Kitco NEWS
Kitco News delivers insightful, reliable, comprehensive investment news and analysis. They interview experts, analysts, traders, authors, and industry leaders across precious metals, cryptocurrencies, commodities, finance, geopolitics, and technology. The podcast also covers exclusive event and conference coverage from around the globe, helping listeners navigate markets with insights into commodities, stocks, cryptocurrencies, macroeconomic trends, and global events.
Episodes
Gold Gets Sold First When Markets Crash, And Then This Happens | Rick Rule
Rick Rule says gold's drop below $4,000 rhymes with 1975, when the metal crashed 50% and then rose 8x, and the investors who panic-sold at the bottom missed the entire move. So is this gold selloff the buying opportunity of the decade, or a warning that more pain is coming?Legendary resource investor Rick Rule, founder of Rule Investment Media, joins Kitco News anchor Jeremy Szafron to break
Gold’s Selloff Isn’t the End of the Bull, It’s Another Great Buying Opportunity, Says Rosenberg
David Rosenberg says the gold selloff is not the end of the bull market, it is another buying opportunity, and the central banks driving it are only about halfway through their shift out of the dollar and into gold. So is the gold bull market over, or just getting started?David Rosenberg, president of Rosenberg Research and the economist who called the 2008 housing crash, joins Kitco News senior a
Bitcoin's Wall Street Era Hits a Gold-Sized Reality Check | Cory Klippsten
Cory Klippsten says Bitcoin's Wall Street era ran straight into a gold-sized reality check: the ETFs and institutions arrived, and it still trades like a high-beta tech stock, down about 30% year to date and roughly 52% off its high, while gold held up far better. So did Wall Street adoption change Bitcoin, or did it just attach it to the same risk cycle?Swan Bitcoin CEO Cory Klippsten joins
The New Fed Chair Just Tore Up The Playbook On Day One | DiMartino Booth
Kevin Warsh just concluded his first meeting as Fed Chair, and while the vote was unanimous, the underlying data points to severe economic stress. Bankruptcies are up 38.4% year-over-year, margin debt has hit a record $1.42 trillion, and the Fed is officially forecasting that inflation will stay stuck at current levels.Kitco News Senior Anchor Jeremy Szafron sits down with Fed insider and QI Resea
Why The Gold Selloff Is A Pause Not The Peak | Lawrence Lepard
Legendary precious metals investor Lawrence Lepard says this gold selloff is a pause, not the peak. With gold off its highs and the mainstream calling the run finished, he explains why he is still buying and why he believes the real move is still ahead. Is the gold bull market over, or is this the dip before the next leg higher?Gold ran to a record 5,589 dollars and silver cleared 121 dollars befo
The Real Reason Gold Sold Off This Week | Frank Giustra
Mining financier Frank Giustra says the gold selloff is being completely misread. The smart money, the central banks, never sold. It was the speculators and the loose hands bleeding out, while the structural buyers that drove this bull market never flinched. So is the gold bull market over, or is this the pause before the next leg?Frank Giustra, founder and CEO of the Fiore Group, joins Kitco News
'Biggest Defeat Since Vietnam': What The US-Iran Deal Actually Means For Gold
Former Wall Street FX Chief David Woo breaks down the real financial impact of the US-Iran deal, why the AI bubble is the market's biggest threat, and how it all sets up the next major rotation into gold.Jeremy Szafron, Senior Anchor at Kitco News, sits down with David Woo to cut through the mainstream relief rally. Woo explains why the recent Middle East peace deal is a strategic blow to dol
Gold Tests $4,000: The ‘60% To 70% Probability’ Of A Bottom | Gary Wagner
Gold futures tested the key $4,000 psychological level this week under intense selling pressure before catching a late Friday bid. Gary Wagner joins Jeremy Szafron, Senior Anchor of Kitco News, to break down the technical damage and explain why he sees a "60% to 70% probability" that gold has established a firm technical floor.Wagner outlines the critical resistance levels gold must brea
Why Gold, Silver and Tech Are Crashing Together: Bubba Horwitz Calls It a ‘100% Margin Call’
Tech, gold, and silver are plummeting together today in what 40-year veteran floor trader Todd 'Bubba' Horwitz calls a "100% margin call." In this interview with Kitco News, Bubba breaks down why the simultaneous liquidation across safe havens and risk assets is a warning sign of a system-wide flush. He explains why the massive $2.3B insider liquidation at AI giant CoreWeave is
