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Dec 12, 2025 • 50min

Gold Is Changing, and Silver Is Tight: 2026 Could Be the Turning Point | Ronald Stöferle

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 2025This Outlook 2026 segment is brought to you by Discovery Silver. Combining high-quality gold production with one of the world's largest undeveloped silver deposits. Learn more at (https://discoverysilver.com)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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Dec 9, 2025 • 47min

James Grant: The Economy Is Suspended on "Dental Floss" & About to Snap

The next major financial crisis won't start in the banks—it will start in the Life Insurance sector. That is the urgent warning from legendary financial analyst James Grant, founder of Grant’s Interest Rate Observer.In this interview with Jeremy Szafron, Anchor at Kitco News, Grant details how the "Search for Yield" has pushed insurance giants into dangerous Private Credit and Private Equity allocations—assets he describes as "inherently junk" and completely lacking price discovery. He warns that policyholders and retirees could be the "unknowing participants" in the next great deleveraging.Grant also dissects the sudden spike in Repo rates, accusing the Federal Reserve of becoming a "puppet master" that has lost control of the bond market. He breaks down the AI bubble (calling data centers the "Pyramids of Egypt"), explains why the economy is hanging by "dental floss," and gives his latest forecast for Gold at $4,200 and Silver’s "Trump-like" volatility.Recorded on December 9, 2025Watch this on Kitco News Youtube ChannelDisclaimer:  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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Dec 8, 2025 • 53min

The U.S. Economy Was 'Fake' for 2 Years: Here’s Why Edward Dowd Says It Collapses Now

The U.S. economy has been "artificially propped up" for the last two years, and the floor is about to fall out. Former BlackRock Manager and Founder of Phinance Technologies, Ed Dowd, joins Jeremy Szafron on Kitco News to expose why recent GDP data was a "hallucination" driven by government spending on mass migration.In this deep dive, Dowd warns that the "floor has been removed" from the housing market, predicting a tumultuous crash in 2026 as inventory spikes and demand vanishes. He also breaks down why the AI boom is a "bull trap" similar to the Dotcom bubble—forecasting an 80% crash for market darlings like Nvidia—and explains why Basel III has re-monetized gold, setting the stage for a $10,000 price target.Recorded: December 8, 2025Watch this on Kitco News Youtube ChannelDisclaimer:  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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Dec 5, 2025 • 45min

Lyn Alden: Why ‘Utility’ Crypto Is A Mathematical Trap And Here's Why Bitcoin Is Different

The "Easy Money" era is over, but the "Gradual Print" has just begun. In this exclusive interview, Lyn Alden (Founder, Lyn Alden Investment Strategy) joins anchor Jeremy Szafron to break down the critical market signals that most investors are missing. While the S&P 500 hits record highs, the "S&P 493" is flatlining, revealing a "mirage economy" masked by AI speculation and fiscal deficits.Lyn reveals why the Federal Reserve quietly halted its balance sheet runoff (QT) on December 1st, 2025, and what this "forced pivot" means for the next phase of global liquidity. We also dive deep into her controversial new December letter, "Why Most Cryptocurrencies Won't Accrue Value," where she argues that "utility" in crypto is actually a trap for investors—and why Bitcoin stands alone as money.This discussion covers the disconnect between asset prices and economic reality, the rise of "Emerging Market Lite" dynamics in the U.S., and why sovereign wealth funds are accumulating Bitcoin despite recent price corrections.Recorded December 5 2025Special thanks to our sponsor, Swan Bitcoin, the real Bitcoin company, for making this coverage possible 👉 To learn more, get started at https://swan.com/kitcoDisclaimer:  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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Nov 25, 2025 • 31min

Mark Moss: The "Structured Seller" Dumping Bitcoin Every Day at 9:30 AM

The global financial system is flying blind. With the Bureau of Labor Statistics confirming there will be NO October CPI report due to data collection failures, the Federal Reserve is navigating interest rate policy in a total vacuum. Yet, markets are aggressively pricing in a rate cut, effectively bullying the Fed to act without data.In this exclusive interview, Jeremy Szafron is joined by Mark Moss, Chief Visionary Officer at Matador Technologies, to break down the massive divergence between asset prices and market plumbing. They discuss the record $3.1 Trillion options expiration, the "mechanical glitch" that flushed Bitcoin 20% in a month, and the "structured selling" anomaly hitting the market daily at 9:30 AM.Mark also addresses the solvency fears surrounding Strategy Inc. (formerly MicroStrategy), debunking the "distressed credit" narrative with hard math on their capital reserves. From Japan’s $135B stimulus to the UAE & China bypassing the dollar on mBridge, discover why the "Liquidity Civil War" is just beginning.This video is brought to you by Swan Bitcoin, your partner for generational wealth. Start your journey today at (https://swan.com/kitco)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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Nov 24, 2025 • 31min

