Kitco NEWS

Ted Oakley, Founder and Managing Partner at Oxbow Advisors, returns to Kitco News to discuss what he calls the market's "sobering up" phase. With jobless claims hitting winter highs and major tech stocks surrendering value, Oakley argues that we are witnessing a fundamental "changing of the guard." He explains why he believes the AI boom has turned "cash generating machines into capital investment machines," leveraging balance sheets to dangerous levels.

Oakley breaks down the "bifurcated situation" where Wall Street bonuses hit records while the average consumer "can't borrow any more money." He details his strategy for navigating the "second year of a presidential term"—historically the most volatile—and explains why he reduced his positions in gold and silver during the recent rally. Oakley also shares where he is finding yield today, favoring sectors like natural gas pipelines and big pharma over the S&P 500.

Recorded February 5 2026.

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Timestamps: 
00:00 Introduction and Market Overview 
00:54 Guest Introduction: Ted Oakley 
01:19 Market Valuations and Economic Reality 
04:55 AI Investments and Market Skepticism 
07:04 Volatility in Tech and Defensive Assets 
09:30 Investment Strategies and Market Predictions 
11:00 Metals Market Analysis 
16:23 Cash Position and Inflation Concerns 
17:48 Private Credit and Equity Concerns 
18:59 Energy Investment Insights 
21:24 Natural Gas and Pipeline Opportunities 
23:22 Federal Reserve and Interest Rates 
24:35 Global Economic Stress Factors 
26:04 Investment Strategies for Volatile Markets 
30:25 Advice for Young Investors 
33:33 Market Predictions for 2026

#KitcoNews #TedOakley #StockMarket #Investing #Gold #Silver #Economy #Recession #Fed #WealthManagement
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

The market is repricing risk as capital rotates from the "Paper Economy" of tech stocks into the "Managed Economy" of strategic hard assets. In this episode of Kitco News, Anchor Jeremy Szafron is joined by Joe Cavatoni, Market Strategist for the World Gold Council, to break down the massive discrepancy in central bank gold buying data.

While official IMF data reports approximately 326 tonnes of net buying for 2025, Cavatoni reveals that the "true" demand—including unreported OTC flows—is tracking closer to 680 tonnes. They discuss why sovereigns are "going dark" with their accumulation, the implications of the "Project Vault" price floors for critical minerals like Silver, and why the "violent" 30% melt-up in January was a bigger danger signal than the recent correction.

Recorded: February 4th 2026.

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CHAPTERS: 
00:00 Introduction and Market Overview 
00:08 Technology Trade Unwinds: The Rotation from AI to Hard Assets 
00:29 Project Vault and Government Policy: The "Managed Economy" 
01:49 Market Response and Gold Performance (Intraday Volatility) 
02:07 Interview with Joe Cavatoni: Gold Market Insights 
02:54 Central Bank Gold Buying Trends: The "Unreported" 350 Tonnes 
06:04 Gold Market Volatility and Investor Behavior: The "Air Pocket" Rally 
09:38 Silver as a Strategic Asset: Critical Mineral Risks 
12:24 Central Bank Reserve Strategies: Uzbekistan & Price Insensitivity 
15:52 Macro Drivers and Gold Allocation: The Tech Rotation 
22:44 Conclusion and Key Takeaways

#Gold #Silver #CentralBanks #Economy #Investing #KitcoNews #ProjectVault #WGC
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Bitcoin is struggling to find a firm floor after a sharp pullback that has pushed prices back into the $75,000 to $78,000 range and shifted sentiment toward extreme fear. While some traders warn the move could signal a deeper breakdown, Randi Hipper, also known as  @MissTeenCrypto , says the volatility fits Bitcoin’s historical pattern and does not change its long-term outlook.

Speaking with Kitco News, Hipper described the selloff as typical for Bitcoin and framed the asset as a generational investment rather than a short-term trade. “Overall, it’s a roadmap to $1 million Bitcoin,” she said, adding, “I believe this is just creating a nice firm foundation for Bitcoin.”

Hipper also pointed to Bitcoin’s finite supply and its independence from centralized governments as key strengths at a time when confidence in fiat currencies is under pressure. She said younger investors are being squeezed by inflation and limited opportunity, pushing Gen Z to look beyond traditional finance for assets that offer access, neutrality, and long-term financial resilience.