Why This Gold Selloff Is Not What It Looks Like | Stöferle
Gold prices are facing a major live test as the market digests hot jobs data, rising yields, and a sudden U-turn in Federal Reserve rate hike expectations. But is this current selloff a sign that the gold bull market is over, or simply a "base camp" pause before the next leg higher?Jeremy Szafron, Senior Anchor at Kitco News, sits down with Ronald-Peter Stöferle, Managing Partner at Incr
Silver Selloff Tests $500 Target: Why Shorts Had "Better Cover" | Michael Oliver
Is the recent 7% drop in silver a warning sign, or the final shakeout before a massive repricing? Kitco News Senior Anchor Jeremy Szafron sits down with Michael Oliver, founder of Momentum Structural Analysis, to break down why his $300 to $500 silver target remains intact despite hot U.S. jobs data and a shift in Fed rate expectations. Oliver unpacks his long-term momentum charts, detailing how s
Gold Strategy: Why You Must Store Metals Outside The Banking System | Marc Faber
Gold is holding support near $4,500 an ounce following a 30-day pullback, but Dr. Marc Faber says investors focusing on day-to-day volatility are missing the larger structural shift. In this interview with Kitco News Senior Anchor Jeremy Szafron, the publisher of the Gloom, Boom & Doom Report explains his 50-year strategy for holding physical gold, why he hopes prices fall further to accumulat
The Hidden Cost of AI That’s Fueling the Next Inflation Shock | Tavi Costa
Is the "Build Phase" of the AI revolution creating a structural inflation shock the market is ignoring? Tavi Costa, Founder and CEO of Azuria Capital, joins Senior Anchor Jeremy Szafron to map out the collision between massive global debt, shrinking physical metal supplies, and the scramble for strategic resources.They break down why the math behind central bank reserves is shifting, wit
Copper Becomes A National Security Risk: AI Demand vs. Defense Supply Chains | Phil Ehr
Retired US Navy Commander Phil Ehr joins Kitco News to break down why the global copper market is rapidly transitioning from a basic industrial story into a critical national security risk.Commander Ehr details how maritime chokepoints, specifically the Strait of Hormuz, are threatening the sulfuric acid supply chains required for copper refining. He unpacks the looming 2027 Pentagon procurement d
The Real Reason Gold Dropped: It Is Becoming The World's 'Neutral Asset' - Peter Boockvar
The S&P 500 just hit all-time highs while inflation runs at 3.8% and real incomes fall for the third consecutive month. At the same time, gold has pulled back 12% despite ongoing geopolitical turmoil, and global bond yields are hitting multi-decade highs. Kitco News Senior Anchor Jeremy Szafron sits down with Peter Boockvar, CIO of OnePoint BFG Wealth Partners and author of The Boock Report, t
Silver Is Leaving America as China Buys at a 20-Year High | Josh Phair
Spot gold and silver are sliding to two-month lows as paper markets react to a potential U.S.-Iran interim peace draft, even as President Trump calls the Iranian reports a "complete fabrication". But behind the futures screens, the physical market is undergoing a massive structural overhaul. Kitco News Senior Anchor Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint and the
Warsh Nomination Was the Biggest ‘Hit Job’ on Precious Metals | Mark Thornton
The American consumer is flashing historic warning signs, yet Wall Street is celebrating record corporate earnings. How are both true at the same time? Dr. Mark Thornton, Senior Fellow at the Mises Institute and Austrian economist, joins Kitco News anchor Jeremy Szafron to break down the mechanics of the "Two Economies."Dr. Thornton uncovers the truth behind the historic S&P 500 valu
“Hawks Are Extinct”: Peter Schiff Warns Fed Can’t Stop the Debt Crisis
Wall Street is pushing toward record highs, but the bond market is flashing a severe warning. Peter Schiff, CEO and Chief Global Strategist of Euro Pacific Asset Management, joins Jeremy Szafron, Senior Anchor of Kitco News, to break down the massive disconnect between equities and the 30-year Treasury.Following the swearing-in of new Federal Reserve Chair Kevin Warsh and recent warnings from Bill
The 80% Deflationary Crash: How The Next Wipeout Triggers 25% Inflation | David Hunter
