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At Kitco News, we deliver insightful, reliable, comprehensive investment news and analysis. We provide a range of opinions and perspectives allowing our viewers to make informed decisions. Our journalists interview experts, analysts, traders, authors and industry leaders across various sectors, including precious metals, cryptocurrencies, commodities, finance, geopolitics and technology.Stay ahead of the curve with our exclusive event and conference coverage from around the globe. Catering to diverse investment needs, we offer resources to help navigate markets, with insights into commodities, stocks, cryptocurrencies, macroeconomic trends, and global events.We ask the questions you really want answered. Join millions who trust Kitco News and elevate your investment game today!

  1. Why Most Portfolios Are Still Wrong on Gold | Jeff Weniger

    1 DAY AGO

    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 liquidity is still fueling risk assets today. The discussion covers the 78 percent surge in Chinese silver imports, the resilience of the consumer against $106 oil, and why the recent breakout in copper signals global economic expansion. Weniger also addresses the safe haven debate, pointing out how "Bitcoin decided to die on the vine during the two s and p selloffs" while physical gold proved its worth as a true portfolio diversifier. Recorded April 24 2026 Follow Jeremy Szafron on X:@JeremySzafron ( https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Jeff Weniger on X: @JeffWeniger (https://x.com/JeffWeniger) 00:00 Metals Volatility Setup 01:08 Silver Swings China Demand 03:08 West vs East Metals Mindset 03:48 Bitcoin vs Gold Diversifier 05:09 ETF Flows Still Zero 06:53 Fed Cuts Lagged Liquidity 10:04 Yields Inflation Policy Path 14:27 Gold Share Portfolio Risk 17:48 Where Allocation Comes From 19:52 Oil Shock Without Recession 26:00 Dr Copper Expansion Signal 26:41 Why Zero Metals Is Mistake 29:58 Closing Thanks Subscribe #Gold #Silver #PreciousMetals #KitcoNews #Investing #Economy #FederalReserve #Bitcoin #Commodities #Macroeconomics #WealthManagement __________________________________________________________________ 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.

    31 min
  2. Wall Street Is Wrong About Inflation And Gold Is Heading To $7000 | Steve Hanke

    2 DAYS AGO

    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 the current market calm is an illusion. He completely dismantles the narrative that the Middle East conflict and oil prices are the primary drivers of inflation. Instead, he points to the true elephant in the room: commercial bank lending. With bank credit expanding at nearly 7 percent, Hanke warns that a resurgence of sticky inflation is already baked into the economy, regardless of what the Federal Reserve does next. Hanke also takes aim at the Silicon Valley tech elite and the narrative that Artificial Intelligence will trigger a massive deflationary boom. He calls the AI productivity thesis pure hype and warns that tech billionaires pushing for Universal Basic Income are actually peddling a socialist agenda to protect their massive valuations. For precious metals investors, Hanke delivers a definitive outlook. He explains why the recent pullback in gold and silver was simply a shakeout of weak hands, confirming that the secular bull market is fully intact. Hanke lays out his case for a 7000 gold price target and reveals his exact HALO strategy Heavy Assets Low Obsolescence for navigating the coming commodity supercycle. Finally, he issues a stark warning to dump long term bonds and completely dismisses Bitcoin as a speculative asset with zero fundamental value. Recorded April 23 2026 Follow Jeremy Szafron on X:@JeremySzafron ( https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Steve Hanke on X: @steve_hanke (https://x.com/steve_hanke) Key Takeaways: -The Real Inflation Threat: Commercial banks produce roughly 80 percent of the broad money supply. Accelerated bank lending guarantees higher inflation. -The 7000 Gold Target: The secular bull market in precious metals is intact, with options markets supporting a run to a 6000 or 7000 peak. -The HALO Strategy: Geopolitical fears are sparking a massive run on critical materials and HALO assets, creating a new supercycle. -The AI Illusion: The Silicon Valley narrative that AI will save the economy from inflation is completely disconnected from monetary reality. -The End of Bonds: The longest bull market in history for bonds is officially dead, making long term bonds a dangerous hold. #Gold #Inflation #SteveHanke #Investing #Commodities __________________________________________________________________   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.

