Podcast appearances and mentions of craig hemke

In this episode of "Ask the Expert" from Sprott Money, host Craig Hemke sits down with returning guest Alasdair MacLeod, former head of research at Goldmoney, to break down the alarming direction of global monetary policy. Alasdair explains why the real issue isn't the rising price of gold, but the collapsing purchasing power of fiat currencies, especially the U.S. dollar.

Gold and silver have broken out to new cycle highs after a 5-month consolidation. Craig Hemke, founder and editor of the TF Metals Report, joins me to map the pattern driving the move, where it could go next, and how equity inflows and central-bank dynamics are reshaping the precious metals landscape. Key Topics Breakout mechanics & roadmap: Four repeated cycles over the last ~2 years … 3–4 months of sideways consolidation followed by 15-20% surges. With the latest breakout confirmed in late August, Craig outlines upside scenarios into Q4. Miners vs. metals: Why strong metal prices plus widening margins can still mean more catch-up ahead for producers and developers; how valuation frameworks (P/E, price/book) may evolve if capital rotates into the sector. ETF flows & breadth: Rising inflows into GDX/GDXJ as broad participation improves across large caps and juniors; how equity strength and metal strength reinforce each other. Macro drivers: Slowing U.S. data, rate-cut expectations into the upcoming Fed meeting, and the prospect of yield-curve management; how global de-dollarization and central-bank buying since 2022 continue to underpin gold demand. Then vs. now: Lessons from the 2009–2011 bull market compared to today's debt math, policy backdrop, and global currency dynamics. Positioning mindset: Why “buy-the-dip” may persist in a structurally supportive backdrop, and what traders should watch as liquidity returns post-summer. Click here to visit Craig's website - TF Metals Report   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

In this Monthly Wrap-Up, Craig Hemke sits down with Dr. Nomi Prins to decode the evolving Fed–Treasury dynamic, potential rate cuts and backdoor QE, and what it all means for gold, silver, copper, uranium, rare earths, and junior miners heading into September. You'll learn why policy shifts: Fed–Treasury “fusion,” appointments, and legal challenges—could be bullish for gold and silver; the realistic path to $5K gold and how a +50% surge can happen from here; the silver breakout setup near its 2011 high and the industrial kicker; why silver and copper landing on the U.S. critical minerals list matters for defense, AI, and energy; how uranium fast-tracking and rare earths factor into the commodity super-cycle; and how yield-curve talk, front-end cuts, and long-end moves ripple through metals.

In this episode of Mining Stock Daily, Trevor Hall and Craig Hemke of TF Metals Report delve into the relationship between the Trump administration and the precious metals market. They explore how executive decisions, such as attempts to restructure the Federal Reserve and the Treasury, have influenced gold prices and market sentiment. The discussion covers the potential long-term effects on monetary policy and the bullish outlook for gold.

Today, Craig Hemke, founder and editor of the TF Metals Report, joins me for his regular Monday commentary on the precious metals markets. We start with a recap of last week's market action following Jerome Powell's remarks at Jackson Hole, which signaled that the Fed may be preparing for a September rate cut. The result: strength across equities, bonds, and precious metals, with the U.S. dollar the lone laggard. Key Discussion Points: Powell's Jackson Hole speech and why a rate cut now looks all but certain. Market reaction: broad rallies across assets, dollar weakness, and implications for gold and silver. Insights from the latest Commitment of Traders (COT) report showing bullish positioning for both gold and silver. Gold's ongoing five-month consolidation and what could spark the next breakout. The revaluation of junior mining stocks and what's needed for the sector to continue higher. Silver's inertia and potential for a sharp move once momentum returns. The seasonal setup heading into September and how upcoming jobs data could influence Fed policy. Follow Craig's work at TF Metals Report.

Craig Hemke: 'Current Gold Rally Is Entering Rare Territory' While the gold and silver prices have generally hovered around $3,400 and $38 levels over the past few months, even with what's already happened this year, we're already in rare territory. Fortunately, Craig Hemke of TF Metals joins me to talk about the rally, the metal that's moved from London to New York, some of the bigger price forecasts currently out there, and a whole lot more. So for a great update of the latest activity in the precious metals markets, click to watch this video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Craig Hemke, founder and editor of the TF Metals Report, joins us for his regular Monday discussion to recap the latest in the gold and silver markets and preview what's ahead this week. Key Topics Covered: Jackson Hole Preview: Jerome Powell's upcoming speech on Friday is expected to set the tone for gold, the U.S. dollar, and broader markets heading into September. Fed Policy & Rate Cuts: Market expectations remain high for a September cut, but will Powell hint at more aggressive easing? Gold & Dollar Correlation: Why the recent sideways action could give way to the next breakout move depending on Fed signals. Central Bank Demand & Bull Market Longevity: How sustained buying continues to underpin gold's strength, limiting major sell-offs. Gold Stocks & ETFs: With producers showing strong balance sheets what does that mean for investors? Craig also shares insights on the revaluation of gold miners - from majors to juniors - and what could fuel the next leg higher in this ongoing bull market.   Click here to visit Craig's website - TF Metals Report https://www.tfmetalsreport.com/

