Kitco NEWS

Lobo Tiggre is holding the biggest cash position of his life, roughly 80%, and even after gold's correction, he still isn't buying.

Speaking with Kitco News at the Rule Symposium 2026, the Independent Speculator publisher said his system triggered a broad sell into the rebound after gold's peak, not at the top, and not in January as is often assumed. That left him "locked and loaded" for the next cyclical low, and unmoved by gold near $4,000. "Less high is not low," he said, noting the miners were built on sub-$2,000 gold and are "printing cash" today.

His base case is "a period of correction consolidation" before the next move higher, which he stresses is "my expectation, not my prediction." But he won't rule out a deeper fall: a drawdown like 2011 or 1980 would drop gold into the high $2,000s, and "if it drops under 3000, I'm just buying."

Until then, he's not buying gold or silver stocks. Copper is his highest-conviction trade, but at "six and change" he's waiting for an AI-driven pullback. Last week he made his first stock purchase in months, an oil name, while uranium, already his largest position, sits below its long-term contract price, setting up a potential "snap move up."

Recorded July 09, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

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-stock sentiment just hit a level Adrian Day has never seen in 50 years of managing money, one day two weeks ago, not a single investor surveyed was bullish.

Speaking with Kitco News at the Rule Symposium 2026 in Boca Raton, the Adrian Day Asset Management chairman said miner bullishness has collapsed to around 7%, against a typical 60/40 split. He calls it "the worst sentiment I have ever seen in my 50 years managing money in any sector at any time," and argues it has left the big producers historically cheap, a Scotiabank study places them in their lowest valuation quartile in 70 years.

Day, a value investor who says he is "not in the business of predicting," expects generalist money to rotate into gold once the S&P stops climbing, and points to the rotation already underway, in the four weeks before the conference, Microsoft, Amazon, and Nvidia all fell 15 to 20% while the S&P dropped just 2%. Still, he warns gold "could easily break the last low and go down to 3,600" first.

Recorded July 08, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
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00:00 - Live From the Rule Symposium
01:01 - Risk vs Reward, Not Predictions
02:10 - The Gold Thesis and Mid-Cycle Corrections
03:42 - The AI Trade Rotation Begins
08:50 - Passive Flows and the 401(k) Effect
09:51 - Gold Sentiment Hits a 50-Year Low
11:40 - Where the Value Is in Gold Stocks
15:21 - How to Size Buys and Manage Risk
17:31 - Why Oil Is the Most Hated Trade
20:47 - Silver: Demand, Supply and Value
25:25 - Royalties and Streamers Explained
31:14 - Discipline: Staging Into Positions
36:20 - Know Yourself, Know What You Own

#Gold #GoldStocks #AdrianDay #Silver #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.

Rick Rule sold most of his physical silver this year and moved the money into silver mining stocks, a lesson in how a 50-year veteran actually positions.

Speaking with Kitco News at the Rule Symposium 2026 in Boca Raton, Rule said he sold roughly 80% of his physical silver after its parabolic run and rotated into the miners. "You need to sell parabolic up charts because they resolve to the downside," he said. The stocks were "priced discounting $35 silver in a $75 market," offering better upside, sideways, and downside than the metal itself.

Gold is a different bucket. Rule says he saves in gold, keeps liquidity in dollars, invests in senior gold stocks, and speculates in juniors. He placed the gold bull market in its "sixth inning" with a decade to run, and reaffirmed his call that the dollar will lose 75% of its purchasing power over 10 years, which could see gold triple. He also argued that real inflation runs far hotter than the official number, calling the CPI "the CP-lie" and putting the true rate for the average family closer to 8%.

Recorded July 08, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

00:00 - Welcome to the Rule Symposium
00:36 - The Mood on the Floor
03:39 - How to Pick Mining Stocks
06:43 - His Four Buckets and Battle Bank
08:29 - Gold Bull Market: The Sixth Inning
12:21 - Why Uranium "Cannot Go Wrong"
15:17 - The Oil Shock and Staying Disciplined
16:55 - Why News Makes You a Worse Investor
20:03 - Contrarian Investing and Common Mistakes
22:30 - The CPI "CP-Lie" and Final Takeaways

#Gold #Silver #RickRule #Copper #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.

The spot gold price everyone watches all day may tell you almost nothing about whether you can actually get an ounce in your hands. That gap, Lynette Zang argues, is the real story.

Speaking with Kitco News at the Rule Symposium 2026, Zang said the paper-physical split is now visible worldwide, from premiums paid in the East to Hong Kong and Singapore building their own gold clearing systems. She traces it to the 1970s spot market, which she says trained the public to treat gold as a trade rather than money. Her message: "you need to think about gold and silver as money and not a trade."

Zang also warned that any future gold confiscation would run through the depositories where most metal is now held, at a Wall Street price she says understates its true value, and argued that stablecoins, which she calls corporate debt, are "a ploy to create an artificial market for the dollar" and fresh buyers for US Treasuries.

