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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. Bond Markets Are Breaking and Gold Is Telling You First | Matthew Piepenburg

    2D AGO

    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 market is the thing you have to understand,” he said. “Yields are the cost of debt.” When yields rise even as central banks step in, Piepenburg argues it shows sovereign IOUs are being repriced and the so-called risk-free asset has become “return-free risk.” Piepenburg says gold’s move is not speculative excess, but the logical outcome of decades of debt expansion and deliberate currency debasement. “What should shock you is how bad fiat money has gotten,” he said. As governments rely on negative real rates to manage debt, Piepenburg argues gold is being repositioned by central banks as a neutral settlement asset in global trade, not something you spend, but something you trust when paper systems falter. Recorded January 25, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials. 00:13 – Market Volatility, Rising Yields, and Central Bank Stress 01:12 – Japanese Yen Surge and Global Bond Market Dysfunction 03:48 – Trust Breakdown in Sovereign Debt and Fiat Currencies 06:53 – Debt, Politics, and the Limits of Monetary Policy 13:30 – Gold as a Global Settlement and Collateral Asset 16:17 – The US Dollar’s Role in Global Trade and Reserve Systems 18:15 – COMEX, Paper Markets, and Physical Supply Constraints 19:31 – Gold and Silver Price Moves as Warning Signals 21:03 – Historical Parallels in Currency and Debt Crises 23:32 – East vs West Markets and Global Price Discovery 28:15 – Measuring Trust in Modern Financial Systems 32:21 – Wealth Preservation vs Speculation in Volatile Markets 34:28 – Final Thoughts on Gold, Trust, and Systemic Risk #Gold #Silver #PreciousMetals #BondMarket #CurrencyCrisis #CentralBanks #DebtCrisis #GoldAsMoney #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 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
  2. Peak Silver Until 2030: Why Mine Supply Won't Top 2016 Levels for 5 Years | Phil Baker

    3D AGO

    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, manufacturers, governments, and investors prioritize inventory and access to real metal over paper claims. Baker said global silver production peaked in 2016 and is unlikely to exceed that level before at least 2030, leaving supply unable to respond quickly to higher prices. Recycling and substitution offer limited relief, he said, due to refining constraints and long mine development timelines. Baker also pointed to rising strategic demand, noting that silver is now classified as a critical mineral in the United States and that stockpiling is becoming a priority across the system- he confirmed joining the board of Dateline Resources. Recorded January 25, 2026. Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials. #Silver #Gold #PreciousMetals #Mining #SilverPrice #PhysicalSilver #Commodities #Inflation #CriticalMinerals #StrategicMetals #KitcoNews #VRIC2026 00:42 - Phil Baker on $100 Silver and Physical Supply 02:20 - Physical Silver Demand, Inventory Stress, and “Physical Is King” 05:55 - Industrial Silver Demand, Substitution Limits, and Recycling Constraints 08:50 - Silver Miners, Margins, and Investment Opportunities at Triple-Digit Prices 14:06 - Peak Silver Until 2030 and the Long-Term Outlook for Supply __________________________________________________________________ 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.

    20 min
  3. Randy Smallwood on Wheaton’s $3B War Chest and What Comes Next

    3D AGO

    Randy Smallwood on Wheaton’s $3B War Chest and What Comes Next

    Wheaton Precious Metals is trading at record highs, and CEO Randy Smallwood says the company is positioned to extend that performance as rising costs pressure traditional miners. Speaking with Kitco News anchor Jeremy Szafron at VRIC 2026 in Vancouver, Smallwood explains why the streaming model is designed to outperform in a high-price environment. “We take the cost risk outta the investment,” he said, noting that fixed streaming contracts protect Wheaton from inflation and dilution as operators are forced to mine lower-grade material and issue equity to fund growth. Smallwood also discusses Wheaton’s newly secured Helo gold stream, calling the asset “a Canadian legend,” and explains why streaming pays full net asset value while preserving shareholder upside. Looking ahead, he says Wheaton expects more than $3 billion in cash flow in 2026, giving the company flexibility to fund new gold, silver, and copper streams as development activity accelerates. He adds that gold is no longer trading like a commodity. “It’s really a currency,” Smallwood said, pointing to sustained central bank demand reshaping the market. Recorded January 25, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Wheaton Precious Metals on X: @Wheaton_PM (https://x.com/Wheaton_PM) Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials. 00:07 - Wheaton at Record Highs as Streaming Outperforms Miners 00:48 - Randy Smallwood on Wheaton’s Strategy and Market Position 01:55 - Why Streaming Removes Cost Risk in a High-Price Market 03:27 - Inside the Helo Gold Stream and Wheaton’s Partner Model 07:56 - Sustainability, Jurisdictional Risk, and Deal Discipline 10:05 - Gold as Currency, Silver as Critical, and the 2026 Outlook 22:25 - Growth, Cash Flow, and Capital Deployment __________________________________________________________________ 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.

