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