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

      11 ratings

      More shows like The KE Report

      View all
      Financial Sense(R) Newshour by Jim Puplava

      Financial Sense(R) Newshour

      376 Listeners

      The Peter Schiff Show Podcast by Peter Schiff

      The Peter Schiff Show Podcast

      5,673 Listeners

      Sprott Money News by Sprott Money

      Sprott Money News

      143 Listeners

      Macro Voices by Hedge Fund Manager Erik Townsend

      Macro Voices

      3,062 Listeners

      Quoth the Raven by Quoth the Raven

      Quoth the Raven

      932 Listeners

      Mining Stock Daily by Trevor Hall

      Mining Stock Daily

      95 Listeners

      Palisades Gold Radio by Collin Kettell

      Palisades Gold Radio

      252 Listeners

      Value Hive Podcast by Brandon Beylo

      Value Hive Podcast

      91 Listeners

      The Grant Williams Podcast by Grant Williams

      The Grant Williams Podcast

      1,352 Listeners

      Doug Casey's Take by Matthew Smith

      Doug Casey's Take

      126 Listeners

      Wealthion - Be Financially Resilient by Wealthion

      Wealthion - Be Financially Resilient

      383 Listeners

      The Julia La Roche Show by Julia La Roche

      The Julia La Roche Show

      55 Listeners

      Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

      Thoughtful Money with Adam Taggart

      375 Listeners

      The David Lin Report by The David Lin Report

      The David Lin Report

      34 Listeners

      Monetary Matters with Jack Farley by Jack Farley

      Monetary Matters with Jack Farley

      91 Listeners