Is the U.S. already in a recession? Former Federal Reserve insider Danielle DiMartino Booth says net job destruction began in Q2 2024, meaning the economy has been contracting for over a year despite what the Fed is telling you. In this Ask the Expert episode, Danielle joins Craig Hemke to reveal the truth about the labor market, the 24 downward payroll revisions in the last 30 months, and the real headcount data that points to ongoing economic weakness. She discusses the political pressure on Jerome Powell, the growing calls for a 50 basis point rate cut in September 2025, and why dissent at the FOMC is at historic highs. Danielle also warns about the dangers of increased Fed–Treasury cooperation, the risk of hyperinflation, potential threats to the U.S. dollar, and the possibility of market turmoil if retirees are forced to liquidate stocks. Most importantly for investors, she shares why these conditions are bullish for gold in a time of economic and political uncertainty.

Craig Hemke, founder and editor of TF Metals Report, joins us to break down the recent volatility in precious metals following last week's gold tariff headlines - and the immediate backtrack. While daily swings grab headlines, Craig points out that gold remains in a strong long-term uptrend, recently posting its highest weekly close ever above $3,400. We discuss: Why gold's fundamentals remain bullish despite short-term noise and political headlines. The standout performance of gold and silver mining stocks, with GDX hitting highs not seen since 2011. How recent earnings reports reveal producers are far more profitable than many investors expected. Silver's breakout above $37–$38, its best levels in over a decade, and what it means for margins in Q3. The macro backdrop - weak economic data, Fed policy expectations, and the impact on the US dollar and metals prices. Craig also shares insights on positioning from the CoT reports, the potential for further upside in both metals, and why institutional sentiment could be shifting in favor of gold and silver producers.   Click here to visit Craig's website - TF Metals Report

Is gold about to make its next major move? In this August edition of the monthly Precious Metals Projection, Craig Hemke of Sprott Money speaks with Chris Vermeulen about the critical turning point in markets. With stocks showing signs of weakness and gold nearing a technical breakout, Chris breaks down the charts, seasonality, and sentiment driving gold prices and silver prices. Topics include the deceptive strength in the S&P 500, the power of the Magnificent Seven stocks, and how miners like GDX and SILJ are signaling a move in gold price. Chris shares how similar this setup is to 2007, and what could be ahead for the price of gold and silver. If you're looking to buy gold or buy silver, this episode is packed with timely insight into the gold price and silver price trends that matter most now.

Craig Hemke, Founder and Editor of TF Metals Report, joins me for a wide-ranging discussion on the macroeconomic market movers over the last few weeks and looking ahead to a potential cattle call into gold, silver, and the precious metals equities.  We also dig into the whipsaw copper pricing as a result of the Trump tariff policies and where things may settle out.    Topics we discuss:   Craig walks us through the macroeconomics forces at work between US fiscal policy and Fed monetary policy, and how interest rates trends, and the potential for yield curve controls will likely push the US dollar lower, and the precious metals sector higher.   He points out the jobs report numbers, and downward revisions of the prior 2 months jobs metrics. Craig highlights the potential policy error that Jerome Powell and the Fed have made in delaying cutting the Fed funds rate by pointing to strong jobs figures the last few months as proof of a robust economy. Now it is clear they were not nearly as strong as reported.   Craig feels the pathway forward from the Trump administration is to either remove Powell early, or replace him as soon as possible next year with a dovish Fed chairman that will move to quickly cut interest rates and work in concert with the US Treasury Department.  The plan will be to lower rates to reduce down the burden of debt repayment, but then also to keep spending with fiscal policy to try and grow (and by default inflate) our way out of the current situation.   The US dollar's recent rally may ending up having been a head-fake, which caught some market participants off-sides, as the greenback has already started rolling over lower once again.   This dollar weakness and worse-than-anticipated jobs data has boosted the precious metals sector at the end of last week and we are seeing follow through strength in gold and silver to kick off this week.   We also discussed how copper pricing went on a wild ride building up to the proposed 50% copper tariffs, but then reversed down sharply when it turned out the tariffs were only on finished copper products, but not copper concentrates or refined copper itself.   Craig outlined how silver, platinum, and palladium got caught up in that move higher in copper, and did reverse down initially with copper's crash lower, but have since stabilized and started trekking back higher again with gold.   We wrap up discussing the moves we've seen lately in PM producers on the back of strong Q2 numbers, noting Agnico Eagle's recent barn-burner quarter, and that we are already one third of the way through Q3 with even higher average metals prices.  If people get a sense that these macro forces and higher underlying gold and silver prices are going to stay elevated, then there could be a cattle-call and stampede into the precious metals equities.   Click here to visit Craig's website – TF Metals Report

Silver is no longer lagging—it's leading. In this powerful July wrap-up, Craig Hemke interviews Michael Oliver, who reveals why silver has officially entered its acceleration phase and could surge past $50 to $70 or more this year. He explains why $200 silver price per oz isn't a crazy idea and how gold price, despite its recent sideways movement, remains in a strong long-term uptrend that could see it double or even triple. Explore momentum analysis, central bank panic, stock market signals, and why smart money is quietly rotating into gold, silver, and miners before the next big move.