    44 min
  3. The Debt Trap: Why Gold Pumps First and Bitcoin Follows | Michael Terpin

    6 APR

    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 dollars. Joining Jeremy Szafron to break down this volatility is Michael Terpin, founder and CEO of Transform Ventures and author of Bitcoin Supercycle. A digital asset pioneer since 2012, Terpin explains why he believes we are currently in the "Fall Phase" of the cycle, a period characterized by retail panic and a potential capitulation event coming this October. In this deep dive, Terpin reveals his price targets for the current correction, the behavior of Satoshi era whales, and why Michael Saylor is on a path to owning 2.1 million Bitcoin. We also explore the macro "debasement trade" where gold typically leads the market before Bitcoin follows, and how the convergence of AI, robotics, and crypto will fundamentally change the global economy. Recorded April 2 2026 Big thanks to our sponsor, Swan Bitcoin, your partner for generational wealth. If you are looking to build a long term position, you can learn more at swan.com/kitco. Timestamps:  00:00 Market Shock Overview: Trump, Iran, and the Oman protocol.  00:57 Meet Michael Terpin: Intro to the founder of Transform Ventures.  02:05 Bitcoin Seasons Framework: Understanding fear and greed in the market cycle.  04:00 Buy Signals and Price Targets: Why Terpin is eyeing the 40,000 to 55,000 range.  05:26 ETFs and Treasury Buyers: Analysis of retail outflows and Michael Saylor’s strategy.  09:47 Sovereigns and Venture Sentiment: Strategic reserves and the age of the voter.  11:24 Supply Shock and Next Bull Run: When to expect the "Rocket Ship" summer.  12:50 Where Venture Is Heading: Stablecoin plays and the barbell investment strategy.  15:38 Midterm Crashes and Deleveraging: How the Satoshi program impacts cycle timing.  18:06 Quantum Computing Risk: Responding to Google’s latest AI cryptography reports.  19:35 Debt Cycles and CBDCs: Why the debasement trade favors gold first.  23:21 Stablecoins as Global Money: From liquidity tools to third world savings accounts.  25:09 AI Disruption and Supercycle: A preview of Pandora’s Blocks and AI agent commerce.  28:45 Final Advice and Wrap Up __________________________________________________________________ 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 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.

    31 min
  4. Permanent Inflation Is Here and the $50 Price Floor for Silver | Mark Skousen

    6 APR

    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 he believes we have entered a permanent new price regime where silver is headed to $100 and will never trade below $50 again. We also dive into the breaking news regarding the Strait of Hormuz. Reports indicate Iran is effectively running a "tollbooth" through the strategic artery, with vessels allegedly paying in Yuan or cryptocurrencies for escorted passage. As a supply-side economist, Skousen explains why this shift away from the U.S. dollar signals the gradual end of the Petrodollar era.Plus, we discuss Skousen’s massive exclusive on the SpaceX confidential IPO filing. With a valuation target of $1.75 trillion, this listing could make Elon Musk the world’s first trillionaire and serve as the ultimate validation of the "Roaring 20s" productivity thesis. Recorded April 1 2026 Special thanks to our sponsor, Swan Bitcoin, the real Bitcoin company, for making this coverage possible 👉 To learn more, get started at https://swan.com/kitco Key Topics and Timestamps: 0:00 Gold Strength and the High-Stakes Diplomatic Gamble  1:11 The SpaceX IPO Scoop: A $1.75 Trillion Filing  3:00 The Roaring 20s: Why Elon Musk is the Center of Technology  5:50 Permanent Inflation: Why Real Deflation No Longer Exists  8:15 Silver Price Floor: Why it Won’t Go Below $50  12:30 The Broken Scoreboard: Why GDP Hides the Real Economy  14:40 The Hormuz Tollbooth: Paying in Yuan and Crypto  17:50 Warren Buffett on the 2% Inflation Trap  21:00 The End of the Gold Standard and Permanent Inflation  27:30 Bitcoin vs. Gold: The Role of Private Money 31:00 Adam Smith and the System of Natural Liberty  35:30 Benjamin Franklin’s Maxim for Today’s Investors  39:45 Final Indicator: What to Watch for in the Next Quarter __________________________________________________________________ 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 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.

