The KE Report

Craig Hemke – Analyzing Shifting Trends in the Gold and Silver Markets, CoT Reports

Listen Later

Craig Hemke, Founder and Editor of TF Metals Report, joins us to break down shifts in gold and silver market dynamics. Gold continues to trade around the $3,300 level with extreme daily volatility, yet Commitment of Traders (CoT) data is revealing highly unusual trends. Craig also shares his insights into whether banks and commercials are now positioning themselves for a long-term trend change in the gold market.

 

In this interview, we focus on:

  • Why the traditional COT patterns are reversing - Commercials are buying and covering shorts, while speculators are selling, even during a strong price rally.

  • Implications of falling open interest despite gold’s $500 move higher since February, and what that signals for the strength of the current bull market.

  • Balancing ETF inflows - Over $21 billion moved into gold-backed ETFs in Q1 2025, yet Craig explains why this is still a relatively small amount in the broader financial system.

    • Silver’s lagging performance - Despite gold's breakout, silver remains stuck, and Craig outlines the key catalysts needed for silver to finally join the rally.

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

      ...more
      View all episodesView all episodes
      Download on the App Store
      The KE ReportBy KE Report
      • 4.3
      • 4.3
      • 4.3
      • 4.3
      • 4.3

      4.3

      12 ratings

      More shows like The KE Report

      View all
      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,064 Listeners

      Sprott Money News by Sprott Money

      Sprott Money News

      150 Listeners

      Mining Stock Education by Bill Powers

      Mining Stock Education

      148 Listeners

      Mining Stock Daily by Trevor Hall

      Mining Stock Daily

      99 Listeners

      The Market Huddle by Patrick Ceresna & Kevin Muir

      The Market Huddle

      356 Listeners

      Palisades Gold Radio by Collin Kettell

      Palisades Gold Radio

      262 Listeners

      Value Hive Podcast by Brandon Beylo

      Value Hive Podcast

      93 Listeners

      ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

      ITM Trading Podcast

      74 Listeners

      Wealthion - Be Financially Resilient by Wealthion

      Wealthion - Be Financially Resilient

      371 Listeners

      The Jay Martin Show by Jay Martin

      The Jay Martin Show

      72 Listeners

      Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

      Thoughtful Money with Adam Taggart

      418 Listeners

      The Julia La Roche Show by Julia La Roche

      The Julia La Roche Show

      77 Listeners

      The David Lin Report by The David Lin Report

      The David Lin Report

      44 Listeners

      Commodity Culture by Jesse Day

      Commodity Culture

      22 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      156 Listeners