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Kitco Media

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. 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Axel Merk, President of Merk Investments, to discuss why the post-WWII economic order has officially collapsed and has been replaced by a volatile new era of "State Activism."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
  2. "Mr. Slammy Failed Spectacularly": Lobo Tiggre on Silver Crash & Rigging Rumors

    12/31/2025

    "Mr. Slammy Failed Spectacularly": Lobo Tiggre on Silver Crash & Rigging Rumors

    Lobo Tiggre, founder of the Independent Speculator, joins Jeremy Szafron on Kitco News to dissect the massive volatility in the silver market following a 15% drop and viral rumors of institutional failures. Tiggre addresses the "Mr. Slammy" manipulation theories, arguing that if this was an attempt to crash the market, "he failed spectacularly." Tiggre breaks down the disconnect between record metal prices and mining equities, noting that producers are now "literally printing cash" yet remain unloved by the "big money." He explains why he believes a period of consolidation is preferable to a "blow-off top" and why "taking profits is not evil." Looking ahead to 2026, Tiggre reveals his top investment picks, favoring copper and uranium over gold and silver for the coming year due to the theme of "fiscal dominance." He also issues a warning about jurisdictional risks in Mexico and the potential impact of an AI bubble bursting on industrial metals. Recorded: December 30, 2025 https://youtu.be/DiZYrJWrTvU?si=7f6eHGdMmDxFfHJ- 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
  3. The ‘Hidden Hand’ Buying Gold & Silver: Why Governments Are Using Banks to Accumulate | Josh Phair

    12/31/2025

    The ‘Hidden Hand’ Buying Gold & Silver: Why Governments Are Using Banks to Accumulate | Josh Phair

    Josh Phair, CEO of Scottsdale Mint, joins Jeremy Szafron on Kitco News to warn that the world has entered a "Metals War" where nations are scrambling to secure resources for future conflicts. Phair argues that a "Hidden Hand"—governments employing banks to conduct mercantile banking—is quietly accumulating gold and silver, fundamentally decoupling the physical market from the Fed’s interest rate policies. He details why US banks flipped from net short to net long after Thanksgiving, the "desperate" arbitrage that saw jets flying silver across the Atlantic, and the reality of China’s new export licensing system. Phair also breaks down his "Axis vs. Allies" thesis for resource control and updates the "Phair-Sinclair Ratio," predicting a path to $35,000 gold as the West faces a critical shortage of strategic minerals. Recorded December 30 2025. https://youtu.be/sXTf9DhtsEQ?si=__AOyOzDFyUaf99h 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
  4. David Rosenberg: Markets Are Propped Up by the S&P 500 - and That’s the Risk for 2026

    12/19/2025

    David Rosenberg: Markets Are Propped Up by the S&P 500 - and That’s the Risk for 2026

    In this exclusive Outlook 2026 special, David Rosenberg, President of Rosenberg Research, joins Jeremy Szafron to dismantle the "Soft Landing" narrative and expose the massive disconnect between Wall Street pricing and Main Street reality. While the S&P 500 hits record highs, Rosenberg presents forensic data showing that the U.S. economy has already entered a "silent" contraction that is being masked by government hiring and a stock market bubble. THE "NO HIRE" ECONOMY: Rosenberg reveals that beneath the headline payroll numbers, the "hiring rate" has collapsed to cycle lows—a dynamic he calls "No Hire, No Fire." He explains why official government data is masking a real-time contraction of 20,000 jobs per month and why the "AI Lifeline" that kept the economy afloat in 2025 has finally snapped. THE 6TH MEGA BUBBLE: With the Shiller PE ratio hitting 40x, Rosenberg warns we are witnessing the "6th Mega Bubble of the last 100 years." He breaks down why legendary investors like Warren Buffett are sitting on a record $400 billion cash pile and Jamie Dimon is buying Treasuries, signaling that the "Smart Money" has already exited the casino while retail investors go "all in." Recorded December 19 2025 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.

    53 min
  5. Larry McDonald Warns The Paper Wealth Era Is Over And The Great Rotation Has Begun

    12/19/2025

    Larry McDonald Warns The Paper Wealth Era Is Over And The Great Rotation Has Begun

    In this Outlook 2026 special, Jeremy Szafron sits down with Larry McDonald, founder of The Bear Traps Report, to break down the "Regime Change" hitting markets. Larry warns that a credit accident has already started, citing the collapse of the First Brands DIP loan (trading in the 30s) and the CoreWeave bonds (yielding 12%) as proof that underwriting standards have failed. They discuss the "New Axis" of power in Washington, why the "Quarterly Liquidity" promise in private credit is the next Lehman-style risk, and why capital is about to rotate from the $32 Trillion Nasdaq 100 into the "bombed-out villages" of Hard Assets (Energy, Copper, Coal). Plus, actionable deep-value trades on Diageo, Schlumberger, and Brazil. Recorded on December 15 2025 This Outlook 2026 segment is brought to you by Discovery Silver. Combining high-quality gold production with one of the world's largest undeveloped silver deposits. Learn more at (https://discoverysilver.com) https://youtu.be/yOqZP2nm_VY?si=miC9iyc3tYBaJDm3 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.

