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Bond Market Rejects The Fed: Why The Rules Just Changed For Gold
The bond market just delivered a sharp rejection to the Federal Reserve’s latest rate decision, pushing 30-year Treasury yields to 19-year highs as inflation fears persist. Meanwhile, three top macro strategists—Gareth Soloway, Willem Middelkoop, and Mike McGlone—issue three completely conflicting calls on where gold, bonds, and energy go from here. In this episode of "This Week in Focus," Senior Anchor Jeremy Szafron breaks down the breakdown in traditional market correlations. From the World Gold Council's latest Q2 demand report showing central bank buying surging 62% year-over-year to Big Tech's massive earnings divergence and breaking developments in currency markets, we analyze what this means for your portfolio. #Gold #FederalReserve #Investing #MacroEconomy #KitcoNews --------------------------------------------------------------------- CHAPTERS --------------------------------------------------------------------- 00:00 - Cold Open: The Old Market Rules Stopped Working 01:10 - Fed Rate Hold & The 30-Year Treasury Yield Surge 03:30 - Gareth Soloway on Bond Market Signals 06:15 - Willem Middelkoop: The Quiet Monetary Reset & China's Gold 09:45 - Gareth Soloway: The $13,000 Gold Model Target 13:20 - Mike McGlone: Is Gold's Cycle High Already In? 16:50 - WGC Q2 Report: Central Banks Buy 289 Tonnes vs. ETF Outflows 20:15 - Credit Market Stress, KOSPI & Big Tech Earnings Split 23:40 - Soloway's S&P 500 Technical Level Tested 26:15 - Physical Gold & Silver Positioning Strategy 28:10 - Market Scoreboard & What to Watch Next Week --------------------------------------------------------------------- FEATURED GUESTS --------------------------------------------------------------------- • Gareth Soloway — Chief Market Strategist, Verified Investing: https://youtu.be/I5KLC0vceTQ • Willem Middelkoop — Founder, Commodity Discovery Fund & Author of "The Big Reset": https://youtu.be/7jkLVEICxg8 • Mike McGlone — Senior Macro Strategist, Bloomberg Intelligence: https://youtu.be/k4JMX9KL2nw --------------------------------------------------------------------- KEY TAKEAWAYS IN THIS EPISODE --------------------------------------------------------------------- 1. THE FED & BONDS: The 30-year Treasury yield surged to nearly 5.24% after the Fed kept interest rates unchanged at 3.50%–3.75%, driven by three policy dissents and rising inflation concerns. 2. THE GOLD DEBATE: Soloway models a long-term $13,000 cycle peak by 2029–2031, Middelkoop argues the global monetary reset is already underway with massive undisclosed official purchases, and McGlone warns the cycle top may already be behind us. 3. WGC DEMAND DATA: Central bank gold buying hit 289 tonnes in Q2 2026 (+62% YoY), led by Poland (+51t) and China (+33t), even as ETF investors pulled metal out of funds. 4. MARKET DIVERGENCE: Tech stocks rebounded sharply following heavy mid-week selling, while crude oil pulled back despite ongoing Middle East supply disruptions. __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Fed Cuts Are Coming Next and They Mean Recession | Mike McGlone
Mike McGlone, senior commodity strategist at Bloomberg Intelligence, tells Kitco News anchor Jeremy Szafron the Fed's next move is a series of 50 basis point cuts rather than hikes, and that it ends in a recession. He also says gold and silver have become sock puppets to the US stock market. The US struck Iran again overnight and crude fell anyway. According to McGlone, that is not a contradiction, it is the story, because pricing power in oil has shifted away from OPEC and toward the Western hemisphere. He expects crude to gravitate toward $70, says gold at $4,100 is nothing until it clears $4,500, and names the one commodity he is buying right now. Recorded July 30 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow) Follow Mike McGlone on X: @mikemcglone11 (https://twitter.com/mikemcglone11) Chapters: 00:00 Markets Defy War Fears 01:18 Meet Mike McGlone 01:46 Fed Cuts Not Hikes 04:57 Stocks Drive Everything 07:56 Inflation Signal vs Noise 09:59 Oil Bear Case in War 14:04 Western Hemisphere Takes Lead 15:25 Gasoline and Distillate Clues 18:07 China