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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.

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  • Friday · 55 min

    Ted Oakley: This Cycle Is Ending, I’m 50% in Cash and Treasuries

    Ted Oakley of Oxbow Advisors expects interest rate cuts by mid-2027 as the economy slows, and says gold will like that. But after gold jumped more than $100 on the midterm vote, he's cutting gold miners, he's out of silver, he's selling Google and Microsoft, and he's holding about half his clients' money in cash and Treasuries. Oakley, who has managed money through every cycle since the 1970s, says we're at the end of this cycle and expects weakness for most of 2027. He explains why the "just buy the S&P 500" approach is coming to an end, why commodities are signaling a slowdown, why he sold 20% of his top energy winners, and why he's moving that money into 3- to 5-year Treasuries. He also lays out how he'd invest $1 million in cash right now, why he says the US can't pay off its $40 trillion debt, and the biggest mistake he sees investors over 65 making. His new book with Chance Finucane, Asleep at the Wheel, is due out in early January. Recorded November 4 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Oxbow Advisors on X: @Oxbow_Advisors (https://twitter.com/Oxbow_Advisors) CHAPTERS 00:00 Midterm vote: gold, the dollar and stocks react 01:00 Is the market reading the election right? 02:00 "End of this cycle" and a weaker 2027 04:19 Stagflation? Why he expects rate cuts by mid-2027 05:43 The 1929 and 1999 stock market signal 07:09 The top 20 stocks are weakening too 08:49 "Just buy the S&P 500" is coming to an end 10:12 Sell the Nasdaq bounce 10:56 Gold vs. gold miners: why he cut the miners 15:37 Central banks buying, who's selling gold 16:41 Why he's out of silver, and the 18-month wait 18:59 Copper peaked, short uranium 23:13 How to value a gold miner now 24:16 The gold stocks he never sells 25:13 Energy: selling 20% of his top winners 27:01 Where the money goes: 3- to 5-year Treasuries 28:03 When markets fall hard, gold falls too 28:39 Oil, pipelines and the long-term case 30:00 Is this the 1970s? 31:11 How much is in Treasuries now 32:04 Corporate bonds and munis 33:02 Why you need safe money now 34:03 Big tech: just a bounce, selling Google and Microsoft 36:55 Is 4% cash losing to inflation? 39:00 The 30-year Treasury and financial repression 40:16 The debt ceiling, the dollar and gold 41:04 $2 trillion deficits: "never had the guts" 41:38 Housing is stuck 42:44 Is the consumer cracking? 44:21 Lightning round: gold, silver, oil, Bitcoin 49:46 $1 million in cash: only 20% in stocks 52:24 The biggest mistake: too much stock for your age 53:39 The consistency story #gold #stockmarket #interestrates __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Wednesday · 20 min

    Gold’s Biggest Bull Market Yet Isn’t Over | Brien Lundin

    On a day gold dropped hard, the man who runs the New Orleans Investment Conference says the bull market is far from over. Brien Lundin calls this “another major secular bull market for gold,” and he expects it to be “the biggest and the best” yet, after 45 years of ever-easier money and mounting debt. Speaking with Kitco News anchor Jeremy Szafron, the Gold Newsletter editor says gold is “the piggy bank” in a margin call, broken open when investors suddenly need cash. The first 18 months of this bull market were driven by almost relentless central bank buying, he says, and the stomach-churning swings arrived only once Western traders piled in. If the selloff ever turns into a crisis on the scale of 2008 or COVID, he expects the policy response to be many times larger than the last. With cracks showing in the AI trade, Lundin warns that bubbles don’t deflate gradually. Still, he expects gold to find a low and rebound, likely reaching the high $4,000s by next year. He says the first mistake newer investors tend to make is selling in a panic, and he explains how tax-loss selling and jurisdiction risk could shape the junior mining market in the months ahead. This interview was recorded on Oct. 30, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Brien Lundin on X: @Brien_Lundin (https://x.com/Brien_Lundin) 00:00 Welcome Back to New Orleans 00:35 The Mood in a Gold Room on a Down Day 01:38 When the AI Bubble Cracks, Metals Sell Too 02:47 The Biggest Gold Bull Market Yet 04:00 Gold as the Piggy Bank in a Margin Call 05:30 Where We Are in the Junior Mining Cycle 06:44 The AI Bubble and How It Bursts 08:05 Junior Picks: Set-and-Forget vs Speculation 09:57 Jurisdiction Risk vs Geology 11:09 Seasonality and Tax Loss Selling 12:20 What to Look for in Royalty Companies 13:32 52 Years of the Conference, From Blanchard to Thatcher 15:25 The Debasement Trade Crowd and First-Time Buyers 17:21 The Biggest Mistake New Investors Make 18:44 Gold in the High $4,000s a Year From Now 19:49 Closing Thoughts #Gold #Silver #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 Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Wednesday · 25 min

    The World’s Biggest Uranium Producer May Ship Little to the West, Says Scott Melbye