Recorded February 3, 2026.

00:33 - Interview With Miss Teen Crypto Randi Hipper
01:21 - Bitcoin Price Action, Volatility, and Long-Term Outlook
04:15 - Ethereum, Altcoins, and Institutional Market Shifts
05:22 - Tokenization, DeFi, and the Future of Crypto Infrastructure
08:46 - Crypto Regulation, Stablecoins, and the Genius Act
12:06 - Final Thoughts on Bitcoin, Risk, and Long-Term Conviction

Special thanks to our sponsor, Swan Bitcoin, the real Bitcoin company, for making this coverage possible 👉 To learn more, get started at https://swan.com/kitco

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#Bitcoin #Crypto #BitcoinPrice #BitcoinVolatility #DigitalAssets
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Gold and silver just suffered their first major volatility shock of the year, with gold swinging nearly $500 in a single session and silver whipsawing violently. While some see a breakdown, Danielle DiMartino Booth says the move looks less like a top and more like a liquidity flush clearing leverage from the system.

Speaking with Kitco News, the CEO and Chief Strategist of QI Research said markets that move parabolically “need healthy breathers,” warning that margin calls can spread quickly as stress rises across equities, credit, and commodities. She said the turbulence is coinciding with renewed credit stress, noting “we’re certainly seeing a resumption of the bankruptcy cycle,” with private credit emerging as a key fault line.

Booth also pushed back on the Fed’s stabilizing narrative, arguing Chair Powell is “leaning disproportionately on the unemployment rate” even as layoffs rise and financial conditions tighten beneath the surface.

Recorded January 29, 2026.

00:35 - Fed Policy, Market Volatility, and Liquidity Stress
01:24 - Danielle DiMartino Booth on Credit and Market Fragility
01:41 - Gold’s Volatility and a Liquidity Flush, Not a Top
04:22 - Labor Market Signals vs Corporate Layoffs
05:39 - Consumer Strain and Buy Now Pay Later for Essentials
06:28 - Banking Sector Stress and Credit Risk Beneath the Surface
08:42 - Regulation, Treasury Issuance, and Bond Market Stability
11:13 - Final Thoughts on Volatility, Risk, and Market Sentiment

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#FederalReserve #Recession #Gold #CreditCrisis

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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Silver and gold are no longer flirting with historic levels. They are holding them. And Keith Neumeyer says that matters far more than the numbers on the screen.

Speaking with Kitco News at VRIC 2026 in Vancouver, the First Majestic Silver CEO says the market has crossed into “a new pricing paradigm,” after decades shaped by paper-driven trading. He argues the shift is being driven by physical tightness and demand that are now overpowering traditional paper pricing.

Neumeyer points to years of underinvestment and flatlined mine supply. For the first time in his career, he says, “the physical market is actually taking over the paper market.” He adds that big institutional money remains on the sidelines, while permitting timelines and massive capital requirements limit how quickly new supply can respond.

Recorded January 26, 2026.

Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

00:58 - Silver and Gold Hold New Levels
01:49 - Mining Constraints and Supply Pressures
03:00 - First Majestic Strategy in a High-Price Market
04:48 - Mint Operations and Supply Chain Issues
07:38 - Permitting, Governments, and Jurisdiction Risk
10:38 - Why Institutions Still Avoid Mining Stocks
11:51 - First Mining Gold and Long-Term Development
17:57 - Final Thoughts on Silver and Mining Cycles

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#Silver #MiningStocks #KeithNeumeyer #FirstMajestic #Gold #MergersAndAcquisitions #KitcoNews
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Gold is at a new record level, and silver has seen extreme intraday moves, forcing a long-standing question back to the surface for mining investors. Speaking with Kitco News at VRIC 2026 in Vancouver, Ross Beaty and Bob Quartermain discuss whether this price action can finally drive a sustained rerating across mining equities or repeat a familiar cycle where metals surge and miners lag.

Beaty, Chairman of Equinox Gold, draws a clear distinction between gold and silver. He calls the silver market “very frothy, very bubbly,” and “overblown” in a market that is “about 10% the size of the gold market,” where small capital flows can drive outsized swings. By contrast, he says gold is being driven by “this giant move of money from treasuries, US dollars into an alternative source of money, which is gold,” supported by central bank demand rather than short-term speculation.

