
About the Hosts
John Feneck is the founder and CEO of Feneck Consulting. He started as an equity analyst in 1992 at the largest asset manager in the world (BlackRock Funds, formerly Merrill Lynch Asset Management) and was a member of the precious metals PM team at Sprott in 2017. His 10 year+ track record in mining can be viewed here. John has made dozens of appearances on Kitco, where he has been a contributor since 2016. He has also been the keynote speaker at over 250 client seminars and 70 webinars, and a participant in investment roundtables at 16 global events.
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Shad Marquitz has been investing in commodities and resource stocks for the last 15 years, and is the Co-host of the Korelin Economics Report; interviewing economists, fund managers, commodities experts, technical analysts, and resource company management teams. www.kereport.com.
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Shad has also published over 200 articles/reports on his growing “Excelsior Prosperity” Substack channel, that goes out to over 2,500 resource investors each week. https://excelsiorprosperity.substack.com/
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He has been interviewed on a number podcast platforms, and is a regularly published contributor to Banyan Hill's Grey Swan Investment Fraternity https://greyswanfraternity.com/contributors/shad-marquitz

Current Macro and US War
John and Shad discuss the price action in gold, silver and critical minerals and the current macro picture and US war, which are driving price action recently.
Gold & Silver Equities
A lengthy review of select prominent gold, silver and critical minerals equities, including John and Shad’s current top 10 holdings in these areas.
Portfolio Construction
What John and Shad look for when investing in gold, silver and critical minerals equities.
Q&A Session
A Q&A session where participants have the opportunity to ask John and Shad anything related to gold, silver and critical minerals related equities.
Additional Value
John will provide a 5% discount to any paid attendee that would like to try his services.
Click here to view subscriptions.
Live - Event - May 4, 2026
169
Opportunities in Precious and Critical Metals
Current Macro and US War
Portfolio Construction
Gold & Silver Equities
Q&A Session
Replay - Event - May 4, 2026
169
Opportunities in Precious and Critical Metals
Current Macro and US War
Portfolio Construction
Gold & Silver Equities
Q&A Session
Transcript - Event - May 4, 2026
69
Opportunities in Precious and Critical Metals
Current Macro and US War
Portfolio Construction
Gold & Silver Equities
Q&A Session