Recorded July 08, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

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00:00 - Paper Gold vs Physical Reality
02:11 - The "Strong Dollar" Myth
03:52 - The East Takes Gold Pricing Power
04:41 - What a Monetary "Reset" Looks Like
07:08 - How Money Became Debt
09:47 - Stablecoins and the Treasury Trap
11:37 - Why Redeemable Gold Matters
14:09 - The Silver Dime Lesson
15:29 - The Gold Confiscation Risk
18:35 - Fiat vs Real Money
20:59 - Trillionaires and the Wealth Transfer
23:13 - When Inflation Hits Home
24:41 - Building a Sound Money Strategy
26:34 - The Debt Bubble Warning
36:46 - 1971: The Shift That Started It All

#Gold #SoundMoney #GoldConfiscation #LynetteZang #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.

Keith Neumeyer says silver's run to $121 this year pushed the physical market to the brink, and that the metal has now found its floor.

Speaking with Kitco News at the Rule Symposium 2026, the First Majestic Silver CEO, who called $100 silver back in 2012 when it traded in the teens, said the spike exposed how thin the real market is. "The whole system was really on the verge of breaking," he said, pointing to surging lease rates, margin calls, and refiners that stopped buying.

After a roughly 50% correction to around $60, Neumeyer said, "I think we've seen the lows," and called the market "two years into a 10-year bull market." He credited silver's move to the US designating it a critical metal, and said the short position that once capped prices, once as high as 800 million ounces, has largely gone, with paper players "now getting on the long side."

Recorded July 08, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
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00:00 - Silver Hits Triple Digits: The $100 Call
00:59 - Parabolic Run and the Fast Correction
03:08 - Why Silver Became a Critical Metal
05:45 - The Deficit and Flat Mine Supply
11:23 - China Demand and Shanghai Premiums
16:55 - The 8-to-1 Gold-Silver Mining Ratio
17:48 - Why Institutions Just Buy the Index
19:41 - Physical Silver vs Mining Stocks
22:13 - Inside First Majestic's Mine-to-Mint
26:48 - M&A in a Down Market
31:23 - Final Takeaways

#Silver #SilverSqueeze #KeithNeumeyer #FirstMajestic #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.

Bob Quartermain says the world's great gold deposits are getting harder to find, and the price will have to rise to make up for it.

Speaking with Kitco News at the Rule Symposium 2026, the Dakota Gold CEO and newly named Order of Canada member said the remaining deposits are deeper, lower-grade, and far costlier to find. "Those elephants at depth are rare, and they cost hundreds of millions of dollars to find," he said. "We're just gonna have to see a higher gold price to achieve the amount of production that we're currently seeing now."

Quartermain called the recent pullback "a breather in the bull market," pointing to central bank demand as the structural break from the speculative 2011 run. He noted gold has now passed US Treasuries as a reserve asset and China's holdings have grown from 33 million ounces to over 75 million, and explained why US gold output has fallen from over 10 million ounces a year to four or five since the Homestake mine closed.

Recorded July 08, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
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00:00 - Welcome and Intro
01:37 - Gold Cycle: 1980, 2011 and Now
03:02 - Central Banks and Gold vs Treasuries
04:52 - Hemlo: Full Circle 40 Years Later
08:09 - Why Majors Miss the Big Finds
09:56 - Building Brucejack, Selling to Newcrest
12:24 - Why the Gold M&A Wave Is Just Starting
13:56 - Silver's AI and Data Center Demand
17:20 - Gold Supply Crunch and Jurisdiction Risk
20:44 - Reviving the Historic Homestake Mine
25:40 - How to Spot a World-Class Deposit
28:30 - Advice to Young Geologists

#Gold #Mining #DakotaGold #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.

Aris Mining pulls gold out of the ground for about $1,500 an ounce and sold it last quarter for about $4,445. So while the Rule Symposium 2026 debates royalties and streaming deals, Oliver Dachsel gives a one-word answer to whether Aris needs outside capital: no.

The SVP Capital Markets at Aris Mining joins Kitco News from the symposium, on the day the company reported first-half production up 31% and revenue topping $680 million.

Dachsel calls the sector "a little bit like a coiled spring," arguing the drivers of the debasement trade "if anything, have intensified." He walks through the path from 257,000 ounces last year to 500,000 by 2028, self-funded from $425 million in cash and margins "solidly above 50%." Plus: Marmato's first gold pour "on track" for Q4, what Colombia's incoming pro-mining government means for Soto Norte, and why he says Aris "trades at a discount to its peers."

