Author: Kitco NEWS

Silver and gold are no longer flirting with historic levels. They are holding them. And Keith Neumeyer says that matters far more than the numbers on the screen. Speaking with Kitco News at VRIC 2026 in Vancouver, the First Majestic Silver CEO says the market has crossed into “a new pricing paradigm,” after decades shaped by paper-driven trading. He argues the shift is being driven by physical tightness and demand that are now overpowering traditional paper pricing. Neumeyer points to years of underinvestment and flatlined mine supply. For the first time in his career, he says, “the physical market is…

Gold has surged to new highs while Bitcoin has pulled back, and Mark Moss says the divergence is not a contradiction. It is the signal. Speaking with Kitco News at VRIC 2026 in Vancouver, Moss, host of The Mark Moss Show and Partner at the Bitcoin Opportunity Fund, challenges the idea that gold’s rally is simply an inflation or debasement trade. He points out that “from 2020 to 2024, the gold price didn’t go anywhere at all,” despite unprecedented money printing, asking, “if it’s really about inflation, and if it’s really about debasement, then why didn’t it move off of…

Gold testing $5,400 is not a temporary surge; it reflects what Wheaton Precious Metals CEO Randy Smallwood describes as a structural shift in markets. Speaking with Kitco News at PDAC 2026, amid escalating Middle East tensions and a sharp move higher in oil, Smallwood said precious metals are entering a new phase driven by fiscal imbalances, currency concerns, and renewed demand for hard assets. “I do think 5,000 is a new base for gold,” Smallwood said. “Gold is a currency. It’s been a currency forever.” He argued that the long-held view of the US dollar as the primary reference currency…

Gold and silver are commanding attention, but Dr. Nomi Prins says the more important shift underway is structural, not cyclical. Rising debt stress, institutional friction, and supply constraints, she argues, are reshaping how capital moves through the global financial system. Speaking with Kitco News at VRIC 2026, the geo-macro economist and Prinsights Global founder said, “we are really in the beginning of a major super cycle in commodities,” driven not only by uncertainty but by shortages that “you can’t just snap your fingers and have them go away.” She said metals such as silver, copper, and platinum face long development…

Gold and silver were hit by a sharp liquidation, with silver plunging more than 10% intraday and gold falling nearly $150 before stabilizing. Jeremy Szafron speaks with former JP Morgan bullion desk executive Robert Gottlieb to break down what drove the move. Gottlieb argues the selloff was structural, not conspiratorial. With gold rising from $2,600 to around $5,000 and silver surging from $28 to above $70, volatility mechanically reduced allowable position size across banks and funds. “The allowable positions based on navar become significantly small,” he explains, as value-at-risk limits tightened and banks stepped back from warehousing risk. In a…

Gold and silver just suffered their first major volatility shock of the year, with gold swinging nearly $500 in a single session and silver whipsawing violently. While some see a breakdown, Danielle DiMartino Booth says the move looks less like a top and more like a liquidity flush clearing leverage from the system. Speaking with Kitco News, the CEO and Chief Strategist of QI Research said markets that move parabolically “need healthy breathers,” warning that margin calls can spread quickly as stress rises across equities, credit, and commodities. She said the turbulence is coinciding with renewed credit stress, noting “we’re…

The Federal Reserve has cut rates by 25 basis points and confirmed $40 billion per month in reserve management purchases, sending fresh liquidity into the system. As the announcement hit the market, silver went parabolic, breaking into new all-time highs above $62, while gold continued to consolidate firmly above $4,200. Gary Wagner of TheGoldForecast.com joins Kitco News Anchor Jeremy Szafron to map the next phase of this historic metals rally. Wagner explains how silver’s breakout above $54 triggered the surge to $59 and why the post-Fed jump through $61 and $62 puts the market into true price discovery. He also…

The S&P 500 is pricing in a perfect soft landing, but the physical economy is screaming recession. In this Outlook 2026 special, Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, joins Jeremy Szafron to warn that the markets are facing a “Great Reversion” similar to 1929. McGlone points to the S&P 500-to-Gold ratio hitting a historic peak of 1.55—the same level seen before the Great Depression crash – as a signal that a massive rotation out of “paper” assets and into hard assets is imminent. McGlone breaks down his “frightening” outlook for 2026, predicting extreme volatility where Gold could hit…

Gold and silver are not just hitting records, Robert Kiyosaki says they’re revealing a deeper shift in how money, debt, and trust are being repriced. Speaking with Kitco News at VRIC 2026, the Rich Dad Poor Dad author weighed in as gold trades above $5,000 and silver holds triple digits. Kiyosaki argued that silver’s move reflects structural pressure, not speculation, calling it “the information age’s metal” and the backbone of modern technology as AI demand accelerates. He warned that silver supply is constrained and difficult to expand, adding, “You can’t find it. That’s the big news.” Kiyosaki also pointed to…

Ray Dalio warns the monetary order is breaking down, and Dr. Mark Thornton says the fiat system is now in the “Intensive Care Unit.” In this interview, Kitco News anchor Jeremy Szafron sits down with Dr. Mark Thornton, Senior Fellow at the Mises Institute, to break down why central banks are fleeing Treasuries for physical gold and what the “Skyscraper Curse” signals for a 2026 crash. They discuss the massive 150-ton gold purchase by Poland, a strategic move by a NATO ally that signals a loss of trust in the debt-based system. Dr. Thornton also exposes a critical, under-reported crisis…