physical gold and silver over paper claims amid systemic fragility
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Andy Schectman appears as a precious-metals advocate and CEO of Miles Franklin who speaks frequently on gold and silver markets, especially physical bullion, delivery stress, and distrust of paper-metal claims. In the supplied material he frames bullion demand as a real-world signal of systemic strain and often points to sovereign buyers and repatriation moves as evidence that major actors want direct possession rather than intermediated exposure.
His recurring economic worldview is broadly skeptical of financialized, exchange-based markets and strongly supportive of hard assets as a response to monetary and geopolitical uncertainty. He repeatedly emphasizes physical gold and silver over paper claims, highlights unprecedented delivery demand, and interprets central-bank accumulation, repatriation, and de-dollarization as signs of eroding trust in the existing system. His outlook is crisis-aware, with metals positioned as protection against counterparty risk and institutional fragility rather than as a conventional growth investment.
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Preview:Andy Schectman (Miles Franklin) and host Jordan discuss the growing disconnect between paper and physical precious metals markets. They argue that unprecedented COMEX delivery volumes, massive Chinese silver imports, and a 15x underreporting of central bank gold purchases all point to sovereign accumulation at suppressed prices. Schectman speculates the US Treasury may be standing for delivery via proxies under national security authority, leaving metal in COMEX vaults rather than draining them. The core thesis: six years of structural silver deficits and a shift toward physical price discovery will eventually force prices to reflect real supply/demand, however frustrating the wait.
Preview:Andy Schectman, interviewed on the Wise Metals Investor channel, argues that persistent central bank gold buying, gold repatriation, and six straight years of silver supply deficits signal a structural shift away from US Treasuries toward hard assets. He contends that nominal Treasury yields are a distraction — what matters is real purchasing power erosion — and that new physical precious metals exchanges in Asia (Hong Kong, Shanghai, Dubai, Saudi Arabia) are building the "rails" for a multipolar settlement system where gold plays a larger collateral and reserve role. On silver, he acknowledges frustration but maintains the thesis is stronger than ever given physical supply deficits and the gradual shift toward physical price discovery.
Preview:Andy Schectman and host Aaron discuss the macro case for precious metals amid a shifting global monetary order. Schectman argues the world is moving toward a multipolar currency system where gold serves as a settlement anchor between nations. He sees COVID-19 as the decisive turning point, inflation as the policy path of least resistance, and silver as primarily an industrial metal (70% industrial demand). His largest holding is Pan American Silver. The conversation also touches on the fertility collapse as a structural headwind, reshoring-driven inflation, and the tension between deflationary AI and inflationary fiscal policy.
Preview:Andy Schectman lays out a long-term bullish case for silver as an industrial metal, with a price target of $300–400/oz over the next decade and a $45–50 floor. He argues central banks are accumulating gold far beyond reported figures, that parallel settlement systems (SIPs, mBridge, HK/Singapore/Gulf exchanges) are quietly reducing dollar dependence, and that COVID-era money printing plus the Russian asset seizures were the twin catalysts for a global monetary realignment. His portfolio framework is a "Christmas tree": physical metal as the trunk, producers as the base, and developers/explorers as the upper branches.
Preview:Andy Schectman and Rob Kientz discuss China's accelerating push to build an independent gold and silver market infrastructure — centered on Hong Kong's new central clearing system — designed to challenge the LBMA/COMEX duopoly. They highlight unprecedented physical delivery volumes on COMEX, massive Eastern gold accumulation, and parallel settlement systems (Brics Pay, mBridge, CIPS) that bypass SWIFT and the dollar. Their core thesis: a structural, irreversible shift is underway where the Global South is building alternative financial rails backed by physical gold, which will erode dollar dominance and drive precious metals prices dramatically higher over time.
Preview:Andy Schectman discusses a multi-polar monetary reset centered on record central bank gold buying, physical gold migration from West to East, and new commodity settlement infrastructure (Hong Kong, Dubai, Singapore). He argues these are not isolated events but pieces of a single puzzle — a gradual dismantling of paper-gold price discovery in favor of physical. He expects inflation to re-accelerate in H2, Fed accommodation by year-end, potential equity market fragility, and gold/silver much higher. The conversation with Jared covers Triffin's dilemma, US debt unsustainability, and the erosion of fiat purchasing power.
Preview:Andy Schectman discusses physical silver market dynamics, the precious metals tax swap strategy, COMEX inventory anomalies, central bank gold buying and misreporting, the shift toward Asian physical-delivery exchanges, and a speculative theory that the US government may be suppressing paper prices to accumulate silver and gold. He sees current premiums as historically attractive but advises dollar-cost averaging given volatility. Macroeconomically he's cautious on AI/tech valuations, citing IBM's historic crash and Warren Buffett's cash positioning as signals.
Preview:Andy Schectman, a 36-year bullion industry veteran, argues that COMEX precious metals deliveries have reached unprecedented levels that cannot be dismissed as normal. He contends large entities — possibly acting as proxies for the US government — are quietly accumulating gold and silver by taking delivery of numbered bars and leaving them in the "eligible" vault category, avoiding public alarm while masking true physical demand. Separately, he describes a "perfect storm" that crushed bullion dealer economics in early 2026: soaring hedging costs (up 300%), cratering prices, ETF rebalancing, and the public selling into rallies rather than buying. Wide retail spreads, he insists, were driven by wholesaler/distributor dynamics, not retailer greed. He sees early signs of normalization and expects the next rally to feature buying into strength rather than selling.
Preview:Andy Schectman interviews Aaron Hoddinott about metals, AI, monetary regime shifts, inflation, and fertility decline. Hoddinott is broadly bullish on silver and gold as both portfolio protection and a way to express a longer-term view that central-bank buying, de-dollarization, and reindustrialization are changing the macro backdrop. The discussion also argues that AI is likely to be a powerful but inflationary/disinflationary mix: productivity-positive, yet constrained by costs, privacy issues, and leverage-driven market excess.
Preview:Andy Schectman discusses central bank gold buying (Q1 2026 saw record purchases), AI stock concentration risk highlighted by IBM's 26% single-day crash, and the Federal Reserve's policy dilemma between controlling inflation and managing $40+ trillion in debt. He argues central banks are buying gold "inelastically" as a long-term reserve diversification strategy, that AI/margin concentration echoes past manias, and that inflation will persist — forcing the Fed to choose between higher rates (crushing debt service) or lower rates (reigniting inflation). He sees gold ultimately benefiting from any outcome and points to new physical-delivery exchanges in Hong Kong/Singapore/Dubai as real price discovery mechanisms.
Preview:Andy Schectman argues that gold and silver are being systematically undervalued by Western paper futures markets while central banks and sovereign entities accumulate physical metal at record levels. He highlights a structural shift: new physical-delivery exchanges in Hong Kong, Dubai, and Shanghai are challenging CME/LME price dominance. The head of Poland's central bank is quoted saying gold retains value even if the global financial system loses power — a statement Schectman finds unprecedented. His core thesis: paper markets set short-term price, but structural supply deficits, shrinking inventories, and migration toward physical price discovery will eventually force a revaluation. He frames central bank buying as "the most well-informed traders in the world" positioning ahead of dollar debasement, not reacting to rate decisions.
Preview:A precious metals dealer and a host discuss gold and silver's role as a store of value amid persistent inflation, massive sovereign debt, and a shifting global commodity-pricing system. The core argument: central banks and large players are accumulating physical gold at record levels while price is used as "misdirection" — and new exchanges in the Global South will break Western price-setting power via arbitrage. The conversation also includes sharp criticism of predatory precious-metals retailers and the danger of trusting celebrity-endorsed firms.
Preview:Andy Schectman discusses the failure of the July 4th gold revaluation catalyst, the shifting gold pricing power from West to East, the emergence of Hong Kong's physical-delivery exchange as a competitor to COMEX/LBMA, and the structural risks in bullion dealing — particularly premium volatility and the recent "perfect storm" that crushed dealer margins. He maintains that gold revaluation remains possible but at higher price levels, and argues that Asia's physical demand is winning over Western paper pricing.
Preview:Andy Schectman and Matthew Piepenburg argue that central banks are accumulating physical gold at record levels while suppressing paper prices, creating a widening divergence that will eventually break. They emphasize the significance of China's ICBC banning paper futures and hiking margins to ~140%, and the July 2026 launch of a Hong Kong/Shanghai clearing system anchored in physical gold. Both speakers frame this as a slow-moving but inevitable repricing of gold and silver, driven by declining trust in US Treasuries, eventual Fed money-printing to monetize debt, and Eastern exchanges prioritizing physical delivery over paper speculation.
Preview:Andy Schectman lays out a thesis that the global gold and silver market infrastructure is undergoing a structural shift from West to East, with new physically-settled exchanges in Hong Kong, Singapore, and Dubai challenging COMEX/LBMA dominance. He argues that central bank buying, declining COMEX open interest, and the build-out of alternative payment rails (mBridge, BRICS Pay, CIPS) point to a quiet but deliberate move toward a multi-currency system where gold settles trade imbalances. He also discusses the disappointment around Trump not announcing gold-backed treasuries on July 4th and urges investors to view gold/silver as wealth preservation, not a get-rich trade.
Preview:Andy Schectman argues that the silver and gold markets are being distorted by a paper-futures pricing system, while physical demand, central-bank accumulation, and the buildout of alternative Eastern trading hubs are slowly taking over real price discovery. He is bullish on both metals, but especially on silver as a structurally scarce, monetarily relevant critical mineral whose price he thinks is far below its true value.
Preview:Andy Schectman of Miles Franklin discusses the "orchestrated" crash in silver and gold in early 2026, attributing it to ETF rebalancing coinciding with massive COMEX margin increases, which forced deleveraging. He details massive physical delivery on COMEX (26M oz silver, 4.1M oz gold in February) and record Chinese silver imports, arguing physical demand is "inelastic" and divorced from paper price. He also covers the new Hong Kong gold exchange as part of a broader BRICS alternative financial infrastructure, dismisses the narrative that war is bearish for gold due to Fed rate expectations, and warns about private credit risks and equity market fragility.
Preview:Andy Schectman argues that the market is being driven by a narrow, crowded AI/speculation trade while central banks quietly accumulate gold and the precious-metals market is being distorted by unusual delivery, premium, and hedging dynamics. He sees the near-term setup as fragile for equities, still constructive for gold/silver over time, and thinks inflation, weaker rates, and a softer dollar are the likely policy path.
Preview:This is a live Q&A between Kevin and Andy Sheckman of Miles Franklin focused on gold, silver, inflation, COMEX deliveries, central-bank buying, and the push toward physical/settlement-based price discovery in Asia. Their core message is bullish on precious metals and skeptical of official CPI and paper-market price signals, while also warning viewers about dealer scams and poor product structures.
Preview:Andy Schectman argues that gold and silver prices are a tool of misdirection and that the real signal is in COMEX physical deliveries, which have been anomalously high for 18 straight months. He cites $14B in June gold deliveries, $20B in February, and massive silver withdrawals as evidence that the most well-informed players are quietly accumulating physical metal. Central bank buying, ETF rebalancing combined with 300% margin hikes, and sovereign gold repatriation all support his thesis that delivery behavior — not price — reveals true demand. He discusses but does not count on a gold revaluation, framing precious metals as long-term wealth insurance rather than a get-rich trade.
Preview:Andy Schectman argues that gold and silver prices are a "tool of misdirection" — what really matters is the unprecedented physical delivery on COMEX, which has been running for 18 straight months with monthly deliveries in the billions. He points to massive Chinese and central bank buying, the build-out of alternative settlement infrastructure in Dubai, Singapore, and Hong Kong, and the quiet but ongoing BRICS payment system development as signs that the global south is accumulating physical metal while the West suppresses paper prices. He remains bullish on gold and silver as wealth preservation, not for price speculation.
Preview:Andy Schectman, CEO of Miles Franklin (a 36-year precious metals firm), joins host Sarah to argue that the US is already in a stealth recession masked by misleading official data. His core thesis: central banks and sovereign buyers are accumulating physical gold and silver at record levels despite falling prices, signaling a structural shift away from US Treasuries toward hard assets. He highlights a persistent arbitrage spread between Western and Asian gold/silver prices, massive physical deliveries leaving COMEX, and the underreporting of central bank gold purchases (16 tons reported vs. 244 tons actual per World Gold Council import/export data). Schectman sees price as a "tool of misdirection" — equities pumped up while metals are suppressed so informed money can accumulate cheaply. He predicts the second half of 2026 will see renewed inflation, challenges to Western price-setting as the Global South builds alternative pricing systems, and an eventual reckoning when retail investors concentrated in 10 stocks on record margin debt face a reversal.
Preview:Andy Schectman argues the global monetary system is fracturing as countries build parallel financial rails (BRICS, mBridge, INSTEX) and new physical gold/silver settlement exchanges in Hong Kong, Dubai, and Singapore challenge Western price discovery. He views massive physical silver deliveries leaving COMEX and China's aggressive silver importation as evidence that "smart money" is accumulating hard assets while paper futures suppress prices. He also contends the US is likely in an illusionary expansion — labor data is distorted, inflation understated, and a K-shaped economy masks recessionary conditions for most households. His core thesis: physical demand will overwhelm paper suppression, and the multi-polar transition is accelerating.
Preview:Andy Schectman argues that gold and silver prices are being manipulated downward via COMEX margin hikes and ETF rebalancing, while sophisticated players — central banks, China, and possibly the US government itself — are using the weakness to take physical delivery at record levels. He frames price as a tool of misdirection and urges retail investors to ignore the emotional noise and accumulate physical metal.
Preview:Andy Schectman discusses the structural silver and gold crash of early 2026, attributing it to CME margin hikes, ETF rebalancing, and public capitulation — not fundamental weakness. He argues that massive physical delivery demand on COMEX, record central bank buying, and China's aggressive imports reveal that sophisticated players are accumulating while retail panics. He speculates the US Treasury may be facilitating gold accumulation through proxies including commercial banks and possibly Tether, as part of a strategy to manage Triffin's dilemma and softly devalue the dollar.
Preview:Andy Schectman argues the recent silver/gold crash was structurally orchestrated (not fundamental), citing BIS commentary. He claims COMEX margin hikes, ETF rebalancing, and refining-industry collateral crises created an artificial price collapse that smart money exploited — evidenced by unprecedented physical deliveries and load-outs from COMEX vaults. He speculates the US Treasury (via the Exchange Stabilization Fund and proxies like Tether) may be the mystery buyer, positioning for a controlled dollar devaluation. The thesis: price is a tool of misdirection, and the Global South (led by China) is using Western paper suppression to accumulate real assets at a discount.
Preview:Andy Schectman lays out a sweeping thesis: the US is engineering a slow-motion shift away from dollar dominance, using gold-backed zero-coupon bonds (the "Judy Shelton plan"), stablecoin legislation (the GENIUS Act), and new gold clearing infrastructure across the Global South to devalue the dollar, restore manufacturing, and manage $200T in debt. He speculates that Tether, now run by Trump's former crypto czar Bo Hines, may be acting as a proxy for US gold accumulation. The interview with host Bri covers Triffin's dilemma, central bank gold repatriation, and the mechanics of how synthetic Treasury demand and gold buying could create a managed dollar decline.
Preview:Andy Schectman argues that a historic disconnect exists between falling precious metals prices and surging physical delivery demand on COMEX — 170M oz of silver withdrawn by mid-June 2026, record delivery volumes, and gold deliveries of $14-20B per contract month. He contends this signals a structural shift from paper settlement to physical ownership, driven by institutional players and central bank-type entities. He discusses Judy Shelton's gold-backed Treasury bond proposal as delayed but not dead, and frames Asia's build-out of physical settlement infrastructure as a slow-motion challenge to Western paper-market dominance. Tokenized gold on blockchain, he suggests, could ultimately force a reckoning between paper claims and physical reality.
Preview:Andy Schechtman (Miles Franklin CEO) argues that massive COMEX physical deliveries in gold and silver signal something structural is shifting — likely government or sovereign entities standing for delivery. He discusses the non-event of Judy Shelton's gold-backed Treasury bond idea on July 4th but sees the concept as far from dead. He notes premiums have been crushed by a "perfect storm" of margin hikes, ETF rebalancing, public selling, and dealer 2026 allocations, but expects normalization. He sees new faces at the Rule Symposium as a sign of awakening retail interest.
Preview:Andy Schectman (Miles Franklin) and Peter Schiff discuss precious metals markets, arguing that physical silver and gold accumulation by China and COMEX delivery trends signal a structural shift. Schectman details how COMEX deliveries are "exponentially out of the ordinary," how the US refining industry nearly collapsed under margin-call pressure, and frames suppressed prices as a "tool of misdirection" that big money uses to accumulate. Schiff argues the Fed is trapped: rate hikes would implode markets, but failing to hike destroys credibility. Both see gold holding $4,000 as significant and expect an inflection point where war news turns from bearish to bullish for precious metals.
Preview:Andy Schectman lays out an elaborate thesis: the US is deliberately engineering the dollar's decline as reserve currency — via the Genius Act, stablecoin-driven Treasury demand, and surreptitious gold accumulation — to enable a manufacturing revival. He claims unprecedented physical gold/silver deliveries on COMEX signal a reshoring of metal, while a future gold-linked Treasury bond (the "Judy Shelton" idea) would let the US fund reindustrialization at zero borrowing cost as gold rises and the dollar falls. The core warning: save in dollars at your peril; own hard assets.
Preview:Andy Schectman argues that the recent gold/silver selloff was mostly structural and paper-driven, not a fundamental breakdown, and that the real signal is huge physical demand into COMEX delivery. He says central banks and other large buyers are using price suppression as “misdirection” while standing for delivery, and he expects the bond market—not Fed headlines—to be the likeliest trigger for the next major move higher in metals.
Preview:Andy Schectman joins host Brien (The Bullion Brief) to present a deeply bearish macro thesis centered on the Fed's "trap" between inflation and rate hikes. He argues that the US fiscal position is untenable, that China and other well-informed players are exploiting paper-price weakness to accumulate physical gold and silver at record levels, and that the paper price is a manipulated tool of misdirection. His conclusion: physical silver and gold holdings are approaching a moment of immense value, and the fiat system is near a breaking point.
Preview:Andy Schectman lays out a grand unified thesis: the US is orchestrating a controlled dollar devaluation via gold. He argues that stablecoin legislation (the Genius Act) creates synthetic demand for short-term Treasuries whenever dollars move, with issuers like Tether (now run by ex-Trump crypto czar Bo Hines) using the interest to buy gold as a proxy for the US government. This pushes gold higher, devalues the dollar, enables zero-coupon gold-backed bonds (Judy Shelton's idea), and ultimately allows the US to rebuild manufacturing, pay down debt, and escape Triffin's dilemma — all while central banks globally repatriate gold and build alternative clearing infrastructure. The thesis is ambitious, speculative, and rests on several unverified assumptions.
