Weekend Show - Jeff Christian & Josef Schachter - Gold And Energy: Central Bank Buying & Undervalued Energy Stocks

Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector experts to unpack where the real risks and asymmetrical opportunities lie for resource investors. 

 

• Segment 1 & 2 - Jeff Christian, Managing Partner at CPM Group, breaks down the current precious metals landscape, examining central bank gold purchasing patterns, rising counterparty risks in metals-backed stablecoins, and the transition into a late-stage bull market cycle. He also analyzes how Federal Reserve interest rate policy, unsustainable U.S. fiscal deficits, and shifting industrial silver demand across solar and AI sectors will shape the broader trajectory of precious metals. 
• Click here to visit the CPM Group website to learn more about the firm - https://cpmgroup.com/

 

• Segment 3 & 4 - Josef Schachter, founder and editor of the Schachter Energy Report, alongside Nathan Ritchie, the firm's VP of Energy Research, joins us to analyze the macro forces driving oil and natural gas markets, including Middle Eastern geopolitical tensions, strategic petroleum reserve levels, and record crack spreads. Together, they highlighted investment opportunities across Canadian energy equities, emphasizing heavily discounted valuations among junior producers, capital allocation strategies between growth and share buybacks, and emerging M&A activity. 
• Josef's Catch The Energy Conference - Oct 17th 2026 - Josef is offering free tickets, enter promocode - KER26

 

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