    Uranium stocks have been sold off alongside AI stocks, but Scott Melbye says the case for uranium doesn’t depend on a single new data center. With 440 reactors running worldwide and 70 more under construction, he sees a 1.7 billion pound deficit over the next 20 years, and he calls the gap between those fundamentals and share prices “an incredible dislocation.” At the New Orleans Investment Conference, the executive vice president of Uranium Energy Corp and CEO of Uranium Royalty Corp tells Kitco News anchor Jeremy Szafron that the inventories that once tamed price spikes are gone. The next pound now has to be mined, and utilities still haven’t contracted enough to cover what’s coming. Meanwhile, Russia controls half of Kazakhstan’s output, and Melbye says there’s no chance the U.S. ban on Russian uranium, fully in effect in 2028, gets waived. New buyers are lining up. Defense planners are seeking 4 million pounds a year of U.S.-origin uranium starting in 2030, and Big Tech is spending billions to restart shuttered reactors. Melbye calls American uranium “Louis Vuitton,” not Coach, and says small modular reactors have moved from concept to construction. Nuclear power, he adds, enjoys rare support from both parties. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Learn more about Uranium Energy Corp: https://www.uraniumenergy.com/ Learn more about Uranium Royalty Corp: https://www.uraniumroyalty.com/ 00:00 Welcome to the New Orleans Investment Conference 2026 00:47 Uranium Stocks Trade in the AI Basket 02:26 Critical Mineral Status and 4 Million Pounds a Year of Defense Buying 04:30 Utilities Face a Long-Term Contract Crunch 06:41 Lessons From the 2006 Cigar Lake Flood and Kazakhstan’s Pivot East 12:08 The Russian Uranium Ban Hits in 2028 13:48 The Premium on US-Origin Uranium 14:54 Closing America’s Uranium Conversion Gap 16:41 Uranium Demand Without the AI Hype 19:35 Royalty Financing for the Next Generation of Mines 20:58 Uranium 101 for New Investors 22:08 SMRs Move From Concept Car to Showroom 23:49 Nuclear’s Bipartisan Support and Closing Thoughts #Uranium #NuclearPower #Energy __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Wednesday · 34 min

    Gold Got Dumped for Cash, That’s Exactly Why You Own It | Adrian Day

    Gold fell back under $4,000 as AI stocks slid, and Adrian Day says that’s the metal doing its job. When markets crack, investors raise cash, and gold is one of the things they always sell. “That’s exactly what you own gold for,” says the chairman and CEO of Adrian Day Asset Management. At the New Orleans Investment Conference, Day tells Kitco News anchor Jeremy Szafron he sees strong support near $3,650 and doesn’t expect a V-shaped recovery, but he remains “extremely bullish” on the fundamentals. He points to past market shocks, from 1974 to 2008, after which he says gold and gold stocks returned 50% to 100% within 12 to 18 months, and to clients he has seen sell out and never get back in. The miners, he argues, are in the best shape they have ever been, with margins wide enough to absorb rising diesel costs and cash flow growing faster than any other S&P sub-sector over the past three years. For anyone who already owns some physical gold, he thinks the stocks are the better buy today, and he expects generalist money to return once the S&P 500 falls for a few months in a row. After the reported hack of crypto exchange Binance, he also makes the case that physical gold “can’t be hacked.” This interview was recorded on Oct. 30, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Learn more about Adrian Day: https://adriandayassetmanagement.com/ 00:00 Welcome to the New Orleans Investment Conference 2026 00:55 $1,650 Costs and Diesel Hedges at the Big Gold Miners 02:12 Waiting for the War to End Before Buying Oil, and the SPR Refill 03:58 Which Miners Are Most Exposed to Diesel 05:08 Gold’s Drop Below $4,000 and Liquidity Selling 07:09 Royalty Companies Hold Up Better 09:01 Buy the Dip or Wait on Gold 10:32 Staying Invested Through Gold Volatility 13:51 Under-the-Radar Junior Ideas 15:11 The Uranium Price and Stock Disconnect 17:35 The Binance Hack and the Case for Hard Assets 18:43 Physical Gold vs Gold ETFs 19:56 What Brings Money Back to Gold, and Value Overseas 22:54 Cash, Treasuries and Buybacks vs Dividends for Miners 25:55 Day’s Rules for Selling a Gold Stock 28:08 From the LSE to Gold, and the Speed Round 31:01 Midterms, Windfall Taxes and Mine Permitting 32:43 Gold Miners Lead the S&P in Cash Flow Growth #Gold #GoldStocks #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 Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Wednesday · 21 min

    ‘Credit Is Breaking’: Danielle DiMartino Booth on the Margin Call That Hit Gold

    The AI boom is carrying the U.S. economy, but Danielle DiMartino Booth says it’s leaving most households behind. By her count, more than 100% of GDP growth is now coming from the AI trade, and without it the economy “looks kind of like an EKG that flat lines.” Families, she says, are spending what they have on rent, healthcare, gas and groceries. The former Dallas Fed adviser, now CEO and chief strategist of QI Research, tells Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference that gold’s Oct. 30 drop alongside tech stocks “tells you margin call.” In a credit upset, she argues, precious metals are one of the few places to hide. She sees the cracks forming in credit first, from a private credit market she calls a “black box” to the 82% of hyperscaler debt she says sits off balance sheets, and she puts the bankruptcy cycle at recessionary levels. She also questions who Fed Chair Kevin Warsh is making policy for, faulting him for citing jobless claims that capture only one in four unemployed Americans. In her view, the sources of inflation are shrinking, not spreading. This interview was recorded on Oct. 30, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Danielle DiMartino Booth on X: @DiMartinoBooth (https://x.com/DiMartinoBooth) 00:00 Welcome Back to New Orleans 01:07 The AI Boom vs Shrinking Paychecks 03:01 Fed Hawks vs a Rallying Bond Market 05:11 Kevin Warsh and the Fed’s Family Fight 06:48 How Families Are Coping With Rising Costs 10:09 Inside the Private Credit Black Box 12:21 The End of Extend and Pretend 14:22 Recession Radar and the Jobless Claims Problem 16:19 Margin Calls Hit Gold and Silver 18:19 Stage Preview and Closing Thoughts #Gold #FederalReserve #Economy __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Tuesday · 40 min

