Author: Kitco NEWS
Josh Phair, CEO of Scottsdale Mint, joins Jeremy Szafron on Kitco News to warn that the world has entered a “Metals War” where nations are scrambling to secure resources for future conflicts. Phair argues that a “Hidden Hand”—governments employing banks to conduct mercantile banking—is quietly accumulating gold and silver, fundamentally decoupling the physical market from the Fed’s interest rate policies. He details why US banks flipped from net short to net long after Thanksgiving, the “desperate” arbitrage that saw jets flying silver across the Atlantic, and the reality of China’s new export licensing system. Phair also breaks down his “Axis…
With silver hitting fresh record highs near $58, the global market structure is fracturing. Jeremy Szafron sits down with industry veteran Phillips Baker (Former CEO, Hecla Mining; Past Chairman, Silver Institute) to break down why the LBMA mantra has officially shifted to “Physical is King.” Baker reveals that Indian demand has become “insatiable,” with October imports skyrocketing over 500% year-on-year, literally draining London vaults to feed the Indian consumer. The shortage was so acute that metal was reportedly flown by plane to meet delivery needs. We also uncover the “Retail Swarm” – new CME data reviewed by Kitco News shows…
In this exclusive Outlook 2026 special, David Rosenberg, President of Rosenberg Research, joins Jeremy Szafron to dismantle the “Soft Landing” narrative and expose the massive disconnect between Wall Street pricing and Main Street reality. While the S&P 500 hits record highs, Rosenberg presents forensic data showing that the U.S. economy has already entered a “silent” contraction that is being masked by government hiring and a stock market bubble. THE “NO HIRE” ECONOMY: Rosenberg reveals that beneath the headline payroll numbers, the “hiring rate” has collapsed to cycle lows—a dynamic he calls “No Hire, No Fire.” He explains why official government…
Triple-digit silver is now a “certainty.” In this Outlook 2026 special, Ronald-Peter Stöferle, Managing Partner at Incrementum AG, breaks down why the “Golden Decade” is entering its aggressive second half—and why investors need to abandon the traditional 60/40 portfolio immediately. Ronnie joins Jeremy Szafron to discuss the “4.5 Sigma” event in gold, the “Bretton Woods Realignment” signaled by U.S. policymakers, and his high-conviction call for silver to hit $100+. He also reveals why his proprietary “Active Aurum Signal” for miners recently flashed NEUTRAL, and what that means for your entry strategy in 2026. Recorded on December 11 2025 This Outlook…
In this Outlook 2026 special, Jeremy Szafron sits down with Larry McDonald, founder of The Bear Traps Report, to break down the “Regime Change” hitting markets. Larry warns that a credit accident has already started, citing the collapse of the First Brands DIP loan (trading in the 30s) and the CoreWeave bonds (yielding 12%) as proof that underwriting standards have failed. They discuss the “New Axis” of power in Washington, why the “Quarterly Liquidity” promise in private credit is the next Lehman-style risk, and why capital is about to rotate from the $32 Trillion Nasdaq 100 into the “bombed-out villages”…
The Federal Reserve delivered another quarter-point rate cut, but the message from Jerome Powell was clear. The path ahead is uncertain, and the Fed is now split over how to balance rising unemployment risks with inflation that is still above target. Powell said the labor market has weakened more than the official data shows, in part because the government shutdown delayed key reports and distorted others. At the same time, the Fed announced a major operational shift. It will begin buying $40 billion in Treasury bills in the first month to maintain ample reserves and ease pressure in money markets.…
Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, discusses his new buy signals with David Lin, Anchor for Kitco News. Follow David Lin on Twitter: @davidlin_TV ( Follow Chris Vermeulen on Twitter: @TheTechTraders ( 0:00 – Rotating back into growth 1:55 – Complacency rally 5:46 – Buy signals 10:45 – Position hierarchy 14:20 – S&P 500 16:00 – Stocks to buy 18:45 – Gold #stocks #NASDAQ #gold __________________________________________________________________ Kitco News is the world’s #1 source of metals market information. Our videos feature interviews with prominent industry figures to bring you market-affecting insights, with the goal of helping people make informed investment…