Global Markets on Edge as the Most Dangerous Trade Begins to Collapse | Bert Dohmen

Global markets are flashing red as widening credit spreads, surging gold prices, and political tensions place central banks under intense pressure. In this critical Kitco News interview, Bert Dohmen, founder of Dohmen Capital and author of the Wellington Letter, joins Jeremy Szafron to break down the hidden dangers threatening the financial system today.

Dohmen reveals why the European Central Bank’s rate cuts and Trump’s attacks on Fed Chair Jerome Powell signal a deeper battle over inflation, growth, and monetary control. He explains how the dangerous basis trade is unraveling, why cracks in credit markets are growing, and where the smart money is moving as traditional safe havens like Treasuries lose their shine. Plus, Dohmen details why gold miners remain a hidden opportunity even as gold prices hit $3,370.

For more insights from Bert Dohmen, visit: https://dohmencapital.com/kitco

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00:00 Introduction
01:25 Market Dynamics and Risks
01:46 The Basis Trade Explained
04:36 ECB vs. Fed: Diverging Policies
05:47 Historical Perspectives on Interest Rates and Inflation
07:50 Credit Spreads and Market Signals
09:42 Gold and Market Liquidity
13:57 Equities and Market Health
21:34 Gold Miners and Investment Opportunities
25:24 Long-Term Market Cycles and Predictions
32:28 Conclusion

#Gold #BertDohmen #InterestRates #CreditMarkets #Fed #Powell #Trump #Treasuries #GoldMiners #MacroAnalysis #SafeHaven #KitcoNews #SoundMoney #GoldPrice #MarketReset #Inflation #GlobalMarkets
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