In this July 2025 episode of "Ask the Expert" from Sprott Money News, host Craig Hemke is joined by John Rubino, founder of the Dollar Collapse website and now author of a widely-read Substack. Together, they dive into major topics including the price of gold, the price of silver, and looming monetary shifts as political pressure on the Fed intensifies. They discuss Trump's interest rate agenda, potential yield curve control, a looming bond market crisis, and the growing possibility of a new gold standard. John outlines the case for a crack-up boom and explains why silver may be on the verge of outperforming gold in a historic move. If you're thinking about how to buy gold or buy silver, this episode is for you.

Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th. Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what's fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market. We also discuss: Why silver is vastly outperforming gold and how the gold-silver ratio is driving sentiment How mining stocks are reacting, with smaller stocks outperforming majors like Agnico and Newmont Copper's sharp move higher on new U.S. tariff announcements, and why Trump's unpredictable stance is fueling volatility A cautionary take on silver hype, commercial short positions, and how bull markets typically unfold Inflation data, options expiry, and what to watch heading into the end of the week Craig shares insights from decades of market experience—balancing optimism with realism—as he highlights where the real opportunity may lie for precious metals investors in the second half of 2025. Click here to visit Craig's website - TF Metals Report

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

In this month's Precious Metals Projections, Craig Hemke is joined by Chris Vermeulen to discuss the market trends defining the second half of 2025. They cover everything from the recent breakout in the S&P 500 and NASDAQ, to why gold and silver could be gearing up for their next major moves. Chris lays out a compelling technical case for gold hitting $4100 and silver pushing above $40, backed by bull flag patterns, momentum indicators, and historical analogs from 2008. They also discuss the seasonal patterns in precious metals, with July and August often marking the start of strong rallies. This episode is packed with insight for anyone interested in the gold price, silver price, and whether now is the time to buy gold or buy silver. Plus, learn why physical metals may outperform mining stocks in the months ahead. Don't miss this deep dive into the price of gold, price of silver, and market positioning.

In this week's Live from the Vault, Andrew Maguire and Craig Hemke question whether Middle East tensions are being staged to distract from China's trade corridor and the BRICS summit—both signalling a deeper shift towards physical settlement.Craig flags the return of headline-driven market volatility under Donald Trump, with both experts reaffirming that the long-term fiat collapse is now exposing the flaws in the paper gold system, prompting a global pivot towards transparent, physical trading.Check out Craig Hemke: https://x.com/TFMetalshttps://www.tfmetalsreport.com/Watch The biggest gold and silver swindle of all time...https://youtu.be/ALZP8twExEU_______________________________________________________________Timestamps: 00:00 Start01:07 Are Middle East tensions a smoke screen for BRICS and China's trade corridor?08:08 Basel III cracks paper gold, physical markets take control16:41 EFP collapse signals end of paper gold pricing dominance23:54 Central banks scramble for gold as global debt explodes32:18 Physical silver pricing breaks free from paper market control40:08 Silver's moment: Inertia breaking to new highs50:09 Collective power drives fair precious metals pricing56:15 Are silver and gold primed for an unstoppable breakout?_______________________________________________________________Send your questions to Andy here: https://www.speakpipe.com/LFTVSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_229Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this in‑depth monthly wrap‑up of precious and industrial metals, host Craig Hemke sits down with mining sector expert Joe Mazumdar of Exploration Insights. Recorded June 27, this episode covers gold price, silver price, and the price of platinum and copper as we close the first half of 2025.

Craig Hemke, founder and editor of TFMetalsReport.com, joins us for a timely macro and metals discussion on this shortened holiday trading week. With Canadian and U.S. markets seeing light volume due to national holidays, Craig outlines why this week could still bring significant volatility driven by data releases and algorithmic trading.   Key Themes Discussed: Gold's Sideways Action: Craig explains why gold's recent price consolidation mirrors the late 2023 breakout setup and how many investors may be misreading this quiet strength. Silver's Quiet Strength: Silver has posted a strong quarterly close and may soon generate its own upside momentum, similar to the sharp moves seen in 2011. Dollar Weakness and Fed Policy: Despite a lack of immediate Fed rate cuts, the U.S. dollar is falling - Craig explains how markets may be front-running a policy shift under a possible Trump-nominated Fed chair. Commodity Supertrend?: From copper and platinum to silver and aluminum, industrial metals are rallying on physical supply constraints and broader reflation themes. Data-Driven Volatility Ahead: With the JOLTS report, manufacturing and services PMIs, and a U.S. jobs report all dropping this week, Craig warns these releases could trigger fast, algo-driven moves in the metals.

