Gold prices are facing a major live test as the market digests hot jobs data, rising yields, and a sudden U-turn in Federal Reserve rate hike expectations. But is this current selloff a sign that the gold bull market is over, or simply a "base camp" pause before the next leg higher?
Jeremy Szafron, Senior Anchor at Kitco News, sits down with Ronald-Peter Stöferle, Managing Partner at Incrementum AG and co-author of the 20th anniversary In Gold We Trust report. Stöferle breaks down why Western investors are panic-selling, how the $140 trillion bond market is rotating into hard assets, and the "creeping remonetization" of gold driven by central banks and emerging markets. Stöferle also outlines the strict fundamental criteria generalist investors are demanding from gold and silver miners today, and exactly what signals to watch before trying to buy the bottom.
Record June 8 2026
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CHAPTERS:
00:00 Gold Pullback Setup
00:46 Meet Ronald Stöferle
01:09 Why Gold Is Correcting
03:28 Base Camp Before Next Leg
05:06 Is The Bull Market Over?
08:12 Liquidity Panic Lessons
12:48 Remonetization Thesis
16:55 Scaring Investors Out Of Bonds
22:15 Six Vectors Of Remonetization
29:18 China And Emerging Demand
32:50 Gold As Trade Pressure Valve
38:44 Miners' Cash Flow And Strategy
43:37 How To Buy The Bottom
46:58 Targets: $4,800 To $8,900
49:43 Final Signals And Wrap
#Gold #GoldPrice #KitcoNews #Investing #Macroeconomics
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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.