    43 min
  6. Mike McGlone: The 1929 Signal Flashed - Bitcoin $10k Risk, Gold Volatility & The ‘Great Reversion’

    12/19/2025

    Mike McGlone: The 1929 Signal Flashed - Bitcoin $10k Risk, Gold Volatility & The ‘Great Reversion’

    The S&P 500 is pricing in a perfect soft landing, but the physical economy is screaming recession. In this Outlook 2026 special, Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, joins Jeremy Szafron to warn that the markets are facing a "Great Reversion" similar to 1929. McGlone points to the S&P 500-to-Gold ratio hitting a historic peak of 1.55—the same level seen before the Great Depression crash - as a signal that a massive rotation out of "paper" assets and into hard assets is imminent. McGlone breaks down his "frightening" outlook for 2026, predicting extreme volatility where Gold could hit both $5,000 and $3,500 in the same year. He also doubles down on his deflationary thesis, forecasting Crude Oil to collapse to $40 and warning that Bitcoin faces a purge that could eventually send it back to $10,000. Is the "wealth effect" about to shatter? And where can investors hide if stocks and crypto roll over? Recorded: December 18, 2025 Follow Jeremy Szafron on X: @JeremySzafron (  / jeremyszafron  ) Follow Kitco News on X: @KitcoNewsNOW (  / kitconewsnow  ) Follow Mike McGlone on X: @mikemcglone11 (  / mikemcglone11  ) SPONSOR: This Outlook 2026 special is brought to you by Discovery. 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 https://youtu.be/Fzu0MX_qiB0?si=JhjqDPOsmOvQ2jOR 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.

    28 min
  7. Peter Schiff: "Do Not Wait" - Silver to Hit $100 in 2026 & Gold to $5,000

    12/19/2025

    Peter Schiff: "Do Not Wait" - Silver to Hit $100 in 2026 & Gold to $5,000

    Peter Schiff returns to Kitco News for a fiery 2026 Outlook. Following a public spat where President Trump called him a "loser" on Truth Social, Schiff argues the bond market has finally declared a winner. With Silver breaking $66 and the Federal Reserve quietly launching a new $40 billion monthly bond-buying program, Schiff warns that the "Sovereign Debt Crisis" has officially begun. In this deep-dive interview, Schiff explains why the Fed’s new "reserve management" is actually the start of a massive balance sheet expansion that could reach $20 Trillion. He lays out his roadmap for 2026, predicting a "quick" move to $100 Silver, a potential banking collapse worse than 2008, and the terrifying possibility of "Capital Controls" locking investors into a failing Dollar. Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Peter Schiff on X: @PeterSchiff (https://x.com/PeterSchiff) Recorded December 17 2025 This Outlook 2026 segment is brought to you by Discovery Silver. Combining high-quality gold production with one of the world's largest undeveloped silver deposits. Learn more at (https://discoverysilver.com) https://youtu.be/VJRhuhsifB0?si=Qy31_EUJrCb88IoF 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.

    57 min
  8. Fed Cuts Rates & Launches $40B Liquidity Boost: Wagner on ‘Parabolic’ Silver vs. Gold Consolidation

    12/12/2025

    Fed Cuts Rates & Launches $40B Liquidity Boost: Wagner on ‘Parabolic’ Silver vs. Gold Consolidation

    The Federal Reserve has cut rates by 25 basis points and confirmed $40 billion per month in reserve management purchases, sending fresh liquidity into the system. As the announcement hit the market, silver went parabolic, breaking into new all-time highs above $62, while gold continued to consolidate firmly above $4,200. Gary Wagner of TheGoldForecast.com joins Kitco News Anchor Jeremy Szafron to map the next phase of this historic metals rally. Wagner explains how silver’s breakout above $54 triggered the surge to $59 and why the post-Fed jump through $61 and $62 puts the market into true price discovery. He also addresses the divided tone inside the FOMC, noting that three officials dissented on today’s cut even as the Fed moved ahead with its $40B liquidity program. Wagner highlights gold’s “critical” consolidation band around $4,200, the break point at $4,195, and his short-term targets, including silver at $65 to $68 in Q1 2026, as liquidity and dollar weakness reshape the trend. Recorded December 10, 2025. https://youtu.be/JLY2IN8sXR0?si=2rDwFdpdNXrfT30j 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

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!

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