Is the final parabolic melt-up finally here? David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, joins Jeremy Szafron to break down the mechanics of the market's "final blow-off" and the 80% deflationary bust he predicts will follow.As the S&P 500 pushes into record territory, Hunter explains why he believes we could see the market top as early as Labor Day. In th
The One Signal That Matters for Gold and Silver Right Now | David Morgan
Silver veteran David Morgan debunks the COMEX default narrative, reveals why wholesale dealers are flooded with metal and why that is actually bullish, and names the one bond market signal that says the monetary reset is getting close.David Morgan — publisher of The Morgan Report and author of The Silver Manifesto — breaks down the structural divide in the silver market right now. Wholesale retail
Why Gold Needs a $500 Drop to Flush Out "Momentum" Buyers | Ted Oakley
The 30-year U.S. Treasury yield is testing 5.18%, fundamentally shifting the math for equities, credit, and the traditional 60/40 portfolio. While Wall Street continues to buy the AI tech dream, Oxbow Advisors Founder and Managing Partner Ted Oakley warns of a severe disconnect between the stock market and the real economy.In this Kitco News exclusive, Oakley breaks down the risks of late-cycle co
The 2-Year Market Bubble Has Begun: AI, Money Printing and Inflation | Clem Chambers
Is the stock market entering a massive bubble? Clem Chambers, CEO of Online Blockchain plc, joins Kitco News anchor Jeremy Szafron to break down why the AI infrastructure build-out and U.S. deficit spending are fueling a 2-year market bubble. Chambers also analyzes President Trump's high-stakes visit to China and Xi Jinping's warning over Taiwan, explaining why physical gold acts as the
The Hormuz Illusion: Why Hal Kempfer Predicts an 'Abundance of Oil'
While markets focus on the trade negotiations between President Trump and Xi Jinping in Beijing, the reality of a global industrial war footing is being ignored. Hal Kempfer, retired Marine Intelligence Officer and CEO of Global Risk Intelligence and Planning, joins Jeremy Szafron, Senior Anchor at Kitco News, to expose the massive disconnect between geopolitical reality and market complacency.Kem
Has The Fed Lost Control: Matthew Piepenburg on 5% Yields and the Debt Trap
Is the latest 3.8% CPI print just another energy-driven inflation scare, or is the $40 trillion U.S. debt trap finally springing? Matthew Piepenburg, Partner at Von Greyerz, joins Jeremy Szafron, Senior Anchor at Kitco News, to break down the massive disconnect between Main Street reality and Wall Street fantasy.As 30-year U.S. Treasury yields hover near 5% and real wages fall, Piepenburg explains
“I Could Not Be More Bullish”: Pierre Lassonde’s $17,250 Gold Target
With gold holding firmly above $4,700 an ounce and silver breaking into the $80 to $85 range, Pierre Lassonde returns to Kitco News to explain the architecture of the new bull market. The Canadian Mining Hall of Fame inductee and resource sector pioneer breaks down his $17,250 gold target, highlighting the striking parallels between the late 1970s and today’s macroeconomic environment.Lassonde det
Silver Breaks $80 as Gold Eyes $6,000, Gary Wagner Charts the Levels
Gold is eyeing a massive run to $6,000, and silver just broke out past $80. Gary Wagner reveals the exact charts driving the precious metals bull market and maps the key technical levels you need to watch.Despite a hotter-than-expected U.S. jobs report reinforcing the Federal Reserve's "higher-for-longer" rate stance, the precious metals sector is accelerating. Gary Wagner, Editor o
What Breaks The Gold Bull Market? WGC Reveals The ‘Warning Sign’ Hidden In The Data
Gold is trading near record territory, and silver is surging, but the real story is who controls the metal. For decades, price discovery has been dominated by London and New York. Today, physical demand in Asia, central bank accumulation, and sovereign wealth fund activity are forcing investors to ask if the marginal ounce is moving East.In this interview, Kitco News Anchor Jeremy Szafron sits dow
China's 17 Month Gold Spree: Why Central Banks Bought 244 Tonnes In Q1 | Dominic Frisby
Central banks acquired 244 tonnes of gold in the first quarter of 2026, marking 10 out of the last 11 quarters where sovereign purchases exceeded 200 tonnes. Jeremy Szafron anchors an exclusive 45 minute deep dive with financial historian and author Dominic Frisby to uncover the reality of this massive sovereign accumulation.In this masterclass interview, Frisby reveals why China’s official reserv
Why Gold Still Matters as Money Goes Digital | Chris Giancarlo