Deflation Pressure 19:54 Treasuries vs Gold Safe Haven 23:21 Second Half Volatility Setup 24:13 Gold Versus Bonds 24:53 Extreme Stretch Hangover 25:51 Correlation Volatility Debate 27:00 Gold's False Rally Playbook 30:29 Natural Gas Mispricing 31:43 Soybeans Supply Reality 33:28 Gold In Other Currencies 35:29 Japan Yen And Treasuries 37:28 Normalization Versus Treasuries 39:16 Silver And Copper Watch 41:20 Metals Are Sock Puppets 41:50 Contrarian Mindset 43:48 Key Levels And Wrap Also in this interview, according to McGlone: US CPI can reach 0% and crude can fall toward $40, though he says that requires a 10% to 20% drop in the S&P 500 that stays down. Copper falls 20% to 30% if stocks drop 10%, with managed money net long 25% to 27% of open interest, roughly five times normal. January natural gas near four is mispriced and worth exploring purchases, while soybeans near twelve are probably going lower. Gold is at a four-decade high against Treasuries, not against the dollar, and he says $3,000 would be the ideal place to buy it. He calls this a trading year of a lifetime, maybe similar to 2008. #Gold #Recession #JeremySzafron __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
S&P 500 Support Just Broke: Big Money Unwind Spreads | Gareth Soloway
The stock market whiplashed after a hawkish 9-3 Federal Reserve hold, but the real story is the massive unwinding in the semiconductor sector. Recorded midday Pacific, July 29, during the post-Fed reversal. Markets sold off into the close, with the Nasdaq 100 ending in correction territory. South Korea's KOSPI has crashed 33% this month, and memory chip giants like SanDisk are down 57% in just 30 days. Is the AI CapEx bubble bursting? In this episode, Gareth Soloway, Chief Market Strategist at Verified Investing, breaks down exactly why the tech unwind is spreading and shares the exact trendline where he is contrarian-buying the chip crash. Gareth also maps out the S&P 500's critical "line in the sand," explains why the New York Fed is flashing a credit market warning, and details the structural global forces driving his long-term $13,000 gold target. Recorded July 29 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Gareth Soloway on X: @GarethSoloway (https://x.com/GarethSoloway) CHAPTERS: 00:00 Fed Hold Market Whiplash 01:02 Hawkish Hold Breakdown 01:57 Markets React Dollar Slides 03:46 Gold Reversal Key Level 05:39 Breakout Confirmation Checklist 06:27 Dollar Oil Jobs Drivers 08:43 Gold 13,000 Cycle Thesis 10:28 Calculator Inputs Scenarios 15:24 Buying Plan Physical Vs Trade 16:43 Miners Setup GDX Newmont 17:36 Silver Surge Chart Warning 19:00 Silver Lag Risk 19:31 Gold Over Silver 20:34 AI CapEx Doubts 21:54 KOSPI Support Setup 22:14 Leverage ETF Unwind 23:38 Semi Cycle Snapback 24:50 NASDAQ Bear Signals 26:16 S&P Line In Sand 27:30 Yields Inflation Doubts 28:35 Rotation To Defensives 29:51 Credit Stress Warning 30:46 Oil Topping Pattern 32:58 Key Levels Tomorrow 34:21 SanDisk Bounce Trade 35:42 Wrap Up And Question #KitcoNews #GarethSoloway #StockMarketCrash #GoldPrice #Semiconductors #FederalReserve #TechnicalAnalysis #Investing #MarketCrash #S&P500 #Silver #Commodities __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The Gold Reset Already Happened and Almost Nobody Noticed | Willem Middelkoop
Willem Middelkoop says the monetary reset isn't coming. It's already underway, quietly, in the accounting. He also argues China is now the dominant force in the gold market, buying on every dip while the West still trades paper. Kitco's Jeremy Szafron sits down with Willem Middelkoop, author of "The Big Reset" and founder of the Commodity Discovery Fund, for a wide-ranging hour on why both Washington and Beijing may want a cheaper gold price, the state gold buyers that don't show up in official numbers, gold overtaking US Treasuries as the world's top reserve asset, the move of price discovery to Shanghai, China's shift from paper to physical, silver's path to a possible $500, and where the gold miners go from here. This interview was recorded July 27, 2026. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Four Experts Split on Gold, United on One Warning | This Week 'In Focus'
