Kitco NEWS

Is the AI boom a repeat of the 2000 dot-com "bubble"? As the S&P 500 surges to record highs, Chief Market Strategist Gareth Soloway warns a "major market top" is in.In this interview with Kitco News Anchor Jeremy Szafron, Soloway reveals the charts that show "exhaustion signs" and why milestones like Nvidia's $5 trillion market cap "oftentimes mark tops." He argues that "institutional money is dumping" on retail investors and compares today's "mania" to 2000, warning a "nasty snap back" is coming.Soloway also lays out his actionable playbook for what's next, including:-Gold: Why he's "loading the boat" on a pullback to $3,600 for a $5,000 target.-Bitcoin: How it's "sending a signal" for a stock market correction and his $93k re-entry level.-Silver: His $43 accumulation target.-Stocks to Watch: His analysis of Apple, Amazon, and Palantir.(Recorded: October 31, 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.

A new, disruptive force is entering the gold market. Tether, the issuer of the world's largest stablecoin, has been aggressively investing in gold royalty companies, but according to our guest, they are just "the first".In this interview, Jeremy Szafron sits down with Brett Heath, CEO of Metalla Royalty & Streaming, to discuss the collision of crypto and precious metals. Heath reveals we are in the early stages of what he calls the "Great Rebalance"—a massive $370 trillion shift out of financial assets and into tangible assets like gold. He explains why this global move away from U.S. Treasuries means gold will need to reach $6,000 to $8,000 an ounce , and why the "mania phase" of this bull market "has not even started yet".(Recorded October 30, 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.

The U.S. economy is built on a mountain of unsustainable debt, and the bill is coming due. According to economist E.J. Antoni, the American consumer is officially "tapped out," and the Federal Reserve is trapped in a corner with only two options: a credit crisis or runaway inflation.  In this deep-dive interview, the former nominee to lead the Bureau of Labor Statistics tells Kitco News' Jeremy Szafron that the official jobs data is a "scandal," arguing the BLS has knowingly used flawed models since 2022 to mask weakness in the economy. He breaks down the alarming consumer debt data showing 90% of Americans have burned through their savings and explains why government spending is the "original sin" forcing the Fed's hand.  Is the U.S. headed for a reckoning? Antoni lays out the path he believes is inevitable and what it means for your financial future.Recorded on October 30, 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.

A massive physical drain is accelerating in the silver market, with 29 million ounces leaving the COMEX vaults in just two weeks. At the same time, a new institutional thesis argues for a "structural change" in gold as central banks diversify away from the dollar. Are these events connected? Is the physical market breaking away from the paper price?To get answers, Kitco News Anchor Jeremy Szafron sits down with Bob Gottlieb, a former executive at a major bullion bank and author of the upcoming book "Mastering Gold and Silver Markets." Gottlieb, whose own forensic analysis first detailed the scale of the silver drain, provides an insider's perspective on the stress fractures now appearing in the global delivery system.(Recorded on October 23, 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.

With the S&P 500 hitting a new all-time high and gold spiking past $4,100 after a cooler-than-expected inflation report, investors are navigating a deeply conflicting market. Is the AI-driven stock rally a speculative bubble, or is this time different? As the Federal Reserve gets the green light to cut rates, is the U.S. dollar about to weaken significantly, fueling the next leg up in precious metals?Recorded on October 24, 2025, this Kitco News interview features Will Rhind, founder and CEO of GraniteShares. Will, a true architect of the ETF industry, argues that while stock valuations are high, today's companies are of a much "higher quality" than those of the late '90s. He breaks down why the debasement trade is accelerating, why it's now a "question of silver prices catching up to gold" , and how investors should be positioning themselves in an era where simple "buy and hold" investing is evolving.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.