Is the push for a digital dollar a necessary upgrade to protect America's financial dominance, or is it laying the groundwork for financial surveillance? Former CFTC Chairman J. Christopher Giancarlo joins Kitco News Anchor Jeremy Szafron to cut through the noise on the future of your money.In this exclusive interview, Giancarlo explains why traditional U.S. banks are using their lobbying pow
Gold Will Fall First, Then ‘Fly Sky High,’ Bert Dohmen Says
Are we facing a perfect storm of illiquidity? Bert Dohmen returns to Kitco News to put his 2026 market warning to the test, revealing how institutional investors are actively distributing risk to retail investors while masking deep systemic vulnerabilities.Dohmen breaks down the hidden dangers inside the private credit market, explaining why major funds are freezing redemptions and getting caught
‘Write-Downs To Zero’: The $1.8 Trillion Private Credit Warning - Danielle DiMartino Booth
We are breaking down the latest Federal Reserve split, Jamie Dimon's private credit warning, and why the K-shaped economy is masking a hidden middle-class recession. Kitco News Anchor Jeremy Szafron sits down with Fed insider Danielle DiMartino Booth, CEO of QI Research, to expose the real data behind the Wall Street headlines.From the largest Fed committee dissent since 1992 to major private
The 91-Year Debasement Trade: Why $4,600 Gold is Just the Beginning - James Grant
As the U.S. debt hits 100% of GDP and the 30-year Treasury yield nears the 5% mark, the bond market is finally forcing Washington’s hand. In this deep-dive interview, James Grant, founder of Grant’s Interest Rate Observer, joins Jeremy Szafron to discuss why the Federal Reserve now regards gold as an "existential threat" to its discretionary power.Grant warns that the current era of &quo
Why Most Portfolios Are Still Wrong on Gold | Jeff Weniger
Jeff Weniger, Head of Equity Strategy at WisdomTree, joins Kitco News Anchor Jeremy Szafron to break down the extreme volatility in the precious metals market and explain why holding zero percent in gold is a massive portfolio risk. Weniger analyzes the lagged effect of Federal Reserve policy, noting that "Jay Powell gave a gift to precious metals" 19 months ago, and explains why that li
Wall Street Is Wrong About Inflation And Gold Is Heading To $7000 | Steve Hanke
Wall Street believes the inflation problem is solved, rate cuts are imminent, and the AI productivity boom will continue to drive equities to record highs. Johns Hopkins Professor of Applied Economics Steve Hanke says they are looking at the wrong data, and investors who follow the mainstream consensus are walking into a trap.In this interview with Jeremy Szafron, Professor Hanke breaks down why t
The Debt Trap: Why Gold Pumps First and Bitcoin Follows | Michael Terpin
Global markets are navigating a high stakes tug of war today. Following an address to the nation where President Trump signaled harder strikes against Iran, reports have surfaced that Iran and Oman are drafting a protocol to monitor traffic through the Strait of Hormuz. While oil prices have retreated from their session highs, the crypto sector remains under stress, with Bitcoin trading at $66-67K
Permanent Inflation Is Here and the $50 Price Floor for Silver | Mark Skousen
Gold has shown sustained strength, trading between $4,700 and $4,800 an ounce. While the metal is off its record highs, it has seen a significant recovery as investors seek a foothold in a volatile macro environment. Silver remains a standout performer, holding a 100% gain over the last year despite its recent consolidation near $75. In this Kitco News interview, Dr. Mark Skousen breaks down why h
The Global Supply Chain Crisis And The Return To Resource Sovereignty: Col. Douglas Macgregor
A "terrible storm" is approaching the US bond market as the global financial architecture begins a fundamental shift toward hard assets, according to Colonel Douglas Macgregor. With gold inching above $4,600 and silver rebounding into the mid $70s, the guest argues that the economic fallout from the conflict in the Middle East is reaching a critical tipping point. According to Macgregor,
The Mining Paradox: Record Low CapEx Just Created A Generational Buy, Here's Why | Tavi Costa
Jerome Powell claims inflation expectations are anchored, but skyrocketing commodity prices are telling a much darker story. Tavi Costa joins Jeremy Szafron to break down why the Federal Reserve has lost control of the inflation narrative and why a historic hard asset breakout has just begun.In this Kitco News interview, Tavi Costa of Azuria Capital details why the global economy is entering a 197