In this KE Report Daily Editorial, we're joined by Craig Hemke, founder and editor of TFMetalsReport.com, for a timely and wide-ranging discussion on the intersection of geopolitics, precious metals, the US dollar, and mining equities.   We kick things off with the surprising market reaction to US missile strikes in Iran - including the sharp reversal in oil prices and the perception that escalation may be de-escalating. Craig explains why weekend geopolitical events often produce less market volatility by the time trading resumes, and how this specific event might mirror the short-lived Israel-Iran tensions from late 2024.   We then shift focus to the precious metals markets, where: The US Dollar Index hovering at 98 is acting as a pivotal level. A breakdown toward 96 could serve as a tailwind for both gold and silver, with gold already consolidating around $3,400. Craig sees signs of a summer rally for precious metals, especially if the dollar weakens further. Silver backwardation and contract rollovers are creating short-term volatility, particularly with July contracts nearing expiration. A strong monthly and quarterly close for silver could set the stage for a technical breakout. On the mining equities side: Craig notes Newmont (NEM) is up ~50% YTD but still lagging more efficient operators. He expects a positive Q2 earnings season for miners, driven by significantly higher average gold and silver prices. However, not all equities will benefit equally. Craig emphasizes focusing on companies with low all-in sustaining costs, wide margins, and disciplined cost controls. He also sees last week's weakness in GDX as potentially related to NYSE options expiration and short-term oil price fears—not a broader trend reversal. We also preview Fed Chair Powell's congressional testimony and the mixed signals from the FOMC dot plot, as well as the uncertainty created by potential tariff reinstatements under Trump. Follow Craig's work at TFMetalsReport.com

In this mid-year 2025 edition of Ask the Expert, Craig Hemke sits down with legendary investor Eric Sprott to break down what could be the biggest year ever for gold and silver. Eric discusses the explosive moves in gold and silver prices, why he believes silver is heading to $70 or more, and how the price manipulation era may finally be ending. They talk silver shortages, miner profitability, gold-to-silver ratios, and how institutional and investor interest is shifting rapidly. Discover why Eric is nearly 90% invested in precious metals and where he sees the biggest opportunities, from silver ETFs to under-the-radar juniors. A must-watch for anyone looking to buy gold, buy silver, or understand what's ahead for the price of gold and price of silver in 2025.

Craig Hemke, Founder & Editor TF Metals Report, joins us for his weekly editorial to break down the latest moves in the U.S. Dollar, the precious metals sector, and positioning in the silver market.   Key Themes Covered: U.S. Dollar Breakdown: With the DXY falling below 98, approaching multi-year lows, Craig discusses how this weakness acts as a tailwind for precious metals and broader commodities. He outlines the inverse tick-for-tick trading patterns between the dollar and gold, especially during key Fed events. Silver COT Warning Signs: Despite silver pushing above $36, Craig flags caution based on the CoT (Commitment of Traders) report positioning. Speculative interest may be topping out, creating the potential for a pullback tied to July contract expirations and positioning rollovers. Gold/Silver Ratio Outlook: While some traders use the gold-silver ratio to toggle exposure, Craig remains focused on fundamental and technical price action. He wouldn't be surprised to see the ratio revisit 100 before silver regains momentum. Silver Stocks Divergence: We analyze the recent disconnect between silver prices and the underperformance of silver equities like SIL and SILJ, even amid record volume. Craig discusses how shallow market depth and investor skepticism may still be suppressing upside despite stronger silver pricing. Gold's Long-Term Drivers: With central banks continuing to add to gold reserves and global debt exploding (e.g., $116,000/second added to U.S. debt in May alone), Craig emphasizes that fiat devaluation remains the core bullish case for gold in the years ahead. Visit https://www.tfmetalsreport.com for more of Craig's insights Drop your questions in the comments and subscribe for future updates.

Craig Hemke, founder and editor of TF Metals Report, returns to share insights into the continued strength across precious metals markets, with a particular focus on the outperformance of silver and junior mining stocks. While gold remains rangebound around $3,300, silver has surged past $35/oz and now $37/oz , marking a breakout many investors have been waiting for. Craig highlights the powerful momentum dynamic in silver, where price strength feeds investor interest, accelerating further gains. This move is also showing up in key silver equities like the SILJ ETF, which has reclaimed levels not seen since 2022.   Key discussion themes include: The self-reinforcing momentum in silver and how it mirrors past speculative cycles ETF and equity signals: SILJ surpassing key resistance, signaling investor confidence Rotation into silver, platinum, palladium, and copper as gold consolidates The impact of central bank demand and a sharply weaker U.S. dollar on gold and silver Upcoming catalysts: CPI/PPI inflation data, FOMC meeting and dot plot, and option expiries in metals and mining stocks Craig also outlines how institutional buy-side expectations are slowly catching up to the new price environment and how that could impact analyst price targets across the mining sector. Click here to visit Craig's website - TF Metals Report

Join Craig Hemke and Chris Vermeulen in this month's precious metals projection podcast as they break down what lies ahead for gold, silver, and mining stocks. With the stock market rebounding in May after an April slump, could a summer rally be in play? Chris shares in-depth chart analysis and technical indicators suggesting major moves in the price of gold and silver, possibly pushing gold up to $3,750 and silver near $38. They also explore how falling dollar values, inflation data, and Fed decisions may shape the precious metals landscape. Whether you're looking to buy gold, buy silver, or stay ahead of stock market trends, this episode delivers crucial insights to guide your investment strategy.