Unemployment 'Exhaustion': 40% Have 'Literally Nothing' Left | DiMartino Booth

Danielle DiMartino Booth (CEO, QI Research) joins Jeremy Szafron to issue a critical warning about the credit markets, urging investors to "follow junk bond issuance" as the ultimate recession signal. She warns that a freeze in this market previously culminated in a "bloodbath in the stock market," and cracks are already appearing.In this interview, DiMartino Booth breaks down the Fed's sudden decision to "stop draining liquidity" from the system, warning that funding dislocations could make the end of December "ugly." She argues that "cockroaches continue to crawl out from underneath the woodwork" in private credit, pointing to contagion risks beyond the major players. DiMartino Booth also exposes a "40% exhaustion rate" in unemployment benefits—leaving millions with "literally nothing"—and questions the quality of Nvidia's cash flow, citing reports of "factoring their accounts receivables."Recorded on November 20, 2025Disclaimer:  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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Nov 24, 2025 • 44min

Jack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1st

Bitcoin has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, Jack Mallers (CEO, Strike & 21 Capital) joins Jeremy Szafron to explain why "over 50% of Bitcoin holders are now underwater" and argues this is a necessary market flush before the next leg up.In this exclusive interview, Mallers predicts the "liquidity cycle bottoms on December 1st" when Quantitative Tightening (QT) officially ends. He also opens up about the "Treasury Wars," offering a sharp critique of Strategy Inc.’s (formerly MicroStrategy) preferred stock model - calling it "dubious" and "a really expensive bill to pay" - and explains how Twenty One Capital is building a treasury based on cash flow rather than perpetual debt.Recorded on November 18, 2025This video is brought to you by Swan Bitcoin, your partner for generational wealth. Start your journey today at (https://swan.com/kitco)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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Nov 17, 2025 • 32min

U.S. Just Called Silver 'Critical' - Wheaton CEO Says Supply Has Already ‘Peaked’

Gold is holding above $4,000 an ounce, marking one of the strongest sustained rallies in modern history - and now, the U.S. government has just added silver and copper to its official critical minerals list.In this Kitco News interview, Jeremy Szafron sits down with Randy Smallwood, President & CEO of Wheaton Precious Metals (WPM), to break down what this means for investors, the global metals supply chain, and the future of sound money.Smallwood reveals how Wheaton just deployed nearly $1 billion this quarter while also raising its dividend by 6.5%, all with zero debt on the balance sheet — a rare feat in today’s market. He also weighs in on the outlook for $5,000 gold, the U.S. fiscal crisis, and whether the system has to “break” before gold reaches new highs.This is the defining conversation on how streamers, miners, and investors navigate the next phase of the metals bull market.Recorded on November 7 2025Disclaimer:  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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Nov 7, 2025 • 59min

Dominic Frisby: 'You Can't Tax Robots' - Here's Why AI is Forcing The State Into a CBDC Tax Grid

The global monetary system is breaking down. Governments are running out of taxpayers, inflation has become official policy, and sound money is making a comeback.Author and commentator Dominic Frisby joins Jeremy Szafron to explain why the next financial revolution is already underway. He warns that AI and automation are wiping out the labor base that funds governments, forcing states to experiment with digital control systems and central bank digital currencies that he believes will fail.Frisby says the world is entering a new era of sound money, where gold and Bitcoin rise together as the last real defenses against inflation and state overreach.In this interview, he breaks down:Why the United States is repeating Britain’s post-empire decline, about 50 years behind.How AI layoffs and the rise of gig work are eroding the global tax base.The quiet gold war between the BRICS nations and the West.Why CBDCs are doomed by government incompetence.His outlook for gold, silver, and Bitcoin as markets consolidate.Frisby also explains why he believes we are living through a 100-year reset of money, where fiat currency loses power and both digital and tangible assets take its place.Watch the full interview for Dominic Frisby’s unfiltered view on the decline of fiat, the rise of real money, and what this transition means for your financial future.📗 Dominic Frisby’s new book, “The Secret History of Gold,” is available for pre-order now. 🔗 Subscribe to his newsletter: https://theflyingfrisby.com/(Recorded: November 06, 2025)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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Nov 7, 2025 • 42min

Is the Fed's $125B Injection a Mistake? Ron Paul Says ‘Maybe Their Strategy is to Cause Chaos’

The U.S. economy is in a "Great Contradiction" as the Federal Reserve injects $125 billion while the White House blames it for a "housing recession." Dr. Ron Paul, former U.S. Congressman and Host of ‪@RonPaulLibertyReport‬ argues these are not accidents, but signs of a system that is "totally bankrupt." He explains why the Fed's strategy "is to cause chaos" and warns that Americans "should be on our toes for something very, very big to happen."Paul also shares his thoughts on the recent elections, calling the new NYC mayor a "communist" funded by "trillionaires." He provides a shocking "insider" claim from his time in Congress, where he was told the Constitution is "anachronistic" and "we don't even follow that." Warning of an inevitable financial crisis from the $1.9T deficit, Paul explains the debt will be "paid off with funny money" and that $4,000 gold is "not the golden age," but a warning sign.Watch this must-see interview to hear Ron Paul’s unfiltered take on the Federal Reserve's "chaos" strategy, the "debt spiral," and the constitutional crisis at the Supreme Court. Don’t miss Paul’s bold insights into what’s next for the U.S. economy and the future of gold.Interview Recorded November 5, 2025.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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