The commodity bull market is alive across multiple fronts—from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons shares what his trading models are flashing now, while Brien Lundin makes the case that we’re still early in this precious metals bull market.

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• Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share why his models remain bullish on U.S. equities, with the S&P and Nasdaq approaching all-time highs and strong market breadth supporting the rally. He also dives into key commodity setups, noting oil remains weak below its multi-year range, while silver’s breakout above $35 appears constructive. Dana is positioned in silver ETFs (SLV, SIL, and SILJ) and sees potential in copper equities like COPX and COPJ, though he remains cautious on platinum after its sharp surge. He highlights growing strength in international and emerging markets as the U.S. dollar breaks down, and favors Bitcoin over Ethereum for further gains in the crypto space.
• Click here to visit the Lyons Share Pro website and learn more about Dana’s investment services.

• Segment 3 & 4 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins us to explain why the current gold bull market is the most powerful and unique in over two decades. He attributes the strength to unprecedented central bank buying, which has led to shallow corrections and delayed but now accelerating interest in silver, mining stocks, and junior explorers. Brien also discusses how the broader commodity reflation trade, driven by global demand for raw materials, is lifting copper and platinum, and highlights compelling investment opportunities in undervalued developers and copper explorers amid a tightening M&A and financing environment.
• Click here to learn more about the New Orleans Investment Conference on November 2-5.

Trey Wasser, CEO and Director of Dryden Gold Corp (TSX.V: DRY) (OTCQB: DRYGF), joins me for a special video overview of the 4 key focus areas for this year’s exploration program, across their Dryden Gold District land package in Northwestern Ontario. We start off with a big-picture geological framework for the property, then vector in on the 3 key deformation events in the Gold Rock Camp, but then also discuss the different geological settings found in the Sherridon and Hyndman areas.

After outlining the D1, D2, and D3 structural trends in the Gold Rock Camp, Trey takes us through what has been learned from combining this new understanding with a number of past and more recent drill holes along both the Big Master and Elora Gold trends. Some of the most recent drill core has been seen carrying visible gold and returned high-grade assays from around the Elora-Jubilee target, as well as news announced earlier this month from the historical Laurentian Mine Target and the Pearl Target (formerly known as the Intersection Target). This drilling all along the Elora Gold System has shown an improving understanding of the multiple stacked shear zones and veins structures along this trend, and is part of the on-going 15,000 meter drill program underway, but there are other regional targets that will be tested

Next we shifted up to the Mud Lake target area, and how these same 3 geological deformation faults and folds are present here as well, further along the Gold Rock Camp trend. Trey goes on to highlight that there is a periodicity to this system where there are even more targets to the Northeast and Southwest along this 20km strike length that demonstrate similar geological properties that are being mapped, sampled, and advanced towards targeting for future drill programs.

Wrapping up we discuss the 3rd area of focus at Sherridon; where detailed mapping from 2024 has exposed multiple drill ready targets and it’s unique geological setting that is different than the Gold rock Camp. Then we pivoted over to the 4th area of focus at the Hyndman regional target, and how its geological setting is different than the other areas, but also presents compelling drill targets from all the early field exploration campaigns. These areas will all see more exploration testing through the balance of this year.

If you have any questions for Trey regarding Dryden Gold, then please email me at Shad@kereport.com.

• In full disclosure, Shad is a shareholder of Dryden Gold at the time of this recording.

Click here to follow the latest news from Dryden Gold

In this company update, I’m joined by Tara Christie, President and CEO of Banyan Gold (TSX.V:BY - OTCQB:BYAGF), to discuss the June 25th drill results from the Airstrip Deposit at the AurMac Gold Project in Yukon.

After focusing much of the recent drill work at the Powerline Deposit, Banyan is revisiting Airstrip - the original discovery zone - with near-surface, high-grade results. Highlights include:

• 38 meters of 3.8 g/t gold,
• 16 meters of 9.32 g/t gold, and
• 28 meters of 1.3 g/t gold starting just 10 meters from surface.

Tara explains how recent metallurgical testing (90–93% recoveries) supports a future mill-based operation, making Airstrip more economically viable than initially assessed. The company is now actively stepping out to the north, east, and west, tracing a felsic dyke contact zone believed to be linked to higher grades.

Key topics covered:

• The evolving role of the Airstrip Deposit in the overall resource model.
• How real-time data modeling is optimizing drill targeting.
• Drilling strategy adjustments with over 18,000 meters completed out of a planned 30,000+ meter program.
• Exploration potential at depth and between Powerline and Airstrip, including follow-up of geophysical targets.
• Timeline and approach to news flow as results from Powerline and other areas continue to come in.

Read the full news release (June 25th): https://banyangold.com/

If you have any follow up questions for Tara please email me at Fleck@kereport.com.