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Kitco Media
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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. Silver Collapses 10.5%: Forensic Autopsy of the $75 Flush with Robert Gottlieb

    1D AGO

    Silver Collapses 10.5%: Forensic Autopsy of the $75 Flush with Robert Gottlieb

    Gold and silver were hit by a sharp liquidation, with silver plunging more than 10% intraday and gold falling nearly $150 before stabilizing. Jeremy Szafron speaks with former JP Morgan bullion desk executive Robert Gottlieb to break down what drove the move. Gottlieb argues the selloff was structural, not conspiratorial. With gold rising from $2,600 to around $5,000 and silver surging from $28 to above $70, volatility mechanically reduced allowable position size across banks and funds. “The allowable positions based on navar become significantly small,” he explains, as value-at-risk limits tightened and banks stepped back from warehousing risk. In a crowded, leveraged trade, “selling begets selling in a market like this.” His warning to traders: “You never catch a falling knife.” He also pushes back on manipulation claims, stating, “The banks are not short,” and emphasizes that central bank demand remains policy driven: “A central bank never makes a decision based on price. They make a decision based on policy.” Recorded February 12, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) 📘 Mastering Gold and Silver Markets (Released February 18, 2026): https://a.co/d/0auCvu7R 00:53 - Geopolitical Headlines, Dollar System Talk & Market Reaction 01:23 - Robert Gottlieb on the Silver 10.5% Collapse 02:22 - Algorithmic Trading, CTAs & Volatility Spikes 03:20 - Chinese New Year Liquidity & Pre-Holiday Selling 04:18 - VAR Limits: How Risk Models Shrink Positions 08:42 - COT Report: Managed Money & Swap Dealer Positioning 13:05 - CME Silver Withdrawals & Physical Market Flows 22:31 - Margin Increases & Volatility Amplification 24:19 - “Bull Markets Don’t Die From Corrections” 25:41 - Hedging, Leasing & How CME Futures Work 27:01 - Inside Mastering Gold and Silver Markets 31:07 - “Central Banks Buy on Policy, Not Price” 34:26 - Dollar Strength, Interest Rates & Gold 36:06 - Excess Leverage, Blind Consensus & Investor Mistakes 41:03 - “The Banks Are Not Short” Addressing Manipulation Claims #Silver #Gold #MarketVolatility #ForcedLiquidation #PreciousMetals __________________________________________________________________ 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.

    45 min
  2. Silver’s Final Phase: Why $100 Was Only the Beginning | David Morgan

    1D AGO

    Silver’s Final Phase: Why $100 Was Only the Beginning | David Morgan

    Silver is witnessing a profound structural shift as the physical market begins to exert dominance over paper pricing mechanisms. In this deep-dive interview, recorded on February 11, 2026, Jeremy Szafron, Anchor of Kitco News, sits down with David Morgan, publisher of The Morgan Report, to analyze the "plumbing" of the global silver market. Morgan breaks down the sustained $10 Shanghai premium, the impact of the CME’s margin hikes on COMEX volatility, and why the silver market is entering a "cash-only" phase. They also discuss the massive 40-million-ounce silver accumulation in India and why platinum is currently offering a rare 25-year value opportunity relative to silver. Key Topics Covered: -The Shanghai Divergence: Understanding why the $10 premium persists and what the SHFE’s new hedging quotas mean for global supply. -COMEX Under Pressure: How 15% margin requirements are flushing out leverage and shifting the market toward physical delivery. -The India Factor: Analyzing the 40-million-ounce surge in Indian silver ETFs and its impact on global mine supply. -The "Final Phase" Thesis: Why Morgan believes we are in the final 12 to 24 months of a historic cycle peak for precious metals. -Platinum’s Value Play: Why the rarest noble metal is sitting at a multi-decade low against silver. 00:00 Introduction and Market Overview  00:06 Shanghai Silver Premium Explained  00:49 David Morgan's Insights on Silver Market  01:05 Silver Market Dynamics and Arbitrage  02:22 Comex and Shanghai Market Comparison 04:10 Physical vs. Paper Silver Market  15:08 Impact of Margin Requirements  21:58 Speculative Exposure and Market Stress  25:10 Market Reactions to Regulatory Changes  25:48 Public and Institutional Trading Dynamics  26:57 Industrial Demand and Price Sensitivity  29:25 Gold-Silver Ratio and Market Predictions  32:23 ETF Accumulation and Global Demand  35:31 Macroeconomic Factors and Precious Metals  37:47 Technological Innovations and Market Impact  39:43 Platinum Market Insights  40:56 Future Outlook and Investment Advice  49:24 Concluding Thoughts and Final Advice #Silver #DavidMorgan #KitcoNews #Gold #SilverPrice #ShanghaiPremium #Comex #Investing #PreciousMetals #Platinum #MarketStructure #FinanceNews __________________________________________________________________ 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.

