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PODCAST

Kitco NEWS

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 of the curve with our exclusive event and conference coverage from around the globe. Catering to

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All Episodes

43:16

China Added Gold 22 Months Straight, the Dark Logic...

Kitco NEWS ·

2026/10/05

China has added gold to its reserves 22 months in a row, while Beijing keeps Bitcoin trading banned. Cory Klippsten, founder and CEO of Swan Bitcoin, says there's dark logic behind it: gold is hard money a state can still control. Klippsten explains what China can and can't control about gold, why he went looking for a new gold standard and found it falls well short, and the four horsemen he says are pushing bond yields to their highest since 2002: war, growth, debt and Japan. He also says ...

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76:35

Jim Rickards: Washington Needs Inflation, Here's Who...

Kitco NEWS ·

2026/10/05

Jim Rickards says Washington benefits from inflation. For people trying to protect their savings, that creates a very different problem. In this Kitco News interview, Jeremy Szafron asks Rickards who could drive gold’s next move, why he thinks China needs dollars even as it reduces its Treasury holdings, and what happens when the government’s debt problem collides with the saver’s need for stable purchasing power. Rickards explains why he believes central-bank buying supports gold, what cou...

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73:01

The Fed Is Squeezing Borrowers but Washington Keeps...

Kitco NEWS ·

2026/09/30

Lyn Alden says Washington is on track to run roughly $10 trillion in deficits over the next five years, and she sees no appetite among voters, Congress or the president to cut spending. She's holding her gold, but after the run toward $5,000 she says it's "less of a screaming buy," and she wants to see a stronger base before she'd pound the table again. In this interview, Lyn explains why she thinks the Fed may not have the tools to fix fiscal-driven inflation, why rate hikes can grow the de...

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9:31

The Rare Earth Card China Brings To The Trump Xi...

Kitco NEWS ·

2026/09/24

As Trump and Xi meet at the White House, rare earths are one of the biggest issues on the table. China's one-year pause on its toughest rare earth export controls runs out in November, and America, the world's second-biggest rare earth miner, still depends on China for the magnets inside electric cars, wind turbines and defense equipment. China makes 94% of the world's sintered rare earth magnets, according to the International Energy Agency. In April 2025, it put 7 rare earths behind export...

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46:17

Central Banks No Longer Trust Each Other: The Global...

Kitco NEWS ·

2026/09/21

Mark Thornton called the housing bubble in 2004. For four years, he was told he was wrong. He now says every paper-dollar asset you own is facing a very difficult future, and the AI buildout is the clearest warning sign he has seen since. In this interview with Jeremy Szafron, the Mises Institute senior fellow and author of The Skyscraper Curse explains why AI data centers are this cycle's record-breaking tower, why the bonds financing them run decades longer than the hardware, who gets stuc...

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22:51

Credit Stress Is Here And The Only Place Left To Hide...

Kitco NEWS ·

2026/09/17

Bank of Dallas, argues the opposite. She says US small business bankruptcies are up 64% year over year through August, that more than 200 companies have closed every month for five months running, and that 57% of Americans who took cash out refinancing in Q2 accepted a higher mortgage rate to do it. On the data behind the decision, she says the seasonal adjustments at the Bureau of Labor Statistics are "clearly broken" and the official numbers are "at best misleading." On where that leaves i...

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53:33

One Fed Hike Isn't The Mistake, Five Could Break The...

Kitco NEWS ·

2026/09/15

The 10-year Treasury yield touched 5% as markets priced a greater than 90% chance of a Federal Reserve rate hike. David Rosenberg says the market may be making a much bigger mistake by assuming the Fed will keep going. Rosenberg, founder and president of Rosenberg Research, joins Kitco News anchor Jeremy Szafron to explain why he questions the latest payroll and core CPI readings, why slowing wage growth complicates the inflation narrative and why an oil shock is not necessarily durable infl...

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6:24

Rate-Hike Odds Went From 48% to 88% in One Month |...

Kitco NEWS ·

2026/09/14

The Federal Reserve decides Wednesday. On Friday the market put a rate hike at roughly 88%, and a cut at zero. It would be the first increase since July 2023. Over nine days, three guests sat down with Jeremy Szafron and made the case that higher rates are a problem the debt can't carry. Ran Neuner on September 3, Brien Lundin on Tuesday September 8, and Ron Paul on September 9. Neuner argued the inflation is a supply shock from the war and that rates are the wrong tool for it, while saying...

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31:54

Gold Must Hold This Level Before the Fed, or $4,000...

Kitco NEWS ·

2026/09/14

Gold is sitting on a technical fault line ahead of the Federal Reserve’s September decision. Gary Wagner, editor of TheGoldForecast.com and Kitco News technical analyst, puts support for December gold futures near $4,350, with major support just below $4,000. He also identifies resistance for silver near $71.50 and explains why corrections that once took years may now unfold in months. Wagner joins Kitco News anchor Jeremy Szafron after August inflation rose 0.4%, market-implied odds of a Se...

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47:12

Ron Paul: The People Ought To Own The Gold, Not The...

Kitco NEWS ·

2026/09/09

Former Congressman Ron Paul joins Jeremy Szafron on Kitco News to discuss the Treasury's expanded bond buybacks, who should actually own the gold in Fort Knox, and why he says the affordability debate is really a debate about the value of the dollar. Dr. Paul explains why he wonders whether the current buyback program could become another round of quantitative easing, why he considers government equity stakes in private companies a form of corporatism, and what his grandmother told him about...

