"The Biggest Mispricing is in Money Itself" - Ronnie Stöferle on Gold and Monetary Bifurcation
Mining Stock Daily welcomes back Ronnie Stoeferle of Incrementum, co-author of the In Gold We Trust Report, to discuss the momentous year for precious metals in 2025. Stoeferle confirms that the gold market is experiencing a bull market, not a bubble, with gold hovering around $4,200 an ounce and silver having more than doubled to $62 an ounce. He explains that their thesis, "The Big Long," is perfectly playing out, with silver and mining stocks finally starting to outperform gold in this second phase of the bull market. The conversation addresses the structural stresses in the financial system, including the Federal Reserve’s $40 billion purchase of short-term treasuries—a resumption of quantitative easing despite the Fed's insistence otherwise—which is bullish for gold. Stoeferle stresses that the real story is the monetary bifurcation and the rise of gold demand from emerging markets, which are driving the bull market, rather than just Western central bank policy. Ultimately, he anticipates a positive setup for gold going forward, especially as capital begins moving from the $170 trillion bond market into the gold space to hedge against the debasement of fiat currency
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Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at revival-dash-gold.com
Vizsla Silver is focused on becoming one of the world’s largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at https://vizslasilvercorp.com/
Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at equinoxgold.com
Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com