    51 min
  3. EXCLUSIVE: Texas Launches Gold Coins: More Than Just Commemorative?

    2D AGO

    EXCLUSIVE: Texas Launches Gold Coins: More Than Just Commemorative?

    In this Kitco News exclusive, Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint, live from the Texas State Capitol to break down a historic shift in state level finance. Texas has officially launched its own state branded gold and silver bullion program, integrating physical metal directly into the state economy through a first of its kind dot gov storefront. Phair explains the mechanics of the new program, including the issuance of official Texas gold bills and commemorative coins tied directly to the Texas Bullion Depository. With gold pushing 5,100 dollars and silver at 83 dollars, this move marks a transition from passive storage to active state distribution. The interview also covers the impact of Basel Three regulations, which now classify physical gold as a 100 percent risk free asset, and how other states like Wyoming are positioning themselves in this new sovereign metals race. Interview Recorded: February 11, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Josh Phair on X: @JoshPhilipPhair (https://twitter.com/JoshPhilipPhair) Timestamps: 00:00 Introduction and Breaking News  00:57 Interview with Josh Fair: Insights from the Capitol  01:28 Historical Context and Legislative Background  02:56 Distribution and Sales Mechanics  05:28 Comparing State Initiatives: Wyoming vs. Texas  06:48 The Broader Impact on Precious Metals Market  11:32 State-Level Gold and Silver Strategies  14:14 Future of Precious Metals in State Economies  21:02 Market Dynamics and Future Predictions  29:15 Conclusion and Final Thoughts #TexasGold #GoldStandard #SilverSqueeze #KitcoNews #JoshPhair #SoundMoney #TexasBullionDepository #GoldBills #CentralBankGold #Basel __________________________________________________________________ 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.

    32 min
  4. Platinum to Retake Gold’s Premium? Why It’s The ‘Next Metal To Move’

    3D AGO

    Platinum to Retake Gold’s Premium? Why It’s The ‘Next Metal To Move’

    The US economy is flashing contradictory signals. While consumer retail sales have stalled and delinquency rates hit near-decade highs, financial assets are moving at historic speeds. US equity markets are seeing daily turnover surpass $1 trillion, and gold is holding firm in the $5,000 range. Will Rhind, Founder and CEO of GraniteShares, joins Jeremy Szafron to explain why this disconnect is happening and who is actually driving the volume. Rhind argues that the US has become the global liquidity sink for the world's capital, with international investors forced to trade US names to access the AI trade. He also breaks down a massive anomaly in the silver market, where ETF volume recently exceeded the S&P 500, and makes the case for Platinum as the "next metal to move" given its historic 50% discount to gold. Recorded on February 10, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Will Rhind on X: @willrhind (https://twitter.com/willrhind) Key Talking Points: -The Global Liquidity Funnel: Why $1 trillion in daily volume is a global, not local, phenomenon. -Silver's "Abnormal" Signal: Why the SLV ETF is trading more volume than the entire US stock market. -The "De Facto" Currency: Rhind discusses how gold has surpassed the Euro and is replacing the Dollar as the standard for central banks. -Bitcoin's Rotation: Why capital is leaving crypto to chase the momentum in precious metals. TIMESTAMPS: 00:00 Introduction and Market Overview 00:07 Economic Concerns: Consumer and Debt Data 00:39 Financial Assets and Market Velocity 01:05 Interview with Will Rhind: Market Disconnect 04:17 Credit Markets: Corporate Debt Analysis 09:26 Metals Market: Gold, Silver, and Platinum 23:09 Bitcoin and Cryptocurrency Trends 27:37 Market Predictions and Final Thoughts 34:49 Conclusion and Subscription Reminder #silver #gold #investing #stockmarket #economy #wealth #preciousmetals #inflation #platinum #kitconews #jeremyszafron #willrhind #etf #finance #money #trading #marketcrash #recession #commodities #mining __________________________________________________________________ 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.

