Kinesis Money

In this week’s Live from the Vault, Andrew Maguire is joined by Ivan of Wall Street Bullion to examine the US midterm results, the recent selloff in gold and silver, and the implications of Hong Kong’s new exchange for global precious metals pricing.The two experts compare today’s market with the lead-up to gold’s Basel III reclassification in 2023, a shift that was followed by a strong rally, before turning to a proposed gold-convertible US Treasury bond that would force America to reprice its gold. Check out Ivan's links below:YouTube: ‪@WallStreetBullion‬ X: https://x.com/wallstbullionSend your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:31 US midterm results and the reaction in gold and silver03:48 Hong Kong’s physically settled gold market and its planned global launch06:14 The parallel with gold’s Basel III reclassification11:54 The search for a real gold and silver price17:44 Foreign-held US Treasuries, Judy Shelton and gold repricing24:41 Why gold and silver should not be measured in dollars28:31 What other silver and gold analysts are doing Sign up for Kinesis on desktop:https://kinesis.money/kinesis-preciou...Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire argues that the US government might have orchestrated the recent gold and silver drop to support US government bonds, and explains why it is backfiring as Asian and Saudi buyers absorb every dip.The precious metals expert compares today’s market with the 2022 low that came before gold’s last major rally, and explains what Hong Kong’s upcoming gold exchange means for how gold is priced worldwide, as leading refiners follow the demand east. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:52 Today’s selloff mirrors the late 2022 low and what followed07:42 China’s Hong Kong gold hub and the positioning building ahead of its launch11:28 Bessent, Judy Shelton and the question of US Treasury gold19:44 Strong Asian and Saudi demand absorbing every dip24:28 Refiners follow physical demand east to Hong Kong29:34 Who was behind the selloff, and why gold fell with the dollar40:47 Physical demand catches up with the selling Sign up for Kinesis on desktop:https://kinesis.money/kinesis-preciou...Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Andy Schectman to discuss how the dollar’s reserve status is being quietly dismantled, as sovereign buyers accumulate gold at a pace that is leaving Western investors far behind.The two experts examine why physical silver remains the most undervalued asset in the current monetary environment, and what is quietly building inside the US financial system that most investors have yet to recognise - or prepare for. Check out Andy's links below:https://milesfranklin.com/https://x.com/MilesFranklinCoSend your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:14 Sovereign buyers are driving gold’s breakout, not retail speculators07:33 The US financial system is closer to the edge than most realise13:08 The dollar’s reserve status is being dismantled trade deal by trade deal19:44 Silver remains the most undervalued asset - here's why25:17 The case for holding gold and silver outside the banking system31:02 Why the next financial crisis will look nothing like 200837:28 How Kinesis solves the custody problem for gold & silver holders 42:11 The window to act is closing faster than most people think Sign up for Kinesis on desktop:https://kinesis.money/kinesis-preciou...Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire details how gold’s structural breakout is being driven by central banks replacing dollar reserves with physical gold at a pace that is forcing a fundamental repricing of the global monetary order.With silver’s supply deficit deepening and China’s state banks absorbing every gold and silver market dip, Andrew makes the case that the next major move in both metals will be driven entirely by physical demand, as futures markets lose their grip. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:18 Why gold’s breakout above $2,700 is structural, not momentum driven07:44 How the Hong Kong exchange is already pulling gold east in real time13:02 The Fed’s impossible position: rates, debt and the revaluation trap19:28 Why COMEX open interest collapse signals a permanent shift in gold trading25:44 Silver’s supply deficit deepens as industrial demand outpaces available stock31:17 How China’s state banks are absorbing every dip across gold and silver37:52 Why the petrodollar’s decline is accelerating the reserve asset transition44:08 The Basel III endgame - what it means for unallocated gold positions50:33 Why the next leg higher in gold and silver will be physically drivenSign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by London Paul to examine how the global shift away from dollar is accelerating faster than Western markets admit, as energy trade and sovereign reserves bypass the existing dollar setup.The two experts discuss why they believe gold has emerged as the only neutral reserve asset capable of bridging the growing divide between competing monetary systems, and what that means for anyone still holding dollar-denominated assets.Check out Paul's links below:https://www.thesiriusreport.com/https://www.youtube.com/channel/UCa5XOgYU8ac_Ai4C1QXPOIgSend your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start03:12 Why the BRICS payment system is now a credible alternative to SWIFT08:44 How China and Russia are accelerating de-dollarisation through energy trade14:01 Why the US debt ceiling crisis is different this time20:33 London Paul on why gold is the only neutral reserve asset left standing27:18 How sovereign wealth funds are quietly repositioning into physical gold33:45 Why the petrodollar’s decline is structural, not cyclical40:02 The role of silver in the new monetary architecture taking shape47:29 Why Western retail investors are the last to understand what is happening54:11 What the next 12 months could look like for gold, silver and the dollar Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_270Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire details how central banks swapping dollars for physical gold at an unrivalled pace are quietly forcing a repricing of global debt — and why this gold rush marks something far bigger than a market rally.As the Fed remains isolated as the last major institution sitting on gold valued at $42 an ounce, Andrew outlines why he sees this gold rush not as a rally, but as the opening chapter of a fundamental restructuring of the global monetary order. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:17 Why central banks are no longer just buying gold — they are revaluing it07:44 The Hong Kong exchange launch — and why it changes gold pricing permanently13:02 Gold has overtaken US Treasuries as the world's top reserve asset19:28 Why the Fed is the last institution standing between gold and a full repricing25:11 How rising gold revalues sovereign balance sheets — and what that means for debt31:44 Silver's structural deficit — and why it is yet to reflect the same revaluation38:07 Why the current dip is being absorbed by the same buyers driving the gold rush45:52 The path from $42 Treasury gold to market price — and who gets caught short Sign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Danielle DiMartino Booth of QI Research to examine what lies beneath an economy the Fed calls stable — from small business bankruptcies to credit markets pricing risk not seen in decades.The two experts discuss why gold has broken from its historical relationship with interest rates, what the Xi-Trump meeting signals for the dollar, and why Danielle believes the biggest risk investors face right now is not the one they are watching. Check out Danielle:https://quillintelligence.comhttps://x.com/DiMartinoBoothSend your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:45 Why gold has decisively broken its relationship with interest rates05:12 Xi meets Trump - what is really being discussed behind closed doors09:50 Weimar Republic echoes and the stock market bubble nobody wants to talk about14:32 Why political polarisation is the biggest risk nobody is pricing in20:07 The Fed is looking at the wrong data- what it is missing beneath the surface25:18 Stagflation is already here - small businesses and farmers are being hit hardest30:44 Commercial real estate is cracking wider than markets realise38:02 The margin debt risk most investors are completely underestimating43:16 Why stacking physical gold and silver remains the only long-term strategySign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_292Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire explains how Hong Kong's global gold exchange launch is set to dwarf any previous shift in gold market structure, as China connects 30,000 tonnes of physical gold to international markets.With Western gold inventories drained by relentless physical demand, Andrew outlines why gold no longer follows interest rates the way it once did - why the current dip is being viewed as an accumulation opportunity by the world's largest buyers. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:07 Why the recent selloff is short-term noise - and what the charts reveal07:01 How Asian buyers are using dollar strength to accumulate underpriced gold11:28 Hong Kong's full global launch in Q1 2027 - what it changes for gold pricing18:44 Why London's tokenised gold push is a defensive move, not a solution23:16 How 30,000 tonnes of physical liquidity is being connected to global markets29:04 China's US Treasury holdings at an 18-year low - where the money is going35:12 Gold has broken its relationship with real yields - what that signals41:08 How the SGE launch can front-run paper markets just as Basel III didSign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Craig Hemke of TF Metals Report to discuss yield curve control, negative real interest rates and the growing disconnect between financial-market pricing and physical gold demand.The two experts explore the declining relevance of COMEX, the growing influence of Asian markets in setting the global price of gold and why the ongoing debasement of fiat currencies is strengthening the case for owning physical gold and silver. Check out Craig:https://www.tfmetalsreport.com/Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:42 Yield curve control: the next phase of monetary intervention07:45 Why gold is breaking its traditional relationship with real yields14:23 The physical market is taking liquidity away from paper markets21:21 Gold at $8,000? Why the monetary endgame is only beginning28:40 The derivative bubble and why physical metal matters35:56 The Global South is changing the gold market42:53 China’s accelerating gold purchases: a signal the market is missing48:40 Physical gold and silver outside the financial system50:07 Final thoughts: diversify out of currencies and into goldSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_290Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire reaffirms his $8,000 year-end gold target and reveals what he sees as a developing paper versus physical battle between trading titans JP Morgan and Jane Street. The precious metals expert explores how JP Morgan has rotated into SGE-aligned physical metal, while outlining why he believes Jane Street is using short calls to cap the gold price, leaving it exposed to a self-reinforcing short squeeze. Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start02:52 Stepping back from the noise: the bigger picture10:46 Charts: gold's historic decoupling from real yields17:02 Inside the Commitment of Traders report: what the specs got wrong25:05 The JP Morgan vs. Jane Street derivatives battle33:56 Silver's breakpoint: the level that could trigger a squeeze40:30 Hong Kong's gold gateway pulls bullion east44:05 What the setup means heading into Q4   Sign up for Kinesis on desktop:https://kinesis.money/mr-k-gold-savings/Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/de...Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X:   / kinesismonetary  Facebook:   / kinesismoney  Instagram:   / kinesismoney  Telegram: https://t.me/kinesismoneyTikTok:   / kinesismoney  The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.