Gold Breaks Support: Mapping The Final C-Wave Correction With Gary Wagner
With gold pulling back to test its 200-day moving average and silver flashing oversold momentum, technicians are mapping the structural damage to the precious metals complex. Gary Wagner, editor of The Gold Forecast, joins Kitco News to break down the final C-wave correction in gold and the 78% Fibonacci retracement level holding silver.Wagner outlines how the ongoing macro shocks—including Brent
Gold $10,000 & Silver $200? Philippe Gijsels: “Largest Bull Market in History” Begins
The "Paper" markets are in a panic, but the "Physical" world is just waking up. Philippe Gijsels returns to Kitco News to break down a week of absolute chaos: from a blistering 8.4% annualized PPI print that has the Federal Reserve’s hands tied, to the massive escalation in the Middle East. We explore the first direct strikes on Iran’s upstream gas infrastructure at South Pars
“The Scariest Time Of My Life” | Gerald Celente’s Warning for the Global Reset
War has a way of exposing what was already broken. As the conflict in the Middle East enters a more dangerous phase, markets are flashing a massive contradiction: oil remains volatile and shipping routes are under severe strain, yet gold and silver are suffering a sharp weekly sell-off. In this interview, Jeremy Szafron, Anchor of Kitco News, sits down with Gerald Celente, Founder of the Trends Re
Gold's Next Cycle Won't Need a Falling Dollar to Succeed: Gareth Soloway
Gold just suffered its steepest weekly decline in more than 14 years, plunging toward $4,100 an ounce before a violent rebound. While mainstream headlines credit the pause on Iranian energy strikes, Gareth Soloway, Chief Market Strategist at Verified Investing, warns that a much larger, systemic threat is driving the selloff.In this compelling macro and technical breakdown, Soloway explains how a
The 'Everything Bubble' Has Popped: Why Stocks Will Fall 50% In The Next Few Months - Harry Dent
Financial author and demographic researcher Harry Dent returns to Kitco News to outline his case that the global economy is in an unprecedented "everything bubble" driven by 17 years of continuous government stimulus. Dent breaks down why he anticipates a significant market correction, pointing to the rapidly growing private credit market as the primary vulnerability, comparing its unreg
Why Governments Will Never Let Physical Gold Be Money Again | Saifedean Ammous
The math of the 2026 economy is reaching a breaking point. Economist and author Saifedean Ammous joins Kitco News Anchor Jeremy Szafron to expose the structural fractures currently paralyzing the global financial system. From the government’s refusal to audit Fort Knox to the "Paper Trap" that prevents physical gold from ever returning as a true medium of exchange, this interview reveals
Fed Nightmare Setup: Oil Up, Jobs Weak, Credit Cracking | Larry McDonald
The International Energy Agency (IEA) has officially identified this as the largest supply disruption in the history of the global oil market. As the Federal Reserve begins its two-day policy meeting today, it faces a "nightmare setup": energy prices are soaring just as the U.S. labor market begins to soften.In this interview, Larry McDonald, founder of The Bear Traps Report and author o
The Private Credit Squeeze That Could Trap Retail Investors | Stephanie Pomboy
Macro Mavens founder Stephanie Pomboy joins Kitco News to break down the immediate systemic risks facing U.S. markets. As oil prices surge and global central banks begin to diverge, Pomboy warns that the real threat lies within a $5 trillion segment of corporate debt sitting just one downgrade away from junk status. Furthermore, she details the hidden leverage locking up retail investors in privat
Silver Squeeze Risk Grows as Institutions Move Into Miners | Peter Krauth
Silver’s powerful rally may be entering a new phase, and the biggest opportunity could now lie in mining equities.Speaking with Kitco News at PDAC 2026, Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, said the market has likely moved beyond its early accumulation stage and into the awareness phase of the bull cycle. He expects volatility to remain a defining feat
Silver Looks Stronger Than Gold Right Now. Here’s Why | Gary Wagner
