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?