The KE Report

Craig Hemke – Tariffs, Dollar Breakdown, and Commodities Momentum: Does Gold Need To Make Another Leg Higher?

Listen Later

Craig Hemke, founder and editor of TF Metals Report, joins us for a timely discussion ahead of the July 9th tariff deadline. We open with expectations around the expiration of the 90-day tariff pause and examine whether a renewed trade war could trigger short-term volatility, or present another "buy the dip" opportunity for metals.

Gold and silver may have more room to run, but will a falling dollar and global demand keep fueling this bull market?

Topics covered include:

  • The fading impact of geopolitical risks on gold
  • Institutional momentum and quarterly breakout trends in gold and silver
  • Why silver’s recent breakout above $35 could be the start of a bigger move
  • The role of the falling U.S. dollar and surging M2 money supply
  • What sideways gold prices mean for miners, M&A, and re-rated project economics
  • Differentiating between long-term secular trends and short-term policy noise
  • Could we be entering a broader reflationary environment, with capital finally flowing into commodity equities?

    • 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
    The Peter Schiff Show Podcast by Peter Schiff

    The Peter Schiff Show Podcast

    5,685 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,074 Listeners

    Financial Sense(R) Newshour by Jim Puplava

    Financial Sense(R) Newshour

    378 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    148 Listeners

    Quoth the Raven by Quoth the Raven

    Quoth the Raven

    932 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    94 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

    1,351 Listeners

    Doug Casey's Take by Matthew Smith

    Doug Casey's Take

    122 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    377 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    404 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    59 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    46 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    145 Listeners