    Frank Giustra: Gold Will Be ‘Very Volatile’ but He’s Not Selling

    Frank Giustra has a simple test for giving up on gold: give him “world peace, honest politicians, and benevolent bankers.” The Lionsgate founder, who helped turn a tiny company into Goldcorp when gold sat under $300, tells Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference that we’re getting none of the three, and his gold thesis still holds. Giustra says central banks are slowly replacing dollars with gold, building a floor under the price that won’t go away. What’s missing, he says, is the crowd. He sees no “Lamborghinis in the driveway” and none of the frenzy of the 2003 to 2008 run, when he was doing a deal almost every second day. The Fiore Group CEO also warns that oil could go a lot higher if the U.S.-Iran conflict escalates, with Brent already above $110. As diesel costs squeeze the miners, he expects the majors will eventually have no choice but to buy juniors, including those holding big copper deposits. He also shares the lessons behind his new memoir, The Money Dilemma, out Nov. 3. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Frank Giustra on X: @Frank_Giustra (https://x.com/Frank_Giustra) 00:00 Welcome to the New Orleans Investment Conference 2026 01:00 $110 Brent and the Risk of Another Strike on Iran 04:34 Behind the Scenes of US-Iran Diplomacy 05:53 Who Profits From War and What It Means for Gold 08:10 The Ego Trap That Keeps Wars Going 09:19 The Midterms and the Political Fallout Ahead 12:18 Rising Diesel Costs and Gold Mining M&A 15:25 Copper’s Supply Deficit and Billion-Ton Juniors 16:49 Colombia’s New Government Courts Mining 18:37 Gold Under $300 in 2001 and the Goldcorp Story 21:19 No Retail FOMO in Gold Stocks Yet 22:39 Retiring at 39, Then Bre-X 23:46 Tough Love From a Sudbury Miner Father 25:26 The Money Dilemma Explained 26:38 Finding Purpose Through Philanthropy 27:41 Wealth Concentration and Social Unrest 30:05 Five Secrets to a Balanced Life 32:34 Pitching Gold at $4,000 Like a Movie 35:08 Buy and Build, the Goldcorp Formula 36:47 The Hardest Chapter to Write 39:11 Lionsgate, Cash Flow and Closing Thoughts #Gold #Copper #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 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.

    • Transcript
  • Tuesday · 35 min

    Most of His Net Worth Is in Gold, Here’s Why Mine Builder Bob Quartermain Is Still Bullish

    Gold fell back below $4,000 on Oct. 30, and Robert Quartermain has weathered drops like this before. He started in the business when gold was $140 an ounce, and he says the industry’s discipline means producers are still making money at today’s prices, with costs around $1,600 to $2,000 an ounce. At the New Orleans Investment Conference, the veteran mine builder tells Kitco News anchor Jeremy Szafron that gold is “still a small trade,” so short sellers and liquidity squeezes can knock it down fast. The fundamentals haven’t changed, he argues, with central banks still buying and gold still flowing into China. Most of his own net worth is tied to gold, and he says there’s “a point where even I start buying physical gold back again.” An honorary colonel in the Royal Canadian Air Force, Quartermain also explains why North America’s critical minerals gap is in refining, not mining, and how China built that choke point over the past two decades. Gold is critical in every phone and server, he notes, but it’s missing from NATO’s list of defense-critical materials because it’s so abundant. For the first time in his 50-year career, he adds, politicians are talking about the need for these metals. Disclosure: Robert Quartermain is co-chair of Dakota Gold, the sponsor of this coverage. This interview was recorded on Oct. 30, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Dakota Gold on X: @DakotaGoldCorp (https://x.com/DakotaGoldCorp) 00:00 Welcome Back to New Orleans 00:39 Gold Below $4,000 and Industry Discipline 03:33 Investor Sentiment on a Volatile Day 04:34 Rare Earths, China and Military Supply Chains 09:26 South Dakota and the Homestake District 13:25 Permitting on Private Land and a 2029 Target 15:14 The Richmond Hill Study 16:31 Scaling Up Production 17:56 Building Instead of Selling 19:44 High-Grade Drilling at Maitland 21:45 Financing a Mine While Limiting Dilution 23:23 What Separates Mines That Get Built 25:15 The Hemlo Turnaround 28:13 Diesel Costs and Mining Margins 29:41 Handing Over the CEO Role 31:25 From Air Cadet to Honorary Colonel 32:42 Gold’s Long-Term Thesis 34:45 Closing Thoughts #Gold #Mining #CriticalMinerals __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Tuesday · 23 min

    Gold’s 30% Drop Matches 2008, but a Bottom Is Near | Tavi Costa

    Taken as one sector, gold miners would have the cleanest balance sheets in the stock market, says Tavi Costa, yet mining makes up less than 1% of it. The founder and CEO of Azuria Capital calls this pullback “one of the most compelling windows of opportunities” he has seen this cycle, and with gold down about 30% by his count, he thinks “we’re closer to the bottom.” Speaking with Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference, Costa points to free cash flow yields near 10% and bank models that still value the miners on $3,000 to $3,500 gold. Plug in a higher long-term price, he argues, and the whole industry gets re-rated. He is especially drawn to silver miners, some holding 10% to 15% of their market cap in cash, and he sees resources as the new moat in a world AI can disrupt, calling mining “the best AI trade.” Costa also sees AI spending as a wartime race with China, expects a 2000-style rotation out of tech, and says the Fed will probably have to lower rates again once higher borrowing costs start causing problems. He explains how gold could reach multiples of today’s price if Treasuries were ever backed by gold at past levels, and he warns sound money investors that when the run finally comes, the industry’s biggest enemy may be their own discipline. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ 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) 00:00 Gold Miners Have the Cleanest Balance Sheets in the Market 01:38 AI Bubble or Wartime Spending Race With China 03:36 Bank Models Still Price Gold at $3,500 05:46 Miner Fatigue and Cash-Rich Silver Companies 07:19 The Macro Setup for a 12 to 24 Month Miner Trade 09:04 Rising Rates, Credit Spreads and the Rotation Out of Tech 12:09 Resources Are the New Moat in an AI World 15:42 Gold and Silver Producers vs Copper on Valuation 18:22 The Miners’ Biggest Enemy Is Their Own Discipline 19:33 $40 Trillion in Treasuries and the Gold Backing Chart 20:48 Brazil’s Selloff and Emerging Market Valuations 22:49 Closing Thoughts #Gold #Silver #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 Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Tuesday · 24 min

