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Kitco NEWS

Kitco Media
Gold
Silver
Bitcoin
Federal Reserve
Inflation
Central Banks
Private Credit
China
Copper
Oil
Cryptocurrency
US Dollar
Bond Market
Precious Metals
Interest Rates
U.S. Economy
S&P 500
Debt
Clarity Act
Wheaton Precious Metals

At Kitco News, we deliver insightful, reliable, comprehensive investment news and analysis. We provide a range of opinions and perspectives allowing our viewers to make informed decisions. Our journalists interview experts, analysts, traders, authors and industry leaders across various sectors, including precious metals, cryptocurrencies, commodities, finance, geopolitics and technology.Stay ahead... more

PublishesDailyEpisodes144Founded10 months ago
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Latest Episodes

The U.S. national debt has reached nearly $40 trillion, and the interest alone now rivals the entire military budget. Constitutional scholar William Watkins argues the dollar today is backed by little more than the coercive power of the government, a... more

Edward Dowd, Founding Partner of Phinance Technologies, joins Kitco News Senior Anchor Jeremy Szafron to break down why the real estate market is completely frozen and why private credit funds are beginning to gate withdrawals. Dowd outlines the exac... more

Gold has fallen below $4,000 and silver is down more than half from its January high. Clem Chambers, who warned Kitco viewers in May the decline had another leg down, now calls the bottom, roughly $3,500 gold and $50 silver, and the level that finall... more

Gold dropped below $4,000 for the first time in months. Kitco technical analyst Gary Wagner breaks down where gold's new support levels sit, why this has become a Federal Reserve and interest-rate story more than a geopolitical one, and the two lines... more

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Recent Guests

Lawrence Lepard
Founder of Equity Management Associates; author of The Big Print
Equity Management Associates
Episode: Why The Gold Selloff Is A Pause Not The Peak | Lawrence Lepard
David Woo
Author, economist and former Bank of America research chief; co-author of Merry-Go-Round Broke Down
David Woo Unbound / author
Episode: 'Biggest Defeat Since Vietnam': What The US-Iran Deal Actually Means For Gold
Todd Bubba Horwitz
40 year floor trading veteran
bubbatrading.com
Episode: Why Gold, Silver and Tech Are Crashing Together: Bubba Horwitz Calls It a ‘100% Margin Call’
Ronald Stoeferle
Managing Partner at Incrementum AG, co-author of In Gold We Trust report
Incrementum AG
Episode: Why This Gold Selloff Is Not What It Looks Like | Stöferle
Michael Oliver
Founder of Momentum Structural Analysis
Momentum Structural Analysis
Episode: Silver Selloff Tests $500 Target: Why Shorts Had "Better Cover" | Michael Oliver
Marc Faber
Publisher of the Gloom, Boom & Doom Report
Gloom, Boom & Doom Report
Episode: Gold Strategy: Why You Must Store Metals Outside The Banking System | Marc Faber
Tavi Costa
Founder and CEO of Azuria Capital
Azuria Capital
Episode: The Hidden Cost of AI That’s Fueling the Next Inflation Shock | Tavi Costa
Phil Ehr
Commander US Navy (retired), national security strategist
NOVA Red Mining; candidate for Congress in Florida
Episode: Copper Becomes A National Security Risk: AI Demand vs. Defense Supply Chains | Phil Ehr
Peter Boockvar
CIO at OnePoint BFG Wealth Partners
OnePoint BFG Wealth Partners
Episode: The Real Reason Gold Dropped: It Is Becoming The World's 'Neutral Asset' - Peter Boockvar

Host

Jeremy Szafron
Host of Kitco News In Focus with a long-running presence on Kitco News in Focus/Interviews, with a focus on precious metals, macro trends, and market commentary.

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Talking Points

Recent interactions between the hosts and their guests.

The Banks Have ‘Lost Control’: $300 Silver, India’s Bid & the End of Western Pricing - Eric Sprott
Q: With India moving to price gold and silver locally and mandating a 35% asset cap for FIIs in these metals, how could that reshape the global dynamic?
India's regulatory shift could shift pricing power away from traditional exchanges toward Indian pricing, enlarging the domestic demand pool and potentially lifting global benchmarks, especially if imported demand and pricing leadership follows India's framework.
The Banks Have ‘Lost Control’: $300 Silver, India’s Bid & the End of Western Pricing - Eric Sprott
Q: What do you make of the price mechanics and the market's move into physical versus paper?
The data show a physical short squeeze is happening, with inventory trends supporting tighter supply and a shift away from paper exposures toward physical demand, which could sustain higher prices.
Rick Rule: The Easy Silver Trade Is Over. The Real Money Is in Stocks
Q: What's your take on the current opportunity set for juniors versus majors given the market environment?
The majors are likely to consolidate and buy quality juniors at reasonable prices, while the best juniors with strong management and clear interim milestones will outperform as they're funded and de-risked through capital markets.
Uranium Supply Gap Deepens as Nuclear Demand Rises | Scott Melbye
Q: Are we still years away from being Russia-independent in uranium supply?
The guest explains that a combination of Western diversification, domestic production, and policy incentives is accelerating toward greater independence, with critical milestones in licensing timelines and strategic reserves providing the framework to reduce reliance on traditional suppliers.
The "Pac-Man" Phase: Frank Holmes on Mining M&A and the Capital Flight to the U.S.
Q: What is the single biggest macro mispricing in the markets right now?
The host asks for a top macro mispricing, to which Holmes emphasizes the need to drop settlement rates in the US to ignite the economy, highlighting housing as a key multiplier and the importance of policy actions to unlock investment and construction, with Canada as a comparative example.

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Frequently Asked Questions About Kitco NEWS

What is Kitco NEWS about and what kind of topics does it cover?

Listeners of this program tend to be finance-focused and macro-minded, with a strong emphasis on precious metals, mining, and monetary policy. Episodes consistently explore gold, silver, copper, and other critical minerals through a macro lens—touching on currency debasement, central bank dynamics, geopolitical risk, and the AI-driven shift in asset allocation. Guests range from veteran traders and macro strategists to geopolitical analysts and industry insiders, delivering actionable insights on hedging, portfolio construction, and strategic positioning in times of volatility. A standout characteristic is the breadth of guests who connect traditional hard assets with broader macro themes, creating a nuanced view of how physical metals, min... more

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1. Palisades Gold Radio
2. The David Lin Report
3. ITM Trading Podcast
4. Sprott Money News
5. Thoughtful Money with Adam Taggart

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Kitco NEWS launched 10 months ago and published 144 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Kitco NEWS?

Recent guests on Kitco NEWS include:

1. Lawrence Lepard
2. David Woo
3. Todd Bubba Horwitz
4. Ronald Stoeferle
5. Michael Oliver
6. Marc Faber
7. Tavi Costa
8. Phil Ehr

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