About this episode
With the S&P 500 hitting a new all-time high and gold spiking past $4,100 after a cooler-than-expected inflation report, investors are navigating a deeply conflicting market. Is the AI-driven stock rally a speculative bubble, or is this time different? As the Federal Reserve gets the green light to cut rates, is the U.S. dollar about to weaken significantly, fueling the next leg up in precious metals? Recorded on October 24, 2025, this Kitco News interview features Will Rhind, founder and CEO of GraniteShares. Will, a true architect of the ETF industry, argues that while stock valuations are high, today's companies are of a much "higher quality" than those of the late '90s. He breaks down why the debasement trade is accelerating, why it's now a "question of silver prices catching up to gold" , and how investors should be positioning themselves in an era where simple "buy and hold" investing is evolving.