    You Feel Poorer Because You Are, Measured in Gold | Dominic Frisby

    Measured in dollars, America keeps getting richer. Measured in gold, Dominic Frisby says it has been getting poorer for 50 years, with output per person down roughly 57% since 1975 by his math. “If you use gold, it tells the truth, but politicians don’t like the truth,” says the author of The Secret History of Gold. Speaking with Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference, the founder of The Flying Frisby sees gold treading water for a few more months before clearing $5,000 next year, much like the sideways stretch after 2006 that came before new highs in 2008. By the end of the decade, he targets $7,000 to $10,000. For now, oil is the trade he likes. He thinks crude could reach $150 “quite easily,” and he warns that $150 oil played an often overlooked role in the 2008 financial crisis. Frisby says the era of cheap money is over for households and governments alike. The payment on his own mortgage nearly quadrupled, and next year Britain will spend as much on debt interest as on education, with long-term gilts at 6%, he says. He keeps as little as possible in sterling and warns that money in the bank isn’t really yours as Britain’s tax authority gains the power to pull funds straight from accounts. When the money printer returns, he expects gold stocks to outrun Bitcoin. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Dominic Frisby on X: @DominicFrisby (https://x.com/DominicFrisby) Check out Dominic Frisby's Substack: (https://www.theflyingfrisby.com/) 00:00 Welcome to the New Orleans Investment Conference 2026 02:12 US Output per Person Down 57% in Gold Since 1975 05:04 Debt Interest Rivals Government Budgets as UK Gilts Hit 6% 07:35 The Case for $150 Oil and Energy Stocks 11:45 When the Taxman Can Take Money From Your Bank Account 14:25 Losing to Inflation on Savings and Where to Hold Wealth 16:13 The End of Cheap Money for Housing and Stocks 19:20 Gold Sideways Until Next Year and Copper’s Entry Point 20:57 Gold vs Bitcoin When the Money Printer Returns 22:18 Gherkins, the Budget and Closing Thoughts #Gold #Oil #Inflation __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Tuesday · 34 min

    Gold Fell Below $4,000 Because It’s Treated ‘Like an AI Stock,’ Says Peter Boockvar

    Peter Boockvar says the S&P 500 has become "one idea," and that idea is AI. The chief investment officer at OnePoint BFG Wealth Partners and editor of The Boock Report tells Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference that investors should be "reassessing their exposure," because the market is "very much riding on one idea." Boockvar says gold's drop below $4,000 on Oct. 30 looked like forced selling, with gold trading in a "very unusual tight correlation" with the S&P 500. Gold "is treated like an AI stock today, which it's not," he says, and the two big headwinds for gold this year, rising real rates and a strong dollar, are starting to shift. He argues the AI trade now matters to the Fed's December decision, calls the September hike "a tweak," and urges investors not to make buy and sell decisions based on what they think the Fed will do "to save the day." He also covers what's hiding inside 3.4% GDP growth, Big Tech's cash burn, why Japan matters for U.S. yields, France's bond stress, who is buying record U.S. Treasury issuance, why the deficit could widen sharply if the AI trade cracks, whether 60/40 works again for retirees, and why he still likes energy stocks. Read The Boock Report: https://peterboockvar.substack.com This interview was recorded on Oct. 30, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow) Follow Peter Boockvar on X: @pboockvar (https://twitter.com/pboockvar) 0:00 Big Tech's $900B Loss and Gold's Drop 0:56 Why the AI Trade Now Matters to the Fed 3:37 Will the Fed Hike in December? 5:19 Don't Count on the Fed to Save the Day 6:20 What's Hiding Inside 3.4% GDP Growth 7:38 Warsh's Fed and the "Wrong Reason" to Sell Gold 9:52 What Has to Happen for Gold to Turn 11:50 Why Gold Is Trading Like an AI Stock 12:58 Big Tech's Cash Burn and the AI Dominoes 17:29 The Non-AI Trade 19:12 Is Your Retirement Fund Riding on One Idea? 20:01 Fewer Fed Votes, and Does Politics Reach the Fed? 21:17 Why Japan Matters for Your Interest Rates 23:30 France and the Next Bond Scare 26:25 Who's Buying America's Debt, and a 10% Deficit Risk 28:48 What Gold Does If Bond Buyers Stop 29:37 Does 60/40 Work Again for Retirees? 30:50 The Mood at the New Orleans Conference 31:50 Gold Stocks, Margins and Diesel Costs 33:21 Why He Still Likes Energy Stocks 34:10 Wrap-Up #Gold #StockMarket #AIStocks __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • Tuesday · 30 min

    Not ready for gold stocks, buying uranium instead - Lobo Tiggre

    Lobo Tiggre sold most of his gold and silver stocks early this year and was sitting on more cash this summer than at any point in his career. Now the editor of The Independent Speculator is buying again, and it isn’t gold stocks. He says “the most compelling opportunity is hands down uranium.” At the New Orleans Investment Conference, Tiggre tells Kitco News anchor Jeremy Szafron that uranium stocks are trading as though the metal had collapsed, while the long-term contract price, which he calls the real market, keeps rising. He traces the selloff to investors who bought uranium as an AI trade and to tax-loss selling that started early, and he sees it as a gift. Either he’s missing something, he says, or “the market is making a mistake.” Gold stocks aren’t on his buy list yet, but when they are, he plans to lean heavy into silver, which he expects to rebound harder than gold. He also explains how the opposite swings in oil and copper could hand him his next entry, and which plain questions can expose a weak company on the conference floor. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Lobo Tiggre on X: @duediligenceguy (https://x.com/duediligenceguy) 00:00 Welcome to the New Orleans Investment Conference 2026 00:41 Silver Tracks Gold and the Plan to Lean Heavy Into It 01:44 From 80% Cash to Mostly Uranium as the Stocks Sell Off 04:11 Blue Chips on Sale and Making Cash Work While You Wait 06:37 Diesel Costs at the Miners and a Higher-for-Longer Oil Thesis 09:44 The Copper and Oil Tug of War 12:02 The AI Selloff Gift and Kazakhstan’s Acid Squeeze 14:56 A Disciplined System for Buying and Selling 16:02 Buying in Tranches the Doug Casey Way 17:30 When Averaging Down Makes Sense 18:57 Holding Cash Without FOMO at $4,000 Gold 21:01 The Uranium Spot Price Snapback Setup 23:22 Timing Mining M&A 24:31 Red Flags on the Conference Floor 27:49 Tax Loss Season Tactics 29:47 Closing Thoughts #Uranium #Silver #Gold __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 30 · 24 min

