Episode
Weekend Show - Mike Larson & Robert Sinn - Q3 Market Outlook, Energy Shifts, and Critical Minerals
- Podcast
- The KE Report
- Published
- Jul 4, 2026
- Duration seconds
- 3507
- Processing state
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Summary
In this weekend show, we replay the most popular Daily Editorials from the week. We feature Mike Larson and Robert Sinn both analyzing a volatile first half of 2026. The key theme uniting both interviews is the concept of a "market halftime", evaluating the massive rotations out of mega-cap tech, identifying potential bottoms in precious metals and crypto, and capitalizing on the global macro shifts driving energy and critical minerals. Segment 1 & 2 - Mike Larson, the editor-in-chief at The Money Show, kicks off the show to break down the shifts within the financial markets at the midpoint of the year. Larson provides a detailed review of the stark contrast between the first and second halves of the year, highlighting the massive rotation out of red-hot technology and AI sectors into underperforming areas like healthcare, while also noting that critical minerals are presently eclipsing precious metals as a focal point for generalist investors due to global supply chain and national security policies. Click here to find out about the upcoming MoneyShow conferences - https://www.moneyshow.com/ Segment 3 & 4 - Robert Sinn, also known as "Goldfinger" on CEO.ca and "CEO Technician" on X, who is the publisher of Goldfinger Capital on YouTube and Substack. In the segment, Sinn shares his technical and fundamental analysis of the precious metals sector, highlighting a strong Q3 rebound for gold and silver, while discussing the potential for mining stocks to outperform later in the summer despite recent market drawdowns. Follow Robert’s analysis on Substack 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!…