    41 min
  5. The Global Supply Chain Crisis And The Return To Resource Sovereignty: Col. Douglas Macgregor

    1 APR

    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 real reason the Strait of Hormuz closed was due to insurance giants like Lloyd’s of London—not direct military force - effectively halting commercial traffic. In this exclusive interview, Macgregor provides a blunt assessment of what he claims is an urgent US interceptor missile shortage and explains why he believes legacy military infrastructure is obsolete in the face of modern drone warfare. According to the Colonel, a "hidden" supply chain crisis is emerging, including the threat of a global fertilizer shortage and an urgent necessity for "resource sovereignty" in rare earth refining. Recorded March 31 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)  Follow Col Macgregor on X: @DougAMacgregor (https://x.com/DougAMacgregor)  00:00 Introduction 00:51 Breaking Peace Signals 01:21 Who Really Closed Hormuz 02:31 China Peace Framework 03:13 Famine and Water Risks 04:53 Missile War Reality Check 07:59 ISR Strike Game Changer 11:08 What Victory Looks Like 17:29 Strategic Minerals and Refineries 29:03 Bond Market and Final Advice #Gold #Silver #Macroeconomics #Geopolitics #BondMarket #Petrodollar #StraitOfHormuz #KitcoNews #DouglasMacgregor __________________________________________________________________ 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 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.

    35 min
  6. Gold Breaks Support: Mapping The Final C-Wave Correction With Gary Wagner

    1 APR

    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 crude surging past $108 a barrel and Turkey's central bank liquidating 60 tons of gold for liquidity —are fundamentally driving the charts. He also details what needs to happen geopolitically for gold and silver to decouple from rising bond yields and catch a safety bid. Recorded March 26 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Gary Wagner on X: @goldforecast (https://x.com/goldforecast) Chapters: 01:24 ABC Correction Breakdown 02:53 Key Support Levels 04:43 Oil and Fed Pressure 07:20 Crude Chart Resistance 09:40 Silver Technical Damage 11:46 Central Banks as Liquidity 13:18 What to Watch Next 17:10 Wrap Up and Viewer Call #Gold #Silver #GaryWagner #KitcoNews #GoldPrice #Commodities #TechnicalAnalysis #Investing #Finance #MacroEconomics #Inflation #CrudeOil #FederalReserve #Trading #Charts __________________________________________________________________ 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.

    19 min
  7. The Mining Paradox: Record Low CapEx Just Created A Generational Buy, Here's Why | Tavi Costa

    1 APR

    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 1970s style stagflation cycle. Costa explains that with federal debt at record levels, the central bank cannot raise rates to fight the current energy and supply shocks, leaving them entirely trapped. He exposes the massive divergence between official CPI data and the real cost of raw materials, warning that this inflation impulse will only accelerate. Beyond the macro picture, Costa reveals exactly how he is positioning his own portfolio to capitalize on this massive market disconnect. He explains why the recent pullback in gold and silver was a generational buying opportunity and shares the exact criteria he uses to pick mining equities. Costa even names the specific mining stocks he is buying right now, arguing that record low capital expenditure across the industry has created the ultimate asymmetric trade for investors. Recorded March 30 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)  Follow Tavi Costa on X: @TaviCosta (https://x.com/TaviCosta) Chapter Timestamps: 00:00 The Fed inflation trap and commodity breakout 01:31 Why central banks cannot stop this supply shock 03:32 The US debt crisis and the return of the 1970s 06:01 The CPI illusion vs official inflation data 09:35 Will rising energy costs trigger social unrest? 13:13 The hidden buyers of US Treasuries 16:32 Sovereign gold selling and emerging markets 19:50 Why the mining cycle is nowhere near a peak 23:42 The structural deficit in copper and silver 31:13 Why Tavi Costa is buying the gold and silver dip 35:50 Top mining stock picks Orla Mining and Aura Minerals 41:00 Final thoughts on hard asset positioning #Gold #Inflation #TaviCosta __________________________________________________________________ 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 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.