    The Man Who Said Sell Gold in 1980 Has a New Warning | Mark Skousen

    In 1980, Mark Skousen told investors to sell their gold and silver. Now the Chapman University economics professor says the U.S. has entered “an era of permanent inflation,” yet he calls himself one of the few people at the New Orleans Investment Conference “who’s rather cautious” on the metals. Skousen, a former CIA economist and founder of FreedomFest, tells Kitco News anchor Jeremy Szafron he’s convinced Fed Chair Kevin Warsh wants to be another Paul Volcker. With Warsh focused on the money supply, Skousen sees a December rate hike as a real possibility. He warns that real interest rates running above inflation are “not good for gold or silver,” and he weighs in on whether $50 still holds as a floor for silver. On the economy, Skousen says “AI is bailing us out,” but he warns the U.S. is headed for a monetary crisis as interest on the national debt keeps climbing. He also explains why he now prefers a royalty company and dividend-paying stocks over miners and bonds, and shares his ancestor Benjamin Franklin’s view on paying off the national debt. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Mark Skousen on X: @MarkSkousen1 (https://x.com/MarkSkousen1) 00:00 Welcome to the New Orleans Investment Conference 2026 00:50 Reaganomics and the 1980 Call to Sell Gold and Silver 02:48 Inflation in the 1970s vs Today 05:07 Volcker’s 21% Rates and the Warsh Test 06:14 3.4% GDP Growth and the AI Business Spending Boom 08:57 The Era of Permanent Inflation and a December Hike 10:10 $100 Oil and the Fed’s Rate Hike Risk 11:30 Business Spending, Technology and Supply-Side Growth 13:02 Politics, Polling and Prediction Markets 14:06 Silver’s $50 Floor and Copper’s All-Time Highs 15:31 Save Young, Spend Old and the Coming Debt Crisis 18:01 Ben Franklin, Thrift and the National Debt 19:30 Warsh, Tight Money and the AI Bubble Debate 21:56 Dividend Stocks Over Bonds 23:04 Closing Thoughts #Gold #Inflation #Silver __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 22 · 54 min

    Why He Puts 10% of What He Makes Into Physical Gold | George Gammon

    George Gammon puts 10% of what he makes into physical gold and says he never plans to sell it. He also says "set it and forget it" investing is over for your 401(k). The Rebel Capitalist host tells Kitco News anchor Jeremy Szafron why the world can't quit the dollar, even as Gulf allies ask Washington for dollar swap lines, and why central banks are buying gold to guard against counterparty risk, not inflation. Central banks bought 289 tonnes in the second quarter, a record for any second quarter, according to the World Gold Council. With gold about 26% below its January record, Gammon said he would be "quite surprised" if it were below $5,000 or $6,000 in three to five years. He also explains the 200-day moving average strategy he's testing for paper gold in a 401(k), why he says Treasury yields follow nominal GDP rather than the national debt, and why he calls the AI boom "selling $20 bills for 10 bucks." This interview was recorded on Oct. 21, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow George Gammon on X: @GeorgeGammon (https://twitter.com/GeorgeGammon) CHAPTERS 00:00 Gulf Allies Ask Washington for Emergency Dollars 01:00 The Petrodollar Is a Sideshow, Dollar Debt Is the Main Event 02:16 Why Every Dollar Loan Creates Future Dollar Demand 03:33 FX Swaps and $80 Trillion in Hidden Dollar Debt 04:43 The Mortgage Analogy, Toyota and the Yen at 160 06:49 Fed Swap Lines and Gulf Dollar Requests 10:41 Why Treasury Yields Follow Nominal GDP 13:50 Why Central Banks Keep Buying Gold 16:59 Counterparty Risk in Your Own Gold 18:34 10% of His Income Goes Into Physical Gold 21:39 A 200-Day Moving Average Rule for Gold Bear Markets 24:37 Central Banks, Not Retail, Drive Gold, and His 3-to-5-Year View 25:25 The Moment Gammon Stopped Believing the Money Multiplier 28:35 Why He Says Debt Isn't Driving Treasury Yields 30:59 France at 5% vs. China at 1.7% 32:01 China's Real Estate Bust 34:30 He Retired in 2012 and Bought When Everyone Said He Was Crazy 35:25 China's $1.2 Trillion Surplus and Where the Fear Is Now 37:43 Selling $20 Bills for $10: AI Demand Isn't Profit 41:52 2008 Lessons and the Difference Between a Crash and a Reset 46:06 Why 'Set It and Forget It' Is Over, and His Hedged Trade 48:50 His 5% Rule for Cutting Losses 49:39 Non-Farm Payrolls Are the Key Warning Light 51:14 Every Portfolio Starts With Your Goals 53:27 Final Thoughts and New Orleans #GeorgeGammon #Gold #401k __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 22 · 56 min

    Gold Could Fall Back to 2015 Levels Before Its Biggest Rally Ever, Harry Dent Warns