The gold and silver markets are hitting a major pivot point as extreme geopolitical volatility clashes with a wave of aggressive technical selling. After gold touched a peak of $5,434 following the escalation of conflict in the Middle East, the metal has retreated significantly, testing critical support levels amid massive daily price swings of up to $200. In this episode of Chart This recorded Ma
Clem Chambers: 'Gold Is For War' And $6000 Is The Real Target
Jeremy Szafron, Anchor of Kitco News, sits down with Clem Chambers, founder of anewfn.com, to navigate the latest market volatility and geopolitical risks. Chambers breaks down why the current oil spikes are tactical rather than a long-term strategic shift. He argues that the artificial intelligence boom is a foundational technological leap, akin to the steam engine, which will drive a massive glo
‘The Guy with the Biggest Military’ | Fr. Emmanuel Lemelson on the Fatal Flaw in Gold
In this exclusive for Kitco News, Anchor Jeremy Szafron sits down with Fr. Emmanuel Lemelson, Chief Investment Officer at Lemelson Capital Management, to dissect a global market he describes as 'detached from reality'. Following a historic $36 intraday swing in oil, Lemelson warns that the current volatility is merely a 'tremor before the major earthquake'.Fr. Lemelson challeng
Luke Gromen: Gold To $6,000 By Midyear As US Faces 1956 Suez Moment
Luke Gromen, founder and president of Forest for the Trees, joins Kitco News Anchor Jeremy Szafron to analyze the macroeconomic fallout from the ongoing closure of the Strait of Hormuz. Gromen explains why the bond market is the real battleground right now and how foreign investors are being forced to sell US Treasuries to finance their energy deficits.The conversation explores shifting global pow
Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%
Willem Middelkoop says the monetary reset is no longer a forecast. It is unfolding now.Speaking with Kitco News at PDAC 2026, the Founder and CEO of Commodity Discovery Fund reiterated his aggressive silver outlook. “It was 2021 when I called for $100 silver,” he said. “Now I'm calling for $500 silver.” Middelkoop argues that historical benchmarks still matter, noting the gold-silver ratio “t
Rick Rule: The Easy Silver Trade Is Over. The Real Money Is in Stocks
Rick Rule says his silver position “as a speculation, has run its course,” and he is now looking for opportunity in equities, discoveries, and consolidation. Speaking with Kitco News at PDAC 2026, the President and CEO of Rule Investment Media explained why he exited physical silver after a major move. “I bought silver some years ago because it was hated,” he said. “I was wrong. It quadrupled.”Rul
“We’re Consuming More Than We Produce” Silver Warning | Randy Smallwood
Gold testing $5,400 is not a temporary surge; it reflects what Wheaton Precious Metals CEO Randy Smallwood describes as a structural shift in markets. Speaking with Kitco News at PDAC 2026, amid escalating Middle East tensions and a sharp move higher in oil, Smallwood said precious metals are entering a new phase driven by fiscal imbalances, currency concerns, and renewed demand for hard assets.“I
Frank Giustra & Ian Harris: $6.00 Copper, $1.5B Buyout & The "Gun-Shy" Majors Paying The Price
Copper has hit a record $6.04/lb, but the physical market is reaching a breaking point. On the opening day of PDAC 2026, Hudbay Minerals ignited the M&A cycle with a US$1.48 billion acquisition of Arizona Sonoran at a 30% premium - a move that confirms the "gun-shy" majors are officially losing their window to buy cheap metal.In this exclusive Copper Panel, Jeremy Szafron sits down w
Gold Surges on Middle East Escalation. Pullback Risk Ahead? | James Thorne
Rising tensions in the Middle East and a surge in oil prices sent gold briefly above $5,400, but Dr. James Thorne says investors should separate short-term shocks from long-term trends. Speaking with Kitco News at PDAC 2026, the Wellington-Altus Chief Market Strategist described the move as “a temporary spike if we're long-term investors,” adding that “in a bull market, you can have a 50% cor
Banks Are Squeezing The Physical Gold Supply: Daniel Oliver Explains Phase Two Volatility
Kitco News Anchor Jeremy Szafron sits down with Daniel Oliver, founder of Myrmikan Capital, to analyze the shifting mechanics of the global gold market and the approaching private credit cycle. Oliver argues that the smooth accumulation phase of the gold bull market is officially over. He details how the market is now entering a volatile second phase driven by stress spreading throughout the U.S.
The "Pac-Man" Phase: Frank Holmes on Mining M&A and the Capital Flight to the U.S.
