Craig Hemke - Identifying the Bottom in Gold and Silver Amid Global Conflict episode artwork

EPISODE · Mar 30, 2026 · 29 MIN

Craig Hemke - Identifying the Bottom in Gold and Silver Amid Global Conflict

from The KE Report · host KE Report

In this episode, we are joined by Craig Hemke, Founder and Editor of TF Metals Report, to break down one of the most volatile periods for precious metals in recent history. Craig provides a deep dive into the macroeconomic "perfect storm" currently suppressing prices. Key Discussion Points: The Triple Threat to Gold: Craig explains how the 50-55 basis point shift in the 2-to-10-year yield curve, a rallying U.S. Dollar, and the massive 58-metric ton gold liquidation by Turkey have converged to drive prices lower. Central Bank Liquidity Concerns: An analysis of why sovereigns like Turkey are swapping gold for dollars to prop up local currencies and how this deviates from the decade-long trend of central bank accumulation. The "Peak Lunacy" in Rates: Why Craig believes the market has it wrong regarding future rate hikes, citing the unsustainable cost of refinancing $12 trillion in U.S. Treasuries at higher interest rates. The Disconnect in Mining Equities: A look at the severe margin compression facing producers as energy costs rise while metal prices fall, and why Q1 earnings might still surprise the market. Silver’s Technical Outlook: Evaluating the breakdown of the "one universal chart" and whether Silver is headed back toward its 200-day moving average or poised for a triple-digit recovery.   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/   ------------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

In this episode, we are joined by Craig Hemke, Founder and Editor of TF Metals Report, to break down one of the most volatile periods for precious metals in recent history. Craig provides a deep dive into the macroeconomic "perfect storm" currently suppressing prices. Key Discussion Points: The Triple Threat to Gold: Craig explains how the 50-55 basis point shift in the 2-to-10-year yield curve, a rallying U.S. Dollar, and the massive 58-metric ton gold liquidation by Turkey have converged to drive prices lower. Central Bank Liquidity Concerns: An analysis of why sovereigns like Turkey are swapping gold for dollars to prop up local currencies and how this deviates from the decade-long trend of central bank accumulation. The "Peak Lunacy" in Rates: Why Craig believes the market has it wrong regarding future rate hikes, citing the unsustainable cost of refinancing $12 trillion in U.S. Treasuries at higher interest rates. The Disconnect in Mining Equities: A look at the severe margin compression facing producers as energy costs rise while metal prices fall, and why Q1 earnings might still surprise the market. Silver’s Technical Outlook: Evaluating the breakdown of the "one universal chart" and whether Silver is headed back toward its 200-day moving average or poised for a triple-digit recovery.   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/   ------------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  The KE Report: https://kereport.substack.com/  Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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Craig Hemke - Identifying the Bottom in Gold and Silver Amid Global Conflict

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This episode was published on March 30, 2026.

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In this episode, we are joined by Craig Hemke, Founder and Editor of TF Metals Report, to break down one of the most volatile periods for precious metals in recent history. Craig provides a deep dive into the macroeconomic "perfect storm" currently...

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