    Harry Dent is selling his own home and owns zero gold. The economist and founder of HS Dent tells Kitco News anchor Jeremy Szafron why he believes home prices may not recover in our lifetime, why gold could fall back to 2015 levels before its biggest rally ever, and why stocks could drop 54% when the bubble bursts. Dent calls this "the greatest bubble in history," and he says stocks, real estate, gold and silver all inflated together. He explains why long-term U.S. Treasuries are the only safe haven he wants to own, why he plans to short the first leg of a stock market crash with a triple-leveraged fund, and why he expects a decade of deflation. He also explains why baby boomers selling their homes could weigh on real estate for decades, and why he sees India as "the next China." The conversation comes as contracts to buy existing homes fell to the lowest level since records began in 2001, according to the National Association of Realtors, and as hedge funds cut tech stocks at the fastest pace in Goldman Sachs data going back to 2016. This interview was recorded on Oct. 20, 2026. SPONSORED BY KALSHI Trade the first CFTC-regulated gold and silver perpetuals in the U.S., 24/7, with no expiration date. Exclusive Kitco offer: trade $50 and get $25 free with code KT2026. (https://kalshi.com/p/KT2026) Availability varies by jurisdiction. Not available in Canada. Offer terms and eligibility apply. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Harry Dent on X: @HarryDentjr (https://twitter.com/HarryDentjr) CHAPTERS 00:00 Why Dent Thinks the Market Bubble Is Starting to Burst 04:11 Why Dent Says the "Smart Money" Is Exiting 07:43 Dent's "Crash of a Lifetime" Warning 10:20 Why Dent Prefers Long-Term U.S. Treasuries 13:05 Bond Market Warnings and the "Everything Bubble" 18:52 Why Dent Says Gold Won't Be a Safe Haven 21:32 China's Property Bust and Why Dent Says U.S. Housing Is Next 27:53 Why Home Prices May Not Recover, and Which House to Sell 32:10 Deflation, Mortgage Rates and Housing Prices 36:16 Puerto Rico and Where Dent Would Ride It Out 39:50 Aging Costs and America's Broken Promises 43:23 Can the Fed Stop Dent's Predicted Crash? 48:43 Dent's Portfolio: No Gold, Treasuries and an India Bet 51:20 Why Gold Gets Its Biggest Rally Ever 52:22 How Dent Plans to Short the First Leg Down #HarryDent #Gold #HousingMarket __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 20 · 46 min

    ‘I Got Out of My Bank Stocks’: Why a Former Fed Insider Is Betting on Gold

    Is your pension or annuity exposed to private equity? Former New York Fed insider Christopher Whalen tells Kitco News anchor Jeremy Szafron why he’d get that money out if you can, and why he sold his own bank stocks to lean on gold and silver. Whalen, chairman of Whalen Global Advisors, former head of research at Kroll Bond Rating Agency and editor of The Institutional Risk Analyst, says private equity investors are “entirely beholden to the manager” for what their holdings are worth. He also says private credit funds buying up insurers should worry anyone who owns an annuity. His first question for every annuity holder is simple: what’s the insurer’s rating? He explains why he bought puts on consumer lenders as he expects more missed payments. He also calls gold and silver an “asymmetrical trade” as central banks shift toward gold. For a retired couple, he suggests focusing on income first and holding about 5% to 10% in a gold ETF. On the economy, Whalen explains how the AI borrowing boom helped push up bond yields, and why he thinks the Federal Reserve will have to return to QE and buy Treasuries again. He warns food prices could get “much higher” as farmers struggle to afford fertilizer, and he doesn’t expect 5% mortgage rates to come back. This interview was recorded on Oct. 19, 2026. Correction: At about 27:35, Jeremy says the Mortgage Bankers Association expects mortgage rates to fall about 5% in 2027. He meant mortgage lending, which the MBA expects to fall about 5% to below $2 trillion. Subscribe to Kitco News. We’re going to keep following who gets stuck with the bill. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Christopher Whalen on X: @rcwhalen (https://twitter.com/rcwhalen) CHAPTERS 00:00 Private Equity “Forever Funds” and Pension Risk 03:43 Continuation Funds: When to Ask for Your Money Back 06:06 Annuities, Insurer Ratings and Private Credit Risk 09:28 AI Circular Financing and Data Center Bottlenecks 13:25 AI Dip Buying and Wall Street Conflicts 17:19 How AI Borrowing Is Hitting the Bond Market 19:32 Fed Hikes, Food Prices and a Return to QE 22:53 Why an AI Unwind Could Pull Rates Lower 24:26 Mortgage Rates and Whalen’s Floating-Rate Strategy 27:46 Mortgage Industry Shakeout and Buyer Leverage 31:04 Deficits and Hard Assets 32:02 Why Whalen Sold His Bank Stocks 34:01 Why Whalen Is Shorting Consumer Lenders 36:45 Why Central Banks Are Shifting Toward Gold 39:03 Mining Stocks: Why Whalen Prefers ETFs 40:36 Gold as the “One Measure” of Inflation 43:58 How Much Gold Whalen Would Hold in Retirement #PrivateEquity #Gold #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 16 · 57 min