As the global debt load hits a record $350 trillion, the financial system is facing a massive structural shift. In this deep dive, Jeremy Szafron, Senior Anchor at Kitco News, sits down with Frank Holmes, Executive Chairman of U.S. Global Investors and HIVE Digital, to map out the capital rotation into hard physical assets and the industrialization of the AI revolution.Holmes reveals why Bitcoin m
The Banks Have ‘Lost Control’: $300 Silver, India’s Bid & the End of Western Pricing - Eric Sprott
In this Kitco News exclusive, Senior Anchor Jeremy Szafron sits down with billionaire investor and Sprott Inc. founder Eric Sprott to break down the unprecedented breakout in the precious metals market. With gold establishing a new normal above $5,227 and silver surging past $92 an ounce, Sprott details why the physical short squeeze is unfolding in real time.We dive deep into the recent CME Globe
CME Halts and Silver Volatility: Peter Schiff on the Shift to Physical Demand
Silver speculation reached a fever pitch this week following a 90-minute CME halt that hit right as prices surged passed $90. While the exchange cited technical issues, the timing - occurring just ahead of the first notice day for March Silver - has sparked intense debate over market liquidity and delivery mechanics.Peter Schiff, CEO and Chief Global Strategist of Euro Pacific Asset Management, jo
Uranium Supply Gap Deepens as Nuclear Demand Rises | Scott Melbye
A 50 million pound uranium deficit exists today, and Scott Melbye says it could expand dramatically in the years ahead as supply tightens and nuclear demand accelerates.Speaking with Kitco News at PDAC 2026, the Uranium Energy Corp Executive Vice President said, “The reality is we have a 50 million pound deficit in the near term, going to 1.7 billion pounds by 2045.” He argued that Western utiliti
Silver Collapses 10.5%: Forensic Autopsy of the $75 Flush with Robert Gottlieb
Gold and silver were hit by a sharp liquidation, with silver plunging more than 10% intraday and gold falling nearly $150 before stabilizing. Jeremy Szafron speaks with former JP Morgan bullion desk executive Robert Gottlieb to break down what drove the move.Gottlieb argues the selloff was structural, not conspiratorial. With gold rising from $2,600 to around $5,000 and silver surging from $28 to
Silver’s Final Phase: Why $100 Was Only the Beginning | David Morgan
Silver is witnessing a profound structural shift as the physical market begins to exert dominance over paper pricing mechanisms. In this deep-dive interview, recorded on February 11, 2026, Jeremy Szafron, Anchor of Kitco News, sits down with David Morgan, publisher of The Morgan Report, to analyze the "plumbing" of the global silver market.Morgan breaks down the sustained $10 Shanghai pr
EXCLUSIVE: Texas Launches Gold Coins: More Than Just Commemorative?
In this Kitco News exclusive, Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint, live from the Texas State Capitol to break down a historic shift in state level finance. Texas has officially launched its own state branded gold and silver bullion program, integrating physical metal directly into the state economy through a first of its kind dot gov storefront.Phair explains the mecha
Platinum to Retake Gold’s Premium? Why It’s The ‘Next Metal To Move’
The US economy is flashing contradictory signals. While consumer retail sales have stalled and delinquency rates hit near-decade highs, financial assets are moving at historic speeds. US equity markets are seeing daily turnover surpass $1 trillion, and gold is holding firm in the $5,000 range.Will Rhind, Founder and CEO of GraniteShares, joins Jeremy Szafron to explain why this disconnect is happe
China Ban Triggers 100% Gain: Why This Critical Metal Doubled In 90 Days
While the White House launches "Project Vault" and the Treasury talks down gold prices as a "speculative blow off," major banks are quietly raising their targets to record highs. John Feneck of Feneck Consulting joins Jeremy Szafron to expose the massive disconnect between Washington’s rhetoric and Wall Street’s bets.Feneck breaks down the "insane" 100% price explosio
Gary Wagner: Silver’s 'Liquidation Event' Tested $71 Support - Here is What Happens Next
Spot silver witnessed a massive liquidation event today, plunging double-digits and testing critical structural support in the low $70s. In this exclusive technical breakdown, Gary Wagner, Editor of The Gold Forecast, joins Jeremy Szafron to analyze the damage.Wagner identifies the $71 level as the "line in the sand" that must hold to keep the bull trend alive. He explains the massive di
"The Sobering Up Phase": Why Ted Oakley Says A 15% Sell-Off Is Possible
Ted Oakley, Founder and Managing Partner at Oxbow Advisors, returns to Kitco News to discuss what he calls the market's "sobering up" phase. With jobless claims hitting winter highs and major tech stocks surrendering value, Oakley argues that we are witnessing a fundamental "changing of the guard." He explains why he believes the AI boom has turned "cash generating ma
Cavatoni: The Real Shock Wasn't the Correction, It Was the 'Unsettling' 30% Melt-Up in January
The market is repricing risk as capital rotates from the "Paper Economy" of tech stocks into the "Managed Economy" of strategic hard assets. In this episode of Kitco News, Anchor Jeremy Szafron is joined by Joe Cavatoni, Market Strategist for the World Gold Council, to break down the massive discrepancy in central bank gold buying data.While official IMF data reports approximat
Bitcoin Pullback Exposes Fear as Long-Term Conviction Holds | Randi Hipper
Bitcoin is struggling to find a firm floor after a sharp pullback that has pushed prices back into the $75,000 to $78,000 range and shifted sentiment toward extreme fear. While some traders warn the move could signal a deeper breakdown, Randi Hipper, also known as @MissTeenCrypto , says the volatility fits Bitcoin’s historical pattern and does not change its long-term outlook.Speaking with Kitco
Gold’s $500 Intraday Swing: A 'Liquidity Flush' or Market Repricing?
