Why This Gold Selloff Is Not What It Looks Like | Stöferle

Gold prices are facing a major live test as the market digests hot jobs data, rising yields, and a sudden U-turn in Federal Reserve rate hike expectations. But is this current selloff a sign that the gold bull market is over, or simply a "base camp" pause before the next leg higher?Jeremy Szafron, Senior Anchor at Kitco News, sits down with Ronald-Peter Stöferle, Managing Partner at Incrementum AG and co-author of the 20th anniversary In Gold We Trust report. Stöferle breaks down why Western investors are panic-selling, how the $140 trillion bond market is rotating into hard assets, and the "creeping remonetization" of gold driven by central banks and emerging markets. Stöferle also outlines the strict fundamental criteria generalist investors are demanding from gold and silver miners today, and exactly what signals to watch before trying to buy the bottom.Record June 8 2026Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow) Follow Ronald-Peter Stoeferle on Twitter: @RonStoeferle (https://twitter.com/RonStoeferle)CHAPTERS:00:00 Gold Pullback Setup00:46 Meet Ronald Stöferle01:09 Why Gold Is Correcting03:28 Base Camp Before Next Leg05:06 Is The Bull Market Over?08:12 Liquidity Panic Lessons12:48 Remonetization Thesis16:55 Scaring Investors Out Of Bonds22:15 Six Vectors Of Remonetization29:18 China And Emerging Demand32:50 Gold As Trade Pressure Valve38:44 Miners' Cash Flow And Strategy43:37 How To Buy The Bottom46:58 Targets: $4,800 To $8,90049:43 Final Signals And Wrap #Gold #GoldPrice #KitcoNews #Investing #Macroeconomics__________________________________________________________________Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US:  X: https://x.com/kitconewsnow  Instagram: https://www.instagram.com/kitconews  Facebook: https://www.facebook.com/KitcoNews  LinkedIn: https://www.linkedin.com/company/kitconewsListen to the PODCAST on🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233🎧 All podcast episodes available here → https://kitconews.buzzsprout.comVisit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  Live gold price and chart: https://www.kitco.com/charts/goldLive silver price and chart: https://www.kitco.com/charts/silverLive crypto market data: https://www.kitco.com/price/cryptoLearn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising  Disclaimer:  The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.Disclaimer:  The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.