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48:48

Gold Drops Every Time Warsh Speaks, Then Buyers Bring...

Kitco NEWS ·

2026/09/08

At $4,400 gold, almost every mining project looks better. Brien Lundin says that may be exactly what makes this market dangerous. Lundin joins Kitco News anchor Jeremy Szafron to explain why soaring gold prices are reviving previously uneconomic deposits, attracting money back into junior miners and transforming the balance sheets of major gold producers. But high prices can also conceal weak projects, excessive dilution and risks investors may not see until the cycle turns. Lundin lays out...

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29:27

Gold Stopped Following The Rules | This Week In Focus

Kitco NEWS ·

2026/09/08

The market now puts the odds of a Fed rate cut this month at zero, with a hike and a hold running roughly even. Gold came off its best month since January anyway, up more than 10 percent, though still about a fifth below its record. This week Jeremy Szafron sat down with a man who spent 15 years inside the room that sets rates, and two others who trade on what it does. None of them spoke to each other. All landed on the same problem: the rules that used to explain this market have stopped wo...

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44:20

Gold Runs First, Then Silver, Then Copper | Ran Neuner

Kitco NEWS ·

2026/09/08

Gold has stopped taking its orders from interest rates. It should have fallen about 55% between March 2022 and October 2023 as real yields rose more than four points. It rose 7%. Then real yields fell less than a point over two years and gold rallied 110%, according to UBS Investment Bank. Ran Neuner ( @CryptoBanterGroup ) says the reason is the debasement trade, and that we have entered what he calls scarcity season. He walks through the $40 trillion US debt financed near 3.5% against a 10-...

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40:37

No ETF, No Futures Market: Why 17% Of His Money Is In...

Kitco NEWS ·

2026/09/03

Newmont generated a record $2.2 billion in free cash flow last quarter. Barrick generated $515 million, and just $141 million of that was attributable to its own shareholders. John Feneck of Feneck Consulting Group explains why he owns Newmont and Agnico, and won't own Barrick. He was a net buyer of mining equities every week through July and August, taking his cash from 12-14% down to 8-10%. He's sticking with his bottom call, though he accepts gold could test $3,900 again. Also in this co...

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33:23

Gold Has Rallied Into October in 13 of the Last 15...

Kitco NEWS ·

2026/09/01

Gold fell more than 3% after Kevin Warsh's Jackson Hole speech and kept falling Monday, even as American forces struck Iranian rocket launchers near the Strait of Hormuz and crude climbed above 90 dollars. Phil Streible of Blue Line Futures says a September rate hike would be a policy mistake the Fed has to undo, and that the undoing is when gold accelerates. Streible told his clients to take money off the table on Friday, before Warsh spoke, and explains exactly what he saw: silver stalling ...

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33:53

Foreign Central Banks Chose Physical Gold Over...

Kitco NEWS ·

2026/08/31

Gold, the Fed and a September rate hike: former Federal Reserve Bank of St. Louis President Jim Bullard on Kevin Warsh's Jackson Hole speech, why foreign central banks found physical gold more desirable than Bitcoin, and why he thinks the FOMC is split pretty much down the middle. Warsh told Jackson Hole this morning that responsibility for 65 months of inflation sits squarely with the central bank. Markets moved a September hike from a long shot to the base case inside an hour. Bullard puts...

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57:39

Gold Dealers Can’t Afford to Hold the Metal Coming...

Kitco NEWS ·

2026/08/27

Gold is near $4,600 after its strongest month in decades, and investors around the world are selling into the rally. Jeffrey Christian of CPM Group says the coin sellers are late and the ETF buyers are on time. In this Kitco News interview, Christian explains how much of the world's gold is genuinely available at today's price, why dealers and refiners are quoting discounts on bars and medallions, what bank credit lines have to do with it, whether central bank gold buying is as strong as the...

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35:31

You Bought Gold for Protection But Your 401k Owns the...

Kitco NEWS ·

2026/08/26

Gold has had five straight up weeks and is heading for its best month since 1999. But former investment banker Felix Prehn ( @FelixFriends ) says most people who bought physical metal to protect themselves have left the bigger half of their money completely exposed. Speaking with Jeremy Szafron on Kitco News, Prehn puts typical retail AI exposure at 60 to 70 percent and says a plain index fund or 401k is likely around half AI already. His warning is that people then buy the same handful of c...

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64:43

Why Gold Can Fall When the Next Crisis Begins | Steve...

Kitco NEWS ·

2026/08/25

Professor Steve Keen says the AI bubble has less than a year to run, with revenue from serious users running at roughly one fifth of what these companies are spending. Speaking with Jeremy Szafron, Keen argues the debt that matters is private debt, not the $40 trillion everyone is watching, and explains why companies that have serviced their loans comfortably for 15 years could start defaulting. Keen was voted first by readers of the Real-World Economics Review in 2010 for having warned earl...

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58:53

Why Gold Can't Replace The Dollar | The Man Who Wrote...

Kitco NEWS ·

2026/08/25

Gold, the dollar and de-dollarization, with the historian central banks actually read. Barry Eichengreen says the dollar is losing ground, and that gold is not what replaces it. For years Eichengreen was the calm voice on the dollar. Slow erosion, about half a percentage point of global reserve share every year, no crisis coming. In this interview he tells Kitco News that has changed, and he names the exact day it changed for him. He also explains where the dollar's losses have actually gon...

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177 results

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