Video News/This Week In Focus

This week in focus: Gold selloff, AI rebound, and the Fed’s new risk

Kitco News anchor Jeremy Szafron launches This Week In Focus with a look at gold’s break below $4,000, the rebound in the AI trade, and shifting expectations across precious metals and macro markets. The episode brings together commentary from Danielle DiMartino Booth, Lawrence Lepard, Frank Giustra, and David Rosenberg on what the selloff may signal for investors. The discussion covers the new Federal Reserve under Kevin Warsh, private credit risks, the U.S. debt outlook, de-dollarization, central bank gold demand, and whether the current pullback marks the end of the bull market or a reset before the next leg higher. Szafron also highlights China’s response to the selloff, including efforts by banks to make it easier for savers to buy gold as Western investors reduced exposure.

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Source: Kitco News
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