Craig Hemke, Editor of TF Metals Report joins us to discuss his 2025 Macrocast where he outlines the factors that will drive gold and gold stocks this year. 

We start with the meaning of Craig’s Macrocast title, 'Inversion Reversion', with respect to the yield curve, recession signals, and the impact on precious metals. Craig also discusses the unexpected strength in gold last year driven by central bank buying, particularly from eastern countries. Additional subjects include the challenges posed by increasing U.S. debt and deficits, the Fed's role in providing liquidity, and the intricacies of reverse repurchase agreements. 

On the gold stock front, Craig emphasizes the importance of careful stock picking, advising against relying solely on major indices like the GDX.

Click here to visit Craig’s website - TF Metals Report