With silver stealing the show from gold, Kitco's Jeremy Szafron asked if I'd dig into what's going on with monetary metals today. Silver got the lion's share of our attention, but we talked about gold, copper, and uranium as well—and tactical considerations for how to play our markets today and in 2026.

Timestamps:

00:00 — Introduction and Market Overview
00:24 — Reality Check on Viral Claims
00:54 — Focus on Miners and Market Stress Test
01:34 — Market Reactions and Speculations
02:08 — Understanding Market Volatility
03:26 — Silver's Performance and Future Outlook
07:41 — Market Manipulation and Investor Sentiment
11:19 — Investment Strategies and Market Discipline
21:08 — Evaluating Share Buybacks and Margin Expansion
22:27 — Market Predictions and Cost Implications
23:04 — Valuing Mining Companies: Spot vs. Long-Term
26:55 — Investment Strategies for 2026
30:46 — Jurisdictional Risks in Mining Investments
33:26 — China's Policy Shifts, Impact on North American Miners
35:54 — Top Metal Picks for 2026: Gold, Silver, Copper, and Uranium