Kitco News, Released on 4/27/26
Are we facing a perfect storm of illiquidity? Bert Dohmen returns to Kitco News to put his 2026 market warning to the test, revealing how institutional investors are actively distributing risk to retail investors while masking deep systemic vulnerabilities. Dohmen breaks down the hidden dangers inside the private credit market, explaining why major funds are freezing redemptions and getting caught in a leverage trap that will lead markets “into the abyss.” He also unpacks his contrarian view on why standard economic theory regarding the Federal Reserve and inflation is backward, outlines impending global resource shocks, and details his specific timeline for when gold and silver will establish a market bottom before surging higher.
0:00 Intro
0:55 2026 Warning Tested
02:37 Distribution And Overvaluation
05:08 Private Credit Leverage Trap
12:57 AI Hype And Defensive Plays
22:38 Metals Dip Then Surge
24:29 Time Horizon Over Trading
26:27 Know Your Portfolio
28:19 Fed Bailouts And Inflation
34:12 Energy Shocks And Wrap Up
Bert Dohmen is the founder of Dohmen Capital Research and an author. He is also a renowned technical analyst, having called most market turns within days for 43 years. Bert’s “Theory of Liquidity & Credit” has allowed him to predict stock market crashes such as the Crash of 1987, the NASDAQ in 2000-2003, and the near-meltdown in 2008. In 2007, he predicted the coming crisis in his book, “Prelude To Meltdown.”