Kitco News: Is a Monetary Reset Underway? Ronnie Stoeferle on Gold and Silver

Jeremy Szafron, of Kitco NEWS, recently sat down with Ronnie Stoeferle for an in-depth interview on the powerful macro forces reshaping gold, silver, and the global monetary system, as well as what they mean for investors looking ahead.

In this wide-ranging conversation with Kitco NEWS, Ronnie breaks down what he describes as a rare “4.5 Sigma” event in gold, explores signals from U.S. policymakers pointing toward a potential Bretton Woods–style realignment, and explains why he holds a high-conviction outlook for silver to reach $100+, alongside the growing dynamics of the silver squeeze.

The discussion also dives into mining equities, including why Ronnie’s proprietary Active Aurum Signal for miners recently turned NEUTRAL, what that implies for risk management today, and how investors might think about potential entry opportunities as we move toward 2026. Additional topics include the emergence of a New 60/40 Portfolio, the fading influence of ESG, the renewed case for gold and silver miners, and how to navigate jurisdiction risk in an increasingly fragmented geopolitical landscape.

Watch the full interview below to gain deeper insight into these themes and hear Ronnie’s framework for positioning across precious metals and mining stocks in the years ahead.