Weekend Show - Mike Larson & Dan Steffens - Rotation, Rates, and Resource Stocks

The KE Report

Market rotation broadens beyond big tech, gold equities attract generalist capital, and energy stocks set up for future revaluations.

This weekend’s KE Report brings two perspectives - Mike Larson of MoneyShow breaks down equity rotation, Fed uncertainty, and precious metals momentum, while Dan Steffens of Energy Prospectus Group highlights natural gas fundamentals, oil market geopolitics, and M&A-driven opportunities in energy equities.

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• Segment 1 & 2 - Mike Larson, Editor-in-Chief at Money Show, joins to discuss the current market rotation out of hot tech and AI stocks into more defensive sectors, the Fed’s upcoming rate decision, and the mixed economic data shaping sentiment. He also shares his bullish outlook on gold and mining equities, cautious but constructive views on copper and energy, the long-term promise of LNG and nuclear, Ethereum’s relative strength versus Bitcoin, and why the U.S. dollar looks structurally weak compared to commodities and foreign equities.
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• Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, discusses the continued weakness in natural gas due to high storage levels and mild weather, the political and geopolitical pressures keeping oil prices rangebound, and why he remains bullish long-term given LNG export growth, AI-driven electricity demand, and infrastructure constraints, while also highlighting opportunities in companies like Inplay Oil, Riley Exploration Permian, and Viper Energy following transformative acquisitions.
• Click here to visit the Energy Prospectus Group website for more energy market and stock analysis