    Stock Market Crash Risk Changed in Just 3 Days, Peter Grandich Says

    Peter Grandich tells Kitco News anchor Jeremy Szafron gold may need one more brief drop under $4,000 to set up the strong bottom it needs, then a run toward record highs in 2028. Gold bugs, he says, won’t like the first part. Grandich, who says he sold his gold before this year’s drop, explains why he changed his mind on a stock market crash in the last three days and why a 10-year Treasury yield above 6% would signal a financial crisis. He also says copper could hit $7 before 2027 and calls Canadian mining a lifetime opportunity. Plus: his “Riverboat Pete” shopping list, why he’s waiting on uranium, and the lesson that cost him millions. This interview was recorded on October 8, 2026. SPONSORED BY KALSHI Trade the first CFTC-regulated gold and silver perpetuals in the U.S., 24/7, with no expiration date. Exclusive Kitco offer: trade $50 and get $25 free with code KT2026. (https://kalshi.com/p/KT2026) Availability varies by jurisdiction. Not available in Canada. Offer terms and eligibility apply. Follow Jeremy Szafron on Twitter: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on Twitter: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Peter Grandich on Twitter: @PeterGrandich (https://twitter.com/PeterGrandich) Chapters: 00:00 Why He Got Out of Gold Before the Drop 00:57 The Parabolic Move That Told Him to Sell 02:30 A Quick Dip Under $4,000 Would Set Up the Next Run 03:58 China Shops for Gold While America Shops on Credit 05:45 The Myth That Rising Rates Kill Gold 06:40 Who Really Sets the Gold Price Now 09:13 A Stock Market Crash Is No Longer Unlikely 09:57 The Market Is Weaker Than the Record Highs Suggest 11:30 When the Banks Turn Down, Trouble Follows 12:50 America May Struggle to Pay Its Interest in Years, Not Decades 14:08 Who Pays When the Bill Comes Due 16:42 The Lifetime Mining Opportunity He Sees in Canada 18:28 Private Credit Stress Is Spreading 21:22 What AI and Robotics Do to the Jobs Picture 22:53 Above 6% on the 10-Year Treasury Means a Crisis Has Hit 24:20 The Day Japan Has to Choose Itself Over U.S. Bonds 24:50 No Hike in October, One in December 27:15 Why He Sees a Major Food Crisis Risk 32:05 The Asset That Survives a Government That Wants More 34:00 Why Copper Could Hit $7 Before 2027 36:13 The Real Reason Miners Stay Cheap 43:00 Management Is the One Thing That Makes a Junior 47:30 Riverboat Pete’s Shopping List 49:02 The Lesson That Cost Him Millions, Twice 52:45 The Red Suit vs. the Angel #PeterGrandich #Gold #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 16 · 1 hr 1 min

    Big Banks Are Trying to Keep Gold ‘Under Control,’ Mario Innecco Says

    Inflation hit 3.7% in September, and gold and silver fell anyway. Social Security's 3.6% raise adds about $75 a month for the average retiree. Mario Innecco, host of maneco64 and a former London bond futures broker, says that won't keep up, and that big banks are trying to keep gold "under control." Jeremy Szafron asks Mario why gold is still above $4,000 with bond yields at multi-decade highs, whether you can trust the CPI, why he says bonds are becoming "certificates of confiscation" again, whether Fed Chair Warsh hikes before the midterms, how America could unlock about $1 trillion by revaluing its gold, what 1933 teaches about gold confiscation, the warning signs of a bank bail-in, and whether to own the miners or physical gold and silver. This interview was recorded on October 14, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Mario Innecco on X: @maneco1964 (https://twitter.com/maneco1964) CHAPTERS 0:00 Inflation Hits 3.7% and Gold Falls 1:20 Why Gold Fell on Hot Inflation 3:50 Is Someone Leaning on Gold and Silver? 6:10 Can You Trust the CPI? 10:50 The Zero Reserve Requirement 12:00 Social Security Raise: Who Loses First 15:40 Is the Fed Really Fighting Inflation? 19:00 Will Warsh Hike Before the Midterms? 21:50 What Would Crush Gold 24:00 5% Treasuries and the Bond Bear Market 27:40 Certificates of Confiscation 30:20 Inflating Away the $40 Trillion Debt 31:40 The Crack-Up Boom 34:30 Who Really Sets the Gold Price 36:00 Golden Week and the Bullion Banks 38:00 Why Silver Lags Gold 41:00 Revaluing America's Gold: $1 Trillion 44:40 Judy Shelton's Gold-Backed Bonds 47:00 1933 Gold Confiscation: Could It Happen Again? 49:20 A Reset Over a Weekend 51:20 Bank Bail-In Warning Signs 53:50 Miners or Physical Metal? 56:00 Gold and Silver Year-End Outlook 58:00 10 Minutes With Fed Chair Warsh Subscribe to Kitco News for daily gold, silver and macro. Live prices: https://www.kitco.com #gold #inflation #socialsecurity __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 16 · 33 min

    Hot Inflation Couldn’t Break Gold, What the Charts Say Comes Next | Gary Wagner

    Gold dropped as much as $82 on a hot inflation report, then erased almost the entire loss a day later. Gary Wagner of TheGoldForecast.com says that kind of snap-back is exactly what a bottom looks like, and his year-end model has gold climbing back above $5,000. Wagner takes Jeremy Szafron through the “engulfing bullish” pattern now sitting on the gold chart, the one candle that confirms it, and the single level that tears the whole thesis apart. He runs his Elliott Wave count from January’s record high through the correction, and pins down where his models put gold by year-end and into early 2027. He also returns to the $56 silver floor he called a month ago, reads what the gold-silver ratio is signaling, explains why a rising dollar and a 10-year yield near its highest since 2002 are the real threats to the rally, and points to a “price void” opening up in crude oil. After 40 years on the charts, he also says why he keeps stacking silver instead of selling. Recorded October 15, 2026. 00:00 Gold Whipsawed $80 After the CPI Shock 01:16 The Two-Day Pattern Flashing a Bullish Reversal 05:19 The One Candle That Confirms the Turn 08:03 Elliott Wave, and What It Says About Gold Now 13:59 His Model Puts Gold Back Above $5,000 by Year-End 14:50 Silver’s $56 Floor Held. What’s Next 18:06 The Gold-Silver Ratio and the Case for Stacking 20:35 A Rising Dollar Is the Real Headwind for Gold 29:09 The “Price Void” Setting Up in Crude Oil 30:37 What the Fed Does Next, and the Final Takeaways Follow Gary Wagner at (https://thegoldforecast.com) Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 16 · 39 min

    Prices Will Rise “Very Dramatically” as Living Standards Fall, Col. Douglas Macgregor Warns