Gold spent the week whipsawing around $4,000, and four very different experts gave Kitco four very different reads on why, and what happens next. They don't agree on the path. They do agree it's about something bigger than gold. In this week's This Week in Focus, Kitco's Jeremy Szafron pulls the threads together: technical analyst Gary Wagner on the two levels that now define the range and why he walked back his $6,000 call; veteran trader Clem Chambers on why he thinks the bottom isn't in and why "gold is for war"; former BlackRock portfolio manager Ed Dowd on the road to $10,000 gold and how a private-credit crisis could reach ordinary pensions; and constitutional scholar William Watkins on the 1933 gold call-in, the "shell game" behind the dollar, and why sound money was meant to make war expensive. This episode was recorded July 23, 2026. Market levels move fast, check live prices at (https://www.kitco.com) Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The Only Thing Backing the Dollar Now Is Force | William Watkins
The U.S. national debt has reached nearly $40 trillion, and the interest alone now rivals the entire military budget. Constitutional scholar William Watkins argues the dollar today is backed by little more than the coercive power of the government, and that the drift from the founders' hard-money design is why the debt keeps compounding. Kitco's Jeremy Szafron talks with William J. Watkins, Jr. of the Independent Institute about how the spending guardrails came off (from the founders' "few and defined" powers to the New Deal-era Butler decision), why he calls the 1933 gold call-in unconstitutional, how Civil War greenbacks began the shift to fiat, what the arc from $35 gold in 1971 to $4,100 today says about the dollar, why he believes sound money was meant to make war expensive, and where the risk sits as foreign investors hold nearly a quarter of the debt. This interview was recorded on July 22, 2026 Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Private Credit Freezes as Investors Want Their Money Back | Ed Dowd
Edward Dowd, Founding Partner of Phinance Technologies, joins Kitco News Senior Anchor Jeremy Szafron to break down why the real estate market is completely frozen and why private credit funds are beginning to gate withdrawals. Dowd outlines the exact macro sequence that he believes will drive gold prices to $10,000 by 2030. Dowd details that the U.S. housing market is currently experiencing a "buyer strike," with 75% of real estate agents failing to make a sale in the past year. He argues that home prices are roughly 30% overvalued and will need to reset lower. Turning to the stock market, Dowd warns that the S&P 500 is dangerously concentrated, with 45% of its market cap in AI and AI-adjacent tech, projecting zero forward returns for the index over the next decade. He also exposes the growing risks in private credit, noting that flows have paused and Wall Street is currently bundling these funds into insurance wrappers—a move he compares to the credit alchemy of the Great Financial Crisis. Finally, Dowd shares why he is completely out of equities and holding a portfolio of cash, long-dated treasuries, and physical gold to protect against a deflationary slowdown. Recorded July 21 2026 Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Gold has fallen below $4,000 and silver is down more than half from its January high. Clem Chambers, who warned Kitco viewers in May the decline had another leg down, now calls the bottom, roughly $3,500 gold and $50 silver, and the level that finally puts him back in as a buyer. Kitco's Jeremy Szafron talks with Clem Chambers about why he thinks this was a bubble unwind, the real reason gold fell (the collapse of the China-Taiwan war premium, not just the Fed), the silver liquidity trap that left sellers 70% below the screen price, what Moonshot's AI shock means for the "money that left gold," the UK tech takeover trade under new PM Andy Burnham, and when he starts dollar-cost-averaging back into gold, silver, platinum and palladium. This interview was recorded on July 20, 2026 Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Gold Drops Below $4,000: Gary Wagner Reveals the New Support Levels