Preview:Andy Schectman lays out a grand unified thesis: the US is broke, insolvent, and hollowed-out by Triffin's dilemma. He believes the Trump administration is quietly engineering a controlled abdication of dollar reserve status — using tariffs to push other nations toward local-currency trade, the GENIUS Act to pin short-term rates via stablecoins, and gold-convertible zero-coupon Treasury bonds (championed by Judy Shelton) to fund a manufacturing renaissance. The higher gold goes, the fewer ounces needed to settle those bonds. Schectman ties it all together with gold deliveries on COMEX, Tether's gold buying, the mBridge system, and a new Fed adviser who has written about returning to a gold standard. The headline $15,000 gold is a waypoint, not the ceiling — the real target is far higher if the dollar loses reserve status.
Preview:Andy Schectman of Miles Franklin lays out his thesis that massive, sustained physical gold deliveries on COMEX are the mechanism that will ultimately break the paper gold system — just as delivery demands broke the Nixon gold window and Bernie Madoff's scheme. He flags $13B in gold deliveries in June alone, questions who is standing for delivery at that scale, and connects this to the Judy Shelton / Paul Winfree proposal for gold-convertible Treasury bonds as a transitional tool toward a parallel gold standard. On silver, he acknowledges the manipulation frustration but sees the relentless delivery drain as the unstoppable force. He is not in the "July 4th revaluation" camp but believes gold is going much higher on structural dollar weakness.
Preview:Andy Schectman argues that massive physical gold and silver deliveries on COMEX represent strategic accumulation by the world's most informed players, not speculation. He contends the early-2026 price collapse was structurally engineered through a 300% margin hike during ETF rebalancing season, while China and central banks used the weakness to accumulate record amounts of physical metal. The thesis: paper price weakness is misdirection; the real story is unprecedented physical demand signaling eroding trust in the financial system.
Preview:Andy Schectman presents a provocative theory involving Judy Shelton's claim that Trump may link a 50-year Treasury to gold on July 4, 2026. He argues Tether is accumulating gold as a proxy for the US Treasury, that rising gold and falling dollar would let the US export more and pay down debt via gold-backed bonds. He cites record COMEX physical deliveries and Chinese silver imports as evidence of informed accumulation under falling prices, and references a VanEck report suggesting gold could reach $139,000/oz if dollar reserve status erodes.
Preview:Andy Schectman argues that record physical gold and silver deliveries on COMEX prove the market is being manipulated lower — price is "misdirection" while informed buyers (central banks, China, possibly US proxies) accumulate at suppressed levels. He cites the World Gold Council's finding that actual central bank purchases were 244 tons vs. the officially reported 15 tons, and points to the build-out of alternative payment/settlement infrastructure (M-Bridge, Shanghai, Dubai, Singapore exchanges) as evidence gold is being systematically reintegrated into the global monetary system. His core thesis: the fundamental case for gold hasn't changed despite the price decline, and the delivery data reveals what "smart money" is really doing.
Preview:Andy Schectman discusses the structural case for gold and silver as money, his role with the Sound Money Trade Association, the broken COMEX paper market, central bank gold buying, and China's move to back its renminbi with gold. He argues physical demand is robust despite price suppression via paper trading, and that the US financial system is being deliberately transitioned toward digitization because the current debt-based system is unsustainable.
Preview:Andy Schectman hosts Robert Kientz for a wide-ranging discussion on gold, silver, and the decaying fiat monetary system. Both argue that record COMEX physical deliveries, relentless central bank buying, and the eastward migration of bullion vaulting infrastructure signal a structural reset. They contend the dollar system is terminal, that paper futures markets obscure true physical demand, and that China and BRICS nations are building an alternative gold-linked financial architecture. The conversation also covers the failed "devaluation trade is dead" narrative, Kevin Warsh's Fed nomination as a catalyst for the gold/silver pullback, and hints at gold-backed Treasury instruments emerging from Trump-era policy circles.
Preview:Andy Schectman presents a comprehensive bull case for gold and silver, arguing that a global monetary reset is underway. He points to central bank gold buying, repatriation of sovereign gold from New York/London, new gold-trading infrastructure in Dubai/Hong Kong/Singapore/Shanghai, and large institutional gold allocations as evidence. He also discusses the rise of BRICS Pay, stablecoin programmability concerns, and the coming shift to blockchain-based dollar settlement via the GENIUS Act. The core thesis: physical gold is being re-monetized as the foundation of a new financial architecture while the public is distracted.
Preview:Andy Schectman and Rob Kientz argue that soaring COMEX gold/silver delivery demand, especially in June, signals strong physical buying from sovereigns, central banks, China/BRICS, and some industry participants. They say paper futures pricing is increasingly detached from real metal demand, and that the system is moving toward regionalized physical markets and a possible monetary reset where gold matters more.
Preview:Andy Schectman interviews Robert Kientz about gold, silver, central-bank buying, and the move toward a digital financial system. Kientz argues that the old fiat system is breaking, physical precious-metal demand is rising, and stablecoins/CBDC-like rails may become the new plumbing for money and control.
Preview:Andy Schectman argues that rising physical gold delivery into COMEX, growing preference for numbered bars over paper claims, and the emergence of gold-linked Treasury ideas all point to a deeper shift away from pure fiat trust. He frames the proposal as a possible—but uncertain—way to restore credibility, devalue the dollar, and support U.S. manufacturing and debt management, while repeatedly stressing it is only a 50/50 possibility.
Preview:Andy Schectman argues that U.S. fiscal strain, deindustrialization, and AI-driven job loss create pressure for a new monetary/industrial setup in which stablecoins and gold could play a central role. He frames a speculative but internally connected thesis: stablecoin-backed Treasury demand could push front-end rates lower, while Treasury interest earned by issuers could be recycled into gold buying, ultimately supporting a much higher gold price and helping finance reindustrialization.
Preview:The speaker argues that a newly priced U.S. Mint commemorative gold/silver release is unusually expensive and may be a strange signal, while using that to revisit a broader thesis that gold could eventually be revalued or linked to Treasury instruments. He repeatedly says the current premiuming is “suspicious” and unlike anything he has seen, but he stops short of claiming a July 4 revaluation is certain.
Preview:The video argues that gold and silver are being re-priced inside a larger monetary-reset narrative, with Jim Rickards and Andy Schectman discussing extreme gold targets, possible Treasury gold revaluation, and unusual pricing on U.S. Mint products. The core claim is not that gold is guaranteed to hit $20,000-$24,000 soon, but that a gold-backed or gold-referencing system would imply a much higher dollar price than today.
Preview:The speaker argues that gold and silver are close to a major sentiment/positioning washout, but that the real breaking point will come from physical delivery pressure rather than price action alone. He sees the current weakness in silver and gold as a setup for long-term accumulation, not a reason to abandon the thesis.
Preview:Michelle McCori interviews Andy Schechman about a cluster of gold-market signals: a newly priced U.S. Mint commemorative coin, unusually large December gold call options at $20,000, central-bank gold buying/repatriation, and the spread of gold-linked settlement and digital payment systems. Schechman’s core view is that these are not proof of a July 4 gold revaluation, but they may reflect a broader shift toward revaluing gold’s role in the monetary system, with gold likely moving higher over time as the system changes.
Preview:Andy Schectman argues that precious metals are being set up by physical tightness, hidden delivery demand, and policy shifts that could lift gold and silver much higher. He says the immediate tape may still weaken a bit, but the bigger story is sovereign and institutional demand for real metal rather than paper claims, alongside potential policy changes around gold, bonds, and stablecoins.
Preview:Andy Schectman argues that the market is quietly signaling stress through massive physical gold and silver delivery on COMEX, especially by central banks and large institutions, while the public is distracted by equities. He frames recent delivery volumes, repatriation trends, and custodial distrust as evidence that investors are preparing for a breakdown in the current debt-heavy, electronic monetary system.
Preview:Andy Schectman argues that the precious-metals market is being misread by price action and that physical delivery demand in gold and silver is the real signal. He says record COMEX deliveries, central-bank buying, and new settlement infrastructure in places like Dubai, Singapore, Hong Kong, and Shanghai point to a broader monetary shift in which gold is being reintegrated into the system and the dollar is being quietly devalued.
Preview:Andy Schectman argues the post-war financial system is losing trust and that this is pushing countries toward alternative settlement rails, gold hubs, and non-dollar trade systems. He presents a highly speculative but internally connected thesis: dollar “trust” is eroding, gold is being accumulated and used as the neutral reserve asset, and U.S. policy may ultimately try to weaken the dollar to rebuild manufacturing and reduce debt burdens.
Preview:Adam Taggart interviews Andy Schechtman about the recent pullback in gold and silver and whether it marks a bottom. Taggart frames the move as a sharp selloff in futures, with gold briefly below $4,000 and silver below $60, and asks Schechtman whether the decline is temporary or signals something deeper. Schechtman argues the market action is largely driven by manipulation and narrative management around Fed policy, while also noting that supply conditions in his junk-silver special are tightening modestly but still available at a discount to spot.
Preview:Andy Schectman argues that U.S. monetary policy is being reshaped by stablecoins, gold accumulation, and rival payment rails, and that these forces could slowly erode dollar reserve status while pushing gold much higher. He repeatedly frames this as a way to devalue the dollar, ease the debt burden, and support a manufacturing revival, with Treasury-backed gold settlement systems and alternative cross-border networks (MBridge, CIPS/BRICS rails) as the key mechanism.
Preview:Andy Schectman argues that a gold-backed Treasury concept tied to the July 4, 2026 anniversary is plausible, though still only a 50/50 possibility in his view. He frames it as part of a broader effort to solve America’s debt, deindustrialization, and reserve-currency problems by pairing stablecoins/Treasuries with a gold-repricing mechanism that could support manufacturing and reduce dollar stress.
Preview:Andy Schectman argues that trust is the core asset in business, markets, and the monetary system. He uses personal anecdotes and his own gold-business experience to say accountability, consistency, and “pay yourself first” habits compound over time, while institutional trust has been eroded by debt, sanctions, and repeated failures to own mistakes.
Preview:Andy Schectman argues that the recent weakness in silver and gold was not fundamentally driven, but rather a structural reset tied to leveraged ETF rebalancing, higher CME margins, and refinery hedging flows. He uses that setup to make a much bigger macro claim: gold is becoming the neutral monetary reserve asset in a system where stablecoins, Treasury issuance, and a weaker dollar could be used to reindustrialize the U.S. while lowering the real burden of debt.
Preview:Andy Schectman argues that the U.S. is at a monetary and industrial inflection point: massive COMEX gold/silver deliveries, China’s push for parallel payment rails, and proposed gold-linked Treasury instruments could signal a shift away from the post-1971 dollar system. He ties this to Judy Shelton’s gold-bond ideas, the GENIUS Act, AI-driven job disruption, and a broader need to rebuild manufacturing or face debt, deindustrialization, and social strain.
Preview:Andy Schectman and Michael Oliver argue that the pullback in gold and silver is a paper-market shakeout, not the end of the bull market. They frame the larger backdrop as a potential monetary reset in which central bank buying, thin supply growth, gold-linked financial products, and a weakening dollar keep pushing both metals higher, with silver portrayed as the more explosive opportunity.
Preview:The video argues that gold is not just reacting to inflation or rate cuts, but to an emerging monetary regime shift that could reprice gold dramatically higher if the dollar weakens as a reserve currency. Andy Schectman and Rafi Farber tie that thesis to central-bank gold buying, heavy physical delivery demand, weak ETF speculation, and a proposed framework where Treasury funding could be backed by gold rather than by the dollar alone.
Preview:Andy Schectman argues that the recent rally in gold is being driven less by interest-rate expectations than by inflation, war risk, and accelerating physical demand. He says markets are misreading the Iran situation, underestimating persistent inflation, and ignoring strong COMEX delivery demand that he sees as evidence of tight physical markets. The biggest forward-looking claim is that the U.S. may move toward gold-linked Treasury structures, especially around the Genius Act / Clarity Act framework and possibly July 4th, which he treats as a 50/50 possibility.
Preview:Andy Schectman argues the recent gold and silver selloff is a deliberate shakeout rather than a fundamental breakdown, because physical demand, COMEX deliveries, and off-exchange accumulation remain strong. He ties that to a bigger thesis: rising inflation, heavy debt, and potential policy tools like yield-curve control or gold-linked Treasury structures could push gold much higher and weaken the dollar over time.
Preview:Andy Schectman uses a weekly Liberty and Finance appearance to make a broader argument about trust, relationships, and accountability, then closes with a few precious-metals specials. The main market message is less about a specific near-term trading call and more about his view that eroding trust in institutions, government, and the monetary system is part of the backdrop for owning real assets like gold and silver.
Preview:Michelle Makori interviews Andy Schectman about a possible July 4 Trump announcement linking gold to the US Treasury market, plus the broader shift toward gold, de-dollarization, and alternative payment rails like China’s Mbridge. Schectman argues the market is misreading gold’s drivers: he thinks inflation, debt, central-bank buying, and settlement flows matter more than Fed policy, and he sees a gold-backed long-term Treasury as a way to preserve the dollar’s transactional role while reworking the reserve system.
Preview:Andy Schectman argues that gold and silver are being supported by structural buying, policy experimentation, and dollar weakness, while the broader market could be vulnerable to liquidity shocks from AI-era capital raises and crowded mega-cap positioning. He is bullish on metals over the medium term and thinks COMEX would likely change rules rather than default.
Preview:Andy Schectman and Bill Holter argue that the recent weakness in gold and silver is a paper-market shakeout, not a fundamental breakdown. They say physical delivery demand remains strong, COMEX inventories are moving out, and silver is the metal most likely to fail on delivery first, which could then spill over into gold and stress the derivatives system.
Preview:A three-person live Q&A from Miles Franklin Media argues that gold and silver are being repriced by physical demand, distrust in fiat systems, and a possible policy shift tied to gold-linked Treasury instruments. The speakers also emphasize COMEX delivery surges, persistent central-bank buying, and the idea that AI/space/data-center growth should be silver-positive.
Preview:The speaker argues that inflation is still running hotter than official data suggest, household finances are under severe strain, and rising rates are exposing how fragile a highly indebted economy has become. He uses the rule of 72, labor-market survey discrepancies, and state-tax migration examples to argue that compounding debt, not just prices, is the core problem.
Preview:Andy Schectman argues that gold and silver are not investments but enduring wealth, and that their paper prices are being suppressed so large, informed buyers can quietly drain physical supply. He ties this to gold/silver accumulation by central banks and BRICS-linked buyers, rising counterparty risk in banks, funds, and money markets, and the idea that physical metal is a safer form of self-insurance in an unstable system.
Preview:Andy Schectman argues that gold and silver are being re-monetized as central banks, BRICS, and commodity-linked trade arrangements challenge the dollar-based order. He thinks official gold revaluation could repair sovereign balance sheets, while silver benefits from both monetary demand and physical scarcity.
Preview:The speaker argues that gold is the clearest barometer of monetary debasement, and that investors should focus on ounces and capital flows rather than daily price moves or headline data. He ties that thesis to the GENIUS Act, stablecoins backed by short-term Treasuries, and the risk that programmable money could expand government and issuer control over spending and freezing balances. Silver is present mostly as part of the broader precious-metals accumulation theme, with a caution not to wait too long if public demand for metals suddenly increases.
Preview:Michael Oliver argues that the stock market is the last major asset class to crack and that its vulnerability should become obvious in Q3, while weak U.S. bonds are already flashing a more dangerous signal. On metals, he says gold and especially silver are in a violent but still constructive correction within a larger bull trend, with silver’s long-term upside target still in the $300-$500 zone if it escapes its decades-long range.
Preview:Andy Schectman argues that the gold and silver market is being driven less by paper pricing and more by physical demand, with London/New York inventories and delivery systems under strain. He links strong central-bank and Asian buying, large COMEX deliveries, and rising physical arbitrage to a coming revaluation in precious metals, even if short-term price action stays messy.
Preview:The video is a bullish, highly physical-market-focused argument for silver. The speaker says paper pricing in COMEX/London is losing control as China and other Asian buyers stand for delivery, physical metal flows east, and global bullion infrastructure shifts toward a multipolar settlement system. He frames recent price weakness as largely a paper-market flush, not a change in underlying demand.
Preview:The speaker argues that gold and silver are in one of their strongest long-term setups ever because inflation, rising nominal yields, geopolitical stress, and global de-dollarization all favor hard assets. He also argues that the recent metals pullback was largely technical and flow-driven, not a breakdown in the underlying thesis, and repeatedly frames the core issue as preserving wealth outside a debasing dollar system.
Preview:The speaker argues that gold and silver remain in a powerful long-term bull case because they outperform major assets when measured in gold terms, central banks are accumulating, and geopolitical debt/debasement pressures favor hard assets. He says recent pullbacks are mostly technical/flow-driven and that the bigger issue is capital shifting out of Treasuries and into precious metals, especially as distrust of the dollar and U.S. fiscal policy grows.
Preview:The speaker argues that silver is being structurally suppressed by major Western banks and that the setup is now unusually bullish because downside is limited while upside could be large. He ties the thesis to industrial demand, strategic stockpiling by countries like China and Russia, and a broader shift away from dollar-based settlement toward gold and commodities.
Preview:The speaker argues that gold and silver are increasingly attractive because financial systems are moving toward tokenization, surveillance, and tighter tax/reporting controls. He also believes recent weakness in precious metals was a temporary setup caused by margin hikes, ETF rebalancing, and dealer allocation pressure, and that the market could turn higher if public buying returns.
Preview:Andy Schectman argues that silver and gold are being undervalued relative to a weakening dollar, rising debt, and global demand for hard assets. He frames current volatility as tactical noise, not a thesis break, and says the larger setup still favors higher precious metals prices if inflation stays sticky, real yields fall, and foreign buyers keep shifting out of Treasuries and into gold.
Preview:The speaker argues that the financial system is moving toward greater surveillance, tokenization, and tighter control over money flows, which makes physical gold and silver more attractive as assets outside the system. He also argues that taxing unrealized gains would be especially unfair in an environment of distorted asset prices, high rates, and debased currency, and he expects precious metals to benefit long term if public buying returns.
Preview:Andy Schectman argues that the precious-metals bull market is still intact, and that the latest weakness was mainly a forced-liquidation/liquidity event driven by high margins, ETF rebalancing, and mandatory dealer inventory intake rather than a fundamental rejection of gold and silver. He also broadens the thesis into a larger critique of fiat purchasing power, rising rates, and the growing control/traceability embedded in tokenized finance.