We kick off June with a powerful move across the precious metals complex, as both gold and silver surge higher, defying expectations of seasonal weakness. In this KE Report Daily Editorial, Craig Hemke, founder of the TF Metals Report, joins us to break down what's driving the action, why silver's breakout matters, and how this rally could evolve.   Key themes covered in this interview: Gold rallies $83 and silver jumps 5%, signaling strength despite flat equity markets. Craig highlights the summer rally potential, spurred by a falling U.S. Dollar Index and positive technical setups. Silver's breakout above key levels may be activating algorithmic buying and could spark broader momentum across miners. Craig sees a shift in sentiment as investors revisit mining equities, especially after Q1 earnings and improving margins heading into Q2. Discussion includes CoT reports, open interest washouts, and hedge fund positioning. The interview also touches on macroeconomic signals, potential commodity rotation, and geopolitical catalysts impacting safe-haven flows.   Visit TF Metals Report for Craig's ongoing analysis

In this latest Sprott Money "Ask the Expert" episode, host Craig Hemke sits down with Michael Lebowitz to dissect the economic turbulence facing markets mid-2025. From shifting Fed policies to the implications of new tariffs, they dive deep into what these crosscurrents mean for the gold price, silver price, and broader market sentiment. Is the U.S. economy headed for a recession or just slower growth? How do rising bond yields affect the price of gold and silver? And is now the time to buy gold or buy silver? Don't miss this essential discussion that cuts through media noise to provide actionable insights for investors in precious metals and beyond.

In today's Daily Editorial, we welcome back Craig Hemke, Founder and Editor of TF Metals Report, to break down the sharp pullback in gold and mining stocks amid renewed strength in the U.S. dollar and equity markets. We explore the implications of a shifting trade policy narrative - moving from escalating tariff tensions to a tone of reconciliation - and ask: Is the "trade war premium" in gold now gone? Craig dissects: The timeline of gold's April rally and sharp reversal tied to tariff headlines Today's triple-whammy: rising energy prices, weaker gold, and post-earnings positioning pressure on miners How short-term technicals, like the dollar index and gold's 50-day moving average, may drive the next move Whether generalist investors are rotating out of gold stocks and back into risk-on trades We also look ahead to key catalysts this week: CPI, PPI, and Jerome Powell's Thursday speech… will inflation expectations and rate cut narratives shift again? Click here to visit Craig's website - TF Metals Report

Welcome to the May 2025 edition of the Precious Metals Projections with Craig Hemke and Chris Vermeulen. In this explosive episode, we break down what's really happening with the gold price and silver price right now — and what could be coming next. Chris explains why the recent gold rally — could be a classic FOMO blow-off top, warning investors that we're in “nosebleed territory” with high risk for a sudden reversal. They also examine recent volatility in the S&P 500 and NASDAQ, exploring whether this is a true breakout or the final bounce before a major stock market crash. As for silver price, Chris sees the potential for an explosive move — but with serious downside risk. The episode covers key technical analysis patterns, investor sentiment, short squeezes, and the broader implications of Fed policy and inflation.

Kerry Lutz and Craig Hemke discussed the recent dynamics in the gold and silver markets, highlighting a notable increase in gold prices by nearly $100. Craig expressed skepticism about claims of an overbought market, referencing the commitment of traders report that indicated large speculators had reduced their long positions. He described silver's market conditions as slightly bearish, struggling to gain upward momentum. Both emphasized the importance of maintaining confidence in gold despite previous skepticism, suggesting current trends may affirm their long-term views. Craig analyzed the long-term depreciation of the dollar, noting the significant increase in gold's price over the past fifty years and expressing concern over the current $2 trillion deficit. They discussed the potential for gold prices to reach between $3,500 and $4,500 this year, with implications for the mining sector and a broader trend of funds moving away from dollar-based assets towards alternatives like gold and Bitcoin. The conversation concluded with a reminder for investors to stay informed and consider buying during market dips. Find Craig here: https://tfmetalsreport.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

Craig Hemke, founder and editor of TF Metals Report, returns to break down gold's continued strength above $3,300 and the growing institutional acceptance of structurally higher prices. "The gold narrative has officially changed - and the big banks are finally catching up."   We discuss: Why Wall Street firms like Goldman Sachs are now forecasting $3,700–$4,500 gold What the Commitment of Traders (COT) data reveals about the repositioning of banks and hedge funds Why silver and mining stocks are still lagging despite strong bullion prices The psychological hurdle for long-time gold investors and why this time might be different Whether central bank demand, economic uncertainty, or market fragmentation is truly driving the gold rally   Craig also explains why silver may soon “catch up”, but only once momentum kicks in, and unpacks what structural changes in the market could be signaling a longer-term shift in how precious metals behave.   Click here to visit Craig's website - TF Metals Report

In this must-watch Monthly Wrap-Up, our host Craig Hemke is joined by Bob Thompson, Senior Portfolio Manager at Raymond James, to break down what's really driving the surge in the gold price. They discuss why silver price action is still lagging behind, and why that could present one of the biggest upside opportunities for investors right now. Watch today!

