The KE Report

Weekend Show - Rick Bensignor, Josef Schachter & Nathan Ritchie - Is the Market Topping? Gold’s Next Move? Is Oil About To Pop Higher?

September 19, 2026·1h 18m
Episode Description from the Publisher

A collision of tightening macroeconomic conditions and physical commodity deficits is reshaping global markets. While major equity averages struggle beneath heavy institutional selling and the bond market prices in structurally higher-for-longer interest rates, energy equities and physical oil are demonstrating explosive relative strength driven by historic inventory drawdowns and escalating geopolitical conflict.  Segment 1 & 2 - Rick Bensignor, president of Bensignor Investment Strategies, assesses signs of near-term exhaustion and institutional selling across major equity indices while highlighting sustained upside potential for crude oil and the energy sector amid ongoing geopolitical conflict. He also maps out pivotal technical levels across gold, silver, and copper, while forecasting higher Treasury yields and advising investors to favor short-term Treasury bills over longer-duration bonds.  Click here to visit the In The Know Trader website - https://intheknowtrader.com/   Segment 3 & 4 - Josef Schachter, founder and editor of The Schachter Energy Report, and Nathan Ritchie, the firm's VP of Energy Research, analyze how geopolitical tensions involving Iran, tightening global inventories, and strategic reserve dynamics are shaping oil and natural gas prices. They also evaluate corporate earnings outlooks, assess high-upside and dividend-paying energy stocks, and emphasize the importance of hedging and market diversification for natural gas producers navigating price volatility.  Josef's Catch The Energy Conference - Oct 17th 2026 - special (Josef is offering free tickets) - enter promocode - SER26   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!   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 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.

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