Podcasts about tf metals report

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

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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

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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

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

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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

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

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Craig Hemke, Founder and Editor of TF Metals Report, joins us to recap a standout Q1 for gold and silver, with gold holding above $3,000 and GDX at 12-year highs. He explains why this week could bring short-term volatility, driven by options expiry, contract rollovers, and end-of-quarter positioning.   We discuss the surprising strength in gold at $3,000, silver's steady climb but lagging stocks, and copper pushing near record highs with little fanfare. Craig also shares thoughts on macro risks, political uncertainty, and why stagflation may be the path forward.   Click here to visit Craig's website - TF Metals Report

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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."

Craig Hemke, Founder and Editor of TF Metals Report, joins us to discuss gold's breakout above $3,000, silver's continued strength, and the growing momentum in mining stocks. We explore the U.S. government's potential revaluation of its gold reserves as a means to fund a strategic Bitcoin reserve, analyzing how this move could impact monetary policy, market stability, and the broader financial system.   Craig also breaks down the unusual pricing dislocations in gold and silver markets, highlighting the unprecedented movement of physical metal between vaults and across international borders. As mining stocks respond to record-breaking margins, we examine what this means for investors and whether the sector is finally seeing sustained institutional interest.   The discussion wraps up with a look at the Federal Reserve's upcoming policy decisions, the shifting global economic landscape, and how geopolitical tensions are influencing precious metals. Craig shares his insights on where gold and silver prices could be headed next and whether this rally has staying power.   Click here to visit Craig's website - TF Metals Report

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Craig Hemke, Editor of TF Metals Report, joins us to discuss a number of macroeconomic factors from the revised GDP estimate lower, the weakness in manufacturing, tariff policies, sticky inflation, and the ever-increasing US debt issue that are creating the stagflationary environment of desperation in front of a potential recession and the impetus from this administration to make some big financial change... and it may involve gold.   There has been so much news circulating lately from the Trump administration that has financial media speculating about the potential to revalue assets on the US balance sheet, possibly including the price gold is valued at.  There are opinion pieces citing that all the tariffs going into place; and that they may be more than just a bargaining chip.  Some outlets and pundits have proposed the real motivation behind these tariffs is that they are actually a way to bring funds into the federal government through that form of taxation, which could allow for faster debt repayment or even the formation of a sovereign wealth fund.  The debate on the sovereign wealth fund comes down to where the necessary money will actually come from to create it. Then as far as what to buy with the sovereign wealth fund, many are proposing that it could include either gold, energy assets, Greenland, or even bitcoin.    Craig then touches up the proposed idea from Judy Shelton back in 2018, which is circulating once again, where the US could sell long-dated 50-year or 100-year bonds that are indexed or redeemable in gold to make them more attractive.  With so many ideas being thrown out as potential solutions, it does have many investors wondering if this administration is on the cusp of announcing some radical financial proposal.   He points out that most of the ideas are very bullish for the precious metals.   Click here to visit Craig's website – TF Metals Report

Craig Hemke, Editor of TF Metals Report joins us to discuss the potential U.S. gold revaluation, the formation of a sovereign wealth fund, odd pricing spreads in gold and silver markets, and insights into the performance of gold stocks amidst recent earnings reports.   We explore the potential revaluation of gold by the U.S. Treasury and its implications on the national balance sheet and debt management. Craig theorizes the complexities surrounding the concept, including its possible use in a sovereign wealth fund and the logistical and market challenges it would pose.    Additionally, the conversation shifts to the recent price action of gold and silver, dissecting how futures contracts and physical demand interact and impact market behavior. The discussion rounds up with an analysis of the performance of gold stocks, focusing on recent earnings reports, production costs, and the overall sector's health in a high gold price environment.   Click here to visit Craig's website - TF Metals Report

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  Craig Hemke, Editor of TF Metals Report joins us to discuss the balance between tariffs and the gold price.   Craig offers insights into the Commitment of Traders (COT) report, discussing investor positions, especially the large speculators' net long positions. Craig also delves into the complexities of gold's physical movement and delivery on the Comex, potentially influenced by tariffs and broader economic strategies.    The conversation expands to include the impacts of potential U.S. tariff policies, the role of central bank demand, and the intriguing topic of gold-backed bonds. Craig further speculates on the broader implications for the gold market amid rising prices, institutional demand, and central bank policies.   Click here to visit Craig's website - TF Metals Report

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Craig Hemke, Editor of TF Metals Report joins us to focus on the strength in the gold market to start the year.    We explore the strength of gold, currently trading close to its all-time highs, and how central bank demand is underpinning these higher prices. Craig explains the shallowness of recent gold corrections and what to watch for in gold futures and spot prices, particularly as contracts shift from February to April and June. We also analyze the role of the dollar index and its impact on gold's performance, drawing parallels to market behaviors seen in 2016 and 2017.    The discussion shifts to the broader influence of the new administration's economic policies on precious metals and Craig's insights on silver's recent uptrend and future prospects. The conversation takes a closer look at the significance of major gold miners like Newmont and Barrick, highlighting their operational costs, influence on market sentiment, and the importance of their performance for attracting more substantial investment interest in the sector.    To wrap up we delve into the upcoming Fed meeting, the potential surprises that could arise from it, and how changes in interest rates might affect the precious metals market.   Click here to visit Craig's website - TF Metals Report

