In this in-depth interview, Kai Hoffmann joins us to break down the latest trends in gold, silver, and copper markets amid rising geopolitical tensions, inflation fears, and recession risks. Discover why gold is being driven by liquidity instead of fear, how Fed rate expectations are shaping market movements, and what rising energy costs mean for everyday consumers. The conversation also dives into silver's explosive long-term potential, copper's disconnect from equities, and why smart investors are holding cash in today's volatile environment. If you're looking for actionable insights on commodities, mining stocks, inflation impact, and the global macro outlook, this interview delivers expert analysis you can't afford to miss.
🗓️ Recording date: April 14, 2026

📖 Chapters
0:00 Intro
2:00 – Gold Sell-Off Explained (Liquidity vs Fear)
3:30 – Gold Price Direction & Market Drivers
5:00 – Geopolitics: Escalation vs De-escalation Impact on Gold
6:30 – Is Gold Driven by Fed Expectations?
8:30 – Inflation Breakdown (What's Really Happening)
10:00 – How Inflation Affects Everyday People
12:30 – Recession Risks & Market Outlook
15:20 – Silver Outlook: Risk Asset or Monetary Metal?
17:50 – Silver Price Potential & Volatility
19:20 – Copper vs Copper Stocks Disconnect
21:00 – Portfolio Strategy: Why Hold Cash Now
23:00 – Mining Stocks: Producers vs Developers
25:40 – Exploration Sector & Financing Slowdown
27:00 – Uranium Outlook (Quick Take)
28:30 – Other Commodities: Nickel, Zinc, Tin
30:00 – Conference Plug (Deutsche Goldmesse)