Preview:Andy Schectman argues that precious metals are moving into a new regime where digital surveillance, tokenization, and tighter compliance make privacy harder, even if physical metal remains outside the system for now. His main trading view is that silver and gold can still bull higher, but the next move may differ from the post-2020 episode because weak hands have already been washed out and a new public buying wave could overwhelm supply instead of producing a cascade of selling.
Preview:The transcript argues that the financial system is entering a trust break: if the dollar loses reserve status, gold could be revalued dramatically higher, silver could outperform, and physical ownership becomes more important than holding claims through intermediaries. The speakers frame the move as a response to debt, bond-market stress, and weakening confidence in paper assets, not just a normal metals bull market.
Preview:Andy Schectman argues that the precious-metals market is moving from paper-price discovery toward physical, jurisdictional, and political control. He says gold/silver weakness is temporary relative to the larger story: Western exchanges are lowering margins to revive interest, metal is flowing out of LBMA/New York/COMEX systems, and East/West pricing gaps show where real demand sits. He also spends significant time on gold revaluation talk, suggesting a higher gold price could improve U.S. balance-sheet optics and possibly be used as a partial accounting repair.
Preview:Andy Schectman argues that gold is in a structural bull market driven by heavy central-bank buying, reserve diversification away from U.S. Treasuries, and the buildout of alternative bullion/payment rails outside the Western system. He says retail interest is still lagging, but that is typical in the early stages of a major move.
Preview:This Miles Franklin live Q&A is a strongly bullish precious-metals conversation centered on inflation, weaker dollar logic, COMEX tightness, and the idea that global price discovery is shifting away from the West. Andy Schectman and his co-host repeatedly argue that rising rates and geopolitical stress are not bearish for gold long term; instead they are evidence of system strain, dollar debasement, and a broader move into physical metal and away from paper claims.
Preview:Andy Schectman argues that gold and silver are being paper-suppressed in Western markets while physical demand, especially from the East and sovereign buyers, is stronger than headline prices imply. He recommends gradual accumulation rather than waiting for a perfect entry, and says the key risk is assuming suppression can last indefinitely.
Preview:Andy Schectman argues that gold and silver are in the middle of a structural revaluation driven by physical shortages, Eastern accumulation, and eroding trust in Western paper markets. He leans heavily on COMEX delivery data, export/import discrepancies, and bank revisions to central-bank gold buying estimates to claim that real metal is moving east while Western exchanges increasingly fail to reflect true price discovery.
Preview:This is an interview about junior mining, gold, hard money, and mission-driven capital. Michael Gentile argues that most junior miners fail, so investors should use a disciplined, hands-on framework focused on geology, management, capital structure, and long time horizons. Ryan Petrillo makes a parallel case for philanthropic capital: use due diligence, staging, and leadership screening to maximize impact. Both link their work to a broader macro view of debt, money printing, and renewed interest in gold.
Preview:Andy Schectman argues that the recent silver market distortions—especially junk silver trading below spot and refinery/margin stress—are signs of a broken physical market, not healthy price discovery. He believes gold and silver remain structurally supported by central-bank and sovereign demand, and that short-term volatility is being amplified by algorithms, margin changes, and geopolitical flows.
Preview:Andy Schectman argues that silver and gold are being physically pulled from Western vaults into Asia and the Middle East because those markets value metal as a settlement and sovereignty asset, not just a trade. He sees the persistent premiums in Shanghai and Mumbai, the rise in exchange-for-physical flows, and the expansion of non-Western vaulting and payment rails as evidence that paper prices in the West are increasingly disconnected from physical reality.
Preview:Andy Schectman argues that a global precious-metals reset is already underway, with gold and silver steadily moving from West to East through sustained delivery demand, large Shanghai/India premiums, and growing COMEX withdrawals. He says the West treats gold as a trade, while Asia and the Middle East treat it as a settlement asset, and that this difference is exposing weak Western price discovery and trust in official reporting.
Preview:Andy Schectman argues that gold and silver are being accumulated by central banks, sovereigns, and large private money because the West’s monetary system, Treasury market, and reserve-currency regime are losing credibility. He sees the current price action as an early-stage bull market where physical metal is moving from price-sensitive holders to stronger hands, while retail remains slow to catch on.
Preview:Rick Rule interviews Andy Schectman of Miles Franklin ahead of the 2026 Rule Symposium. The conversation focuses on Miles Franklin’s bullion business, why Andy believes precious metals IRAs can be useful near retirement, and what he sees as the main industry pitfalls, especially promotional IRA sales tactics and opaque coin structures.
Preview:Andy Schectman argues that gold and silver are being mispriced by paper markets and deliberate price management, while physical demand, central-bank buying, and eastern import premiums point to much tighter conditions underneath. He frames the recent silver selloff as a shakeout driven by margin changes and tape-painting rather than real fundamental weakness, and says the bigger risk is holding cash or Treasuries as fiat purchasing power erodes.
Preview:Adam Taggart interviews Andy Schectman about the recent pullback in gold and silver and whether it threatens the larger bull market. Schectman argues the weakness is mostly volatility, profit-taking, and paper-market maneuvering rather than a real change in underlying demand. His core thesis is that physical metal is being steadily transferred from the West to the East, with China, India, the Middle East, and sovereign players standing for delivery and building a parallel settlement system that will eventually force much higher prices.
Preview:Andy Schectman argues that Western commodity exchanges, especially COMEX and LBMA, are losing credibility because physical deliverability is increasingly replacing paper price-setting. He says the real signal is the growing emphasis on deliverable gold and silver, declining London vault inventories, and rising evidence of off-book physical flows. In his view, this is part of a broader shift toward BRICS-linked settlement systems, Hong Kong gold clearing, and yuan-based trade that could gradually weaken Western price discovery and dollar dominance.
Preview:A Miles Franklin Q&A centered on precious metals, especially gold and silver, with repeated emphasis that official and mainstream data understate real demand. The speakers argued that central banks are buying far more gold than reported, that the bond market is becoming unstable, and that gold/silver are being accumulated by the smartest money while retail remains distracted by equities and ETFs.
Preview:Andy Schectman argues that China and its partners are building a parallel precious-metals and payments infrastructure that could gradually shift price discovery and settlement away from COMEX, LBMA, and western dollar-based systems. He says physically deliverable gold and silver contracts, especially in Asia/Singapore, are evidence of a broader BRICS-linked move toward local-currency trade settled in gold.
Preview:The video argues that gold and silver are entering a regime shift where physical metal, not Western paper pricing, will set the benchmark. The speakers say persistent Asian premiums, delivery stress, and recurring exchange glitches show the COMEX/LBMA system is losing credibility, while central banks and Eastern buyers keep accumulating real metal.
Preview:The speaker argues that silver and platinum are undervalued relative to gold, with silver especially set up for a potentially explosive repricing because of tight physical supply, large short positioning, and heavy sovereign accumulation. He also argues that long-term bond yields are structurally under pressure, while new stablecoin-backed Treasury demand may cap the front end of the curve but not the long end.
Preview:Andy Schectman argues that precious-metals price discovery is shifting away from Western paper markets toward physically deliverable Asian venues, especially Singapore and Shanghai, as trust in COMEX/LBMA weakens. He pairs that with a broader macro warning: official inflation/employment data are distorted, the stock market is narrowly led by AI, and stress is building in the bond market and the real economy.
Preview:The video argues that silver remains attractive because physical-market stress is still visible in refinery backlogs, wider bid/ask spreads, and firmer premiums on popular bullion products, even though the broader market still looks quiet seasonally. The speaker also broadens the case into privacy concerns, arguing that cash-reporting rules, tokenized finance, and AI-driven surveillance will make financial anonymity harder over time, which is another reason to own hard assets.
Preview:The speaker argues that precious-metals price discovery is shifting away from Western paper markets like COMEX and the LBMA toward physical, deliverable exchanges in Asia and the Gulf. He frames Singapore, Shanghai, Dubai, Hong Kong, Saudi Arabia, the UAE, Switzerland, and BRICS-linked logistics as part of an emerging parallel bullion infrastructure that could weaken Western control over gold and silver pricing.
Preview:The speaker argues that the U.S. faces a debt and trust problem that may ultimately require a weaker dollar, higher gold prices, and a shift away from reserve-currency dominance in order to rebuild manufacturing and preserve long-term national power. He ties that thesis to BRICS payment systems, central-bank gold buying, AI-driven job destruction, and the idea that the world is quietly building a parallel settlement system outside the dollar.
Preview:Andy Schectman argues the U.S. is fiscally overextended, structurally weakened by reserve-currency trade dynamics, and entering an AI-driven labor disruption that could widen the gap between Wall Street and Main Street. He ties that diagnosis to a broader thesis that gold accumulation, stablecoin plumbing, and possibly a gold-linked Treasury framework could be used to manage a slow dollar devaluation and support a manufacturing reset.
Preview:Andy Schectman argues that a new non-Western gold settlement and payments architecture is taking shape around Hong Kong, BRICS, and China-linked rails, and that it could gradually erode the credibility of COMEX, LBMA, and the broader Western monetary system. He ties the thesis to persistent Shanghai premiums, rising unrecorded gold outflows, central-bank buying, and what he sees as repeated Western exchange glitches and weak settlement credibility.
Preview:The speaker rejects claims that ordinary bullion purchases trigger special reporting and argues that the real compliance threshold is large cash or cash-equivalent payments over $10,000. He then broadens into a bearish macro view: privacy is eroding, AI is displacing high-skill labor, official statistics are mismeasuring the economy, equities are narrowly led by AI, and the bond market is showing stress.
Preview:Andy Schectman argues that the market is moving from a trust-based system toward hard assets: especially gold and silver, but also Bitcoin as a self-custodied alternative. His core case is that Treasuries, the dollar, institutions, and even paper precious-metals markets are losing credibility, while physical deliveries and central-bank buying suggest real demand is stronger than price action implies.
Preview:The conversation argues that physically deliverable Asian metals exchanges, especially in Singapore and Hong Kong, could gradually erode Western price-setting power in gold and silver. The core thesis is that persistent paper-vs-physical divergence, central-bank buying, and BRICS-linked settlement rails may eventually force a shift from COMEX/LBMA-dominated pricing toward a more physically anchored system.
Preview:Andy Schectman argues that gold and especially silver are being accumulated physically at an unusual pace, with COMEX deliveries, China/India demand, and Gulf-region reserve shifts signaling distrust in paper money and paper metal claims. He ties the precious-metals story to higher Treasury yields, debasement fears, and a coming reset in which hard assets may outperform.
Preview:Andy Schectman argues that official gold and silver supply data are unreliable, that sovereign demand is being undercounted, and that rising rates and Treasury stress are signs of deeper monetary fragility. He is bullish on gold and especially silver over the longer run, but expects more near-term downside before the next leg higher.
Preview:The video is a long-form conversation about silver, gold, stablecoins, U.S. dollar devaluation, manufacturing reshoring, and AI disruption. The speaker argues silver is in a structural supply deficit and is becoming strategically important again because it is used in electronics, defense, and other critical applications, while gold is reasserting itself as a neutral reserve asset in a fragmented global monetary system.
Preview:Andy Schectman argues that precious-metals privacy is still intact for ordinary dealer transactions, but that broader financial tokenization and KYC/chain-based systems will erode anonymity by 2027. He is especially focused on silver: refiner backlogs remain heavy, retail premiums are still unusually cheap but starting to firm, and a new physically deliverable Singapore silver contract could shift price discovery away from COMEX/LBMA and expose the gap between paper silver and real metal.
Preview:This is a metals-and-macro Q&A focused on rising bond yields, negative real rates, and what that means for gold, silver, and miners. The hosts argue that higher Treasury yields, Japan’s yield breakout, and signs of stress in sovereign gold flows all point to a more unstable monetary backdrop, while their guest, Mark Leventhel, frames the setup as a bond-market regime shift that should continue to favor hard assets and eventually mining shares.
Preview:Andy Schectman argues that silver is tightening physically and becoming more strategically important, while gold is being revalued by a global shift away from paper claims. He says the real signal is not spot price but physical delivery, with sovereign and institutional buyers taking metal out of COMEX and vault systems.
Preview:Andy Schectman argues that central banks are buying gold because they no longer trust a system built on electronic records, foreign reserves, and US Treasury claims. He says gold’s rise is being driven less by inflation/rates and more by counterparty risk, sanctions, debt expansion, and a shift toward a multipolar settlement system where gold is the neutral reserve asset.
Preview:Andy Schectman delivers a keynote at the NRS 2026 Expo arguing gold and silver are being physically drained from Western exchanges by central banks and BRICS nations. He presents COMEX delivery anomalies, Chinese import records, and BRICS payment infrastructure as evidence of gold's remonetization. He then offers a speculative theory: the US Genius Act and a potential gold-backed Treasury from Trump (per Judy Shelton) will revalue gold dramatically higher, devalue the dollar, and reshore manufacturing. His core message: own physical metal as wealth, not as an investment.
Preview:This is a gold-vs-Bitcoin reconciliation interview centered on custody, monetary debasement, and financial-system trust. Andy Schectman argues gold and Bitcoin are not enemies: both are responses to fiat stress, and future tokenization/interoperability could make them more compatible rather than competitive.
Preview:Andy Schectman argues that the US is headed toward a debt-and-interest burden that will force higher rates, currency debasement, and continued gold accumulation by countries and individuals. He pairs that macro view with a strongly defensive personal-finance message: get out of debt, hold precious metals, and keep some ultra-short Treasuries for liquidity.
Preview:Andy Schectman argues that gold and especially silver are being accumulated by sovereign buyers as a hedge against counterparty risk, sanctions, and a weakening trust in the US-led financial system. He says price action is being distorted by paper markets, ETF rebalancing, and margin hikes, while physical demand and exchange deliveries point to real scarcity.
Preview:Andy Schectman argues the U.S. economy and financial system are weaker than headline data suggest, with labor-market cracks, extreme market concentration, and a worsening debt burden all pointing toward continued demand for gold and silver. He also says physical silver premiums have normalized enough to become attractive again, especially Silver Eagles, and he repeatedly emphasizes debt reduction and preparation over chasing returns.
Preview:An interview-style discussion between Andy Schectman and Kyle Chassé argues that gold and Bitcoin are not enemies but parallel opt-out assets for a world of fiat debasement, financialization, and rising surveillance. The conversation centers on self-custody, tokenized gold, institutional adoption of Bitcoin, and the longer-term risks from AI and quantum computing.
Preview:Andy Schectman argues that silver and gold are being accumulated physically by major institutions and sovereign buyers even as paper prices are pressured lower. He frames the market as a long-running suppression story: Western banks allegedly cap silver to keep industrial and military inputs cheap, while China and other buyers quietly pull metal into storage, making the headline price misleading.
Preview:Andy Schectman argues that gold and especially silver are being accumulated for trust/counterparty-risk reasons, not just dollar weakness, and that recent price action is being distorted by paper-market mechanics while physical demand and deliveries stay strong.
Preview:Andy Schectman argues that the traditional flight-to-safety into US Treasuries has broken down — bond prices fell and yields rose during recent geopolitical crises, signaling a historic loss of trust in US debt. Central banks and institutions are quietly accumulating physical gold while retail investors remain distracted by price smackdowns. He sees current low premiums on gold coins as a contrarian bullish signal and expects conditions to look "vastly different" by fall.
Preview:Andy Schectman argues that China, the Gulf, and BRICS-linked partners are quietly building a parallel trade and settlement system that reduces reliance on the dollar and U.S. Treasuries, while simultaneously stockpiling gold and, increasingly, silver. He ties that to rising physical tightness in precious metals, COMEX outflows, and industrial disruptions from the Iran war and sulfuric acid/fertilizer shortages, framing silver as especially vulnerable to a repricing if physical demand keeps outpacing paper-market supply.
Preview:Andy Schectman argues that silver’s latest surge is more than a normal rally: it reflects a technical breakout, tighter physical supply, growing awareness of market distortion, and increasing buying by informed money. He says retail participation is still limited, so the move could get stronger if the public joins in. He also treats extreme upside calls for silver and gold as plausible in a world where dollar purchasing power is eroding and de-dollarization is slowly advancing.
Preview:Andy Schectman argues that persistent physical tightness in gold and silver is real and increasingly reflected in Chinese demand, COMEX outflows, and a broader shift away from dollar/treasury settlement. He connects that to higher gold and silver prices, financial-system fragility, and a growing preference for physical metal, short-duration Treasuries, and debt reduction.
Preview:Andy Schectman argues silver’s move is being driven less by a battery headline and more by a technical breakout layered on top of very tight physical market conditions. He says low open interest, weak speculative positioning, rising deliveries, and growing public awareness are making it harder for paper-market suppression to hold the price down.
Preview:Andy Schectman argues that gold and silver markets are showing signs of physical stress beneath paper pricing, with COMEX deliveries, vault withdrawals, and Chinese imports all pointing to sustained accumulation. He connects this to a broader thesis that central banks and possibly US-linked entities are quietly using gold to manage debt, devalue the dollar, and support a changing monetary system.
Preview:Andy Schectman argues that the current precious-metals selloff is a contrarian flush, not a fundamental break: physical demand, delivery stress, and distrust of sovereign debt are, in his view, setting up a stronger move later. He is especially bullish on gold and silver relative value, saying the gold-to-silver ratio is extreme and that silver coins are unusually cheap versus recent history.
Preview:Andy Schectman and Kevin Hower argue that silver’s 7% move was a meaningful breakout signal, not a routine metals move, and tie it to tight physical supply, heavy Chinese imports, COMEX outflows, and a weakening dollar. The discussion also broadens into de-dollarization, resource accumulation by China and Gulf states, and extreme equity-market concentration.
Preview:Andy Schectman argues that the silver and gold market is being quietly drained through COMEX deliveries, Asian import demand, and central-bank-style accumulation, while paper-market volatility and glitches are eroding trust in exchange pricing. He extends that thesis into a broader monetary regime view: rising gold, weaker dollar, stablecoins, and possible Treasury/back-end bond-market support are all part of a transition away from fiat dominance.
Preview:Andy Schectman argues that gold and silver are not ‘going up’ so much as the dollar is being debased, with gold acting as the neutral yardstick for purchasing power. He ties that thesis to US debt, rising interest costs, Triffin’s dilemma, central-bank buying, and what he sees as a fragile silver delivery system that could eventually fail and force price discovery elsewhere.
Preview:This video argues that silver’s early-year selloff was mostly mechanical rather than fundamental, driven by ETF rebalancing and sharp margin increases on Comex/CME, while physical tightness and delivery stress kept building underneath. The speakers frame the market as a tug-of-war between paper pricing control and a strengthening physical market, with China, sovereign buyers, and delivery demand increasingly important.
Preview:Andy Schectman argues that the U.S. dollar is in a long-term debasement cycle and that gold — and especially silver — are the key beneficiaries because they carry no counterparty risk. He frames higher gold prices as a mechanism for devaluing the dollar, preserving purchasing power, and relieving a debt burden that the U.S. cannot realistically solve through growth or manufacturing revival.
