Video about 27 minutes

What does China’s shift from Treasuries to gold mean for the U.S. dollar? Gold surged past $3,200 as geopolitical tensions, tariffs, and market volatility shook investor confidence. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews David Erfle, founder of JuniorMinerJunky.com, who breaks down why gold and mining stocks are outperforming. Erfle also weighs in on how Trump’s economic moves are reshaping global markets and what the rise in copper and fall in Treasuries signal. He also shares his top positioning strategy for 2025 and why China may be shifting away from U.S. Treasuries to gold. From Barrick’s rebrand to Newmont’s breakout, Erfle dives deep into the mining sector’s pivotal moment.

Guests: David Erfle
Source: Kitco Mining

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https://www.kitco.com/news/video/2025-04-15/gold-stocks-break-out-is-this-the-start-of-a-major-bull-run-