Gold dropped below $4,000 for the first time in months. Kitco technical analyst Gary Wagner breaks down where gold's new support levels sit, why this has become a Federal Reserve and interest-rate story more than a geopolitical one, and the two lines that decide gold's next move. Kitco News anchor Jeremy Szafron speaks with Gary Wagner of The Gold Forecast about gold's break below $4,000, his revised downside support near $3,900, the $4,200 level that would flip the chart back to the bulls, why silver is falling faster than gold, whether a rate hike is now more likely than a rate cut, and if the multi-year gold bull market is rolling over or simply correcting. This interview was recorded on July 16, 2026. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The Gold Correction Split This Room in Half | This Week In Focus
The story this week wasn't a price target. It was discipline. Gold ran to the moon, then corrected hard, and split the room down the middle. From the Rule Symposium in Boca Raton, Jeremy Szafron sits down with six of the biggest voices in metals and macro: Rick Rule, Adrian Day, Keith Neumeyer, Lynette Zang, Bob Quartermain, and Dr. Nomi Prins. Greed, fear, a $3,600 warning, silver, copper, and the Fed. Tested, not just repeated. Not investment advice, you decide. Recorded July 9, 2026. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Central Banks Built This Gold Bull and Wall Street Just Turned It Violent | Brien Lundin
Gold's brutal 40% miner selloff was a "classic washout," not a breakdown, says Brien Lundin, and what comes next could leave Wall Street watching from the sidelines. Speaking with Kitco News at the Rule Symposium 2026, the Gold Newsletter editor and New Orleans Investment Conference host said the June 24 plunge to $4,000 "really felt like capitulation," and that level has held as a floor since. He likens today's sentiment to 1999 and 2000, the bottom that launched the entire 2000s bull. And he argues the market has changed hands: no longer driven purely by central banks, "the Western market is making the price and the central banks and China are taking the price," he said, concluding they were glad to do it because gold was on sale, a shift that turned the moves violent. Lundin expects easy money regardless of hawkish Fed minutes, arguing "the math is the math" and that Chair Warsh was installed "for one specific purpose, and that's to lower rates." He even reads Warsh's tough-on-inflation messaging as "rehearsed," with Trump's silence the tell. And he warns the pros, "on the beach drinking their pina coladas," may return after Labor Day to find gold up 5 to 10% and mining stocks up 20 to 30%, gains "missed through sheer inattention." Recorded July 09, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Your Gold Can Do Something It Couldn't Before | Joseph Cavatoni
Everyone says the West dumped gold this quarter. The World Gold Council's data says that's wrong, the selling was narrow, American, and almost entirely paper. Speaking with Kitco News at the Rule Symposium 2026 in Boca Raton, WGC senior market strategist Joseph Cavatoni said North American investors fled gold ETFs on rate fears while Asia bought "at a record pace." Gold's worst quarter in 13 years, he argued, was the work of short-term traders, not a broken thesis, as a safe haven, gold "cuts both ways," sold for cash and margin calls after a 160% run to January's record. The real buyers never left. Cavatoni said central banks kept accumulating well above their long-run average, with nearly 90% of those surveyed planning to hold or add gold, and confirmed it is "probably fair to say" gold has now overtaken US Treasuries as a reserve asset. He also unpacked gold's quiet shift into Tier 1 collateral, now accepted by clearing houses, central banks, and even crypto lenders. Recorded July 09, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Gold Market Warning: Why I'm 80% Cash Right Now | Lobo Tiggre