Preview:Andy Schectman argues that the recent silver price drop was a structurally engineered washout, not a fundamental change, and that physical demand—especially from China and large sovereign buyers—has been overwhelming the paper market. He says ETF rebalancing and sharply higher CME margin requirements forced selling, while record COMEX deliveries and physical withdrawals show sophisticated actors accumulating metal rather than trading the price.
Preview:Andy Schectman argues that the recent selloff in gold and silver is a deliberate or at least mechanically amplified “trap,” not a true fundamentals-driven break. He says ETF rebalancing and a sharp CME margin hike crushed paper prices, while physical demand, COMEX deliveries, and Chinese imports surged underneath.
Preview:Andy Schectman argues that recent price weakness in silver and gold is masking large-scale physical accumulation by sophisticated buyers, especially central banks, China, and entities like Tether. He says the petrodollar system is being chipped away by non-dollar oil trade and new payment rails, while AI, quantum computing, and stablecoin programmability raise the risk of leaving wealth fully inside digital systems.
Preview:Andy Schectman argues that gold is not just an inflation hedge but the benchmark for a weakening fiat system, while silver is being set up for a possible supply-driven repricing because paper claims are exceeding deliverable metal. The interview frames gold as the neutral asset that preserves purchasing power through inflation, deflation, and systemic stress, and silver as the metal where delivery demand could expose years of suppression and trigger a disorderly reset.
Preview:Andy Schectman argues that precious metals are becoming more important as the financial system digitizes and becomes more surveilled. He connects stablecoins, digital ID, KYC/AML/KYT tracking, and 2027 vehicle-monitoring rules to a broader loss of financial and personal privacy, and uses that as a reason to own gold and silver as “wealth” rather than just an investment. He also claims recent silver price weakness was largely structural—ETF rebalancing and COMEX margin hikes—while physical demand in China and central-bank buying remained strong.
Preview:A Miles Franklin live Q&A focused on precious metals, de-dollarization, OPEC/UAE, and physical silver/eagles logistics rather than broad market coverage.
Preview:Andy Schectman argues that recent gold and silver price weakness is a deliberate paper-market move that obscures a much tighter physical market. He points to rising COMEX margins, ETF rebalancing, record China imports, and unusually heavy delivery demand as evidence that large, sophisticated buyers are taking metal off the market while the quoted price is being pushed around.
Preview:The speaker argues that inflation will rise further, forcing the Fed into a hawkish or do-nothing stance, while long-term rates move higher. He says this is still constructive for gold and other hard assets because Treasury trust is weakening, central banks are buying gold, and governments and institutions are building surveillance-heavy financial rails that make physical assets more attractive.
Preview:Stephen Leeb argues that gold is re-emerging as the center of a new monetary order, with China, Russia, and potentially India building infrastructure to settle gold outside the Western system. He ties the thesis to spirituality, long-term civilization cycles, and the erosion of U.S. institutional and strategic strength since the end of Bretton Woods.
Preview:Andy Schectman argues silver’s recent selloff was largely structural rather than fundamental, driven by leveraged ETF rebalancing and margin hikes, while physical demand remained strong and delivery stress at COMEX is building. He pairs that metals case with a broader warning: rising U.S. debt-service costs, weaker Treasury demand, and the spread of stablecoin/blockchain surveillance could all push investors toward gold and silver as outside-the-system stores of value.
Preview:Andy Schectman argues that the silver market is under extreme physical strain because delivery demand, refining bottlenecks, and higher margin requirements are colliding with a paper-price system that he считает misleading. He frames recent physical settlement behavior, low COMEX open interest, and central bank gold accumulation as evidence that sophisticated players are abandoning counterparty risk and moving into hard assets.
Preview:Andy Schectman argues the recent gold/silver selloff was more of a forced liquidation and market-structure shakeout than a true fundamental breakdown. He says the key signal is that, unlike past crisis periods, Treasuries are not acting like the main refuge: yields rose, bonds were sold, and that points to declining trust in paper assets and in the U.S. financial system. He ties that view to a broader thesis about monetary transition. In his telling, big banks and official institutions are increasingly comfortable with higher long-term gold and silver targets, while stablecoins, digital ID, KYC/KYT rules, and surveillance-style financial plumbing are making it easier to monitor and restrict money movement. His conclusion is that physical metals matter not just as a trade, but as protection from counterparty risk and from a more controlled digital system.
Preview:Andy Schectman argues that silver, gold, and other hard assets are being pulled higher by inflation, war-related supply shocks, and a broader loss of trust in paper claims, especially Treasuries. He also stresses that physical ownership, delivery demand on COMEX, and central-bank buying signal a deeper shift away from financialized assets and toward tangible stores of value.
Preview:Andy Schectman argues that silver’s recent sell-off was structurally forced, not fundamental, and that the physical market is tightening beneath the paper price. He links record China silver imports, COMEX open interest versus available inventory, margin hikes and later margin cuts, rising U.S. debt service, and growing distrust of Treasuries/dollars into a broader thesis that hard assets are becoming more attractive while confidence in financial plumbing erodes.
Preview:The speaker argues silver is in a structurally tight and potentially explosive setup: Chinese imports have hit record levels while COMEX open interest still exceeds deliverable inventory, and exchange/ETF mechanics helped create an artificial selloff that cleared speculative froth. He also ties gold and silver to broader distrust in U.S. debt, Treasury demand, and the rise of stablecoins and digital ID as a surveillance/control concern.
Preview:Andy Schectman argues that precious metals are being supported by deep structural demand while paper-market volatility, rising Treasury stress, and expanding digital control rails make gold and silver more important as monetary and privacy hedges. He focuses on COMEX silver delivery stress, record Chinese silver and gold imports, central-bank accumulation, and the idea that stablecoins, digital ID, and vehicle surveillance could create a more controllable financial system.
Preview:Andy Schectman argues that physical gold and silver are safer than paper vehicles like GLD/SLV because ETFs are wrapped in custodian, legal, and redemption constraints that ordinary holders cannot practically control. He extends that skepticism to the broader system: central banks repatriating gold, nations freezing or moving reserves, and new payment rails tied to short-term Treasuries all signal a slow shift away from trust in Western financial infrastructure.
Preview:The speaker argues that a major global shift is underway from Treasury reserves toward gold, driven by distrust in the U.S.-led financial system, sovereign asset freezes, exchange glitches, and expanding physical demand from China and other central banks. He frames recent COMEX and LBMA activity as evidence that price action is less important than deliveries, load-outs, and the move toward physical possession.
Preview:Andy Schectman argues silver remains structurally tight, underpriced, and increasingly strategic. He says refiners are still backlogged, hedging costs have jumped, and the market’s physical bottlenecks plus growing industrial/geopolitical demand make the current price look disconnected from real scarcity. He also ties broader geopolitics—especially BRICS, de-dollarization, and Iran/China trade routes—to a world where hard assets like silver and gold gain importance.
Preview:Miles Franklin’s Andy Schectman argues that silver and gold remain in a structurally fragile paper market, with physical demand and geopolitical de-dollarization supporting much higher prices over time. The discussion centers on COMEX delivery stress, China and India accumulating metal, distrust of ETFs and Treasuries, and the idea that the global monetary system is drifting toward gold-backed settlement and digital surveillance.
Preview:Andy Schectman argues that gold and silver are being repatriated and accumulated because trust in the paper precious-metals system is eroding. He says CME/COMEX glitches, margin hikes, and ETF rebalancing have helped suppress paper prices while physical demand and exchange deliveries keep rising, especially in China and among central banks. The episode is both a macro thesis on dedollarization and a sales pitch for silver products, including a live discount offer.
Preview:Andy Schectman argues that gold is being revalued by a world of falling real purchasing power, suppressed rates, and escalating debt, and that the market has not yet priced in the full implications. He repeatedly frames gold as a wealth-preservation asset rather than a wealth-making trade, contrasting it with crypto only insofar as he thinks the two communities should be complementary rather than hostile.
Preview:The video argues that gold and silver are in the middle of a structural revaluation driven by physical demand, central-bank buying, and large COMEX/LBMA deliveries rather than day-to-day price action. Andy Schectman and Rafi Farber frame recent pullbacks as noise, while citing bank targets and delivery data as evidence that informed buyers are accumulating metal and that trust in paper claims is weakening.
Preview:Andy Schectman argues that the recent precious-metals move is being driven less by fundamentals than by market structure: COMEX margin hikes, ETF rebalancing, low open interest, and large physical deliveries. He says the real tell is not the quoted price in New York but the scale of gold and silver moving out of exchanges, especially into China and other non-U.S. buyers, which he frames as evidence that sophisticated money wants possession and lower counterparty risk.
Preview:Andy Schectman argues that the physical gold/silver market is being driven by distrust in Western custodians, exchanges, and fiat systems, not just by price. He says central banks and foreign official holders are increasingly repatriating metal and standing for delivery, while Chinese and other buyers are absorbing large volumes of physical silver and gold despite paper-price weakness.
Preview:The transcript argues that the petrodollar era is eroding because central banks no longer trust the dollar/Treasury system as much as they once did. The speaker says countries are repatriating gold, buying more gold, and building alternative payment rails, which he interprets as a slow but meaningful shift away from dollar dominance.
Preview:Andy Schectman argues that the recent silver selloff is not the end of the bull market but a structurally distorted move driven by margin hikes, ETF unwinds, and short-term fear rather than a change in fundamentals. He says physical demand and delivery behavior across COMEX, Shanghai, and the LME still point to a tight market, and he frames current weakness as an opportunity for long-term holders rather than a reason to exit.
Preview:The video argues that gold and silver are entering a major repricing driven by broken trust in the dollar system, central-bank gold repatriation, and growing institutional endorsements for precious metals. The speakers are especially bullish on silver, with one arguing junk silver is the cheapest form today and will later become the most expensive form in the U.S., while also pointing to Bank of America, Morgan Stanley, and BlackRock comments as evidence that mainstream finance is finally validating the move.
Preview:The speaker argues that the world is moving away from a dollar-centered system toward a multipolar BRICS-driven financial order, accelerated by conflict, sanctions, and distrust in Western institutions. He ties that shift to higher inflation, weaker Treasury demand, more central-bank gold buying, and repeated physical silver/gold delivery stress that he sees as evidence the paper price narrative is breaking down.
Preview:The speaker argues that gold and silver remain in a powerful bull market despite recent volatility, and that the mainstream explanation for the selloff is misleading. He says physical demand and exchange delivery data show strong underlying buying, while margin hikes and leveraged ETF unwinds created a structural, not fundamental, price decline.
Preview:The speakers argue that the gold and silver markets are being misread by mainstream narratives. Their core thesis is that persistent COMEX deliveries, low open interest, central-bank buying, and Chinese physical accumulation show real demand for metal is stronger than paper prices suggest, especially amid war and geopolitical strain. They frame recent price weakness as deliberate perception management rather than a true reflection of supply and demand.
Preview:Andy Schectman argues that silver and gold are being quietly drained from Western markets because central banks, sovereigns, and large traders no longer trust the dollar/Treasury system. He says COMEX delivery behavior, Chinese silver imports, and reserve diversification all point to a structural shift away from paper claims and toward physical metals.
Preview:The video argues that gold and silver are entering a structural revaluation driven by central-bank buying, sovereign-debt stress, de-dollarization, and trade/payment-system changes outside the dollar/Swift network. The speakers frame recent sharp price moves as largely technical or structural squeezes, not a breakdown of the long-term bull case, and they think gold still has substantial upside from here.
Preview:Andy Schectman argues that the recent precious-metals selloff was largely a structural, margin-driven event rather than a fundamental collapse in demand, and that this has exposed fragility in the silver plumbing: refiners, dealers, and hedgers were squeezed even as physical metal kept moving off exchanges. He remains strongly bullish on gold and silver, citing record deliveries, Chinese import demand, and growing institutional acceptance of precious metals as a portfolio allocation.
Preview:Andy Schectman argues that the recent surge in silver deliveries, COMEX outflows, and central-bank gold buying shows a major shift away from paper pricing and toward physical ownership. He says the usual 'higher rates are bad for gold' logic is broken, because war, distrust in Treasuries, and reserve diversification are driving nations and sophisticated buyers into gold and silver.
Preview:Andy Schectman argues that gold and silver are becoming more important as protection against a fragile, increasingly digital financial system. He frames central-bank gold buying, cyber risk, quantum computing, and distrust in the dollar system as evidence that physical metals are being revalued by institutions before the crowd notices.
Preview:Andy Schectman argues the recent silver/gold selloff is mainly a paper-market event, not a deterioration in physical demand. He says metal is still being drained from Shanghai, the LBMA, COMEX, and even the New York Fed, while backwardation, deliveries, and central-bank/sovereign buying point to stress in the Western pricing system.
Preview:Andy Schectman presents a sweeping macro-gold thesis: the world is undergoing a slow-motion de-dollarization, with central banks accumulating physical gold while paper markets are manipulated. He argues the Fed is boxed in — it must ultimately inflate rather than default — and that gold's recent sell-off is a repeatable pre-intervention pattern. He ties the thesis to Treasury disinterest (China halving holdings), energy-driven inflation from Middle East conflict, cracks in private credit markets, and a Polish central banker's warning about digital financial system vulnerability. The interview is high-conviction but light on specific timing or levels.
Preview:The speaker argues that rising U.S. Treasury yields, weak foreign demand, and accelerating gold buying signal a slow global move away from dollar dependence toward a more neutral settlement asset, with gold benefiting if the Fed is ultimately forced into inflationary policy. He also warns that higher energy prices from Middle East conflict could feed inflation, strain growth, and box the Fed into printing more money. In the second half, he broadens the warning to private credit and illiquid structured products, arguing that liquidity problems and questionable valuations could become a wider systemic stress.
Preview:The speaker argues that the global gold market is being re-monetized as countries lose trust in the dollar-based custody and settlement system. He frames gold repatriation, central-bank buying, and rising physical deliveries as evidence that nations prefer assets they can hold themselves over paper claims tied to the COMEX, LBMA, and U.S.-led financial institutions.
Preview:Andy Schectman argues that the conventional view that rising rates and war should crush gold is obsolete because central banks and sovereign buyers are accumulating physical metal, repatriating reserves, and bypassing treasuries. The interview frames gold and silver as protection against a collapsing trust regime, with current price weakness presented as engineered and driven by leverage rather than fundamentals.
Preview:Andy Schectman argues that gold’s recent weakness is a paper-market/liquidity event, not a loss of faith in gold. He frames repatriation, central-bank buying, COMEX/LBMA delivery demand, and non-dollar settlement systems as evidence that sovereigns are moving physical metal home and away from counterparty risk, while Western institutions lose trust.
Preview:Andy Schectman and Mario Innecco discuss gold and silver in the context of what they describe as a slow-motion collapse of trust in the dollar and US Treasuries. Schectman argues that massive COMEX delivery volumes, record Chinese silver imports, and central bank gold buying reveal that "the most well-informed money on the planet" is accumulating metals on weakness, while mainstream narratives about gold losing its safe-haven status are deliberate misdirection. The core thesis: gold is not a get-rich trade but a form of enduring wealth as the world moves toward a neutral reserve asset.
Preview:Andy Schectman, in an interview with host Michelle, warns that institutional money is quietly repositioning into commodities and precious metals while retail remains in the dark. He cites BlackRock abandoning the 60/40 model, Bank of America calling for decades-long commodity outperformance, and multiple major banks clustering around $6,000 gold targets. The deeper concern: an AI cybersecurity model (Anthropic's "Mythos") triggered an emergency meeting of systemically important bank CEOs, exposing digital financial infrastructure as dangerously fragile. Schectman argues physical gold is being treated as "infrastructure insurance" by central banks, quoting Poland's central bank head who said gold matters "when someone cuts off the power to the global financial system."
Preview:Andy Schectman argues that the physical gold and silver market is tighter than the paper market suggests, with repeated COMEX deliveries, low open interest, higher dealer costs, and aggressive physical accumulation by large players indicating that the precious-metals top is still far away. He says recent margin increases flushed out speculators, while the real story is a steady drawdown of inventory and a growing mismatch between quoted prices and actual deliverable metal.
Preview:Andy Schectman and Alasdair Macleod argue that gold and silver markets are being driven by a stealth accumulation of physical metal by sophisticated buyers (central banks, wealthy entities) who stand for delivery on COMEX and in Shanghai/London, even as prices fall and rates rise. They dismiss mainstream narratives that rising rates are bearish for gold — noting gold rallied during the fastest rate-hiking cycle in history. The core thesis: physical drain is the only signal that matters; paper-market noise is "management of perception economics." Macleod adds a macro layer: the Iran war accelerates inflation, bond yields will spike, equities and credit will destabilize, and gold/silver will reprice violently as fiat alternatives — making current weakness a buying opportunity.
Preview:Michelle Makori interviews Andy Schectman about gold repatriation, declining trust in U.S. institutions, central-bank gold buying, and why he thinks the global monetary system is shifting toward gold and away from Treasuries and the dollar. The discussion also branches into Iran-related energy risk, private credit stress, and AI/cybersecurity concerns at major banks, with Schectman arguing these reinforce the case for gold and commodities.
Preview:Andy Schectman argues gold and silver are far from a top, with physical withdrawals from COMEX hitting record levels ($135M oz silver in Q1, $4.2M oz so far in April) despite falling prices and rising rates. He contends the mainstream media's rate-cut narrative is misleading, pointing out gold rallied through 0-4% rate hikes. Big sophisticated players are taking delivery while speculators are shaken out. He warns that even a 10-20% demand surge could wipe out available supply, and that dealer counterparty risk is rising as margin costs increase. The core thesis: follow delivery data and vault depletion, not paper price signals.
Preview:Andy Schectman argues that the financial system is moving toward tokenized, permissioned money with heavy AML/KYC/KYT surveillance, and that this makes gold and silver more important as trusted, non-sovereign stores of value. He also says states like Texas, Florida, Utah, and Wyoming are experimenting with gold/silver digitization and that the real issue is trust, not technology.
Preview:Andy Schectman argues that the recent move in gold and silver is being driven less by headline geopolitics than by the underlying plumbing of physical metals demand, COMEX deliveries, and a growing shift away from the dollar system. He links war, sanctions, higher energy prices, and rising U.S. refinancing needs to inflation risk and to what he sees as accelerating dedollarization through BRICS-linked payment and vault infrastructure.
Preview:Andy Schectman argues that gold and silver remain in a structural shortage regime, with physical deliveries, low open interest, rising margins, and inventory constraints showing that the “real” market is in the vaults rather than the paper price. He warns that waiting for the perfect moment to swap silver into gold is risky because product can vanish quickly, dealers hedge inventory, and retail buyers may be forced into prepayment or miss the move entirely.