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Craig Hemke, Editor of TF Metals Report joins us to discuss his 2025 Macrocast where he outlines the factors that will drive gold and gold stocks this year.    We start with the meaning of Craig's Macrocast title, 'Inversion Reversion', with respect to the yield curve, recession signals, and the impact on precious metals. Craig also discusses the unexpected strength in gold last year driven by central bank buying, particularly from eastern countries. Additional subjects include the challenges posed by increasing U.S. debt and deficits, the Fed's role in providing liquidity, and the intricacies of reverse repurchase agreements.    On the gold stock front, Craig emphasizes the importance of careful stock picking, advising against relying solely on major indices like the GDX.   Click here to visit Craig's website - TF Metals Report

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Craig Hemke, Editor of TF Metals Report joins us for an in-depth year-end review of precious metals in 2024. We discuss gold's 30% rise from the beginning of the year and the catalysts behind the move, as well as silver's significant performance and its prospects moving forward.    We then look at the mining stocks which are evaluated in terms of their leveraged response to metal price movements. The conversation shifts to the influence of cryptocurrencies on investment dollars and market focus. Additionally, Craig provides macroeconomic insights, including the implications of a potentially weaker US dollar and the substantial fiscal deficit, offering a preview of his predictions for 2025.   Click here to visit Craig's website - TF Metals Report

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  

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Craig Hemke, Editor of TF Metals Report joins us to discuss the strong moves in gold and silver to kick off this week. Gold has moved back to nearly $2,700, and silver has climbed to over $32. Craig attributes the rally primarily to recent announcements from China, including resumed gold purchases and accommodative monetary policies for 2025 and beyond.    We also look at the recent Commitment of Trader (CoT) reports to discuss the potential of any short squeezes and general interest in the silver sector. Craig then provides a technical analysis of silver and gold stocks, highlighting key levels to watch and the importance of upcoming annual close in silver.   Click here to visit Craig's website - TF Metals Report

Craig Hemke, Editor of TF Metals Report joins us to explore the latest trends in the gold and silver markets. This episode covers the current sideways momentum affecting precious metals, impacted by both seasonal patterns and broader market sentiment.    Craig shares his insights on how the dollar index and euro movements are influencing gold prices, and what this means for precious metals investors. We also dive into the performance of mining shares, the importance of ETF investments versus individual stock picking, and the challenges and opportunities within the sector. Additionally, we speculate on potential economic and political factors that could change the narrative for precious metals as we approach 2025.   Click here to visit Craig's website - TF Metals Report

Craig Hemke, Editor of TF Metals Report joins us to focus on the recent downturn in precious metals, including drops in the gold and silver stock ETFs.    Craig discusses how these drops are influenced by factors like COMEX option expirations, gold producers' performance, and the potential for a December rally. He highlights the importance of long-term investment strategies in the mining sector and the impact of economic conditions on silver. We also delve into how market sentiment and generalist investor behaviors affect the precious metals market, particularly focusing on large cap miners like Newmont and Barrick. The conversation closes with an outlook on potential trends for gold and silver in the upcoming year.   Click here to visit Craig's website - TF Metals Report  

Patrick Vierra from Silver Bullion Television spoke with Craig Hemke from the TF Metals Report. Craig goes over the astonishing ever growing U.S. debt and the rising prices of gold of silver. Will gold and silver keep the pace they are on? Watch and see to find out the answer.

Craig Hemke, Editor of TF Metals Report joins me to discuss silver's breakout last week, Newmont's earnings miss, and look ahead to the next two weeks of economic data, politics and key catalysts.    We start by discussing last week's significant movement in silver prices, including its breakout above $32 and its current trading range. The conversation also delves into the correlation between silver and gold stocks, with a specific focus on Newmont's recent performance and its impact on the GDX. Craig shares his insights on investor behavior and the influence of Newmont as a bellwether stock. Additionally, we cover upcoming economic data, central bank meetings, and the potential impact on gold and silver prices, along with an analysis of the recent BRICS meetings and their implications for the U.S. dollar and global currency dynamics.   Click here to visit Craig's website - TF Metals Report

Craig Hemke, Editor of TF Metals Report joins me to discuss the current rally in the precious metals markets, focusing on silver's breakout above $34 and the bullish momentum in gold. We analyze technical patterns, discuss the performance and investment opportunities in mining stocks, including significant gains and key consolidation phases. We also discuss the rotation of money into some of the smaller metals stocks, many of which have been moving higher without any significant news.    Click here to visit Craig's website - TF Metals Report  

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Craig Hemke believes there is an effort underway to undermine your personal sovereignty and financial freedom being orchestrated by central banks and the political elite, and gold is the kryptonite that will ultimately be their undoing. Craig explains the reasons why a war on both physical cash and precious metals is being orchestrated by governments worldwide and how gold and silver will ultimately play a much bigger role in the monetary system up ahead.Coppernico Metals (TSX: COPR)https://coppernicometals.comDisclaimer: Commodity Culture was compensated by Coppernico Metals for promotion. Jesse Day is not a shareholder of Coppernico Metals. Nothing contained in this promotion is to be construed as investment advice, do your own due diligence.The TF Metals Report: https://www.tfmetalsreport.comFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

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In 2011 the silver price spiked to the $49 level. But what actually caused that move? And is it possible that those same conditions could occur again in the future? Silver analyst Craig Hemke of the TF Metals Report shares a review of what happened, and whether it could happen again.Subscribe to Arcadia Economics on Soundwise

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