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

Craig Hemke sits down with Rob Kientz of The Freedom Report to dive into America's monetary crossroads. From legal tender bills in U.S. states to the looming dollar crisis, Rob unpacks the gold movement, federal resistance, and what's next for the global economy. Don't miss this crucial update from Sprott Money's “Ask The Expert” April 2025 episode.

Craig Hemke, founder and editor of TF Metals Report, joins us to break down an increasingly chaotic market environment where gold surges while nearly everything else sells off.   With the S&P 500 down over 3%, the U.S. dollar dropping 11% in 100 days, and bond yields rising, Craig unpacks what's driving this unprecedented divergence, and why gold continues to be the major winner.   Key themes we cover:   Capital flight out of U.S. assets and the breakdown of traditional “safe havens” Why this gold move feels different from any in recent memory Gold stocks lagging despite surging margins at $3,400 gold The potential setup for silver to play catch-up as the gold-silver ratio holds above 100 Whether gold stocks could finally decouple from silver and get re-rated on fundamentals   Craig also shares insights on the Commitment of Traders (COT) report, revealing gold's rally is not driven by overcrowded hedge fund positioning, but possibly a commercial short squeeze.   We close with a look at what gold miners might do with these outsized margins; M&A, dividends, buybacks, or development spending, and whether generalist capital will finally rotate into the sector.   Click here to visit Craig's website - TF Metals Report

  Craig Hemke, editor of TF Metals Report, to dissect last week's sharp market selloff and its impact on precious metals. While gold and silver had been climbing steadily through Q1 - gold even up nearly 20% - they were not immune to the broad pullback, with both metals reversing sharply alongside global equity markets.   Key topics discussed:   The market-wide selloff and its ripple effect on gold and silver. Craig explains how liquidity needs and portfolio rebalancing by large funds contributed to the drop - even as fundamentals for precious metals remain intact. Historic parallels and sentiment shifts. Craig outlines similarities to past corrections and why this could be another consolidation before a rebound. Q1 earnings vs. market reaction. Despite record-high margins and profitability for gold producers, investors remain hesitant. Craig shares why generalist interest hasn't stuck - and whether this quarter's blowout numbers will matter. The frustrating disconnect in gold stocks. Gold is up over almost 100% since 2022 lows, yet many miners are still well below 2020 peaks. We explore what's holding them back: lack of growth, muted capital returns, and sector-wide neglect. Commitment of Traders (COT) report insights. Craig gives a preview of what the upcoming COT report may reveal about speculative positioning - why we might be nearing a reset point for the next leg higher.   Long-term outlook for miners and strategy moving forward. With major producers sitting on strong balance sheets, M&A could heat up. Craig encourages a stock-picking approach: identify well-positioned juniors near large players rather than broad ETF exposure.   Click here to visit Craig's website - TF Metals Report

April 2025 is off to a wild start as the silver price drops over 20% in just two days, leaving investors scrambling. In this month's Precious Metals Projections, Craig Hemke and Chris Vermeulen break down what's driving the sudden plunge across silver, gold, and broader markets. They discuss how tariff hikes, panic selling, and key technical patterns like Fibonacci measured moves are shaping short- and long-term trends. Is this a temporary dip or the start of a deeper correction? How is the gold price responding, and what should you watch for next? Watch the full video to understand what's really happening behind the scenes.

Gold just closed Q1 over $3,100, up nearly 20% year-to-date, marking one of the strongest quarterly performances in recent memory. Craig Hemke, editor of TF Metals Report, joins us to break down what's driving this strength and why the equities haven't fully caught up. The GDX and GDXJ ETFs continue to lag, weighed down by large-cap underperformers like Newmont and Barrick. However, many individual gold and silver stocks have delivered outsized gains. Craig emphasizes this is a stock picker's market, not a time to rely on passive ETFs. We also discuss: How Q1 earnings could finally spotlight the widened margins across producers. The divergence between precious metals and broad markets (with the S&P down ~10% since February). Why silver's lag is mostly due to heavy futures positioning, despite strong physical demand. Whether gold's parabolic move requires a healthy pause—or if momentum will keep building. Click here to visit Craig's website - TF Metals Report

In this Monthly Wrap-Up, host Craig Hemke is joined by legendary investor Rick Rule to break down the latest developments in the precious metals market. We discuss gold's strong March gains, why the gold price is going much higher, the declining purchasing power of the U.S. dollar, mining stocks, and the future of commodities like copper. Rick shares deep insights backed by 50 years of experience, including his views on upcoming economic risks and how investors can protect their wealth with precious metals. Learn why even a modest allocation to gold bullion can serve as a powerful hedge as we walk through the staggering financial obligations facing the U.S. government—over $130 trillion in total liabilities—and what that means for the long-term health of the U.S. dollar. We examine how inflation, negative real interest rates, and structural risks in fiat savings are contributing to a shift in investor sentiment toward hard assets like gold and silver.

