Digging Deep
Join a discussion with the brightest minds in the resource investing sector and learn how to navigate the complex world of mining investment. Kitco Mining's Digging Deep, hosted by Paul Harris, is your weekly appointment to understand the key trends in the resource investment space. Paul sits with experts to dissect investment trends and understand the dynamic landscape shaping the future of natural resource extraction. Digging Deep is your guide to understanding resource investment and how to profit from it.
Digging Deep
Gold Is Soaring – Here’s Why This Time Is Different
What does China’s shift from Treasuries to gold mean for the U.S. dollar? Gold surged past $3,200 as geopolitical tensions, tariffs, and market volatility shook investor confidence. In this latest Digging Deep episode, Kitco’s Senior Mining Editor and Anchor Paul Harris interviews David Erfle, founder of JuniorMinerJunky.com, who breaks down why gold and mining stocks are outperforming. Erfle also weighs in on how Trump’s economic moves are reshaping global markets and what the rise in copper and fall in Treasuries signal. He also shares his top positioning strategy for 2025 and why China may be shifting away from U.S. Treasuries to gold. From Barrick’s rebrand to Newmont’s breakout, Erfle dives deep into the mining sector’s pivotal moment.
Key points:
- Gold surges on geopolitical instability and tariff chaos
- China selling Treasuries to buy gold amid rising tensions with the U.S.
- Newmont, Agnico outperform while Barrick pivots to copper
- Junior miners and gold stocks begin long-awaited reversion
- Copper’s price crash and the outlook for stagflation
Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
