities commentator known as Naked Hedgy, unpacks Trump’s pause on strikes and the ripple effects. He discusses why Iran might be ready for a long fight. He maps escalation scenarios, regional proxy risks, and implications for oil and gold markets.

Keith Neumeyer, CEO of First Majestic Silver — a Mexico-focused miner known for active metal marketing. Rob Krcmarov, CEO of Hecla Mining — leading disciplined North American silver operations. Dan Dickson, CEO of Endeavour Silver — driving production ramps and large deposit development. Michael Steinmann, CEO of Pan American Silver — managing one of the largest silver producers with growth projects. They discuss record cash flows, capital allocation, security in Mexico, and whether triple-digit silver is coming.

Ted Oakley, managing partner at Oxbow Advisors and commodities investor, breaks down the gold and silver selloff and why he is buying miners again. He discusses rising oil and inflation fears, why the Fed is trapped, and where energy, miners, and cyclical plays look attractive. Short, tactical portfolio moves and treasury laddering also come up.

Jason Shapiro, market commentator and author of Crowded Market Report, brings decades of trading experience and a focus on crowd behavior. He covers shifting investor sentiment and how war news flipped positioning. He digs into bond-market warning signs, why fixed income may drive the next big market move, and why gold is surprisingly underperforming.

John Rubino, macro and commodities writer behind Rubino Substack, explains why gold and silver may still be in a long bull market. He discusses why miners have lagged despite rising metals, where upside may lie across majors, mid‑tiers and royalty names. He also covers silver’s supply story, M&A and buybacks in the mining sector, and energy/geopolitical risks that could affect precious metals.

Milton Berg, founder of MB Advisors and creator of a long-running S&P 500 timing model, explains why he sees the market still in a bull cycle. He describes his 8% rule to exit after meaningful declines. He walks through buy and sell signals from models dating to 1957 and shares his view that gold is overextended and best bought when cheap versus CPI.

Louis-Vincent Gave, founder and macro strategist at Gavekal Research, brings sharp global macro and energy expertise. He explores how oil and Middle East tensions could reshape US–China ties. Short takes cover Asia’s fuel dependence, China’s relative resilience, Strait of Hormuz risk, market volatility, and which sectors might win or lose.

Dr. Komal Sri-Kumar, economist and founder of Sri-Kumar Global Strategies, warns of rising inflation and a stagflation risk in 2026. He links expanding Fed liquidity and wartime pressures to market blind spots. Discussion covers gold versus the dollar, oil shock risks from Middle East conflict, and why safe-haven flows may shift to precious metals.

Jim Iuorio, former floor trader and market commentator behind The Unfiltered Investor, breaks down market fragility, why oil could need $75 to spur drilling, and how gold’s recent drop was driven by margin liquidations. He explains possible Fed stealth liquidity, rotation away from AI into smaller names, and why central banks are buying more gold.