Preview:Andy Schectman argues that a liquidity squeeze is spreading across private credit, equities, Treasuries, and precious metals, with the biggest warning sign being unusually strong gold and silver COMEX deliveries and metal moving out of vaults. He ties this to broader stress in trust, fiscal discipline, sanctions, and war, and says gold is regaining role as a neutral reserve asset while silver may be next to tighten.
Preview:Andy Schectman argues that the recent spike in the dollar and the selloff in treasuries look less like a normal “rush to liquidity” and more like a stress event tied to war, leverage, and a weakening trust in the U.S.-centric financial system. He says physical gold and silver remain attractive because they are no one else’s liability, and because delivery behavior in metals markets suggests informed buyers are positioning for more than a simple tactical bounce.
Preview:Andy Schectman argues the global financial system is being distorted by Japan’s carry-trade unwind, dedollarization, and a broad loss of trust in U.S. institutions. He says these forces can create temporary suppression in gold and silver prices, but ultimately strengthen the case for physical precious metals because the most informed players are already standing for delivery and prioritizing possession.
Preview:Andy Schectman argues that gold and silver's recent selloff isn't about war risk fading — it's a deliberate misdirection masking unprecedented physical depletion from COMEX. He claims record delivery demands, massive inventory outflows (39M oz silver in February alone), and China's strategic accumulation at premiums above Western prices all signal a system under arithmetic stress. Schectman frames this as a trust crisis: paper contracts vastly exceed deliverable metal, and the setup resembles a slow-motion bank run. He dismisses the narrative that rate cuts are needed for gold to rise, pointing to gold's rally during the most aggressive hiking cycle in history.
Preview:Andy Schectman and Bill Holter discuss extreme dislocation in physical precious metals markets. Schectman details how CME margin hikes have shut down silver refiners and distorted premiums, while Holter notes unusual COMEX delivery patterns and a massive $15,000–20,000 gold call spread by December. Both argue physical silver and gold face a supply squeeze that paper markets are masking, with technical signals now turning bullish after an oversold correction. They frame this as a contrarian opportunity requiring conviction through volatility.
Preview:Andy Schectman argues that the silver and gold markets are showing mounting physical stress: large amounts of metal are being withdrawn from COMEX vaults, delivery demand is rising, and global buyers—especially China—are accumulating metal even when prices fall. He frames this as evidence that paper pricing is diverging from real supply and demand, and says the system is increasingly vulnerable because too many contracts are outstanding relative to deliverable metal. His conclusion is broadly bullish for precious metals and skeptical of institutions that rely on trust and price discovery.
Preview:Andy Schectman argues that silver’s recent price weakness is misleading because physical demand and delivery demand remain strong. He focuses on large COMEX delivery notices, persistent outflows of physical metal, record Chinese imports, and the idea that paper price discovery is increasingly divorced from real-world accumulation.
Preview:Andy Schectman, a 36-year physical metals veteran, describes a silver market he cannot explain: major coins trading $5–$8 back of spot while refiners are months behind. He warns COMEX/LBMA supply is deeply strained, draws parallels to 2008-style dislocations, and flags the US Treasury sell-off as the real red flag. His core thesis: physical silver is the best value he has ever seen, trust in US assets is eroding, and a rapid repricing could come when supply finally breaks.
Preview:Andy Schectman argues the recent gold/silver selloff was mainly structural and manipulative, not a change in fundamentals. He says massive margin hikes, ETF rebalancing, and forced selling created the drop, while physical buyers, sovereign accumulation, and delivery demand show the real trend is still higher.
Preview:The video argues that the Iran conflict is accelerating a move away from the dollar-centered petrodollar system and toward a yuan/gold-linked alternative often described as the “petroyuan.” The speaker frames Shanghai/Hong Kong infrastructure, MBridge, and China-Gulf trade settlement as the practical rails for that shift, while emphasizing that any breakdown in security around oil flows could weaken the dollar’s role in global trade and reserve accumulation.
Preview:Adam Taggart interviews precious-metals dealer Andy Schectman about persistent record physical delivery demand in gold and silver, the risk of exchange tightness, war-driven distortions, and why he thinks silver is extremely undervalued. Schectman argues the paper price is being used to misdirect investors while physical buyers and sovereign entities keep accumulating.
Preview:Andy Schectman argues the recent gold and silver price correction was structural (margin hikes, ETF rebalancing) rather than fundamental, and that the real story is massive physical delivery and accumulation — particularly by China — while COMEX inventories drain. He frames price as "a tool of misdirection" and contends that trust in Western metals exchanges is collapsing, with India abandoning LBMA benchmarks and BRICS building alternative exchanges. The core call: strong hands are accumulating physical metal during paper-driven selloffs, setting up the next leg higher.
Preview:Andy Schectman argues that record COMEX deliveries in gold and silver show a quiet but real shift from paper claims toward physical settlement, driven by declining trust in the dollar, U.S. institutions, and the broader Western financial system. He says the public still hasn’t woken up, but large players and central banks are already moving into gold while reducing reliance on Treasuries and the dollar.
Preview:The speaker argues that the recent selloff in gold and silver is not a fundamental breakdown but a structural shakeout driven by paper-market mechanics, margin hikes, and forced liquidations. In their view, the real story is physical metal being taken off exchanges by large, informed buyers—possibly sovereign or strategic actors—while Western pricing benchmarks like COMEX and LBMA lose credibility.
Preview:Andy Schectman argues that gold and silver are being undervalued as true money, while Bitcoin and physical metals are complementary rather than competing alternatives. He says central-bank gold buying, low public ownership, and the growth of digitized finance/stablecoins all point to a world where assets held outside the banking system matter more.
Preview:Andy Schectman argues that the recent silver price collapse was a manufactured liquidity event — driven by margin hikes, ETF rebalancing, and forced selling — rather than fundamental weakness. He points to record physical deliveries, Chinese accumulation, backwardation, and the BIS calling the drop "structural" as evidence the paper market is losing control. With banks potentially going net long, rising yields alongside dollar strength signaling forced liquidation, and major analysts calling for silver above $6,000, Schectman frames this as a final shakeout before a major repricing driven by physical demand and declining trust in Western institutions.
Preview:A broad, high-conviction conversation about the post-war gold market, de-dollarization, and the risk that new crypto/tokenization rules become both a surveillance layer and a funding mechanism for U.S. debt. The speakers are broadly bullish on physical gold, skeptical of paper markets, and deeply worried about stablecoins, tokenized assets, and programmable money.
Preview:Francis Hunt presents a technical thesis on silver, arguing it's forming a falling wedge pattern with a potential for a third-impulse breakout after volatility compression. He contrasts gold's relative stability with silver's deeper correction (~45-50%), suggesting silver offers asymmetric upside. He cautions against chasing gold above $3,500, warns of weekend fear cycles (oil/dollar up, risk assets down), and emphasizes disciplined entry timing over directional calls. The core message: patience during low-volatility compression phases is strategic, not passive.
Preview:Andy Schectman, president of Miles Franklin, delivers a wide-ranging macro thesis centered on physical silver and gold. He argues that Western financial systems are fragile due to unsustainable debt, rising rates, and geopolitical realignment — particularly BRICS nations building gold-settled trade infrastructure outside the dollar. His core silver claim: an unprecedented 16-month surge in COMEX physical deliveries (30–70M oz/month) alongside the US government's recent "critical mineral" designation for silver signals that informed players are front-running a coming structural shift. He sees current price weakness in precious metals as deliberate suppression/managed perception, not a reversal of the bull market. The thesis is bullish gold and silver long-term, bearish on bonds, real estate, equities, and the dollar regime.
Preview:Andy Shectman argues that COMEX/LBMA precious-metals pricing is increasingly disconnected from physical supply, with large players standing for delivery, short sellers getting squeezed, and margin hikes forcing liquidations. He frames the recent gold/silver price action as less about “news” and more about policy expectations, leverage, and a global shift away from trust in U.S. Treasuries and fiat systems.
Preview:Andy Schectman argues that rising physical deliveries in gold and silver, alongside distrust in U.S. institutions and the dollar system, are signs that the world is moving toward local-currency trade with gold used to settle imbalances. The interview also turns practical: he says retail supply is still surprisingly available, but smart money is already shifting into metals while the public remains largely asleep.
Preview:Andy Schectman argues that the U.S. is overextended fiscally and geopolitically, and that this is accelerating a shift away from the dollar-centered system toward gold-linked alternatives led by China and BRICS-linked infrastructure. He uses the Iran conflict, Saudi participation in alternative settlement rails, and physical silver demand/withdrawals as evidence that the West’s paper-based monetary and trade system is losing credibility.
Preview:Alasdair Macleod argues the recent gold and silver sell-off is a paper-market manipulation driven by bullion banks suppressing prices ahead of options expiry, not a genuine correction. He claims speculative participation is at multi-decade lows, physical demand remains robust in Asia, and financial institutions are dangerously under-exposed to precious metals. The broader thesis: rising commodity prices will reignite inflation, bond yields will spike, and the Fed will be forced to choose between protecting the dollar or rescuing the economy — and will choose the latter, unleashing massive QE that ultimately destroys the fiat currency system.
Preview:Andy Schectman argues the recent plunge in gold and silver is a deceptive paper-market drawdown rather than a true fundamental breakdown, because physical deliveries in COMEX gold and silver have surged at the same time banks appear to be reducing shorts and standing onside. He frames the move as evidence that trust in Western financial plumbing is eroding, with India, BRICS-linked venues, and central banks shifting away from London/COMEX benchmarks and toward independent pricing and physical settlement.
Preview:The video argues that a U.S.-Iran conflict would not meaningfully strengthen U.S. power and could instead accelerate de-dollarization, bolster China/BRICS payment rails, and push more countries toward gold-backed or gold-convertible settlement systems. The speaker also stresses that China is aggressively absorbing physical gold and silver while paper prices fall, widening the gap between futures pricing and real-world demand.
Preview:Andy Schectman argues that recent weakness in gold and silver is being driven less by organic selling and more by forced liquidation, margin pressure, and possible market management across COMEX and LBMA. He points to large physical outflows from exchange vaults, repeated trading glitches, heavy institutional selling in equities and Treasuries, and unusual delivery behavior as signs that big money is moving toward physical metal and away from paper exposure.
Preview:Andy Schectman argues that the recent selloff in gold and silver was a structural, paper-market-driven washout rather than a fundamental deterioration. He says large players used the drop to cover shorts, stand for delivery, and accumulate physical metal while price was being pushed down, especially as COMEX inventories and exchange flows showed unusually large deliveries and metal leaving the system. He ties the move to a broader loss of trust in the Western financial system, rising Treasury yields, and a global shift toward physical assets and non-Western market infrastructure.
Preview:Andy Schectman argues that the recent plunges in silver and pressure on gold are being driven less by fundamentals than by forced selling, leverage, and paper-market mechanics. He says Western ETFs are bleeding while physical inventories in COMEX, Shanghai, and China are being drawn down, which he reads as evidence that physical metal is still being absorbed even as prices are being pushed lower.
Preview:Andy Schectman argues that gold and silver are being pushed into a digital-era reset: tokenized gold, stablecoins, and blockchain rails could modernize precious metals, but the key risk is control, redemption, and custody. He is especially focused on silver market structure, claiming repeated delivery stress and exchange glitches suggest paper claims are running far ahead of physical metal.
Preview:Andy Schectman argues that suppressed rates, rising inflation, and COMEX credibility problems are converging into a larger shift away from the Western precious-metals system. He sees gold tokenization as a way to modernize bullion ownership, but says KYC, redemption, and auditability will still matter. He also thinks the Fed is trapped: it cannot cut without stoking inflation, but cannot raise much without breaking debt markets.
Preview:The speaker argues that the recent weakness in gold and silver is only a correction inside a much larger bull market, not a breakdown. He frames the move as a volatile repricing of the monetary system, driven by weak hands being shaken out while central banks and large money continue to accumulate physical metal.
Preview:Michelle Makori interviews Andy Schectman about the sharp selloff in gold and silver, arguing the move was largely structural rather than fundamental and may have been used by banks to reduce shorts and reposition. They also discuss China’s aggressive metal accumulation, silver imports into China, and a broader challenge to the U.S.-centric dollar system via oil trade, the petro-yuan, and BRICS-linked payment rails.
Preview:Andy Schectman, president of Miles Franklin, argues that the recent gold and silver sell-off is a paper-driven manipulation, not a fundamental reversal. He points to massive COMEX deliveries (1.25M oz gold, 43.5M oz silver in March), record Chinese silver imports (790 tons in Jan-Feb 2026), a 120M oz drawdown in COMEX registered silver over six months, and — most dramatically — 11,000 December 2026 COMEX gold bull call spreads at $15,000–$20,000 purchased after the crash. His thesis: smart money and central banks are accumulating physical metal while Western ETFs bleed, positioning for a "violent revaluation" once the paper suppression fails. He also highlights India moving its gold/silver benchmarks away from London starting April 1, 2026, framing it as a global loss of trust in Western price discovery.
Preview:Andy Schectman argues that the recent selloff in gold and silver is mainly structural and tactical rather than a sign the metals’ fundamentals have weakened. He says margin hikes, ETF rebalancing, paper-market leverage, and forced liquidation created the drop, while physical demand, COMEX deliveries, Chinese imports, and a drawdown in registered inventories point the other way. His broader view is that debt, war spending, inflation, and dedollarization are increasing the long-run case for precious metals, even if near-term price action remains volatile.
Preview:A wide-ranging interview about digital control, stablecoins as a new financial plumbing layer, inflation as a structural feature of the system, and gold as a warning signal rather than a simple inflation hedge.
Preview:The video is an interview centered on silver, gold, and geopolitical stress, with Andy Schectman arguing the recent silver selloff was a structurally driven flush-out rather than a fundamental break. He says physical demand, COMEX deliveries, Chinese imports, and government strategic-metal policies all point to much higher silver prices over time.
Preview:Andy Schectman lays out a detailed thesis on why gold and silver are entering a structural revaluation. The core argument: the Genius Act mandates stablecoin transactions backed by short-term Treasuries, with interest trapped at the issuer level — and Tether, now run by Trump's former crypto czar, is using that interest to buy massive amounts of gold monthly. Combined with Judy Shelton's Treasury-backing proposal, China's Belt & Road gold vault system enabling non-dollar trade settlement, and the Fed trapped between inflation and systemic collapse, Schectman sees gold as the only neutral asset in a world losing confidence in all fiat currencies. Real estate is the cautionary tale: priced in gold, the average home has lost ~80% of its value since 2005.
Preview:A Miles Franklin live Q&A argues the metals selloff is a tactical reset, not a thesis break. Andy Shectman and Kevin Hower say inflated leverage, margin changes, and paper-market mechanics drove the decline while physical demand, deliveries, and non-Western accumulation remain strong.
Preview:Andy Schectman interviews Don Durrett about why the recent gold correction changes little in the larger bull case. Durrett argues the real driver is a debt-bubble unwind and recession risk, not inflation alone, and says gold, silver, and mining shares remain cheap accumulation opportunities ahead of a much larger monetary reset.
Preview:Andy Schectman argues that recent gold flows into COMEX and related Venezuela trade activity may be part of a broader strategic move around refining, stockpiling, and critical minerals rather than simple bullion exports. He says U.S. refining bottlenecks, opaque trade data, and rising dependence on foreign rare-earth supply chains make gold and other hard assets more important, and he frames this as potentially bullish for gold and bearish for the dollar.
Preview:The speaker argues that the Iran conflict could become a much bigger geopolitical and financial event, pushing inflation higher, undermining U.S. confidence, and accelerating dedollarization. He also claims gold and silver are seeing unusually large physical COMEX deliveries, which he interprets as evidence of accumulation by major, possibly sovereign, buyers despite paper-market volatility.
Preview:A conversation about state-level sound-money legislation and Glint’s role in making gold and silver usable for everyday transactions. The speakers argue that debt, inflation, and CBDC risk are pushing the system toward gold as a parallel monetary rail.
Preview:The video argues that gold and silver remain in a broader bullish structure despite recent corrections, with the most important signal being physical metal flow and delivery demand rather than the paper price. The speaker thinks the current pullback is mainly a leverage reset that can shake out weak hands, not evidence the trend is over.
Preview:The speaker argues that the financial system is steadily moving toward digital money, and that this makes gold and silver more important as outside-the-system stores of value. He is broadly supportive of sound-money/state-level precious-metals legislation and skeptical of CBDCs, while warning that stablecoins may still carry surveillance and control features through the same underlying rails.
Preview:Andy Schectman and Rafi Farber argue that the silver market is fragmenting between East and West, with Shanghai premiums and physical delivery behavior signaling tighter real supply than paper quotes suggest. They also discuss state-level sound-money legislation in places like Texas and Florida as a practical way to bring gold and silver back into everyday transactions and reduce dependence on depreciating dollars.
Preview:Andy Schectman argues that the recent surge in physical gold and silver deliveries, exchange outflows, and low futures open interest point to a coordinated shift away from paper pricing and toward private, sovereign-style accumulation of metal. He ties that to the U.S. reclassifying silver as a critical mineral, China’s domestic-retention policies, and central-bank gold repatriation as signs that the West’s pricing system is losing control.
Preview:Andy Schectman analyzes the BIS's unusual public commentary on silver's record 36% single-day crash in January, arguing the BIS was implicitly rebuking US market manipulation. He details how COMEX glitches, margin squeezes, and leveraged ETF forced liquidations drove that sell-off. The interview explores two theories for surging US gold exports: Switzerland for refining bottlenecks, or China for rare-earth payments — with Schectman leaning toward the refining explanation. The core thesis: global recognition of silver as a critical mineral, combined with physical delivery stress, arbitrage anomalies ($13 premiums in Shanghai), and eroding trust in dollar-denominated markets, creates a structural bullish case for precious metals.
Preview:Andy Schectman argues that gold and silver are being revalued by deep monetary stress, with debt, reserve-currency erosion, and physical delivery tightness all pointing to much higher prices. He cites institutional forecasts for gold around $6,000-$7,000 near term and floats extreme upside near $139,000 in a reserve-status-loss scenario, while also arguing that silver is being strategically constrained by global policy shifts and delivery imbalances.
Preview:Andy Schectman argues that the real gold/silver story is not weak demand but a shift from paper exposure to physical ownership, hidden through ETF redemptions, COMEX delivery, and metal leaving Western vault systems. He frames this as part of a broader loss of trust in governments and Western price-setting, with BRICS-style alternatives, multi-jurisdiction vaulting, and new exchanges slowly challenging that regime.
Preview:Michelle Makori interviews Andy Schectman about a Venezuela gold deal, U.S. gold export surges, silver market stress, private credit risk, and the idea that rising debt and de-dollarization pressures could eventually force a gold revaluation.
