Passive investing has dominated markets for decades – but is that era over? In this Kitco News interview, Frank Holmes, CEO and CIO of U.S. Global Investors, explains why the next market cycle could upend everything investors think they know about index funds, gold, and capital flows.
From AI and data security to tariffs, Fed policy, and global de-dollarization, Holmes connects the dots on how geopolitics and technology are redrawing the investing map. He also weighs in on Bitcoin, gold miners, and the real implications of Trump’s tariffs and the Federal Reserve’s internal split.
Key Topics:
-Is passive investing collapsing?
-Why gold may outperform equities
-AI, drones, and the WAR ETF thesis
-Frank Holmes on Fed credibility and inflation risk
-Capital flows, debt costs, and market rotation
-Bitcoin vs. gold in the next global shock
-The impact of the Meta-Apple-ChatGPT data breach
-Will stablecoins reshape monetary power?
00:00 Introduction and Market Overview
00:17 Central Banks and Gold Reserves
00:44 Fed Policies and Economic Impacts
02:14 Gold vs. Bitcoin: A Monetary Protest
03:07 China’s Strategic Moves and Global Implications
22:32 Decentralization and the Future of Gold and Bitcoin
23:57 The Growing Threat of Cybersecurity Breaches
27:31 China’s Influence and Global Trade Dynamics
28:48 The Evolution of Thematic and Smart Beta Investing
36:51 The Future of Bitcoin and Stablecoins
#PassiveInvesting #FrankHolmes #Gold #Bitcoin #Fed #WARetf #Stablecoins #AI #KitcoNews
__________________________________________________________________
Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.
FOLLOW US:
X: https://x.com/kitconewsnow
Instagram: https://www.instagram.com/kitconews
Facebook: https://www.facebook.com/KitcoNews
LinkedIn: https://www.linkedin.com/company/kitconews
Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.
Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto
Learn more about Kitco News: https://www.kitco.com/news/about/
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising
Disclaimer:
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Comments