Both speakers stress cycle awareness. Beaty says the sector is “in the sun right now,” but warns that bull markets can turn abruptly and painfully if companies are unprepared. Quartermain adds that higher prices are reopening the financing window for juniors and developers, but building mines remains a long, capital-intensive process that requires discipline through both good times and bad.

The panel also discusses jurisdictional risk, the return of a Canada premium, and why new mine supply takes years to materialize in a sector constrained by permitting timelines and long project cycles.

Recorded January 26, 2026.

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Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

01:05 - Current Market Dynamics in Gold and Silver
03:02 - What Record Prices Mean for Mining Companies
07:11 - Jurisdictional Risk and Where to Build Mines
12:37 - Long-Term Planning and Market Cycles
14:06 - Cash Flow, Debt Reduction, and Capital Discipline
16:09 - Navigating the Bull Market as an Investor
16:43 - Why Mining Is a Cyclical Business
18:08 - Poland Copper Project and Long-Term Development
20:00 - AI, Copper Demand, and Resource Nationalism
22:55 - Canada’s Mining Landscape and Government Support
25:14 - Philanthropy, Communities, and Legacy in Mining
28:39 - Advice for Junior Miners and Industry Lessons
30:10 - Final Thoughts on This Cycle and What Comes Next

#Gold #Silver #Mining #Copper #PreciousMetals #MiningStocks #ResourceInvesting #KitcoNews
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Gold and silver are not just hitting records, Robert Kiyosaki says they’re revealing a deeper shift in how money, debt, and trust are being repriced.

Speaking with Kitco News at VRIC 2026, the Rich Dad Poor Dad author weighed in as gold trades above $5,000 and silver holds triple digits. Kiyosaki argued that silver’s move reflects structural pressure, not speculation, calling it “the information age’s metal” and the backbone of modern technology as AI demand accelerates. He warned that silver supply is constrained and difficult to expand, adding, “You can’t find it. That’s the big news.”

Kiyosaki also pointed to the significance of gold and silver rising together, saying that historically this alignment signals stress in fiat systems as capital moves toward hard assets. He highlighted silver’s growing strategic importance, noting its role in technology and defense at a time when governments are reassessing critical materials.

Addressing rumors that he sold his silver to buy Bitcoin, Kiyosaki said he has not sold any silver and rejected the idea of trading hard assets for paper money, which he described as “toilet paper.”

Recorded January 26, 2026.

Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

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01:16 - Why Silver Matters in the Information Age
03:05 - Debt, Fiat Currency, and Global Economic Stress
06:10 - Did Robert Kiyosaki Sell His Silver?
08:15 - AI, Technology, and Economic Disruption
09:23 - Why Kiyosaki Favors Stable Money Over Fiat
10:33 - Marxism, Central Banks, and Monetary Control
12:23 - Vietnam, Veterans, and Lessons From History
14:45 - Why Capital Is Shifting Toward Hard Assets
16:49 - Mining, Capitalism, and Investing in Real Assets
19:34 - Final Thoughts and Book Recommendations

#Gold #Silver #PreciousMetals #FiatCurrency #SilverSupply #HardAssets #Mining #MarketCycles #RobertKiyosaki
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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

Gold and silver are commanding attention, but Dr. Nomi Prins says the more important shift underway is structural, not cyclical. Rising debt stress, institutional friction, and supply constraints, she argues, are reshaping how capital moves through the global financial system.

Speaking with Kitco News at VRIC 2026, the geo-macro economist and Prinsights Global founder said, “we are really in the beginning of a major super cycle in commodities,” driven not only by uncertainty but by shortages that “you can’t just snap your fingers and have them go away.” She said metals such as silver, copper, and platinum face long development timelines that limit how quickly supply can respond.

Prins also pointed to central banks reducing reliance on sovereign debt and prioritizing gold, while banks and institutions increase exposure to physically backed markets. During periods of political and financial stress, she said capital moves toward assets that cannot be diluted or controlled, noting that “the physical market is actually taking over the paper market.” While volatility remains part of the cycle, Prins said the forces supporting hard assets and select miners remain firmly in place.

Recorded January 26, 2026.

Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

00:39 – Gold and Silver Market Dynamics
02:55 – Institutional Friction, Lawsuits, and Market Uncertainty
05:13 – Central Banks, Sovereign Funds, and Hard Asset Rotation
08:47 – Mining Supply Constraints and Sector Insights
11:04 – Forecasts, Volatility, and Investment Strategy
14:07 – Government Involvement and Strategic Commodities
16:42 – Energy, Oil, and Other Commodity Outlooks

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#Gold #Silver #Commodities #HardAssets #MiningStocks #SupplyConstraints #CentralBanks #Debt #MonetaryPolicy #NomiPrins #VRIC2026 #KitcoNews
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Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  

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Learn more about Kitco News: https://www.kitco.com/news/about/ 

For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising  

Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

“We are so far from a top.” Adrian Day says the gold market has not reached a speculative peak, pointing to investor positioning and participation rather than price action. Speaking with Kitco News at VRIC 2026, the chairman and CEO of Adrian Day Asset Management argued that market behavior still reflects caution, not euphoria.

Day said the absence of broad public involvement remains the clearest signal. “The generalist investor simply isn’t in this market yet,” he said, noting continued withdrawals from major gold mining ETFs. Without widespread participation, Day said, markets rarely form lasting tops.

He also drew a clear distinction between gold and silver, saying that “gold and silver are really different in terms of sentiment” and that silver carries risks gold does not. While he remains constructive on silver, Day said gold offers a stronger risk-reward profile, supported by central bank demand and long-term allocation trends. He added that portfolio decisions should be shaped by risk tolerance rather than short-term moves, emphasizing that “volatility is different from risk,” while years of underinvestment across commodities and historically low valuations in non-US markets continue to shape longer-term opportunities.

Recorded January 26, 2026.

Special thanks to our sponsor, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

00:33 – Market Sentiment and Cycle Timing
02:21 – Gold vs. Silver: Sentiment and Risk Differences
08:35 – Copper and Commodity Investment Cycles
11:13 – Oil and Gas: Underinvestment and Market Mispricing
13:11 – Gold Investing: Juniors vs Big-Cap Miners
14:46 – Why People Matter More Than Projects
15:12 – Management Quality and Industry Discipline
16:28 – Balance Sheets, Cash Flow, and Raising Capital
17:20 – M&A and Industry Consolidation Ahead
20:53 – Global Markets Outside the US
28:50 – Portfolio Strategy and Investor Advice

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Gold has surged to new highs while Bitcoin has pulled back, and Mark Moss says the divergence is not a contradiction. It is the signal.

Speaking with Kitco News at VRIC 2026 in Vancouver, Moss, host of The Mark Moss Show and Partner at the Bitcoin Opportunity Fund, challenges the idea that gold’s rally is simply an inflation or debasement trade. He points out that “from 2020 to 2024, the gold price didn’t go anywhere at all,” despite unprecedented money printing, asking, “if it’s really about inflation, and if it’s really about debasement, then why didn’t it move off of that?”

Moss says the move reflects a deeper shift. Central banks continue accumulating gold, while individuals increasingly turn to Bitcoin. When Bitcoin is priced in gold, he said, “you see a different picture,” adding, “we don’t know bottoms or tops until we look backwards, but we know when it’s cheap.” He also warns that banks are resisting yield-bearing stablecoins because “they don’t want stablecoins that can pay a yield,” highlighting growing pressure on the traditional banking system.

Recorded January 25, 2026.

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00:36 - Mark Moss origin story: from gold bug to Bitcoin
01:41 - Gold vs Bitcoin: why they don’t move together
04:28 - Trust breaks down: why gold is surging now
05:49 - Bitcoin cycles: what the 4-year pattern signals
09:12 - Stablecoins vs banks: the yield battle
14:05 - Bitcoin strategic reserves: political headwinds
15:04 - MicroStrategy: 709,000 BTC and the “NAV” debate
16:23 - Bitcoin priced in gold: “You see a different picture.”
17:22 - Three investor archetypes: stack, hedge, or trade
18:45 - Momentum vs fundamentals in gold and Bitcoin
21:22 - Regulation tailwinds: GENIUS, CLARITY, and macro setup

#Gold #Bitcoin #GoldVsBitcoin #SoundMoney #MonetaryTrust #CentralBanks #Stablecoins #FiatCurrency #MarkMoss
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Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  

Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto

Learn more about Kitco News: https://www.kitco.com/news/about/ 

For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising  

Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.