Preview:Andy Schectman argues that the precious-metals market is being distorted by paper pricing while physical demand and delivery are running hot, especially at the institutional level. He also spends much of the interview warning that the broader move toward digitized money, CBDCs, stablecoins, and digital ID could weaken private property rights, making gold and silver an important escape valve.
Preview:Andy Schectman presents a thesis that the US government, via the Exchange Stabilization Fund, is accumulating physical gold and silver through COMEX deliveries and ETF redemptions (GLD, SLV) as part of a strategic geopolitical repositioning. He argues record outflows from GLD of $4.2B in one week near all-time highs are not liquidation but conversion to physical bars by authorized participants like JP Morgan. He connects this to the rise of a parallel financial system — China's Belt and Road vaulting network, digital yuan oil settlements bypassing the dollar — and advises viewers to accumulate physical metals on dips, viewing dollar savings as a melting ice cube.
Preview:Andy Schectman argues that the precious-metals market is being driven less by public price discovery and more by a quiet race for physical metal, especially silver. He ties COMEX withdrawals, record-low speculative interest, margin changes, and rising Shanghai premiums to a broader shift toward physical possession, de-dollarization, and strategic accumulation by governments or highly sophisticated buyers.
Preview:The video argues that rising oil prices, dollar strength, and geopolitical stress are forcing some countries to sell U.S. Treasuries, weakening confidence in the existing dollar system and supporting higher gold and silver prices. Andy Schectman and Francis Hunt also claim silver is being accumulated physically through COMEX, is strategically important for defense and electronics, and could reprice far higher if the current trend persists.
Preview:Andy Schectman argues that gold and silver are being physically accumulated behind the scenes while paper prices are being managed. He links recent deliveries, ETF outflows, higher war/oil risk, and China-led settlement infrastructure as evidence that precious metals and Treasury demand are part of a broader shift away from dollar dominance.
Preview:Andy Schectman argues the global financial system is cracking under the strain of simultaneous dollar and oil price rises, forcing nations to liquidate Treasuries to fund energy imports. He sees China building a gold-backed settlement infrastructure via Belt and Road vaults and CBDC platforms that bypass SWIFT. On silver, he highlights unprecedented COMEX deliveries and withdrawals — 16 straight months of massive inflows, with February seeing 25M oz delivered but 38M oz leaving — suggesting government accumulation via the Exchange Stabilization Fund for national security purposes.
Preview:The video argues that the recent silver selloff was less about fundamentals and more about market plumbing, margin changes, and large players quietly securing physical metal. Andy Schectman says the real battle is possession of ounces, not paper price, and points to central-bank behavior, China’s refining dominance, and large COMEX/ETF withdrawals as evidence of strategic accumulation.
Preview:Andy Schectman argues that the Iran conflict and a rising oil shock will ultimately support gold and silver, even if paper prices are temporarily suppressed by managed markets, higher margins, and forced liquidation dynamics. He also says China’s expanding gold-backed settlement and vault network, plus accelerating physical withdrawals from COMEX/GLD, point to a long-term shift away from dollar and Treasury dominance.
Preview:Andy Schectman argues the paper silver market is being fought by insiders taking physical delivery at unprecedented levels, while silver's classification as a strategic mineral, its sixth year of structural deficit, and sticky industrial/military demand set the stage for an explosive repricing. He contends gold is being quietly remonetized by central banks and that gold-backed stablecoins will broaden demand to a new generation of buyers.
Preview:Andy Schectman discusses cracks in private credit markets (BlackRock/Blackstone redemption gates), massive physical silver withdrawals from COMEX, and state-level legal tender laws for gold and silver in Florida and Texas. His core thesis: confidence is cracking at the margin among sophisticated investors, and physical precious metals with no counterparty risk are the ultimate hedge against a liquidity-driven financial crisis.
Preview:Andy Schectman argues that US military action in the Middle East is accelerating de-dollarization rather than preserving dollar dominance. He contends that weaponizing the dollar, sanctions, and fiscal irresponsibility are pushing the world away from the USD system. War costs (~$900M/day) will force more borrowing and Fed monetization, which is structurally bullish for gold and silver. The core thesis: gold isn't rising because politicians declare it money again — it's rising because trust in the system is fragmenting, and central banks are choosing the one asset outside the liability structure.
Preview:Andy Schectman argues that massive outflows from gold and silver ETFs (GLD, SLV) are not retail selling but authorized participants — big banks like Goldman and Citi — quietly redeeming shares for physical metal. He frames this as a stealth drain on the COMEX ecosystem, accelerated by Chinese arbitrage demand and persistent delivery pressure. Schectman sees government management of perception keeping gold/silver prices artificially subdued despite war, fiscal crisis, and structural shortages. His core thesis: the paper-promise system is breaking, physical metal is being accumulated by smart money and sovereigns, and silver in particular offers a generational opportunity before the mechanism of suppression fails.
Preview:Andy Schectman argues that massive physical gold and silver withdrawals from COMEX and ETF inventories signal a stealth accumulation by major institutions. He contends that futures markets have become manipulated casinos, that pricing power is shifting eastward, and that persistent backwardation plus thinning registered vault stocks mean a forced repricing event is approaching. The mainstream media narrative of "ETF outflows as bearish" gets the story wrong — authorized participants are redeeming shares for physical bars, draining the system quietly.
Preview:Andy Schectman presents a structural bull case for silver and gold, arguing that record physical deliveries on COMEX, six years of silver supply deficits, and silver's new classification as a critical mineral for national security signal that price discovery has been suppressed. He contends the Iran war ($900M/day cost) will drive more debt, inflation, and pressure on the dollar — all bullish for precious metals. He cites Bank of America's silver target of $135–$309 by end-2026 and notes that Wall Street strategists are now advising 20–25% allocations to metals, declaring the 60/40 stock-bond model dead. Schectman emphasizes that physical demand — not paper price — is the real signal, and that repeated COMEX trading "glitches" raise questions about market integrity.
Preview:Andy Schectman argues that massive, underreported physical silver and gold withdrawals from COMEX, GLD, and Shanghai vaults signal an accelerating trust crisis in the paper precious metals market. He points to 160% of February's silver deliveries leaving COMEX, the largest GLD weekly outflow in 20 years (~$4.2B), and Shanghai inventories depleting ~6.5% daily — all interpreted not as selling but as large institutions quietly accumulating physical metal outside exchange ecosystems. He warns that backwardation in gold/silver, thin registered stocks (~9:1 paper-to-metal ratio), and potential delivery failures could force price discovery eastward toward cash-and-carry markets in Shanghai, Dubai, and the BRICS exchange.
Preview:Michelle Makori and Andy Schectman argue that the Iran war is likely to intensify, stay longer than advertised, and ultimately be bullish for gold and silver despite their muted immediate reaction. Schectman says the flat metals response reflects managed markets, ETF redemptions, and physical delivery demand, while Makori presses the counterview that a strong dollar, higher-for-longer rates, and expectations of a contained conflict could explain the move.
Preview:Andy Schectman argues silver is still early in a powerful bull move, with war, supply deficits, and delivery stress all reinforcing the case for much higher prices. He is also bullish on gold’s remonetization, wary of gold-backed stablecoins as a CBDC-like bridge, and pessimistic on the US economy and politics if war-driven inflation persists.
Preview:Andy Schectman lays out a thesis that paper precious metals markets are losing credibility, evidenced by recurring COMEX "glitches," massive physical silver withdrawals exceeding delivery demand, and Wall Street analysts suddenly recommending 20-25% gold allocations. He ties this to late-stage US empire dynamics — unsustainable debt, loss of trust in institutions, and BRICS trade route strategy — and predicts gold and silver will reconnect with "value" as physical demand overwhelms paper suppression. He flags an extraordinary silver price call from Bank of America ($135–$309 by year-end) and speculates the Exchange Stabilization Fund may be behind the relentless physical accumulation.
Preview:Andy Schectman of Miles Franklin argues the silver paper market is breaking down, evidenced by persistent COMEX delivery anomalies, suspicious trading glitches, and a massive 164% physical withdrawal rate in February. He contends big money is losing trust in exchanges and taking physical delivery, possibly including the US government via the Exchange Stabilization Fund. The Bank of America forecast of $135-$309 silver is cited, with Schectman predicting a violent price repricing when paper confidence finally fails.
Preview:Andy Schectman argues that physical metals markets are showing quiet but meaningful stress: COMEX silver looks thin, GLD outflows may reflect hidden physical sourcing, and bullion is being pulled out of Western systems without a public shortage headline. He also sees private-credit gating at BlackRock and Blackstone as another warning that liquidity and confidence are cracking.
Preview:Andy Schectman delivers a passionate thesis on silver: COMEX is being drained of physical metal, Shanghai premiums are at 13.5%, and the gold-silver ratio is at extremes that historically precede silver catch-up rallies. He argues the paper market suppresses true price discovery, ETFs enable hidden metal withdrawals by authorized participants, and private equity redemption gates signal building liquidity stress. His core message: physical silver ownership is a wealth-preservation imperative, not a speculation — and price will eventually take care of itself.
Preview:Andy Schectman discusses how escalating geopolitical conflict (bombing of Saudi Aramco, Strait of Hormuz disruptions) is accelerating a structural shift away from paper-based financial dominance toward hard assets. He cites major Wall Street firms revising portfolio models to include significant gold/silver allocations — notably Bank of America's silver call of $135–$309 by year-end — and frames late-stage US empire dynamics (debt, lost trust, currency debasement) as the underlying driver for physical precious metals accumulation by smart money.
Preview:Andy Schectman lays out an elaborate thesis connecting the GENIUS Act, Tether's gold accumulation, Bo Hines' appointment to USA Tether, and Judy Shelton's gold-backed bond proposals into a coordinated plan to devalue the dollar, reshore manufacturing, and restructure the monetary system. He argues the pieces fit together: stablecoins create synthetic Treasury demand keeping front-end rates low, stablecoin interest flows into gold pushing prices higher, and gold-backed long bonds fund manufacturing with zero upfront borrowing costs. He also discusses the silver short squeeze mechanics and the geopolitical dimension of gold repatriation.
Preview:A Miles Franklin live Q&A focused on precious metals, war-driven market distortions, ETF and futures mechanics, delivery stress in silver, and tactical guidance on gold/silver allocation. The speakers argued that paper pricing is suppressing physical price discovery, while physical shortages, regional premiums, and vault flows point to a much higher long-run metal price.
Preview:Andy Schectman argues silver is still deeply undervalued and could move well above $100, with $96 as a technical breakout target, $111 if gold hits $5,000 and the gold-silver ratio normalizes to 45, and $142 if it compresses to 35. He frames the setup as both a long technical base— a 45-year cup-and-handle — and a physical-market squeeze, with China, Switzerland, tariffs, and refining bottlenecks tightening supply.
Preview:Andy Schectman argues that an unprecedented physical gold and silver drain from COMEX and Western vaults, combined with consistent central bank buying and repatriation since 2017, signals a coming monetary reset. He contends the mainstream media has missed the real story — who is taking delivery of tens of millions of ounces monthly — and that this points toward a government-led revaluation of precious metals, potentially including a gold-backed bond mechanism. Bank of America and Morgan Stanley analysts are cited as quietly recommending large allocations to precious metals.
Preview:Andy Schectman lays out his thesis that gold is being reintegrated into the global monetary system while silver is a suppressed strategic military/industrial asset. He traces central bank behavior from 2017 — repatriation, record buying, the BIS reclassifying gold as tier one — and argues that eight Western banks have maintained a massive COMEX short position in silver for decades to conceal its scarcity and strategic importance. The interview is heavy on narrative and light on immediate trading levels or catalysts.
Preview:Andy Schectman delivers a reflective monologue on gold and silver, arguing that these metals possess transcendent, enduring properties recognized across ancient civilizations and remain humanity's ultimate store of value. He ties this philosophical case to a bullish outlook on silver, suggesting that if gold keeps climbing and the gold-to-silver ratio compresses (as Bank of America has reportedly suggested), silver could see a move far greater than most expect. The final segment shifts to a brief Q&A about numismatic gold coins, advising that they can be exceptional buys when acquired near spot price — but caveats that one prominent dealer overcharges and that numismatics are not IRA-eligible.
Preview:Andy Schectman argues that the silver market is undergoing a structural breakdown in trust, driven by persistent backwardation, surging COMEX deliveries, and central bank repatriation from Western vaults. He frames this as a slow-motion crisis where large, sophisticated entities are standing for physical delivery, gradually bleeding the paper market. He references Bank of America's bold silver price target ($135–$309) and cautions that geopolitical crises often trigger financial engineering that temporarily suppresses precious metals. The core thesis: unlimited fiat runs headlong into limited hard assets, and price will eventually reconnect with scarcity.
Preview:The video argues that silver is being physically drained from COMEX, the LBMA, and Shanghai, while industrial demand—especially from electronics—keeps rising and mine supply keeps falling. The speakers frame this as a structural squeeze that is exposing the limits of paper shorting, forcing margin calls, raising exchange margins, and potentially setting up a powerful move higher in silver prices.
Preview:Andy Schectman discusses silver's structural supply deficit, India's April 2026 regulatory shift away from LBMA pricing toward domestic exchange benchmarks, and a new Indian mutual fund reform allowing up to 35% allocation to gold/silver in equity and hybrid funds. He highlights Bank of America's $130–$309 silver forecast, the byproduct nature of ~75% of silver supply, and argues silver has never experienced true price discovery due to persistent manipulation. He advocates dollar-cost averaging and views the $75–$95 range as a healthy consolidation before the next leg up.
Preview:Andy Schectman argues that the current silver tape looks less like free price discovery and more like managed pricing under stress: silver sold off even as geopolitical risk and a bullish Bank of America call would normally favor metals. His core point is that repeated delivery demand, COMEX outflows, backwardation, and trading glitches show a paper market losing credibility while physical possession becomes more important than the quoted price.
Preview:Andy Schectman argues that the precious-metals market is showing severe stress: prolonged backwardation, heavy COMEX outflows, and central-bank repatriation all point, in his view, to a loss of trust in paper price discovery and a growing preference for immediate physical delivery. He frames the setup as a slow but potentially decisive failure of Western exchange mechanisms, with gold and silver increasingly behaving like final settlement assets rather than ordinary commodities.
Preview:Andy Schectman delivers an urgent, conviction-heavy call on gold and silver, citing major bank price targets (JP Morgan ~$9,000, Jefferies $7,000 gold) as evidence of a structural regime change. Key arguments: persistent silver supply deficits (~200M oz/year for ~6 years), government stockpiling and domestic refining initiatives, central bank de-dollarization, and a January 2026 COMEX margin-hike liquidity crunch that jammed refiners and logistics. His firm did one-third of the prior year's volume in January alone. He frames the pullback as temporary and expects very strong demand to resume.
Preview:Miles Franklin Media’s live Q&A argues that silver is in a structurally stressed market: physical demand, delivery behavior, and rising margin costs are overwhelming the paper price. The hosts frame recent selloffs and exchange glitches as perception management rather than normal price discovery, while also highlighting India policy changes and gold/silver demand as possible catalysts.
Preview:Andy Schectman argues that the recent jump in geopolitical risk and the growing volume of COMEX silver deliveries are signs that the paper-metals system is losing credibility. He says continued backwardation, central-bank repatriation, and large delivery outflows suggest physical demand is overpowering paper suppression, even if prices can be managed for a while longer.
Preview:Andy Schectman argues silver’s violent selloff was a leverage washout, not a trend change, and says silver could be back near all-time highs by March. He sees physical demand, delivery pressure, and Shanghai arbitrage overpowering paper-market control, while rising margins and dealer backlogs confirm how stressed the market has become.
Preview:Andy Schectman argues that recent COMEX silver delivery behavior is a major warning sign: unusually large open interest into delivery, withdrawals exceeding deliveries, and repeated market disruptions suggest physical tightness and a loss of trust in the exchange system. He connects that to Mexico supply-chain and security risk, possible official buying for national security, and the idea that silver may be building toward a much larger upside move from a broad $70-$90 trading range.
Preview:Kevin Freeman argues that America’s monetary and political crises all stem from leaving the gold standard in 1971, and he promotes state-level transactional gold/silver systems as a partial defense against dollar decline and future CBDC control. The interview frames sound money, fiscal discipline, and state constitutional authority as the core response to debt, de-dollarization, and growing social strain.
Preview:Andy Schectman, president of Miles Franklin, describes unprecedented disruption in the physical precious metals market: record January demand collided with a COMEX margin squeeze that forced leveraged speculators to liquidate, triggering a price collapse. The fallout cascaded into refiners, dealers, and custodians — refiners stopped accepting material, dealer bids for junk silver collapsed, and the entire physical supply chain gummed up. Schectman sees junk silver at the best value of his career (trading at $1 back of spot) and argues this dislocation won't repeat. He also lays out a structural bull case for gold tied to the Genius Act, stablecoins, and potential government-driven dollar devaluation.
Preview:The speaker argues silver is being pulled into a broader strategic-minerals story: governments, refiners, and exchanges are all signaling tighter control over supply, and that should support higher prices and stronger mining-share performance. He is also bullish on physical demand, saying January demand was exceptional and that COMEX margin hikes and delivery mechanics have stressed the industry, but he pushes back on the idea that AI/robotics or simple policy intervention will suddenly unlock abundant new supply.
Preview:Andy Schectman argues that massive, sustained physical silver and gold deliveries from COMEX vaults — by the most well-informed traders on the planet — are the only signal that matters. He contends that paper price suppression is failing, that the US government's reclassification of silver and platinum as critical minerals signals a coming price floor, and that chronic supply deficits combined with sovereign accumulation make silver extraordinarily undervalued. The silence of mainstream media on these delivery numbers is itself the story.
Preview:Andy Schectman delivers an urgent warning on the silver market, pointing to COMEX withdrawal rates at 164% of February delivery demand, repeated trading halts, a persistent Shanghai premium, and escalating cartel violence in Mexico as signs that physical silver trust is eroding fast. He frames these as evidence that the paper silver system is losing credibility, and that large players are pulling metal from the exchange, potentially ahead of a violent unwind.
Preview:The video argues that gold and especially silver are in the early stages of a major breakout driven by physical tightness, delivery strain, and a broader loss of trust in paper markets. Andy Schectman and Francis Hunt frame recent COMEX withdrawals, rising margin costs, and strong retail demand as signs that the move could accelerate quickly, with Hunt emphasizing that four-digit silver is possible and Schectman linking the setup to a wider fiat/debt devaluation regime.
Preview:Andy Schectman argues that Mexico’s cartel violence is amplifying existing silver supply risk, but the bigger story is that large COMEX deliveries and U.S. critical-mineral policy may be signaling hidden stockpiling and strategic intervention. He is skeptical of a U.S. move to take over Mexican mines directly, but thinks projects like Project Vault, reserve building, and possible price support mechanisms could reshape silver pricing.
