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

The KE Report · Aug 29, 2026 · 1h 6m

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…