Ronald Stoeferle Says 2026 Could Be Turning Point as Gold Shifts and Silver Stays Tight

Triple-digit silver is now a certainty. That’s the high-conviction call from Ronald-Peter Stöferle, Managing Partner at Incrementum AG, in this special Outlook 2026 episode with Kitco News Anchor Jeremy Szafron. Stöferle argues the so-called Golden Decade is entering its aggressive second half—and warns investors that the traditional 60/40 portfolio is no longer built for the world ahead.

Stöferle breaks down the market forces behind what he calls a rare 4.5 sigma event in gold, signaling a structural shift in the monetary order. He explains why U.S. policy signals point to a Bretton Woods realignment, and why the next phase of the cycle could be defined by currency debasement, sovereign competition, and a renewed bid for real assets.

He also details his $100-plus silver thesis, outlining why tight supply, industrial demand, and the changing role of precious metals could ignite a powerful catch-up move. And for mining investors, Stöferle reveals why his proprietary Active Aurum Signal recently flipped to NEUTRAL—and what that means for timing entries and managing risk heading into 2026.

Recorded on December 11, 2025.

This Outlook 2026 segment is brought to you by Discovery Silver.

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron)
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Follow Ronald-Peter Stoeferle on Twitter: @RonStoeferle (https://twitter.com/RonStoeferle)

CHAPTERS:
00:00 – Outlook 2026: The "Golden Decade" Part II
01:06 – Gold’s "4.5 Sigma" Event Explained
03:07 – Why The "FOMO" Rally Isn’t Over
04:47 – The Bull Market Confirmation Signal
09:28 – "Bretton Woods 2.0": The Dollar Reset
17:28 – Central Banks Are Dumping Treasuries for Gold
20:21 – The $170 Trillion Bond Market Rotation
22:33 – The "New 60/40" (Why You Need Bitcoin & Gold)
26:24 – China’s "Silver Squeeze" Panic
27:03 – Silver Forecast: Why $100 Is "A Certainty"
28:00 – The Structural Silver Supply Crunch
28:53 – Why Silver is The "Perfect Storm" Trade
32:36 – Mining Stocks: Entering The "Golden Phase"
36:46 – Jurisdiction Risk: Where to Invest Now?
38:41 – The Death of ESG & The Return of Capital
47:28 – Physical vs. Paper: Who Controls The Price?

#Gold #Silver #Investing #Outlook2026 #Economy #Bitcoin #Mining #KitcoNews #Recession #Fed #Dollar
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