    24 min
  4. Lynette Zang Says The New "Italian Blueprint" Signals Gold Confiscation Is Back

    6D AGO

    Lynette Zang Says The New "Italian Blueprint" Signals Gold Confiscation Is Back

    Is the era of the "Rule of Law" over? Analyst Lynette Zang  @TheLynetteZang   warns that the world has shifted to a "Rule of Might" following the US seizure of Venezuelan oil and Russian vessels. In this critical 2026 outlook, Zang joins anchor Jeremy Szafron to break down why the banking system is "all underwater," why a "full bail-in" is the next logical step, and the specific "Italian Blueprint" that signals gold confiscation is back on the table. Zang also reveals the "fundamental math" that she argues puts the true value of gold at $40,000 and silver at $2,000. Is the current market pullback a buying opportunity or a warning? Are we entering a "melt-up" phase before the currency reset? And how can investors protect themselves when property rights are eroding? Recorded January 7 2025. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Lynette Zang on X: @TheLynetteZang (https://twitter.com/TheLynetteZang) This video is sponsored by Discovery Silver. Combining high-quality gold-producing assets in Canada with the world’s largest undeveloped silver deposits in Mexico. Find out more at: (https://discoverysilver.com) 00:00 Introduction and Market Overview  00:57 Interview with Lynette Zang: Rule of Might  02:52 Debt Spiral and Banking System Risks  04:04 Bail-in Scenarios and Public Confidence  08:22 Gold and Silver Market Dynamics  24:58 Global Central Banks and Future Predictions 26:15 Outlook for 2026: Recession, Stagflation, or Boom?  26:27 Impact of Global Events on Oil and Smart Contracts  27:20 Gold and Silver Market Predictions 28:22 The Importance of Holding Physical Assets  30:34 Currency Lifecycle and Economic Shifts  35:47 Real Estate and Property Taxes  38:19 Global Geopolitical Tensions and Resource Control  47:58 The Future of Gold in the Monetary System #Gold #Silver #LynetteZang #JeremySzafron #KitcoNews #BankingCrisis #Economy #2026Outlook #Recession #Money #Investing #Venezuela #Geopolitics __________________________________________________________________ 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 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.

    51 min
  5. Silver Pullback or Breakdown? The Chart Lines That Decide | Gary Wagner

    6D AGO

    Silver Pullback or Breakdown? The Chart Lines That Decide | Gary Wagner

    As the Bloomberg Commodity Index rebalancing kicks off a 5-day "mechanical shakeout" in the markets, Silver is under pressure while Gold refuses to break structure. Is this the start of a deep correction, or a massive trap for short sellers? In this technical analysis deep dive, Gary Wagner of TheGoldForecast.com joins Jeremy Saffron to separate the noise from the trend. Wagner argues that despite the volatility, we have not seen a "true" technical correction (23%+) in months. He breaks down why the current price action is just a "tiny dip" in a supersonic bull market and issues a stark warning to traders betting against the trend: shorting here is like "standing on a train track with a train barreling down at 80mph." Gary maps out the critical support levels that must hold this week—specifically the "line in the sand" for Silver at $71—and explains why hitting $5,000 Gold in 2026 is now a "walk in the park." Recorded January 8 2025 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) 00:00 Intro & Market Programming Note  01:11 Gary Wagner Interview: The Grounded Playbook  01:36 The 5-Day Rebalancing Shakeout 01:47 Is Silver Crashing? Correction Analysis  02:07 Gold Price Strength & "Anchor" Levels 02:47 Technical Analysis: Gold & Silver Charts  03:33 "Buy The Dip" Strategy & Market Sentiment  09:45 Geopolitics & Global Economic Risks  11:03 Gold Price Forecast & Stability (2026 Targets)  18:00 Why Central Banks Are Buying Gold  18:50 Bull Market Sentiment & Risk Management  20:00 Conclusion & Next Week's Coverage #Silver #Gold #TechnicalAnalysis #GaryWagner #KitcoNews #SilverPrice #GoldChart #Commodities #Investing #Economy #GoldPricePrediction __________________________________________________________________ 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.

    21 min
  6. Bitcoin Whipsaws Around $90K: Why The Bull Run Is Stalled | Kyle Chassé

    JAN 22

    Bitcoin Whipsaws Around $90K: Why The Bull Run Is Stalled | Kyle Chassé

    Bitcoin is flashing a critical signal that historically hits 97% of the time - but is the macro environment about to invalidate it? Kyle Chassé  @KyleChasseCrypto   joins Jeremy Szafron, Anchor of Kitco News, to break down the collision between the crypto markets and the broader economic landscape. In this interview, Chassé analyzes the immediate market reaction to the latest Presidential speech and the looming uncertainty stemming from the Supreme Court and Federal Reserve. The conversation explores the "Clarity Act," the reality of institutional positioning, and why Bitcoin is facing specific resistance levels despite the bullish narrative surrounding Trump's economic policies. Chassé also weighs in on the intensified Gold vs. Bitcoin debate, provides his outlook on copper and industrial metals, and offers a candid look at the high-risk potential in the current altcoin market. Recorded on: January 21, 2026 Timestamps:  00:00 Introduction and Market Overview   01:31 Market Reactions to Presidential Speech  01:56 Bitcoin's Long-Term Outlook  03:07 Impact of Quantitative Tightening  04:51 Clarity Act and Institutional Interest  06:05 Trump's Economic Policies  14:07 Institutional Positioning and Bitcoin Resistance  17:23 Gold vs. Bitcoin Debate  19:14 Copper and Other Metals  22:27 Altcoins and High-Risk Investments  28:57 Final Thoughts and Advice #Bitcoin #Gold #Crypto #Fed #Economy #Investing #KitcoNews #KyleChasse #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.