Lobo Tiggre is holding the biggest cash position of his life, roughly 80%, and even after gold's correction, he still isn't buying. Speaking with Kitco News at the Rule Symposium 2026, the Independent Speculator publisher said his system triggered a broad sell into the rebound after gold's peak, not at the top, and not in January as is often assumed. That left him "locked and loaded" for the next cyclical low, and unmoved by gold near $4,000. "Less high is not low," he said, noting the miners were built on sub-$2,000 gold and are "printing cash" today. His base case is "a period of correction consolidation" before the next move higher, which he stresses is "my expectation, not my prediction." But he won't rule out a deeper fall: a drawdown like 2011 or 1980 would drop gold into the high $2,000s, and "if it drops under 3000, I'm just buying." Until then, he's not buying gold or silver stocks. Copper is his highest-conviction trade, but at "six and change" he's waiting for an AI-driven pullback. Last week he made his first stock purchase in months, an oil name, while uranium, already his largest position, sits below its long-term contract price, setting up a potential "snap move up." Recorded July 09, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
"The Worst Sentiment I've Ever Seen in 50 Years" | Adrian Day
Gold-stock sentiment just hit a level Adrian Day has never seen in 50 years of managing money, one day two weeks ago, not a single investor surveyed was bullish. Speaking with Kitco News at the Rule Symposium 2026 in Boca Raton, the Adrian Day Asset Management chairman said miner bullishness has collapsed to around 7%, against a typical 60/40 split. He calls it "the worst sentiment I have ever seen in my 50 years managing money in any sector at any time," and argues it has left the big producers historically cheap, a Scotiabank study places them in their lowest valuation quartile in 70 years. Day, a value investor who says he is "not in the business of predicting," expects generalist money to rotate into gold once the S&P stops climbing, and points to the rotation already underway, in the four weeks before the conference, Microsoft, Amazon, and Nvidia all fell 15 to 20% while the S&P dropped just 2%. Still, he warns gold "could easily break the last low and go down to 3,600" first. Recorded July 08, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) 00:00 - Live From the Rule Symposium 01:01 - Risk vs Reward, Not Predictions 02:10 - The Gold Thesis and Mid-Cycle Corrections 03:42 - The AI Trade Rotation Begins 08:50 - Passive Flows and the 401(k) Effect 09:51 - Gold Sentiment Hits a 50-Year Low 11:40 - Where the Value Is in Gold Stocks 15:21 - How to Size Buys and Manage Risk 17:31 - Why Oil Is the Most Hated Trade 20:47 - Silver: Demand, Supply and Value 25:25 - Royalties and Streamers Explained 31:14 - Discipline: Staging Into Positions 36:20 - Know Yourself, Know What You Own #Gold #GoldStocks #AdrianDay #Silver #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The Dollar Will Lose 75% of Its Value. Here's What He's Buying | Rick Rule
Rick Rule sold most of his physical silver this year and moved the money into silver mining stocks, a lesson in how a 50-year veteran actually positions. Speaking with Kitco News at the Rule Symposium 2026 in Boca Raton, Rule said he sold roughly 80% of his physical silver after its parabolic run and rotated into the miners. "You need to sell parabolic up charts because they resolve to the downside," he said. The stocks were "priced discounting $35 silver in a $75 market," offering better upside, sideways, and downside than the metal itself. Gold is a different bucket. Rule says he saves in gold, keeps liquidity in dollars, invests in senior gold stocks, and speculates in juniors. He placed the gold bull market in its "sixth inning" with a decade to run, and reaffirmed his call that the dollar will lose 75% of its purchasing power over 10 years, which could see gold triple. He also argued that real inflation runs far hotter than the official number, calling the CPI "the CP-lie" and putting the true rate for the average family closer to 8%. Recorded July 08, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ 00:00 - Welcome to the Rule Symposium 00:36 - The Mood on the Floor 03:39 - How to Pick Mining Stocks 06:43 - His Four Buckets and Battle Bank 08:29 - Gold Bull Market: The Sixth Inning 12:21 - Why Uranium "Cannot Go Wrong" 15:17 - The Oil Shock and Staying Disciplined 16:55 - Why News Makes You a Worse Investor 20:03 - Contrarian Investing and Common Mistakes 22:30 - The CPI "CP-Lie" and Final Takeaways #Gold #Silver #RickRule #Copper #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The Spot Price Can't Guarantee You Physical Gold, Warns Lynette Zang | Lynette Zang