    36 min
  5. China Ban Triggers 100% Gain: Why This Critical Metal Doubled In 90 Days

    4D AGO

    China Ban Triggers 100% Gain: Why This Critical Metal Doubled In 90 Days

    While the White House launches "Project Vault" and the Treasury talks down gold prices as a "speculative blow off," major banks are quietly raising their targets to record highs. John Feneck of Feneck Consulting joins Jeremy Szafron to expose the massive disconnect between Washington’s rhetoric and Wall Street’s bets. Feneck breaks down the "insane" 100% price explosion in Tungsten following China's export ban on January 1st, 2026. He identifies the specific US defense stocks poised to benefit from this critical shortage and explains why the recent 29% "flush" in Silver was a margin-driven gift for smart investors. Recorded on February 9, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow John Feneck on Twitter: @FeneckConsult (https://twitter.com/FeneckConsult) IN THIS INTERVIEW: -The Narrative War: Why Treasury Secretary Bessent calls gold a "bubble" while JP Morgan and Goldman Sachs target $6,000. -The Tungsten Crisis: How China’s export ban triggered a doubling of prices in just 90 days. -Stock Picks: Specific buy ratings for Guardian Metal, American Tungsten, Paramount Gold, and Power Nickel. -Silver Volatility: Why the "brutal" Jan 30th crash was a buying opportunity, not a sell signal. CHAPTERS:  0:00 - Intro: Project Vault vs. The Banks  1:02 - Bessent Calls Gold a "Bubble" (But JPM Says $6,000)  2:45 - The Silver "Liquidated": Why It Crashed 29%  3:50 - "We Are Just PAs": Manipulation & The Banks  5:50 - THE TUNGSTEN EXPLOSION: China’s Export Ban Explained  7:20 - Top Defense Stock Picks: Guardian, American Tungsten & Spartan  9:30 - Paramount Gold: Buying The Oregon Permit News  13:10 - Highlander Silver & Bear Creek: The Bull Case  15:40 - Hecla Mining & The Major Silver Producers  18:50 - Copper Strategy: Why Power Nickel is a "Rifle Shot"  20:55 - Macro Outlook: "Terrible" Payrolls & The Fed  22:15 - "This Is Not A Casino": Buying The Flush Strategy #Gold #Silver #Tungsten #MiningStocks #JohnFeneck #CommodityWar #ChinaBan #Economy #Investing #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 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.

    26 min
  6. "The Sobering Up Phase": Why Ted Oakley Says A 15% Sell-Off Is Possible

    FEB 6

    "The Sobering Up Phase": Why Ted Oakley Says A 15% Sell-Off Is Possible

    Ted Oakley, Founder and Managing Partner at Oxbow Advisors, returns to Kitco News to discuss what he calls the market's "sobering up" phase. With jobless claims hitting winter highs and major tech stocks surrendering value, Oakley argues that we are witnessing a fundamental "changing of the guard." He explains why he believes the AI boom has turned "cash generating machines into capital investment machines," leveraging balance sheets to dangerous levels. Oakley breaks down the "bifurcated situation" where Wall Street bonuses hit records while the average consumer "can't borrow any more money." He details his strategy for navigating the "second year of a presidential term"—historically the most volatile—and explains why he reduced his positions in gold and silver during the recent rally. Oakley also shares where he is finding yield today, favoring sectors like natural gas pipelines and big pharma over the S&P 500. Recorded February 5 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Ted Oakley on X: @Oxbow_Advisors (https://twitter.com/Oxbow_Advisors) Timestamps:  00:00 Introduction and Market Overview  00:54 Guest Introduction: Ted Oakley  01:19 Market Valuations and Economic Reality  04:55 AI Investments and Market Skepticism  07:04 Volatility in Tech and Defensive Assets  09:30 Investment Strategies and Market Predictions  11:00 Metals Market Analysis  16:23 Cash Position and Inflation Concerns  17:48 Private Credit and Equity Concerns  18:59 Energy Investment Insights  21:24 Natural Gas and Pipeline Opportunities  23:22 Federal Reserve and Interest Rates  24:35 Global Economic Stress Factors  26:04 Investment Strategies for Volatile Markets  30:25 Advice for Young Investors  33:33 Market Predictions for 2026 #KitcoNews #TedOakley #StockMarket #Investing #Gold #Silver #Economy #Recession #Fed #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.

