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.
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0:00 – Intro: CPI Data, Gold Spikes, S&P All-Time High
2:10 – Will Rhind’s Market Outlook & Fed Policy
2:55 – Gold & U.S. Dollar Debasement
5:44 – The Two Camps in Commodity Investing
7:55 – Is the AI Rally a Bubble? Why This Time is Different
11:50 – Why Today’s Stock Valuations ‘Deserve a Premium’
14:00 – The Evolution of Investing: Beyond Passive ‘Buy and Hold’
19:00 – The Structural Flaw: Why Gold Miners Underperform
20:55 – Is The Gold in Your ETF Really in the Vault?
22:50 – The Case for Platinum: An Overlooked Story?
25:55 – Silver’s ‘Catch-Up’ Trade Explained
28:15 – Gold vs. Bitcoin: Competitors for Capital
30:28 – Final Advice: Diversification is Key in the New Decade
#gold #investing #stocks #silver #federalreserve #inflation #AI #economy #kitconews
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