Recorded July 07, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
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00:00 - Gold Miners Whipsaw
00:54 - Aris Mining Q2 Results: $4,445 Gold
02:27 - 50% Margins and Cash Flow
03:20 - Investor Sentiment After the Correction
04:41 - Self-Funded Growth, No Royalties Needed
05:54 - Path to 500,000 Ounces: Segovia and Marmato
08:01 - Marmato Buildout: First Gold Q4
09:40 - Colombia's New Government and Soto Norte
13:06 - Toroparu Guyana: The Next Mine
15:18 - The Macro Case for Gold
18:32 - Valuation, Neil Woodyer, and Catalysts
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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.

Dr. Nomi Prins says the forces driving capital into hard assets are accelerating, and the Fed has become the only backstop for U.S. debt.

Speaking with Kitco News at the Rule Symposium 2026, the Prinsights Global founder and Permanent Distortion author reaffirmed her call for $6,000 gold by year-end. "Does the United States have a debt crisis? The United States has a Fed," she said.

Prins also pushed back on the market's read of the new Fed chair: "I think ultimately the Fed will have to reduce rates in order for us to service our debt. I think that Kevin Warsh is waiting for that moment." She pointed to China cutting its Treasury holdings from $1.3 trillion to $620 billion in favor of gold, and five billion ounces of paper silver trading in the SLV ETF alone against roughly 800 million mined each year, as signs the hard asset supercycle is still early.

Recorded July 07, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
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00:00 - Welcome and Guest Intro
01:56 - Wall Street's Shift Into Commodities
03:01 - $6,000 Gold and the Central Bank Supercycle
09:45 - Kevin Warsh: Waiting to Cut Rates?
12:29 - Real Assets Lockout
14:42 - Inside a Moroccan Silver Mine
16:37 - Paper Silver vs Physical Supply
19:15 - De-Dollarization Reality Check
24:00 - How Institutions Really Position
27:32 - Building a Commodity Portfolio
30:55 - Closing Takeaways

#Gold #Fed #Debt #NomiPrins #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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Live crypto market data: https://www.kitco.com/price/crypto

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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 just had its worst quarter in over a decade, and the man who moves real physical metal across the counter says buyers did the exact opposite of what makes sense. When the metal went on sale, they walked away.

Rich Checkan, President and COO of Asset Strategies International, has spent 30 years on the order counter, the buying, the selling, the panic that never shows up on a price chart. He joins Kitco News from the Rick Rule Symposium 2026 for a ground-level read on what retail actually did through the sell-off.

Checkan argues that "gold goes on sale and everybody stands on the sidelines, or they divest," and says contracting premiums and junk silver selling below spot are the real tell of "a hated market," not an overheating one. He lays out the one question every buyer should ask before handing over a dollar, warns which dealers to run from, and explains why he still calls physical metal "the most liquid asset on Earth."

Recorded July 07, 2026.

Special thanks to our sponsor, Aris Mining, for making this coverage possible. To learn more, visit: https://www.aris-mining.com/

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01:52 - Why Buyers Vanish When Gold Dips
03:12 - Who's Buying and Who's Selling
04:49 - Liquidity Selling and Real Inflation
05:51 - Premiums: The Hidden Market Tell
07:02 - Silver Inventory and Shortage Myths
08:07 - New Gold Buyers in the Bull Market
09:19 - How to Buy Physical Gold Safely
10:25 - The Buyback Rule and Bad Dealers
11:24 - Why Buying Physical Gold Is Easy
13:17 - Why Gold Beats Real Estate on Liquidity

#Gold #Silver #PhysicalGold #PreciousMetals #RichCheckan #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 just closed its worst quarter in more than 13 years, then roared back above $4,100 as the new Fed chair signaled he may ease off. Is the gold selloff over, and is gold a buy now?
This week in focus: what actually turned gold around, why the world's central banks never stopped buying, and what happens next, with Rick Rule, Jeff Sarti, and Chris Vermeulen. Plus, Kitco goes live from Rick Rule's Natural Resource Investing Symposium in Boca Raton on Monday.

Anchor Jeremy Szafron breaks down the week: gold's worst quarter in 13 years and the sharp reversal, the Warsh comment that JPMorgan said sent the debasement trade roaring back, the soft jobs report that cooled Fed rate-hike bets, the AI and chip selloff that rotated money into defensives and gold, why Western ETF selling met relentless central-bank buying, the gold miners priced as if gold were only $3,350, and the signals to watch from here. Not investment advice, you decide.

Rick Rule will be hosting the 2026 Rule Symposium on Natural Resource Investing, July 6-10 in Boca Raton, and Kitco will be there on the ground. The in-person event is sold out, but you can join the livestream and access the replays through the year here: (https://cvent.me/XOqdLa?via=Kitco-News)

CHAPTERS
00:00 The Comeback 
00:40 The Turn: Worst Quarter, Then This 
01:30 Why the Fed Blinked 
04:00 The Buyers Who Never Left 
07:00 Silver and the Miners 
10:00 What Comes Next 
13:00 Live From Boca, Monday 

#gold #goldprice #silver
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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

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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.

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.