As geopolitical tensions in the Middle East persist, the global economy is grappling with more than just volatile oil prices. This week’s show brings together Peter Boockvar (CIO, OnePoint BFG Wealth Partners) and Marc Chandler (Managing Partner, Bannockburn Global Forex) to dissect the deeper structural shifts - from the "parabolic" move in gold and the cooling AI trade to the looming shadow of the un-stress-tested private credit market.

• Segment 1 & 2 - Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners and editor of the Boock Report on Substack, analyzes the long-term economic consequences of the Middle East conflict. He discusses the persistence of inflation driven by elevated commodity and energy prices, the "stagflationary" risks of modest growth paired with high costs, and significant shifts in global markets, including the waning momentum of AI tech stocks and the increasing appeal of gold as a reserve asset.
• Click here to follow Peter at The Boock Report - https://peterboockvar.substack.com/

• Segment 3 & 4 - Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, discusses the economic shifts and market volatility resulting from the ongoing Middle East conflict. He examines how fluctuating energy prices and supply chain vulnerabilities are influencing global central bank policies, interest rates, and currency trends, while also addressing recent shifts in gold and treasury holdings.
• Click here to visit Marc’s site - Marc To Market - https://www.marctomarket.com/

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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.

Marco Roque, President and CEO of Cassiar Gold (TSX.V:GLDC – OTCQX:CGLCF), joins me for a comprehensive visual company overview and update on all the exploration and development work completed to date and that remains on tap for 2026; as they continue expanding the Cassiar Gold project, located in northern British Columbia.

We start off reviewing the jurisdiction and topography, large degree of sunk costs and infrastructure in place across larger Project; including an existing mill and tailings facilities, road access right onto the property, power access, and small camp in place.

Marco outlines all the historic exploration and development work completed over the last handful of yeas at Cassiar North. Marco breaks down the 2.3 million ounces of gold in all categories at the bulk tonnage resources in place at the main Taurus Deposit.

• He also highlighted the nearby areas along trend that have been receiving ground exploration and drilling at the Wings Canyon, Hopeful, Auroch, and Newcoast targets.
• In particular, the exploration team is animated by the potential at Newcoast area to be similar to Taurus in grade, scale, and potential depth; especially after the successful drilling here during the 2025 program. Newcoast is not yet included in the resources, and could be a key area for mineral expansion.
• Additionally, there are regional targets like Lucky and Snow Creek that have early indications that they may host similar Taurus-Style mineralization, alteration, and veining.

Today, on April 2nd, the Company announced it has initiated a Preliminary Economic Assessment (“PEA”) for the property’s Taurus deposit, having selected Ausenco, a globally recognized engineering, consulting, and project delivery firm with a proven track record in all phases of project development. The Company is targeting the completion of the PEA in Q3 2026, and it will be based on the recently updated foundational resource at the bulk-tonnage Taurus deposit.

• The Taurus deposit comprises an Indicated Mineral Resource of 8.8 million tonnes at 1.43 grams per tonnes (g/t) gold for 410,000 ounces with an additional 63.2 million tonnes with 1.93 million ounce at 0.95 g/t gold Inferred.

Shifting down to Cassiar South, we review the number of past producing mines, and high-grade nature to the broader veins in the mineralization on this part of the Project.

• The company will be drilling here again in 2026, after taking a few year to focus on growing Cassiar North, and is doing internal scoping studies to consider fast-tracking the potential development into smaller-scale production in this higher metals price environment.
• They are also reviewing underground portals and mill refurbishment to assess what would be needed for an expedited move into production.
• None of the prior drilling or known historic resources at Cassiar South are included in the current Mineral Resource Estimate.

We wrap up getting into the experience of the management team and board of directors, the key stakeholders and analyst coverage, financial health of the company treasury to keep executing on the work programs in 2026, and their undervaluation on several metrics compared to peers, highlighting the potential for rerating.

If you have any questions for Marco on Cassiar Gold, then please email them to me at Shad@kereport.com.

Click here to follow the latest news from Cassiar Gold

For more market commentary & interview summaries, subscribe to our Substacks:

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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. Investing in equities and commodities 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.

Jordan Rusche, Founder of Mining Stock Monkey, joins me for an in-depth and nuanced discussion on the recent volatility in oil prices, gold and silver prices, and his approach to valuing precious metals mining stocks and royalty companies; along with which companies he is actively trading in his portfolio.

We start out catching up on how the war in the Middle East has spiked the oil price over the past month, allowing savvy energy companies to go out on the forward futures curve and hedge partial amounts of future production at much higher levels.

• We revisited the value proposition synergies from ongoing business combination of Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) which announced an all-stock merger back in February. The business combination will create a leading large-cap shale operator with a high-quality diversified asset base in the Delaware Basin, Permian Basin, Marcellus Shale, and Anadarko Basin. We discussed the additional natural gas assets that will give the pro-forma company better margins, and secondary value lever beyond the rising oil prices.

Next we shifted over to some of the valuations in the gold stocks in light of the large corrective moves we saw across the board during the month of March.

• Jordan breaks down that these big pullbacks have him looking anew at quality development companies, like Rupert Resources Ltd (TSX: RUP) (OTCQX: RUPRF) (FSE:R05), that have dropped precipitously in market cap and share price and are presenting a compelling accumulation environment.

• He also remains animated by the continued the growth on tap for royalty and streaming companies, highlighting Royal Gold, Inc. (NASDAQ: RGLD) as undervalued on a number of fundamental metrics compared to all their larger peers.
• Secondly, Jordan highlights that he is able to gain access to copper and other metals by way of investments in Altius Minerals Corporation (TSX: ALS) (OTCQX: ATUSF), Elemental Royalty Corporation (TSXV: ELE) (NASDAQ: ELE), and Orogen Royalties (TSX.V: OGN – OTCQX: OGNNF).

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For more market commentary & interview summaries, subscribe to our Substacks:

The KE Report: https://kereport.substack.com/

Shad’s resource market commentary: https://excelsiorprosperity.substack.com/

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. Investing in equities and commodities 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.