John Feneck on Gold, Silver, the Coming Market Rotation & the Critical Minerals Crisis
Video Length: 40:24
John Feneck joins Danny on CapitalCosm for his first appearance on the channel to discuss the outlook for gold and silver, Federal Reserve policy, the broader stock market, mining equities, and what Feneck sees as a potentially enormous opportunity in critical minerals.
00:00–03:20 — Jobs report, Fed expectations & interest rates
The interview opens with the stronger-than-expected August payroll report and what it means for interest rates. Feneck argues that although the jobs number increases the case for a rate hike, markets have already priced much of that possibility in. He points to the CME FedWatch probabilities and argues that the expected path of rates is not nearly as aggressive as the market reaction might suggest.