    33 min
  7. Dr. Mark Thornton Warns 'Fiat Is In The ICU' And Central Banks Do Not Trust Each Other

    JAN 20

    Dr. Mark Thornton Warns 'Fiat Is In The ICU' And Central Banks Do Not Trust Each Other

    Ray Dalio warns the monetary order is breaking down, and Dr. Mark Thornton says the fiat system is now in the "Intensive Care Unit." In this interview, Kitco News anchor Jeremy Szafron sits down with Dr. Mark Thornton, Senior Fellow at the Mises Institute, to break down why central banks are fleeing Treasuries for physical gold and what the "Skyscraper Curse" signals for a 2026 crash. They discuss the massive 150-ton gold purchase by Poland, a strategic move by a NATO ally that signals a loss of trust in the debt-based system. Dr. Thornton also exposes a critical, under-reported crisis in the silver market: supply is "inelastic" and "wasted" on war and solar panels, meaning the market cannot physically respond to price spikes. With Japanese bond yields spiking and the "Jeddah Tower" restarting construction, the signals for a major economic pivot are flashing red. Recorded: January 20 2026 IN THIS EPISODE: -The "Fiat ICU" Thesis: Why the dollar system is on life support and what replaces it. -The Silver Supply Crisis: Why a recession will actually cut silver supply due to the "byproduct paradox" (70% of silver comes from base metal mines). -The Poland Signal: What it means when a frontline NATO nation dumps bonds for 150 tons of physical gold. -The Skyscraper Curse: How the restart of the world's tallest tower in Saudi Arabia predicts an economic crisis in 2026. -Stocks vs. Manure: Mark Thornton’s shocking bet that fertilizer will outperform the S&P 500 this year. Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Dr. Mark Thornton on X: @DrMarkThornton (https://x.com/@DrMarkThornton) #Silver #Gold #Economy #KitcoNews #Investing #MarkThornton #Recession #Japan #RayDalio __________________________________________________________________ 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.

    56 min
  8. Power Now Drives Markets as the Old Economic Order Breaks Down Says Axel Merk

    JAN 7

    Power Now Drives Markets as the Old Economic Order Breaks Down Says Axel Merk

    With Silver breaking the $80 level and Copper testing $6, the commodity markets are signaling a structural shift that defies standard economic models. Jeremy Szafron, Anchor of Kitco News, sits down with Axel Merk, President of Merk Investments, to discuss why the post-WWII economic order has officially collapsed and has been replaced by a volatile new era of "State Activism." Merk argues that traditional market signals—like yield curves and P/E ratios—are failing because global asset prices are now driven by raw power dynamics rather than free-market efficiency. In this deep dive, we explore why the global trade architecture is fracturing and how "national security" priorities are creating a permanent floor for inflation, forcing capital into neutral reserve assets that carry no counterparty risk. The discussion also issues a critical warning for investors regarding the mining sector. Despite record commodity prices, Merk explains why the "miner trade" may become a value trap in 2026. We analyze the growing divergence between physical metal markets and mining equities, looking at how rising input costs, windfall taxes, and jurisdictional risks in places like Venezuela and Europe are decoupling stock performance from the underlying spot prices. Recorded on January 6, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Axel Merk on X: @AxelMerk (https://twitter.com/AxelMerk) 00:00 Introduction and Market Overview  01:13 Guest Introduction: Axel Merk  01:42 The New Era: Power Dynamics and Market Implications  03:14 Global Commerce and Precious Metals  04:53 Policy Uncertainty and Economic Impact  07:52 Venezuela: Investment Risks and Opportunities  10:49 State Activism and Market Reactions  18:55 Commodity Markets: Copper and Gold Insights  24:27 Government's Role in Gold Prices  24:47 Economic Adjustments and Society's Response  25:58 Market Rules and Volatility  30:08 European Economic Outlook  32:18 US Dollar and Global Reserve Currency  34:38 Precious Metals and Central Banks  41:01 Mining Companies and Investment Strategies  47:38 Investment Advice and Final Thoughts #Economy #Markets #Gold #Copper #Investing #KitcoNews #JeremySzafron #AxelMerk #Geopolitics 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.

    50 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
    46
  • Rating
    Clean
  • Copyright
    © 2026 Kitco NEWS
  • Show Website
    Kitco NEWS

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