    46 min
  8. Gold $10,000 & Silver $200? Philippe Gijsels: “Largest Bull Market in History” Begins

    27 MAR

    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 and why $109 Brent oil is just the beginning of a fragmented, weaponized energy order. Gijsels provides his most aggressive outlook to date, detailing why he believes Gold is headed to $10,000 and Silver is targeting $200 as the global "Monopoly Money" system finally meets its match in physical scarcity. We also dive into his HALO framework (Heavy Assets, Low Obsolescence), the "Turbo" opportunity in mining equities, and why your traditional 60/40 portfolio is effectively being liquidated by inflation. Recorded on March 18 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Philippe Gijsels on X: @pgijsels (https://twitter.com/pgijsels) TIMESTAMPS 00:00 — Inflation Meets War Shock: Analyzing the 0.7% PPI surge and the immediate escalation in the Iran war. 01:04 — Commodities Bull Thesis: Why Gijsels calls this the "largest bull market in history". 02:49 — Why Gold Sold Off: Safe haven flows, the dollar's strength, and why gold hasn't fully benefited—yet. 05:08 — Silver Leverage Unwind: Understanding the "disorderly" move and the profit-taking at $60. 07:40 — Targets and Supply Crunch: Long-term "wild targets" of $10,000 Gold and $200 Silver. 10:20 — Energy Crisis Repricing: The South Pars strike, the Jones Act waiver, and the $109 Brent floor. 14:26 — Fragmented Oil Markets: Why the global oil market is splitting into competing political blocks. 18:39 — Central Banks Lose Control: Why the Fed and ECB will eventually "let inflation run" to manage debt. 25:24 — HALO Real Assets Rotation: Moving away from digital abstractions toward "Heavy Assets, Low Obsolescence". 28:04 — Tokenizing Commodities: The shift from paper exposure to direct programmable claims on physical metal. 32:34 — Why Miners Lag Metals: The "Turbo" opportunity in mining stocks and Tier-1 capital discipline. 35:32 — What Could Break the Bull: The deflationary risk and the "depression-style" bust scenario. 37:16 — Wrap Up and Key Takeaways: The structural case for hard assets in a "Material World". #Gold #Silver #Commodities #Inflation #EnergyWar #PhilippeGijsels #MiningStocks #Investing2026 #KitcoNews #SouthPars #JonesAct #HALO #HardAssets __________________________________________________________________ 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.

    39 min
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About

At Kitco News, we deliver insightful, reliable, comprehensive investment news and analysis. We provide a range of opinions and perspectives allowing our viewers to make informed decisions. Our journalists interview experts, analysts, traders, authors and industry leaders across various sectors, including precious metals, cryptocurrencies, commodities, finance, geopolitics and technology.Stay ahead of the curve with our exclusive event and conference coverage from around the globe. Catering to diverse investment needs, we offer resources to help navigate markets, with insights into commodities, stocks, cryptocurrencies, macroeconomic trends, and global events.We ask the questions you really want answered. Join millions who trust Kitco News and elevate your investment game today!

Information

  • Creator
    Kitco Media
  • Years Active
    2025 - 2026
  • Episodes
    92
  • Rating
    Clean
  • Copyright
    © 2026 Kitco NEWS
  • Show Website
    Kitco NEWS

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