After gold surged to a historic all-time high of over $4,381, the market was hit with a violent correction, with prices plunging more than 5% in the sharpest single-day drop since 2013. As the Wall Street narrative points to a "risk-on" rotation into equities, many investors are asking if the bull market is over.In this Kitco News interview, Rich Checkan, President of Asset Strategies International, argues the exact opposite. He calls the rout a "massive opportunity to buy well" and explains why he believes the core fundamentals—from central bank buying to currency debasement—remain firmly intact.Jeremy Szafron sits down with Rich to go beyond the headlines and dissect what's really happening in the precious metals markets. They discuss the psychology of a market top versus a healthy correction, the profound disconnect between the crashing paper price and the extreme tightness in the physical market, and the key indicators every investor should be watching now. Rich also provides his actionable playbook for investors wondering whether to buy, hold, or sell in the face of this volatility.Recorded on October 22, 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.

The global battle for resources has reached a crisis point. Beijing's weaponization of its control over critical minerals has sent shockwaves through the markets , while a shadow war is being fought over the illicit gold trade that funds conflict and terrorism. The West is now facing what our guest calls a "choke hold over supply" in a system he declares is a "broken market".Kitco News Anchor Jeremy Szafron sits down with Dominic Raab, the former Deputy Prime Minister of the United Kingdom and current Head of Global Affairs at Appian Capital. A year after his explosive "Silence is Golden" report with the World Gold Council, Raab reveals that while "the silence has been broken" on illicit gold, the West must now confront a much larger strategic failure.In this crucial interview, Raab lays out the blueprint for survival and victory in this new global conflict over metals. He details why the West's short-term thinking led to this crisis and provides an actionable three-point plan for leaders to build secure supply chains through public-private partnerships, permitting reform, and a "hub and spoke" model of friend-shoring.(This interview was recorded on October 17, 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.

The financial system is sending out a major distress signal. While stocks hover near all-time highs, former Federal Reserve insider Danielle DiMartino Booth warns that a systemic liquidity crisis is already here, and it will force the Fed to abandon its inflation fight.In this interview, the CEO of QI Research tells Kitco News' Jeremy Szafron that the violent 5% sell-off in gold is a "repeat of March 2020"—a forced liquidation event signaling that the "dash for cash" has begun. She breaks down why "prime borrower" delinquencies are the new canary in the coal mine and explains how banks are using "extend and pretend" tactics to hide a brewing credit event she says will unleash "more cockroaches" into the public markets.Is the Federal Reserve trapped? Booth lays out the final indicator that will prove the system has broken and the Fed has lost control.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.

Gold continues above $4,200, and silver has surged past $53, but Scottsdale Mint CEO Josh Phair says this is only the beginning. “If you take the foreign debt of the United States, not domestic debt, but foreign debt, and its stated gold holdings, that number’s over 30,000,” he tells Kitco News Anchor Jeremy Szafron. “It’s already hit it twice in my lifetime. Why couldn’t it do it again?”Phair calls this the Phair–Sinclair Ratio, inspired by legendary trader Jim Sinclair’s model that predicted past gold bull markets. He believes the same imbalance between debt and gold is now driving a historic repricing of real assets.“We’re in a metal war,” Phair warns. “Whoever controls the metal will win the energy race, the AI race, and the military race.” Refineries face “four to six month backlogs,” silver is being “flown across the Atlantic,” and lease rates have surged “as high as 85 percent.”He adds that the scramble for physical metal has gone geopolitical. “You’ve got one price for deliverable metal in Dubai or Shanghai and another for London and New York.” Phair says the world is already splitting into “a bifurcated trade, two worlds, think Axis and Allies,” as nations repatriate gold and rebuild vault networks outside the Western system.(Recorded October 16, 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.

In this crucial market update, Technical Analyst Gary Wagner of The Gold Forecast confirms we are in a "true silver squeeze" as the physical market goes into backwardation, an event he says suggests demand is "far exceeding physical stock". He gives his new, must-see price forecasts for both gold and silver, with targets of $4,300 for gold and $55 to $58 for silver.In a detailed analysis with Kitco News' Jeremy Szafron, Gary Wagner also explains the powerful, ongoing trend of central bank buying that is tightening the global supply because sovereign nations "accumulate hold. They don't sell". He also shares a shocking story about physical gold demand at major retailers like Costco, where it sells out in days. Finally, he reveals the key support level that must hold to avoid "technical chart damage" to the rally.Recorded October 14, 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.