Preview:Andy Schectman argues that COMEX gold and silver delivery mechanics are flashing major warning signs. February gold open interest remains 24x normal this late in the cycle, while silver vault withdrawals exceed delivery demand by 164%. He frames this as evidence of a "paper ponzi scheme" where physical metal is leaving the system into strong hands, while persistent Shanghai premiums signal strategic Eastern accumulation. The implication: when too many holders demand physical delivery against insufficient registered inventory, the leverage embedded in Western precious metals markets could unwind violently.
Preview:Andy Schechman argues that the U.S. is deliberately reshoring gold as part of a broader effort to soften a reserve-currency default, weaken the dollar, and rebuild manufacturing. He ties recent gold imports, stablecoins, and a future gold-linked bond market into one strategy, while acknowledging this is his interpretation and not something the administration will openly say.
Preview:Michelle Makori interviews Andy Schectman about repeated CME trading halts in gold/silver, tight physical supply, Mexico cartel risk to silver production, and the possibility that U.S. strategic stockpiling or price support is already emerging. The discussion is strongly bullish on precious metals and highly skeptical of Western price discovery.
Preview:Alasdair MacLeod argues the dollar is in structural decline, not gold in a bull market — it's a bear market in fiat. He covers China's regulatory crackdown on market manipulation, its potential move toward a gold-linked trade settlement system, the vulnerability of paper gold/silver markets (LBMA, COMEX), and the binary US policy choice between deflationary collapse and massive QE/debasement. His core advice: hold physical gold and silver outside the banking system.
Preview:Andy Schectman argues that the recent surge in physical silver deliveries into COMEX and SLV is not about tariff arbitrage but a covert US effort to build a strategic silver reserve. He claims Western banks have suppressed silver prices for decades through concentrated COMEX shorts, but that game is ending — the US is now net-long while European banks are left exposed. He believes physical silver accumulation by BRICS nations and the US government signals a structural regime change where paper promises are being replaced by physical ownership.
Preview:Andy Schectman argues that COMEX silver and gold are under visible delivery stress, with paper claims far exceeding registered inventory and with unusually large late-cycle open interest in February gold and March silver. He frames the recent price weakness as a potentially engineered flush via margin hikes and notes that persistent Shanghai premiums, VAT costs, and large metal withdrawals suggest strong physical demand outside the West.
Preview:The video argues that the silver market is under acute physical strain: Comex delivery notices, vault withdrawals, and persistent East/West price spreads suggest paper claims are being overwhelmed by real-metal demand. Andy Schectman ties this to a broader monetary thesis that stablecoins, the Genius Act, and treasury-backed dollar flows could indirectly push gold much higher as part of a deliberate dollar-debasement and debt-management strategy.
Preview:Andy Schectman, a veteran who started his career on the COMEX trading floor in the 1980s, delivers a wide-ranging macro monologue arguing that pressure is building across every layer of the financial system — sovereign debt, collateral markets, currency dynamics, and geopolitics — yet US equity markets remain dangerously complacent. He traces the root cause to Nixon closing the gold window in 1971 and sees an accelerating de-dollarization trend driven by China, Russia, and OPEC. His core conviction: the pressure will eventually force the Fed to print, the dollar will decline, and gold will go higher. Along the way he warns that the next equity correction could be violent given the lack of any "relief valve."
Preview:Andy Schectman argues that unusually large gold and silver delivery demands, persistent COMEX withdrawals, and East-West price gaps show physical metal is being quietly accumulated by informed buyers while paper pricing is being pushed around. He also thinks U.S. policy changes around stablecoins, treasury-backed issuance, and possible gold revaluation could structurally lift gold and weaken the dollar over time.
Preview:Andy Schectman argues that the silver market is being systematically manipulated through COMEX margin hikes, opaque SLV ETF mechanics, and massive unreported physical deliveries. He cites 239M oz open interest against only 88M oz registered silver, backwardation signaling extreme physical demand, and 16 straight months of 40-70M oz deliveries as evidence that well-informed institutional players — including US banks going net long — are accumulating silver ahead of a major repricing. The February volatility was not organic but an engineered shakeout to transfer positions from leveraged speculators to deep-pocketed institutions.
Preview:Andy (a precious metals vault operator) and Alasdair (a macro commentator) argue that COMEX gold and silver are under extreme physical stress. They highlight anomalous February contract data: 13.5 tonnes of gold still open with 4 days to delivery (24x normal), and silver withdrawals exceeding deliveries by 164% (38M ounces withdrawn vs 23M delivered). They frame this as evidence of naked short selling meeting overwhelming off-exchange demand from sovereign or strategic buyers, potentially the Exchange Stabilization Fund. They dismiss technical analysis as irrelevant when physical demand dominates, argue gold and silver are money not investments, and predict a fiat collapse scenario ultimately sending precious metals "to infinity."
Preview:The video argues that physical gold and silver demand is overwhelming the paper futures system, with COMEX showing record delivery volumes and a growing risk of a delivery failure. The speakers connect this to broader dedollarization themes: BRICS-linked payment systems, gold-backed settlement, central-bank rehousing of gold, and a shift toward valuing net worth in ounces rather than fiat.
Preview:Andy Schectman presents his thesis that a coordinated, quiet accumulation of physical gold and silver via COMEX delivery standing — combined with the Genius Act, stablecoin architecture, and potential Treasury gold revaluation — is engineering a massive precious metals repricing. He argues the dollar will be devalued against gold (not the DXY), that Tether and similar entities are accumulating gold with stablecoin interest, and that July 4th, 2026 (America's 250th) may be a catalyst date. Adam (the host) interjects occasionally but the episode is overwhelmingly Schectman's monologue.
Preview:Andy Schectman argues that a persistent ~$10/oz premium on the Shanghai exchange over Western silver prices signals a structural shift: China is strategically accumulating physical silver, viewing Western paper prices as disconnected from reality. The arbitrage that should close instantly has persisted for months, which he interprets as China deliberately draining Western vaults regardless of cost. He ties this to broader Chinese resource nationalism (export controls, rare earth dominance, Belt and Road) and suggests COMEX delivery data shows state-level actors standing for billions in physical metal. His core thesis: price discovery is migrating eastward, and when Western paper markets can no longer deliver, silver will reprice violently.
Preview:Andy Schectman argues that the recent silver smash from ~$120 to the mid-$60s and recovery near $85 is not a 2011 repeat. His core thesis: unprecedented COMEX delivery demand — 40-70 million ounces monthly for 16 straight months — signals that the most well-informed, deep-pocketed players are quietly accumulating physical metal without margin. The CME margin hikes flushed out leveraged speculators, leaving sovereign/unlevered buyers standing for delivery at depressed prices. He frames price as a "tool of misdirection," points to failed circuit breakers during the selloff as suspicious, and ties the setup to BRICS gold settlement systems, US critical-mineral designation for silver, and possible Treasury-gold backing via the Genius Act around the July 4, 2026 semiquincentennial. Net message: the structural bid has never been stronger, but the ride will be volatile.
Preview:Greg Weldon argues the system is under broad, escalating pressure across debt, geopolitics, rates, and trust, and that the eventual release valve is more money printing, a weaker dollar, higher gold, and a lower U.S. standard of living.
Preview:Andy Schectman argues that physical silver and gold are being drained from Western vaults at unprecedented rates, with China paying a persistent $10/oz premium above the Western paper price — an arbitrage that should have closed but hasn't, signaling strategic sovereign accumulation. He points to COMEX delivery anomalies (38M oz withdrawn vs. 23M oz delivered in February 2026), massive open interest late in the delivery cycle, and the recent US classification of silver as a "critical mineral" as evidence that a strategic silver reserve is being quietly built. He believes price discovery is shifting eastward and that Western paper prices are suppressed and disconnected from physical reality.
Preview:Adam Taggart and Andy Schectman argue that gold and silver are in a structurally tight market, with Chinese and sovereign demand, COMEX delivery stress, and rising premiums suggesting paper prices are increasingly disconnected from physical reality. Schectman is bullish on higher prices and says the recent selloff was a liquidation event that flushed out speculators while deep-pocketed buyers and state actors keep accumulating.
Preview:Rick Rule discusses his 2026 outlook for precious metals and natural resources, emphasizing that the coiled-spring move from 2024-2025 has largely played out. He expects a good but not great year, marked by extreme volatility. He reveals he sold 25% of his junior stock portfolio in August 2025 to recoup capital, and is now bidding on unloved offshore oil & gas exploration juniors. Key themes: sell parabolic moves, buy on capitulation, use probability-based position sizing in exploration, and evaluate political risk on a case-by-case basis.
Preview:Panel discussion at VRIC argues that the world is undergoing a structural monetary reset, with gold increasingly used as a neutral reserve asset and settlement layer as trust in fiat, sanctions regimes, and the post-1945 order erodes. The speakers disagree on whether this ultimately re-centers gold, a fragmented multi-block system, or even a stablecoin-led re-dollarization, but all broadly expect higher gold prices and a stronger role for hard assets.
Preview:Andy Schectman discusses structural stress in the gold and silver markets, focusing on COMEX delivery mechanics, the persistent Shanghai premium, and what he sees as a long-term shift away from the US dollar. He argues that large institutional players are systematically standing for physical delivery while margin hikes shake out leveraged speculators, and that this pattern signals a deeper transition toward gold and silver as reserve assets.
Preview:Alasdair MacLeod argues the dollar's endgame is accelerating rapidly, with China now actively protecting itself rather than attacking the dollar. He posits only two outcomes for the US: mass liquidation or massive QE/devaluation. Gold isn't in a bull market — the currency is in a bear market. He advises individuals to hold physical gold and silver outside the banking system. The S&P 500 is at historic overvaluation, and foreigners hold ~$22T in US equities they could flee. He speculates China may eventually tie the yuan to gold (international) and silver (domestic), potentially revaluing silver dramatically.
Preview:Alasdair Macleod argues silver's unusual price action reflects a structural shift: China has stopped suppressing silver prices and is now driving price discovery. A large short position on the Shanghai Futures Exchange faces a squeeze during Chinese New Year closure. Macleod contends we are in a financial war where commodities — led by gold and silver — are the beneficiaries as fiat currencies (especially the dollar) lose purchasing power. He claims base metals are 80% undervalued versus gold and sees a massive commodity re-pricing ahead, driven by the migration from paper derivatives to physical metal.
Preview:Lynette and Andy warn that government reporting rules on precious metals are tightening — Canada's new dealer reporting obligations (Feb 15) erode stacker privacy, and the Bank of Canada holds zero gold, creating structural vulnerability. They argue that when the state has no gold but citizens do, the incentives shift toward greater scrutiny. Their core strategy: diversify into numismatic collectibles and pre-1965 silver, which have historically been treated differently from bullion during crackdowns. They see the current market as a contrarian inflection point where CME margin hikes and coordinated misinformation are signs the system is losing control — but fundamentals keep strengthening. They urge community action to demand "redeemable gold" back in the monetary system.
Preview:A veteran precious metals dealer (36 years, ~$15B in sales) argues the physical silver and gold supply chain is "gummed up" by CME margin hikes that have made hedging prohibitively expensive. Refiners are refusing intake, mid-size dealers are squeezed, and premiums on junk silver and pre-33 gold have collapsed to levels he's never seen — creating what he calls the best value opportunity of his career. His macro thesis: the US will "softly default" on dollar reserve status to fund reshoring, grid rebuilding, and AI infrastructure, making gold and silver the inevitable beneficiaries. He urges listeners to buy the anomaly in junk silver and pre-33 gold, hold through volatility, and not sell their metals.
Preview:Andy Schectman argues that gold and especially silver are in the middle of a major structural squeeze, not a topping process. He focuses on March silver delivery risk, a large open interest versus limited registered inventory, persistent Shanghai premiums, and what he sees as sovereign and central-bank demand draining Western vaults. He ties that to a broader thesis that the dollar system is weakening and that gold/silver benefit as countries hedge away from US treasuries and the dollar’s reserve role.
Preview:Andy Schectman discusses the recent sharp drawdown in silver and broader markets, attributing it to algorithmic-driven selling triggered by a Bloomberg headline about Russia returning to the dollar standard — a narrative later contradicted. He warns about impending stress in silver delivery mechanics with the March contract's first notice day approaching, where 294M oz of open interest vastly exceeds ~90M oz of registered inventory. A persistent $10 premium in Shanghai signals physical demand pulling metal eastward. Schectman also addresses and debunks viral rumors about new confiscation laws and reporting requirements, emphasizing due diligence. He frames central bank gold buying and structural silver deficits as overwhelmingly bullish fundamentals beneath the volatility.
Preview:Andy Schectman of Miles Franklin argues the silver market is undergoing a historic squeeze: massive open interest ahead of March delivery, CME margin hikes that crushed refiners and dealers, and a persistent Asian premium that is draining physical metal from Western vaults. He frames this within a broader dollar-confidence crisis — dwindling reserve share, Chinese de-dollarization, and sovereign gold accumulation — and sees the current dislocation in junk silver as a generational buying opportunity.
Preview:Andy Schectman argues that silver is under acute delivery and inventory stress, with March contract open interest far exceeding registered deliverable supply and with a large Shanghai premium pulling metal east. He says CME margin hikes, algorithmic selling, and refinery bottlenecks have gummed up the physical market, while gold’s role as a reserve asset is strengthening alongside central-bank buying. His message is bluntly bullish on physical gold and silver, but he frames the near-term path as volatile and mechanically distorted rather than smooth.
Preview:Andy Schectman argues the recent metals selloff is a deliberate shakeout, not a change in fundamentals. He says silver remains structurally tight, gold is gaining reserve-asset status, and the bigger macro story is a weakening dollar system under pressure from debt, energy, and infrastructure needs.
Preview:Andy Schectman and Mario discuss the recent smash-down in gold and silver prices as a paper-driven margin event that strengthened the physical market's fundamentals. They argue COMEX registered silver inventory (~103M oz) is dwarfed by open interest (~402M oz), with first notice day approaching. They point to JP Morgan covering short contracts at the bottom, a 37M-share jump in SLV implying 33M oz of physical added in one day, and refiners halting new business due to margin calls. The thesis: price is misdirection, inventory is confession — and the physical squeeze is tightening globally, including at the Shanghai Gold Exchange.
Preview:A joint interview/commentary featuring Lynette Zang and Andy Schectman discussing the systemic fragility of the fiat monetary system. They argue that excessive debt, synthetic Treasury demand via the GENIUS Act, and price controls (using Colombia as a case study) create an inescapable "doom loop" of inflation. Their core thesis: physical gold and silver are the only escape from collapsing confidence in governments and central banks. The conversation blends macro critique, legislative analysis, and personal advocacy for self-sufficiency and sound money.
Preview:Andy Schectman argues that precious-metals prices are being distorted by a paper-driven Western market, while the physical market and delivery demand are pulling power eastward. He is bullish on gold and especially silver, expecting the gold/silver ratio to mean-revert and seeing long-run upside driven by central-bank buying, Asian demand, and potential stress in COMEX/futures plumbing.
Preview:Andy Schectman argues that the recent sharp silver sell-off was a contrived event designed to flush out leveraged speculators and transfer physical metal to deep-pocketed buyers standing for delivery. He highlights extreme paper-to-physical ratios on COMEX (400M oz open interest vs ~103M oz registered), expects fireworks into the March delivery month, and predicts silver could revisit all-time highs before March. The broader thesis ties silver to a geopolitical transition away from dollar hegemony, with BRICS/ASEAN nations building alternative payment systems settled in gold, gradually eroding dollar reserve status.
Preview:Andy Schectman and Jared "Stacking Surfer" argue that stablecoins may function like programmable CBDCs, creating synthetic demand for U.S. Treasury bills while expanding surveillance and spending control. The conversation ends with a strong precious-metals bull case: hold gold and silver as protection against debasement, digital controls, and a cashless future.
Preview:Andy Schectman discusses silver's recent 30%+ price surge, CME margin hikes, and the largest single-day SLV ETF inflow in years following a sharp selloff. He argues margin hikes are bullish because they flush paper leverage while physical demand remains strong, evidenced by institutional metal accumulation. He highlights declining COMEX registered inventories, LBMA being "bled dry," and the new US critical mineral reserve (Project Vault) as signals that silver is being treated as a strategic asset amid six years of supply deficits.
Preview:Andy Schectman argues the recent silver washout was a forced flush rather than a true breakdown: banks allegedly turned net long, short positions were covered, and weak hands were shaken out while physical metal moved into stronger hands. He says the March COMEX delivery month, high open interest, limited registered inventory, and aggressive margin hikes create a near-term squeeze setup for silver, with gold/silver ratio mean reversion as the broader thesis.
Preview:Andy Schectman, president of Miles Franklin, argues that the recent silver margin hikes and flash crash are not bearish but rather a "shakeout" that transfers metal from weak leveraged hands to strong institutional buyers. He points to record SLV inflows immediately after the crash as evidence of institutional accumulation. Schectman sees a return to all-time highs by March 2025, frames the broader backdrop as a slow de-dollarization via BRICS alternative payment systems settling imbalances in gold, and emphasizes that physical demand — not paper leverage — will ultimately drive silver prices higher.
Preview:The video argues that silver’s sharp selloff is not bearish but a violent shakeout in a larger bull market, driven by CME margin hikes that force out leveraged paper traders while physical demand remains strong. The speakers forecast a much higher silver price, with one calling for $200 minimum and $300–$500 as a likely range, and they see gold and mining shares as similarly underpriced on a long-run percentage basis.
Preview:A discussion between host Michael Oliver (momentum analyst) and guest Andy Schectman about the massive physical silver drawdown on COMEX, China's export restrictions on silver refining, and why long-term momentum structures in gold and silver suggest the bull trend is far from over despite recent price volatility.
Preview:Andy Schectman argues that silver's recent ~30% crash from ~$84 to ~$65 was a contrived margin-hike-driven shakeout designed to flush leveraged speculators, not a fundamental reversal. He points to the massive single-day ETF inflow (~33M oz into SLV), record COMEX delivery demand (15 straight months), a March contract with 400M oz open interest against only ~103M oz registered, and Project Vault (a new US critical mineral reserve) as evidence that physical demand is accelerating while supply tightens. His near-term call: silver back at all-time highs by March.
Preview:A highly bullish gold-and-silver macro rant arguing that the U.S. is structurally overlevered, deindustrialized, and heading toward a soft dollar devaluation in which gold becomes the key monetary anchor. The speaker claims recent bullion inflows, stablecoin legislation, and future Treasury issuance could all be part of a coordinated system that routes demand into short-duration Treasuries and ultimately into gold.
