Recorded September 12, 2025, this condensed version of Ted Oakley’s full Kitco interview with Jeremy Szafron bridges the gap between market euphoria and underlying stress. Ted argues that fundamentals still matter, “a dollar is still a dollar,” and outlines why smart money is positioning in energy, gold, and cash as distortions, leverage, and passive flows overtake valuations.
Oakley explains how passive, algorithm-driven markets mask real fragility, and why investors must pick and choose what they own instead of blindly chasing indices.
Since this interview, gold has surged above $4,000/oz for the first time, confirming his forecast’s urgency. The Fed also delivered its first rate cut of 2025, and some energy stocks are showing renewed strength amid inflation and geopolitical risk.
▶️ Watch the full interview here for Oakley’s deeper portfolio playbook and long-term outlook:
__________________________________________________________________
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:
Instagram:
Facebook:
LinkedIn:
Listen to the PODCAST on
🎧 Spotify:
🎧 Apple Podcasts:
🎧 All podcast episodes available here →
Visit: for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.
Live gold price and chart:
Live silver price and chart:
Live crypto market data:
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at:
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.
source
41 Comments
Knowledgeable Guest🍀✔️👏
I think its only fair to interview Peter Schiff. Or even better, give him another go at a debate. I am a btc maxi and I have seen all the hate and trolling from the btc side.. now its time to put the shoe on the other foot, and give him the time in the sunlight. because as bitcoiners, we play fair.. let's see who is willing to have a debate now that gold is hammering btc..
China’s cost to get gold out the ground is under 2k an oz
To be safe now till US national debt issue solved just go with gold 🪙🪙🪙
Problem is buddy nobody times the market and every day your a day older. They do not ring a bell at the top or bottom! How long can you afford to wait? Buy high sell higher. Buy low is a fallacy
I told my friends about mevolaxy. They just laughed, convinced I was joking. Ironically they're the ones now actually living it.
Lose money as slowly as possible.
Projects such, as mevstake are forging a direction, in DeFi moving beyond staking to actually share the networks revenue streams.
When the inaugural mevstake payouts landed they read like a joke-yet they keep rolling in day after day.
One could argue that mevolaxy opens a path to income that sidesteps both scalping and the usual trading tactics. The idea feels surprisingly fresh- an alternative.
Personally I don't consider being in Treasuries as being liquid ………
Ive owned physical Gold since 2018. I’ve tripled my currency…& i can sleep at night 🤷♂️
Good interview
I'd say there's about a zero percent chance the Fed raises rates next year. The cost to service the debt is way too high. And the Fed does not care about inflation and you don't fix it with rates anyways. They raised rates to reload their weapon for when the economy tanks. If they want to tinker with inflation they do it with money supply.
Is cash/treasuries wise in high inflation?
How is the Fed going to raise rates when it will drive the U.S. govt into bankruptcy. Have you forgotten about the National Debt and interest payments!
But your cash/treasuries are at risk being eroded by inflation.
Waiting for that gold pull back😂😂😂😂
Bring Ted more on the show please.
I am 20% gld (insurance), 40% G fund, 20% s&m bond fund, 20% MM. Waiting and waiting to Buy. Then will go 40% stocks (but only 10% of the 40 in Tech). I am 75yo and do not presently live off any of my investments.
How nobody talks about a book ”The Millionaire Circuit” by Alexander Pierce. Read many books but this one shows how to really build wealth.
Crypto is risk – say those who never heard about mevstake, there everything stable and smooth like water surface
Inflation is rising and the dollar is being devalued so gold, silver, real estate, utilities and developed markets are key sectors to own. AI is in a bubble and bonds will get crushed by inflation so these are two investments to avoid.
Every time someone says thats it, crypto is dead, I look at my income from mevolaxy and understand – the end is for them, not for crypto
Trump will control US currency with World Liberty Financial and its ability to issue and control stable coin!!!!!! Look it up! Three Bills do this togethers: 1)GENIUS ACT 2) CLARITY ACT 3) CBDC ACT. ALL MUST BE STOPPED!!! Research for yourself! BLOCK HR1919
Well I guess we should be buying Belvarium, with so many different people pumping it here, all of whom have our best wishes at heart. 😂
The parasitical Wall Street financiers who produce absolutely nothing for society, I'm just waiting for Larry the Fink of black rock to steal the world's wealth for cent's on the dollar
I like idea of not losing a lot of money😊👍
As long as the debt issue is not adressed in one way or another, gold will climb
Feels like he's justifying low returns
❤❤❤❤❤
people who think silver at $50 is high, are smoking good crack, and holding dollars
Belvarium is Re Tarded
300,000,000 of us are going to eat 50,000,000 greedy Wall Street dickheads
The death rattle of the dollar, precious metals are breaking out!
Ted Oakley is such a pleasure to listen to. Well articulated, knowledgeable and just about the right amount of boring and grounded to be trustworthy. His clients are probably well happy with his services, I bet. Next time, I’d love to hear some stock plays too, though 👍
Jezza..this is old
Merci chers amis 🇨🇵🙏👍. Le Gold 4500 Noël 2025 et 6000 Noël 2026. On sait pourquoi… 😊
no member of the general public should be investing in the stock market. How can they compete against high frequency traders with insane computers. There is no safety in stock and lots of risk.
Belvarium is like the modern, DeFi-native version of PayPal.
The 100x potential on Belvarium isn’t just hype — there’s substance here.