Video News/Outlook 2026

Gold’s volatility and silver’s surge are reshaping the market outlook heading into 2026. In this Outlook 2026 interview, Ronald Peter Stöferle, managing partner at Incrementum AG and author of the In Gold We Trust report, explains why he believes the current cycle has entered a stronger second phase. He discusses the mechanics behind gold’s recent 4.5 sigma move, the policy signals that suggest a possible Bretton Woods realignment, and why his models still point to long term strength in precious metals even after sharp rallies in 2025. Stöferle also outlines the factors behind his high conviction call for triple digit silver, citing structural deficits, rising industrial demand, and rapid shifts in investor positioning across China and Western markets. The conversation covers his revised 60 40 framework that increases allocations to gold, silver, commodities, and Bitcoin, as well as the improving fundamentals for mining equities. He highlights the growing influence of physical demand over paper markets, the return of capital to the resource sector, and the broader risks that could shape portfolios in 2026. Thanks to our sponsor, Discovery Silver, for making this coverage possible.