Author: Kitco NEWS

Jeremy Szafron, Anchor of Kitco News, sits down with Clem Chambers, founder of anewfn.com, to navigate the latest market volatility and geopolitical risks. Chambers breaks down why the current oil spikes are tactical rather than a long-term strategic shift. He argues that the artificial intelligence boom is a foundational technological leap, akin to the steam engine, which will drive a massive global energy boom requiring all sources of power. The conversation explores the reality of European deindustrialization as surging energy costs hobble manufacturing in Germany and the UK. In the precious metals market, Chambers explains his thesis that gold is…

Is the final parabolic melt-up finally here? David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, joins Jeremy Szafron to break down the mechanics of the market’s “final blow-off” and the 80% deflationary bust he predicts will follow. As the S&P 500 pushes into record territory, Hunter explains why he believes we could see the market top as early as Labor Day. In this deep dive, we examine the hidden leverage in private equity, the potential for a $20 trillion Fed bailout, and why incoming Fed Chair Kevin Warsh is facing an “inflation bind” created by the AI infrastructure boom.…

▶️ Watch the original, full interview (Recorded April 11, 2025) here: In April 2025, when gold first broke above $3,250, and market stress was accelerating, Peter Schiff discussed the real-time analysis of a system under pressure. At the time, the United States and China had just escalated tariffs, the dollar was weakening, and gold was posting its strongest weekly gains since 2020. In this focused cut, Schiff explains why he believed the gold rally marked the beginning of a long-term shift in global capital flows. He breaks down why central banks were moving out of dollars and into gold, why…

Is the push for a digital dollar a necessary upgrade to protect America’s financial dominance, or is it laying the groundwork for financial surveillance? Former CFTC Chairman J. Christopher Giancarlo joins Kitco News Anchor Jeremy Szafron to cut through the noise on the future of your money. In this exclusive interview, Giancarlo explains why traditional U.S. banks are using their lobbying power to slow down stablecoin innovation, the reality of Central Bank Digital Currencies (CBDCs) acting as potential tools for government repression, and why he believes the U.S. must encode privacy rights into digital money to maintain global dominance. We…

Jeff Weniger, Head of Equity Strategy at WisdomTree, joins Kitco News Anchor Jeremy Szafron to break down the extreme volatility in the precious metals market and explain why holding zero percent in gold is a massive portfolio risk. Weniger analyzes the lagged effect of Federal Reserve policy, noting that “Jay Powell gave a gift to precious metals” 19 months ago, and explains why that liquidity is still fueling risk assets today. The discussion covers the 78 percent surge in Chinese silver imports, the resilience of the consumer against $106 oil, and why the recent breakout in copper signals global economic…

With gold holding firmly above $4,700 an ounce and silver breaking into the $80 to $85 range, Pierre Lassonde returns to Kitco News to explain the architecture of the new bull market. The Canadian Mining Hall of Fame inductee and resource sector pioneer breaks down his $17,250 gold target, highlighting the striking parallels between the late 1970s and today’s macroeconomic environment. Lassonde details how $40 trillion in U.S. debt and persistent deficits are forcing a fundamental shift in the global financial architecture. He explains why central banks are relentlessly diversifying away from the U.S. dollar, driving physical price discovery to…

In this exclusive for Kitco News, Anchor Jeremy Szafron sits down with Fr. Emmanuel Lemelson, Chief Investment Officer at Lemelson Capital Management, to dissect a global market he describes as ‘detached from reality’. Following a historic $36 intraday swing in oil, Lemelson warns that the current volatility is merely a ‘tremor before the major earthquake’. Fr. Lemelson challenges the core thesis of the ‘gold bugs,’ arguing that while trust in fiat is breaking down, gold is not a guaranteed sanctuary. He posits a sobering geopolitical reality: in a global crisis, ‘it’s the guy with the biggest military that’s gonna take…

Global markets are navigating a high stakes tug of war today. Following an address to the nation where President Trump signaled harder strikes against Iran, reports have surfaced that Iran and Oman are drafting a protocol to monitor traffic through the Strait of Hormuz. While oil prices have retreated from their session highs, the crypto sector remains under stress, with Bitcoin trading at $66-67K dollars. Joining Jeremy Szafron to break down this volatility is Michael Terpin, founder and CEO of Transform Ventures and author of Bitcoin Supercycle. A digital asset pioneer since 2012, Terpin explains why he believes we are…

“We are so far from a top.” Adrian Day says the gold market has not reached a speculative peak, pointing to investor positioning and participation rather than price action. Speaking with Kitco News at VRIC 2026, the chairman and CEO of Adrian Day Asset Management argued that market behavior still reflects caution, not euphoria. Day said the absence of broad public involvement remains the clearest signal. “The generalist investor simply isn’t in this market yet,” he said, noting continued withdrawals from major gold mining ETFs. Without widespread participation, Day said, markets rarely form lasting tops. He also drew a clear…

Silver has crossed $100, and longtime mining executive Phil Baker says the move signals a structural break in the market. Speaking with Kitco News anchor Jeremy Szafron at VRIC 2026 in Vancouver, Baker, former CEO of Hecla Mining and former chairman of the Silver Institute, said the surge is being driven by physical demand, not speculation. “Physical is king,” Baker said, as exchanges, manufacturers, governments, and investors prioritize inventory and access to real metal over paper claims. Baker said global silver production peaked in 2016 and is unlikely to exceed that level before at least 2030, leaving supply unable to…