Gold and silver just suffered their first major volatility shock of the year, with gold swinging nearly $500 in a single session and silver whipsawing violently. While some see a breakdown, Danielle DiMartino Booth says the move looks less like a top and more like a liquidity flush clearing leverage from the system.Speaking with Kitco News, the CEO and Chief Strategist of QI Research said markets
Why Silver Supply Cannot Respond to Higher Prices | Keith Neumeyer
Silver and gold are no longer flirting with historic levels. They are holding them. And Keith Neumeyer says that matters far more than the numbers on the screen.Speaking with Kitco News at VRIC 2026 in Vancouver, the First Majestic Silver CEO says the market has crossed into “a new pricing paradigm,” after decades shaped by paper-driven trading. He argues the shift is being driven by physical tigh
Mining Titans Exclusive: Beaty & Quartermain on the Next Big M&A Wave
Gold is at a new record level, and silver has seen extreme intraday moves, forcing a long-standing question back to the surface for mining investors. Speaking with Kitco News at VRIC 2026 in Vancouver, Ross Beaty and Bob Quartermain discuss whether this price action can finally drive a sustained rerating across mining equities or repeat a familiar cycle where metals surge and miners lag.Beaty, Cha
Silver Supply Is Strained as Fiat Falters | Robert Kiyosaki
Gold and silver are not just hitting records, Robert Kiyosaki says they’re revealing a deeper shift in how money, debt, and trust are being repriced.Speaking with Kitco News at VRIC 2026, the Rich Dad Poor Dad author weighed in as gold trades above $5,000 and silver holds triple digits. Kiyosaki argued that silver’s move reflects structural pressure, not speculation, calling it “the information ag
“The Physical Market Is Taking Over the Paper Market” | Nomi Prins
Gold and silver are commanding attention, but Dr. Nomi Prins says the more important shift underway is structural, not cyclical. Rising debt stress, institutional friction, and supply constraints, she argues, are reshaping how capital moves through the global financial system.Speaking with Kitco News at VRIC 2026, the geo-macro economist and Prinsights Global founder said, “we are really in the be
‘Volatility Is Different From Risk’: How to Manage the Metals Cycle | Adrian Day
“We are so far from a top.” Adrian Day says the gold market has not reached a speculative peak, pointing to investor positioning and participation rather than price action. Speaking with Kitco News at VRIC 2026, the chairman and CEO of Adrian Day Asset Management argued that market behavior still reflects caution, not euphoria.Day said the absence of broad public involvement remains the clearest s
Why Gold Is Running Now While Bitcoin Waits | Mark Moss
Gold has surged to new highs while Bitcoin has pulled back, and Mark Moss says the divergence is not a contradiction. It is the signal.Speaking with Kitco News at VRIC 2026 in Vancouver, Moss, host of The Mark Moss Show and Partner at the Bitcoin Opportunity Fund, challenges the idea that gold’s rally is simply an inflation or debasement trade. He points out that “from 2020 to 2024, the gold price
‘Something Fishy’ At Fort Knox: Giustra on The US Audit & Hidden Gold Flows
Is the paper gold market finally breaking? Frank Giustra, CEO of the Fiore Group, joins Anchor Jeremy Szafron to break down the recent market volatility, calling the flash crash a calculated "take down" and a "liquidity event." Giustra argues that after 50 years of dominance, the paper market is "losing its efficacy" as pricing power shifts to physical delivery in Asi
Bond Markets Are Breaking and Gold Is Telling You First | Matthew Piepenburg
Gold has surged past $5,000 and silver is extending its move beyond $100, but Matthew Piepenburg says the real story is not metal prices. It is the accelerating breakdown of trust across global bond and currency markets.Speaking with Kitco News at VRIC 2026 in Vancouver, Piepenburg, Partner at Von Greyerz, points to rising yields in Japan, the US, and Europe as a clear warning sign. “The bond mark
Peak Silver Until 2030: Why Mine Supply Won't Top 2016 Levels for 5 Years | Phil Baker
Silver has crossed $100, and longtime mining executive Phil Baker says the move signals a structural break in the market.Speaking with Kitco News anchor Jeremy Szafron at VRIC 2026 in Vancouver, Baker, former CEO of Hecla Mining and former chairman of the Silver Institute, said the surge is being driven by physical demand, not speculation. “Physical is king,” Baker said, as exchanges, manufacturer
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