    Col. Douglas Macgregor tells Kitco News anchor Jeremy Szafron that Saudi Arabia is "gonna go out of business," that a new commodity supercycle has begun, and that another U.S. strike on Iran would bring "years of scarcity" for oil and water across the Gulf. Macgregor, a retired U.S. Army colonel who fought in the Gulf War and advised the acting Secretary of Defense, breaks down the Houthi strikes on Riyadh and why he says Turkey and Pakistan won't fight Saudi Arabia's war, why the Navy can't secure the Strait of Hormuz, why refining is the real bottleneck for copper, rare earths and critical minerals, why he sees China as the real winner in the Gulf, and the diesel crunch behind Washington's Russian diesel deal. In a rapid-fire round, he forecasts $150 to $200 oil next year and $10,000 gold by 2029. This interview was recorded on October 13, 2026. Today's show is brought to you by Kalshi. Trade the first CFTC-regulated gold and silver perpetuals in the U.S., 24/7, with no expiration date. (https://kalshi.com/p/KT2026) Availability varies by jurisdiction. Not available in Canada. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Col. Douglas Macgregor on X: @DougAMacgregor (https://twitter.com/DougAMacgregor) 00:00 Seven Months Into the Iran War, and Oil Is the Weapon 01:17 The Strike on Riyadh and the House of Saud's Survival 03:07 Why the Old World Order Has Broken Down 04:00 A New Commodity Supercycle Has Begun 04:55 Why the Navy Can't Secure the Strait of Hormuz 06:43 How the Houthis Grew to as Many as 350,000 Fighters 09:09 Mining, Defense and the Push Away From China 09:50 Why AI Data Centers Need So Much Copper 10:40 The Refining Problem Nobody Talks About 11:40 The Debt Math He Says "Can't Be Done" 12:11 Where Oil Goes If America Joins the Houthi Fight 13:12 Why He Says China Wins the Gulf 16:20 The Food and Fertilizer Crisis Coming Next 17:00 Diesel Tops $6, and Washington Turns to Russia 17:40 Who's Winning the Sanctions War 19:50 Why Gold Has Soared Since 1971 20:46 Can Washington Get Out of the Gulf? 23:08 Rare Earths and Refining Are China's Real Leverage 25:13 A Third Carrier, the Midterms and the Iran Endgame 25:50 Strike Iran Again and the Gulf's Oil and Water Get Hit 29:54 Why the Navy Is Stretched to the Breaking Point 32:05 Is a Third Carrier a Show of Strength? 33:00 Rapid Fire: Oil to $200, Gold to $10,000, Saudi Arabia's Future 👉 Subscribe for daily gold, silver and macro from Kitco News. 📈 Live prices: https://www.kitco.com #DouglasMacgregor #SaudiArabia #Gold __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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  • October 7 · 1 hr 3 min

    Washington Could Default at 50 Cents on the Dollar: Gold Is the Only Hedge, Peter Schiff Warns

    Washington could default at 50 cents on the dollar, and gold is the only hedge against Treasuries, Peter Schiff tells Kitco News anchor Jeremy Szafron. Schiff, host of The Peter Schiff Show, says the 40-year bull market in bonds is over and rates could rise faster than they fell. He sees 9% mortgage rates possible by the first quarter of next year and a 30 to 50% drop in home prices nationwide, which he calls a bigger bubble than 2008. He explains the "fourth quadrant" of high debt and high interest rates, why he sees the way out as massive inflation or a restructuring, and why he calls rising bond yields "the most bullish thing that could happen to gold and silver." He also says why he holds a lot more of his own money in mining stocks than physical bullion, what a retiree living on Social Security and CDs should do now, and the one long shot that could save the debt. This interview was recorded on October 7, 2026. SPONSORED BY KALSHI Trade the first CFTC-regulated gold and silver perpetuals in the U.S., 24/7, with no expiration date. Exclusive Kitco offer: trade $50 and get $25 free with code KT2026. (https://kalshi.com/p/Kitco) Availability varies by jurisdiction. Not available in Canada. Offer terms and eligibility apply. 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) Chapters 00:00 Central Banks Keep Buying Gold, What Do They See? 00:48 Nobody Is Big Enough to Bail Out the US Government 02:47 Bonds Are 6 Years Into a 20-Year Bear Market 03:40 9% Mortgages and a 30 to 50% Drop in Home Prices 05:43 The Four Debt Quadrants and Why the Fourth Is Dangerous 10:04 Massive Inflation or a Default at 50 Cents on the Dollar 12:50 Bondholders Have Already Lost Half 13:58 Who's Holding the Bonds: Banks, Insurers and the Fed 15:49 Sell the Bonds, Buy Gold 19:21 The Social Security Time Bomb 24:20 The 70-Year-Old Saver: Buy Next Year's Groceries Now 26:09 Operation Twist Now, Money Printing Next 29:57 Big Tech Is Now Competing With Washington to Borrow 32:59 The Dollar's Strength Is an Illusion 34:55 Rising Yields Are the Most Bullish Thing for Gold 37:26 When the Gold Sellers Run Out 39:20 Why Russia Is Selling Its Gold 40:26 How Weaponizing the Dollar Backfired 42:05 Gold Back to $5,000, Faster Than Last Time? 43:11 Buy Bullion, Skip the Collectibles 44:12 Where Schiff Keeps His Own Money 45:37 Where the Real Upside Is in Mining Stocks 47:10 Silver's Breakout Is Bigger Than People Realize 47:50 Does It Matter Where the Mine Is? 49:05 Where to Store Your Gold 51:58 Why Schiff Expects Tax Hikes on the Wealthy 53:32 The One Thing That Could Save the Debt 55:50 The Biggest Threat to Your Retirement 57:40 His Fix: A Real 50 Cents Beats a Dollar Worth 20 Cents 59:15 Why Revaluing America's Gold Wouldn't Help #PeterSchiff #Gold #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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