The spot gold price everyone watches all day may tell you almost nothing about whether you can actually get an ounce in your hands. That gap, Lynette Zang argues, is the real story. Speaking with Kitco News at the Rule Symposium 2026, Zang said the paper-physical split is now visible worldwide, from premiums paid in the East to Hong Kong and Singapore building their own gold clearing systems. She traces it to the 1970s spot market, which she says trained the public to treat gold as a trade rather than money. Her message: "you need to think about gold and silver as money and not a trade." Zang also warned that any future gold confiscation would run through the depositories where most metal is now held, at a Wall Street price she says understates its true value, and argued that stablecoins, which she calls corporate debt, are "a ploy to create an artificial market for the dollar" and fresh buyers for US Treasuries. Recorded July 08, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Lynette Zang on X: @TheLynetteZang (https://x.com/TheLynetteZang) 00:00 - Paper Gold vs Physical Reality 02:11 - The "Strong Dollar" Myth 03:52 - The East Takes Gold Pricing Power 04:41 - What a Monetary "Reset" Looks Like 07:08 - How Money Became Debt 09:47 - Stablecoins and the Treasury Trap 11:37 - Why Redeemable Gold Matters 14:09 - The Silver Dime Lesson 15:29 - The Gold Confiscation Risk 18:35 - Fiat vs Real Money 20:59 - Trillionaires and the Wealth Transfer 23:13 - When Inflation Hits Home 24:41 - Building a Sound Money Strategy 26:34 - The Debt Bubble Warning 36:46 - 1971: The Shift That Started It All #Gold #SoundMoney #GoldConfiscation #LynetteZang #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Wall Street Was Short Silver. Now It's Going Long | Keith Neumeyer
Keith Neumeyer says silver's run to $121 this year pushed the physical market to the brink, and that the metal has now found its floor. Speaking with Kitco News at the Rule Symposium 2026, the First Majestic Silver CEO, who called $100 silver back in 2012 when it traded in the teens, said the spike exposed how thin the real market is. "The whole system was really on the verge of breaking," he said, pointing to surging lease rates, margin calls, and refiners that stopped buying. After a roughly 50% correction to around $60, Neumeyer said, "I think we've seen the lows," and called the market "two years into a 10-year bull market." He credited silver's move to the US designating it a critical metal, and said the short position that once capped prices, once as high as 800 million ounces, has largely gone, with paper players "now getting on the long side." Recorded July 08, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Keith Neumeyer on X: @keith_neumeyer (https://x.com/keith_neumeyer) 00:00 - Silver Hits Triple Digits: The $100 Call 00:59 - Parabolic Run and the Fast Correction 03:08 - Why Silver Became a Critical Metal 05:45 - The Deficit and Flat Mine Supply 11:23 - China Demand and Shanghai Premiums 16:55 - The 8-to-1 Gold-Silver Mining Ratio 17:48 - Why Institutions Just Buy the Index 19:41 - Physical Silver vs Mining Stocks 22:13 - Inside First Majestic's Mine-to-Mint 26:48 - M&A in a Down Market 31:23 - Final Takeaways #Silver #SilverSqueeze #KeithNeumeyer #FirstMajestic #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
China's Gold Reserves Doubled While the US Stopped Mining It | Bob Quartermain
Bob Quartermain says the world's great gold deposits are getting harder to find, and the price will have to rise to make up for it. Speaking with Kitco News at the Rule Symposium 2026, the Dakota Gold CEO and newly named Order of Canada member said the remaining deposits are deeper, lower-grade, and far costlier to find. "Those elephants at depth are rare, and they cost hundreds of millions of dollars to find," he said. "We're just gonna have to see a higher gold price to achieve the amount of production that we're currently seeing now." Quartermain called the recent pullback "a breather in the bull market," pointing to central bank demand as the