This Is the Best Setup for Gold Miners in a Generation, Says Axel Merk

In this powerful, no-nonsense interview, Merk Investments Founder and CEO Axel Merk joins Kitco News Anchor Jeremy Szafron to issue a bold call: “This is the single greatest margin expansion opportunity for the mining sector in a generation.” With over $2.9 billion in assets under management, Merk pulls no punches as he unpacks what’s fueling the gold and silver breakout—and why the Federal Reserve’s policies are pouring gasoline on the fire.

Merk argues that the Fed’s ongoing strategy of “foaming the markets” is not just misguided—it’s igniting a historic shift into hard assets, with gold and silver positioned to lead. Yet, he says institutional capital has barely arrived, creating a massive upside catalyst for savvy investors.

He also delivers a bombshell policy suggestion: appoint former Fed Governor Kevin Warsh to replace Powell and “reform the Fed in earnest.” Drawing compelling historical parallels to the 1929 crash, Merk highlights how the policies of Presidents Coolidge and Hoover offer urgent lessons for today’s fragile economy.

If you're watching markets, mining, or the Fed, you can’t afford to miss this.

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
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Follow Axel Merk on X: @AxelMerk (https://twitter.com/AxelMerk)

0:00 - Intro: Miners Surge 50%, Silver Hits 14-Year High
1:07 - Axel Merk: Our Assets Under Management Have Doubled in 12 Months
1:40 - Is Silver's Supply Deficit Finally Breaking the Paper Market?
4:47 - Bitcoin vs. Gold: How Sophisticated Capital is Assessing Risk
6:07 - The Fed is Openly Divided: What It Means for The Path Forward
8:00 - EXCLUSIVE: Axel Merk Names His Pick for Next Fed Chair
11:51 - France's Fiscal Woes: Is The Euro At Risk?
15:30 - DEEP DIVE: "The Greatest Miner Margin Expansion in a Generation"
17:18 - Counter: Will Inflation Eat Away Miner Profits?
19:15 - Majors vs. Juniors: Where Is The Best Risk-Reward Now?
21:26 - Barrick's "Game-Changer" & The Importance of Safe Jurisdictions
23:25 - Counter: Are The Majors Shrinking By Default?
25:05 - Why The "Big Money" Institutions Are Still on The Sidelines
28:20 - Fiscal Endgame: U.S. Paralysis vs. Europe's Proactive Stimulus
31:05 - The Real 1929 Parallel That Everyone Is Missing
36:35 - FINAL CALL: Has The Definition of "Value" Changed?
38:10 - Where to Find Overlooked Opportunities Now

#gold #silver #investing #axelmerk #federalreserve

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