Craig Hemke discusses the precious metals market, focusing on gold and its dynamics influenced by central bank demand, market speculation, and the performance of gold equities. The dialogue explores the implications of potential gold revaluation by the U.S. Treasury and the overall sentiment surrounding gold investments, highlighting the resilience of gold prices and the opportunities within gold equities amidst market fluctuations.

Craig Hemke from TF Metals Report discusses macroeconomic trends, gold markets, and investment strategies. He emphasizes the importance of central bank demand for gold, driven by geopolitical tensions like Russia's invasion of Ukraine, which has led to record purchases over the past three years. This demand has created a physical floor under the gold market despite rising interest rates and a strong dollar. Hemke also explores the role of the Federal Reserve, noting its significant impact on liquidity and market expectations. He discusses potential quantitative easing measures due to high government spending and deficits, which could further inflate asset prices. The yield curve inversion in 2024 was highlighted as a precursor to economic challenges, with the Fed's policy shifts influencing currency and metals markets. The conversation touches on the complexities of investing in precious metals, particularly silver, which straddles commodity and monetary roles. Hemke warned against passive investments like ETFs, advising investors to do thorough research when selecting individual mining stocks. He stresses the importance of a diversified portfolio and cautions against overexposure to any single asset. Contrarian investing is addressed, with Hemke encouraging prudence rather than extremism. He advises increasing allocations to gold gradually, emphasizing long-term strategic positioning rather than timing market dips. He concludes by reiterating the role of gold as a hedge against a debt-based monetary system nearing its limits, urging investors to focus on preserving purchasing power through physical ownership. Time Stamp References:0:00 - Introduction0:40 - Macrocast & C.B. Demand5:42 - Fed's Importance?8:00 - Moar Q.E. Coming?11:25 - Fed & Drastic Action12:55 - State of Equity Mkts16:37 - Tariffs & Big Picture23:54 - U.S. Gold Revaluation?32:26 - Gold Supply & Demand?35:35 - It's Fine39:00 - Silver Considerations41:48 - Miners & Prod. Costs47:13 - Contrarian Mindset49:55 - Wrap Up Guest Links:Twitter: https://x.com/TFMetalsWebsite: https://www.tfmetalsreport.com/subscribeArticle: Inversion/Reversion Macrocast - https://goldseek.com/article/inversion-reversion-2025-macrocast Craig Hemke, aka "Turd Ferguson," was a licensed securities "professional" for nearly twenty years. Then, disgruntled by the fraud known as "financial services," he retired to a career as a serial entrepreneur in 2008. Though otherworldly in his ability to forecast price movements, Craig is not a soothsayer, a psychic, or a witch, but, after all these years, he has a decent understanding of the forces at play in the precious metal "markets."

The London precious metals market is seeing significant outflows, with 10 million ounces of gold leaving the Bank of England vaults and 130 million ounces of silver withdrawn from London vaults since December. Listen to David Jensen & Craig Hemke break down the latest market data and trends: Why the Bank of England is leasing gold; Rising Concerns about the actual state of London's gold reserves and whether they can sustain long-term demand; Silver lease rates have jumped to 20%—a historic high, indicating that supply is extremely tight; February saw an all-time high of 77,000 gold contracts settled for physical delivery on the COMEX. Why are more investors demanding physical gold now? Despite these shifts, central banks still control much of the gold market through leasing, while the silver supply remains under pressure without central bank reserves to stabilize it.

In this week's Live from the Vault, Andrew Maguire welcomes back Craig Hemke to examine a surge in silver deliveries from COMEX as widening futures spreads, large metal transfers, and rising physical demand signal a fundamental shift in the market.Hemke explores growing pressure on short positions and historical parallels with the 2011 silver squeeze, while discussing whether recent gold and silver volatility is linked to Trump's election and broader financial instability globally.Check out Craig Hemke: https://x.com/TFMetalshttps://www.tfmetalsreport.com/Watch The biggest gold and silver swindle of all time...https://youtu.be/ALZP8twExEUAsk your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_214Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

The discussion focused on the status of gold reserves at Fort Knox and their economic implications. Craig Hemke raised concerns about the purity of the gold stored, suggesting that much of it may be only 90% pure, which contrasts with the current standard of 99.99%. They referenced the historical context of gold confiscation in 1933 and speculated on potential government responses if the vault were found empty, with Lutz concluding that such a revelation could trigger a global economic crisis. The conversation also delved into the implications of revaluing gold and its effects on fiat currencies. Hemke explained the historical backing of the U.S. dollar with gold and noted the loss of significant reserves in the late 1950s. They discussed current efforts to repatriate gold to the U.S. and the challenges posed by tariffs on gold movement. Additionally, they examined the concept of gold-backed bonds proposed by Judy Shelton, considering the fiscal challenges facing the U.S. and the potential interest rates needed to attract investors. Further topics included the economic landscape surrounding cryptocurrencies like Dogecoin and Bitcoin, with Hemke expressing skepticism about their real impact amid significant government spending and projected deficits. They discussed the inverted yield curve as an indicator of a potential recession and the implications for gold prices, predicting continued strong demand due to central bank purchases. The conversation concluded with a critique of government spending practices, highlighting concerns about inefficiency and lack of accountability in the federal budget. Find Craig here: https://tfmetalsreport.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe

The stock market bubble may be on the verge of bursting, and gold and silver could be the only safe havens left. With investors fleeing collapsing markets, could gold & silver reach NEW ALL-TIME HIGH? Is the S&P 500 at risk of dropping in the coming months? Could this be the biggest financial disaster since 1929 or 2008? In this discussion, host Craig Hemke speaks with Michael Oliver, founder of Momentum Structural Analysis, who breaks down the latest trends, market risks, and why smart money is moving into gold and silver right now.

Stock Market Warning! Is the market topping out while gold and silver surge? In this episode, Chris Vermeulen and Craig Hemke break down the latest market trends: ✅ Why stocks are showing signs of a major top ✅ Gold's breakout and what's next ✅ Silver's 99% short crash—what it means for investors ✅ Key levels to watch for silver's next move ✅ The impact of central banks hoarding 3,200+ metric tons of gold

#Trump in office has caused #gold and #silver markets to heat up, with delivery delays in London, increasing #tariffs, and a fast-growing silver #deficit. Craig Hemke and Chris Marcus break down what's happening beneath the surface of the #metals markets and what it means for #investors. Will central #bank gold buying and industrial silver demand push #prices higher? What role do tariffs and #monetary policy play? Find out today!

In this episode of Ask the Expert by Sprott Money, Craig Hemke sits down with Ronnie Stoeferle, fund manager at Incrementum, to discuss gold, silver, and the evolving global economy. Topics include the gold price surge, central bank demand, U.S. debt, Fed policy, and insights into mining shares. Ronnie shares predictions for 2025 and how emerging markets are reshaping commodity trends. Don't miss this in-depth analysis!

To read Craig Hemke's 2025 Macrocast go to: https://www.tfmetalsreport.com/blog/12990/inversion-reversion-2025-macrocast Craig Hemke: Gold, Silver EFP Surge Just Latest Sign Of Pressure In Fractionalized Metals System While the gold and silver EFPs have surged, showing just the latest sign of stress in a fractionalized precious metals market, it's not the first time this has happened. And it's probably not going to be the last. Because when you consider some of the various forces underneath that foundation, and that now are compounding, there are some things happening in the metals that are not going to be reversed. Craig Hemke talks more about them in today's show, and also gives his forecast of what to expect in 2025. So to find out more, click to watch the video now! - To read Craig Hemke's 2025 Macrocast go to: https://www.tfmetalsreport.com/blog/12990/inversion-reversion-2025-macrocast - To get your very own Silver Chopper Ben go to! https://arcadiaeconomics.com/chopper-ben-landing-page-tfmetals/ - To find out more about the latest production and guidance figures from Fortuna Mining go to: https://fortunamining.com/news/fortuna-reports-record-production-of-455958-au-eq-ounces-for-2024-and-provides-2025-outlook/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Fortuna Mining, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-fortuna-silver-mines/Subscribe to Arcadia Economics on Soundwise

In this December Ask the Expert episode, Craig Hemke is joined by Tavi Costa, Portfolio Manager at Crescat Capital, to discuss critical trends shaping the gold and silver markets as 2024 comes to a close. Tavi shares expert insights into the challenges of an unsound monetary system, rising market volatility, and the role of precious metals as safe-haven assets. He also breaks down supply and demand dynamics, predictions for gold and silver in 2025, and key strategies to protect and grow your wealth during uncertain times. 00:00 - Introduction 02:25 - The Dollar's Future and Macro Trends 2025 11:45 - Insights on the Mining Sector and Natural Resources 21:45 - Closing ✅ Shop Gold and Silver in the USA - https://shorturl.at/ptzWX ✅ Shop Gold and Silver in Canada - https://shorturl.at/htyKN

Kerry Lutz talks with Craig Hemke from TF Metals Report about the latest developments in precious metals, Bitcoin, and the global economy. Craig explains the recent performance of gold and silver, with silver showing strong technical signals that could lead to institutional interest and future growth. He also discusses Bitcoin's climb past $100,000 and its role alongside precious metals as an alternative to fiat currencies. The discussion explores the challenges of managing government debt, the difficulties of cutting spending without harming GDP, and the risks associated with fiscal and monetary policy decisions. They address the increasing push for cashless societies and the potential implications of Central Bank Digital Currencies (CBDCs) on personal financial freedom. Find Craig here: https://TFMetalsReport.com Find Kerry here: https://financialsurvivalnetwork.com and here: https://inflation.cafe