structural break from the speculative 2011 run. He noted gold has now passed US Treasuries as a reserve asset and China's holdings have grown from 33 million ounces to over 75 million, and explained why US gold output has fallen from over 10 million ounces a year to four or five since the Homestake mine closed. Recorded July 08, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) 00:00 - Welcome and Intro 01:37 - Gold Cycle: 1980, 2011 and Now 03:02 - Central Banks and Gold vs Treasuries 04:52 - Hemlo: Full Circle 40 Years Later 08:09 - Why Majors Miss the Big Finds 09:56 - Building Brucejack, Selling to Newcrest 12:24 - Why the Gold M&A Wave Is Just Starting 13:56 - Silver's AI and Data Center Demand 17:20 - Gold Supply Crunch and Jurisdiction Risk 20:44 - Reviving the Historic Homestake Mine 25:40 - How to Spot a World-Class Deposit 28:30 - Advice to Young Geologists #Gold #Mining #DakotaGold #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Gold Is Above $4,000. Why Aren't Mining Stocks Soaring? | Oliver Dachsel
Aris Mining pulls gold out of the ground for about $1,500 an ounce and sold it last quarter for about $4,445. So while the Rule Symposium 2026 debates royalties and streaming deals, Oliver Dachsel gives a one-word answer to whether Aris needs outside capital: no. The SVP Capital Markets at Aris Mining joins Kitco News from the symposium, on the day the company reported first-half production up 31% and revenue topping $680 million. Dachsel calls the sector "a little bit like a coiled spring," arguing the drivers of the debasement trade "if anything, have intensified." He walks through the path from 257,000 ounces last year to 500,000 by 2028, self-funded from $425 million in cash and margins "solidly above 50%." Plus: Marmato's first gold pour "on track" for Q4, what Colombia's incoming pro-mining government means for Soto Norte, and why he says Aris "trades at a discount to its peers." Recorded July 07, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Aris Mining on X: @ArisMining (https://x.com/ArisMining) 00:00 - Gold Miners Whipsaw 00:54 - Aris Mining Q2 Results: $4,445 Gold 02:27 - 50% Margins and Cash Flow 03:20 - Investor Sentiment After the Correction 04:41 - Self-Funded Growth, No Royalties Needed 05:54 - Path to 500,000 Ounces: Segovia and Marmato 08:01 - Marmato Buildout: First Gold Q4 09:40 - Colombia's New Government and Soto Norte 13:06 - Toroparu Guyana: The Next Mine 15:18 - The Macro Case for Gold 18:32 - Valuation, Neil Woodyer, and Catalysts __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
The "Real Assets Lockout" Has Already Begun | Nomi Prins
Dr. Nomi Prins says the forces driving capital into hard assets are accelerating, and the Fed has become the only backstop for U.S. debt. Speaking with Kitco News at the Rule Symposium 2026, the Prinsights Global founder and Permanent Distortion author reaffirmed her call for $6,000 gold by year-end. "Does the United States have a debt crisis? The United States has a Fed," she said. Prins also pushed back on the market's read of the new Fed chair: "I think ultimately the Fed will have to reduce rates in order for us to service our debt. I think that Kevin Warsh is waiting for that moment." She pointed to China cutting its Treasury holdings from $1.3 trillion to $620 billion in favor of gold, and five billion ounces of paper silver trading in the SLV ETF alone against roughly 800 million mined each year, as signs the hard asset supercycle is still early. Recorded July 07, 2026. Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Nomi Prins on X: @NomiPrins (https://x.com/NomiPrins) 00:00 - Welcome and Guest Intro 01:56 - Wall Street's Shift Into Commodities 03:01 - $6,000 Gold and the Central Bank Supercycle 09:45 - Kevin Warsh: Waiting to Cut Rates? 12:29 - Real Assets Lockout 14:42 - Inside a Moroccan Silver Mine 16:37 - Paper Silver vs Physical Supply 19:15 - De-Dollarization Reality Check 24:00 - How Institutions Really Position 27:32 - Building a Commodity Portfolio 30:55 - Closing Takeaways #Gold #Fed #Debt #NomiPrins #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
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Observed July 30, 2026.
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