    37 min
  7. Gary Wagner: Silver’s 'Liquidation Event' Tested $71 Support - Here is What Happens Next

    FEB 6

    Gary Wagner: Silver’s 'Liquidation Event' Tested $71 Support - Here is What Happens Next

    Spot silver witnessed a massive liquidation event today, plunging double-digits and testing critical structural support in the low $70s. In this exclusive technical breakdown, Gary Wagner, Editor of The Gold Forecast, joins Jeremy Szafron to analyze the damage. Wagner identifies the $71 level as the "line in the sand" that must hold to keep the bull trend alive. He explains the massive divergence between silver’s volatility and gold’s relative strength, describing silver as "a candle that burns twice as bright but burns half as long." Despite the carnage, Wagner maintains his bullish outlook, updating his year-end gold price target to a potential $6,000. Recorded on February 5, 2026 Key Topics Discussed: -The Silver Liquidation: Did the drop to $72.18 break the market structure? -Technical Damage Report: Analyzing the "Bearish Engulfing" candles and the long lower wicks. -Gold vs. Silver: Why Gold held the $4,800 range while Silver collapsed. -The Forecast: Wagner’s updated price targets for late 2026. -The Dollar: Analyzing the DXY breakdown to 95 and what it signals for metals. Timestamps:  00:00 Introduction and Market Overview  01:19 Spot Silver Analysis  01:54 Fundamental and Technical Factors  11:26 Gold Market Insights  18:15 Dollar Index and Market Sentiment  20:49 Conclusion and Final Thoughts #Gold #Silver #Investing #GaryWagner #KitcoNews #TechnicalAnalysis #Commodities #Wealth __________________________________________________________________ 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.

    26 min
  8. Cavatoni: The Real Shock Wasn't the Correction, It Was the 'Unsettling' 30% Melt-Up in January

    FEB 5

    Cavatoni: The Real Shock Wasn't the Correction, It Was the 'Unsettling' 30% Melt-Up in January

    The market is repricing risk as capital rotates from the "Paper Economy" of tech stocks into the "Managed Economy" of strategic hard assets. In this episode of Kitco News, Anchor Jeremy Szafron is joined by Joe Cavatoni, Market Strategist for the World Gold Council, to break down the massive discrepancy in central bank gold buying data. While official IMF data reports approximately 326 tonnes of net buying for 2025, Cavatoni reveals that the "true" demand—including unreported OTC flows—is tracking closer to 680 tonnes. They discuss why sovereigns are "going dark" with their accumulation, the implications of the "Project Vault" price floors for critical minerals like Silver, and why the "violent" 30% melt-up in January was a bigger danger signal than the recent correction. Recorded: February 4th 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)  Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Joe Cavatoni on X: @JCavatoni_WGC (https://twitter.com/JCavatoni_WGC) CHAPTERS:  00:00 Introduction and Market Overview  00:08 Technology Trade Unwinds: The Rotation from AI to Hard Assets  00:29 Project Vault and Government Policy: The "Managed Economy"  01:49 Market Response and Gold Performance (Intraday Volatility)  02:07 Interview with Joe Cavatoni: Gold Market Insights  02:54 Central Bank Gold Buying Trends: The "Unreported" 350 Tonnes  06:04 Gold Market Volatility and Investor Behavior: The "Air Pocket" Rally  09:38 Silver as a Strategic Asset: Critical Mineral Risks  12:24 Central Bank Reserve Strategies: Uzbekistan & Price Insensitivity  15:52 Macro Drivers and Gold Allocation: The Tech Rotation  22:44 Conclusion and Key Takeaways #Gold #Silver #CentralBanks #Economy #Investing #KitcoNews #ProjectVault #WGC __________________________________________________________________ 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
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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
    63
  • Rating
    Clean
  • Copyright
    © 2026 Kitco NEWS
  • Show Website
    Kitco NEWS

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