Preview:Andy Schectman argues the recent smash in silver and gold was a leverage flush, not a fundamental change, and that the metal moved from weak speculative hands into stronger institutional hands. He says margin hikes, ETF inflows, and tight COMEX/LBMA inventories all point to a market under physical stress rather than a broken bull trend.
Preview:Miles Franklin Media’s live Q&A argues the recent gold and silver selloff was mainly a leverage/margin flush, not a fundamental break in the bull market. Andy Shekman and Michelle McCory say physical demand remains intense, COMEX inventory/delivery stress is building, and policy shifts like critical-mineral stockpiles and possible price floors are bullish over time.
Preview:Andy Schectman argues silver is undergoing a structural repricing driven by physical delivery demand on COMEX, Chinese export restrictions, and the US critical mineral designation. He points to unprecedented COMEX delivery volumes (64M+ oz in December alone), persistent Shanghai-Western price divergence, and backwardation as evidence that the paper market is losing control over physical price discovery. He distinguishes between short-term price risk (sharp pullbacks are normal and likely) and long-term thesis risk (supply scarcity is the real danger). His core message: "buckle up" — the repricing could be chaotic and disorderly.
Preview:Andy Schectman lays out an aggressively bullish silver thesis: a six-year structural supply deficit, manufacturers like Samsung bypassing exchanges to buy concentrate directly from miners, governments classifying silver as a critical mineral, and COMEX delivery demand spiking to unprecedented levels. He argues the dollar is a melting ice cube measured against gold, demonstrates via a house/gold purchasing-power exercise, and sees silver's gold-to-silver ratio reverting sharply from ~56:1 toward 20-30:1. He warns of violent short-term pullbacks but frames them as buying opportunities, separating price risk from thesis risk.
Preview:Andy Schectman argues the physical silver and gold markets are signaling a crisis of trust in paper markets, evidenced by unprecedented COMEX delivery volumes. He frames silver's recent surge to ~$90 and its reclassification as a critical mineral by the US, EU, and China as a structural repricing event, not a normal bull cycle. The core thesis: well-informed entities are systematically removing counterparty risk by standing for delivery, exposing what he sees as a fractional-reserve vulnerability at Western bullion banks. He warns this ends violently when the physical market overrules the paper market.
Preview:Andy Schectman makes an impassioned case that gold and silver are being reintegrated into the global monetary system as trust in US fiscal responsibility and dollar hegemony erodes. He cites record central bank buying, unprecedented COMEX metal inflows, a persistent Shanghai arbitrage, and endorsements from major Wall Street strategists calling for 20-25% portfolio allocations to metals. His core thesis: there isn't nearly enough physical metal to satisfy even a modest reallocation from institutional investors, and when the broader public catches on, availability — not price — will be the defining constraint.
Preview:Andy Schectman argues the recent selloff in gold and silver is a manufactured paper-market shakeout, not a change in the underlying bull case. He says physical demand is still strong—especially in Asia and through COMEX delivery—while the Fed/Trump/“hawkish” narrative is a distraction from a larger dollar-devaluation and debt-monetization setup. He also uses Bitcoin as a foil, arguing it has underperformed as a hedge and should be rotated into gold and silver.
Preview:Andy Schectman argues silver is experiencing an unprecedented structural repricing driven by sovereign and industrial demand for physical delivery, breaking a decades-long paper-derivative suppression by Western banks. He claims the largest concentrated short position in COMEX history is being overwhelmed by well-capitalized entities (sovereign wealth funds, Tesla, Samsung, Sony) standing for delivery month after month. Silver's reclassification as a critical mineral, proposed price floors, and a strategic stockpile proposal signal urgency. While short-term caution is warranted after the run from $30 to $106, he remains hugely bullish long-term.
Preview:Andy Schectman argues that gold and especially silver are being repriced higher because paper markets have been overwhelmed by persistent physical demand and large standing-for-delivery flows. He ties the move to Western central bank suppression, sovereign and institutional buying, geopolitical de-dollarization, and what he sees as a broader reset in the monetary system.
Preview:Lynette Zang and Andy Schectman deliver an urgent, structural thesis: the US dollar system is in terminal decline, central banks worldwide are pivoting from Treasuries to gold, and China is building a parallel financial architecture (mBridge, digital yuan with gold convertibility) to bypass the dollar. They see gold heading toward $6,500-7,000 and silver to $175+, driven by de-dollarization and a potential monetary reset. The conversation is framed as a wake-up call for viewers to hold physical gold/silver and build local community resilience.
Preview:The video argues that gold and silver are entering a breakout phase driven by physical delivery demand overwhelming the paper derivatives system. The speakers say record deliveries, rising margin requirements, and weak available inventory could eventually trigger a failure-to-deliver event, making timing trades dangerous and holding physical metal the preferred strategy.
Preview:Andy Schectman argues that gold and silver are entering a new monetary regime, not a bubble. He points to record-breaking COMEX deliveries for 16 consecutive months, massive physical accumulation by well-informed institutional buyers who bypass margin, and a US administration that he believes is deliberately engineering the dollar's reserve-currency exit. He ties together the GENIUS Act, stablecoin mechanics, Tether's 14B gold stockpile, critical-mineral designations for silver, and a potential gold-backed bond peg. His core thesis: technical analysis fails when the system itself is changing, and retail hasn't even arrived yet.
Preview:Andy Schectman argues that gold and silver are entering a revaluation driven by a broader monetary reset, not a speculative bubble. He says de-dollarization, reserve-currency erosion, stablecoin/treasury plumbing, and policy choices around manufacturing reshoring could push gold far beyond current forecasts, with silver also seeing a major rerating.
Preview:Kai Hoffman interviews Andy Schectman at the Vancouver Resource Investment Conference about the surge in gold and silver. Schectman argues the move is not a bubble but evidence that physical delivery demand is overwhelming paper suppression, with rising margin requirements and large COMEX/LBMA deliveries signaling stress in the system. He frames the rally as part of a broader loss of trust in the dollar, treasuries, and institutions, and as an early stage repricing of precious metals within a changing monetary regime.
Preview:Andy Schectman argues that surging physical gold and silver deliveries on COMEX/LBMA are a historic anomaly signaling a strategic accumulation by both central banks and Wall Street institutions. He contends the US may be engineering a controlled retreat from dollar reserve status — using gold to backstop the bond market — while silver's designation as a critical mineral and banks flipping from short to long reinforce the thesis. He urges unity between crypto and precious metals communities.
Preview:Andy Schectman interviews Catherine Austin Fitts about what she sees as a long-running shift from a rules-based money system to a control system built around digital money, stablecoins, AI, and centralized surveillance. Fitts argues the U.S. has already been through a quiet financial coup, that the pandemic accelerated consolidation, and that gold/silver demand reflects fear of systemic breakage and loss of trust, not just inflation.
Preview:Andy Schectman discusses silver's massive physical delivery numbers on COMEX (120M oz in 45 days), TD Bank getting stopped out of a short silver trade at a big loss, the erosion of trust driving de-dollarization and precious metals demand, and the military-industrial complex's role in the "Golden Dome" defense initiative. He weaves together themes of financial surveillance via stablecoins/CBDCs, wealth inequality, and Trump's shift toward mercantilism as a recognition that globalism has failed.
Preview:Andy Schectman argues that the global monetary system is fragmenting as trust in the US dollar erodes — weaponized after Russia sanctions, with BRICS nations now trading in local currencies and rebuilding gold reserves. He highlights a Vanguard paper modeling gold at $39,000–$184,000/oz under a reserve reset scenario, and claims the US Mint was deliberately ordered to limit Silver Eagle production. The core thesis: sovereign nations are quietly accumulating physical metals, and when the paper market breaks under delivery demands, silver in particular will "snap" — not like 1980 or 2011 speculation, but as a structural repricing driven by nations securing critical resources.
Preview:Andy Schectman argues that gold is being reinserted into the monetary system as a reserve asset, and he highlights a VanEck-style revaluation framework that implies prices as high as $184,211 per ounce. The discussion links that thesis to CBDCs, stablecoins, Treasury settlement, gold repatriation, and what he sees as a broad move away from dollar supremacy.
Preview:Andy Schectman argues the silver market is on the verge of a parabolic breakout driven by record physical deliveries on the COMEX, extreme tightness signaled by Shanghai premiums and rising lease rates, and a structural shortage of deliverable metal vs. paper claims. He contends the Trump administration has flipped US banks from short to long, exposing European short positions, and that one delivery failure could trigger systemic contagion. He sees pullbacks as mechanical (margin-driven), not fundamental, and warns the real risk is inability to source physical metal at any reasonable premium.
Preview:Andy Schectman of Miles Franklin discusses the mechanics and pitfalls of physical precious metals investing, contrasting bullion coins with premium/collectible products, explaining odd-weight coin scams, comparing PSLV/PHYS to direct physical ownership, and warning about banking surveillance and the coming shift to programmable digital money. The title's gold-to-silver ratio claim is absent from the conversation — this is a general educational/precautionary monologue about buying and storing physical metal, not a market call.
Preview:Michelle McCori interviews Andy Sheckman about the explosive move in gold and silver, arguing the rally is being driven by massive physical delivery demand rather than a normal speculative squeeze. The discussion centers on COMEX deliveries, widening East/West pricing gaps, central-bank buying, de-dollarization, and the idea that metals are being repriced as part of a broader monetary regime shift.
Preview:Andy Schectman argues that gold and silver are in the early stages of a major repricing driven by physical delivery stress, not just speculative momentum. He says recent COMEX delivery volumes, rising lease rates, Shanghai premiums, and reported bank positioning flips show that real metal is being pulled out of Western systems while futures pricing is losing control. He expects corrections along the way, but frames dips as a gift, not a warning, because the bigger risk is being unable to source physical metal at any reasonable premium.
Preview:Andy Schectman discusses a VanEck paper that values gold at $39K–$184K/oz if it replaced the dollar as reserve standard, framing this alongside his thesis of a deliberate soft default on USD reserve status. He argues silver is undergoing a permanent strategic repricing — not a speculative spike — driven by physical shortages, backwardation, 8–9% lease rates, and sovereign/institutional buying that old manipulation tactics can no longer suppress. He also critiques equity valuations as unsustainable (K-shaped economy, insider selling) and advises stacking commercial-strike physical silver over high-premium proof coins.
Preview:Andy Schectman interviews Peter Spina about gold, silver, central-bank buying, and the apparent weakening of paper price control. The discussion argues that gold’s breakout and silver’s violent revaluation reflect a regime shift: suppressed metals are now attracting real demand while fiat currencies and leveraged short structures look increasingly unstable.
Preview:Andy Schectman argues that the silver market is in a physical squeeze, not a speculative topping pattern: lease rates have spiked to 8%-9%, the market is in backwardation, and record delivery demand suggests real metal is scarce. He extends that same trust-break narrative to gold and to the dollar, arguing central banks are buying gold because the system is debasing and even a mainstream VanEck paper now contemplates extreme gold repricing if reserve-currency status erodes.
Preview:Andy Schectman argued that gold and silver are in a true repricing phase, not a speculative top. He said record COMEX deliveries, tightness in the Shanghai/LBMA system, rising lease rates, margin hikes, and sovereign/national buying all point to a market that has not yet found real price discovery. Adam Taggart pushed on practical questions about whether to sell at $100 silver / $5,000 gold, and Andy’s answer was broadly no: hold core physical, expect volatility, and use pullbacks as opportunities rather than exits.
Preview:Andy Schectman delivers a monologue arguing gold and silver are in a structural bull market driven by physical shortages, sovereign and industrial buying, and a collapsing paper-pricing system. He highlights backwardation in silver, record COMEX deliveries, exploding lease rates, and a major bank getting stopped out of a short position as evidence. He references a Van Eck report modeling gold at $39K–$184K if the dollar loses reserve status, and warns that traditional financial advisors are blind to physical-market stress signals. The talk ends with a cautionary note on counterparty risk in the banking system.
Preview:Lynette Zang and Andy Schectman discuss the systemic repricing of gold and silver, arguing that central banks are private corporations that legally own national gold reserves, not governments. They highlight extraordinary January 2026 physical delivery numbers, backwardation in precious metals, spiking silver lease rates (8-9%, previously as high as 30%), and the arbitrage vacuum pulling metal from West to East. Schectman recounts the Bart Chilton / Bear Stearns silver manipulation story as precedent for how political decisions protect large short positions. Their core thesis: physical ownership is paramount because paper markets are rigged and a failure-to-deliver event could trigger systemic contagion.
Preview:Andy Schectman argues that silver is undergoing a structural breakout driven by physical tightness, record COMEX deliveries, rising lease rates, and backwardation, which he interprets as evidence that paper pricing is losing control. He also warns against predatory dealer practices, AI-generated misinformation, and overreliance on paper proxies like ETFs when the goal is true metal ownership.
Preview:Miles Franklin’s Kevin Hower (“Tattoo”) and Andy Schectman argue that silver is in a historic repricing, not a temporary blowoff, and that physical shortages, backwardation, lease-rate stress, and large COMEX deliveries are overwhelming paper-market suppression. They also field many questions about the gold-silver ratio, silver-to-gold swaps, mint pricing, delivery delays, storage, and whether to move into gold or hold physical silver.
Preview:Andy Schectman argues that the silver market is being re-priced by a shift from paper trading to physical delivery, driven increasingly by sovereign buyers rather than retail speculators. He says the key difference versus 2011 is that nation states and major institutions now stand for delivery, making margin hikes and paper pressure less effective and turning selloffs into buying opportunities for cash-rich players.
Preview:Andy Schectman argues that unprecedented physical deliveries of gold and silver on COMEX reveal a structural breakdown in precious metals markets. He claims silver has been suppressed for decades by Western banks to keep military-industrial costs low, but that model is cracking as sovereign nations and sophisticated traders demand physical metal. Schectman ties this to silver's designation as a critical mineral, gold's potential remonetization, and hints that the Trump administration may ultimately peg bonds to gold.
Preview:Andy Schectman argues that silver’s recent surge is being driven by a structural squeeze in physical metal, not just speculative buying. His core claim is that China’s export limits, large delivery demand on COMEX, and extreme leverage in London’s bullion market are exposing a paper-claims system that can no longer reliably settle in actual metal.
Preview:Andy Schectman argues that silver is not behaving like a normal free market: he says concentrated bank shorts, rising lease rates, repeated delivery demand, and a persistent East/West price gap show physical stress beneath the chart. His core message is that short-term pullbacks are possible, but they would likely be leverage washouts rather than a thesis break; he remains strongly bullish long term and frames silver as a strategic, geopolitical metal rather than just a trade.
Preview:Andy Schectman lays out an aggressively bullish thesis for silver and gold, arguing that the physical market is breaking free from paper-price suppression. He points to surging lease rates, Shanghai premiums over Western spot, record Comex deliveries, central bank repatriation, and a stark divergence in bank positioning (US banks flipping long, non-US banks catastrophically short) as evidence. Schectman amplifies Tom Luongo's geopolitical theory that tariff threats were a ruse to reshore physical metal and trap European banks with naked shorts. He also entertains an anonymous "Chinese AI guy" rumor about UBS and JP Morgan exiting all futures positions by end of January, with a leaked UBS memo allegedly targeting $300–$500 silver. The episode is a wide-ranging, speculative conviction call for a disorderly metals reprice.
Preview:Andy Schectman argues that record-breaking physical gold and silver deliveries on COMEX — billions of dollars per month — are the defining signal that separates this precious metals bull market from all prior ones. He frames COMEX as transitioning from a vehicle for speculation to one where the most well-funded, well-informed traders are standing for physical delivery at unprecedented scale. He sees equity markets as dangerously overvalued, concentrated in seven stocks, and propped up by retail margin speculation while insiders exit. His core thesis: own physical metal for wealth preservation; short-term pullbacks are normal and buying opportunities, but the structural trend is toward scarcity and much higher prices.
Preview:Andy Schectman and Jason Cozens argue that 2026 is a regime-change year because the financial system is increasingly being forced to meet real-world demand with scarce physical metal, while the broader economy is still built on paper claims, easy liquidity, and suppressed rates. Their core message is that gold and silver are not merely rising prices; they are symptoms of fiscal dominance, bond-market fragility, debasement, and a growing mismatch between paper promises and deliverable assets.
Preview:Andy Schectman argues that gold and silver are in the early stages of a structural repricing driven by reserve-currency stress, central-bank gold accumulation, and tight physical supply. He leans heavily on a VanEck valuation model, then layers on a broader thesis: if the U.S. needs a softer way to manage debt, manufacturing decline, and AI-driven labor disruption, gold could be revalued far higher over time, while silver could squeeze violently on delivery stress.
Preview:Andy Schectman argues that the real signal in precious metals is not price action but record physical delivery demand in gold and silver, which he says reflects stress in the paper market and a shift toward physical settlement by sophisticated buyers, sovereigns, and central banks. He links this to gold repatriation, silver’s critical-mineral status, alleged shorting/suppression, and a broader macro reset that could culminate in gold-backed Treasury or bond-market reforms.
Preview:Andy Schectman, interviewed by Darl, argues that massive physical silver deliveries on COMEX — approximately 100 million ounces across December 2025 and January 2026 — signal a structural regime shift in precious metals. He contends that well-informed institutional and sovereign buyers are taking physical possession, bypassing paper claims, while silver is simultaneously being reclassified as a critical mineral by the US, EU, and China. Schectman frames silver as underpriced relative to its geological scarcity (mined at 7:1 vs. gold, priced at roughly 56:1), warns that rehypothecation in futures markets creates Madoff-like vulnerability, and uses housing-gold math to argue the dollar is a melting ice cube. His core thesis: silver is the "buy of a generation" as a four-way demand battle (governments, industry, funds, retail) collides with six years of structural supply deficit.
Preview:Andy Schectman, president of Miles Franklin, paints an alarming picture of the London silver market: lease rates spiking from sub-1% to as high as 30%, 8-week delivery delays on a T+1 settlement market, and a widening Shanghai premium over Western paper prices. He argues these are signs of a physical deficit that the LBMA is covering up with implausible "truck shortage" excuses. Schectman ties silver suppression to the Western military-industrial complex, sees China's export restrictions tightening supply further, and views massive COMEX delivery demand as smart money exiting paper for physical. He expects gold to march "decidedly higher" and silver to be chaotic on the upside, with violent pullbacks as normal bull-market behavior. His macro thesis: the Fed has lost independence, dollar debasement is deliberate policy, and the reserve-currency era is ending by design.
Preview:Andy Schectman argues that massive COMEX physical silver deliveries — 65M oz in December and another 35M oz in early January — signal a fundamental shift from paper speculation to a fight over real metal inventory. He sees silver as structurally small relative to the capital that could enter it, warning of imminent retail shortages and violent price moves. Short-term pullbacks are probable and normal, but dips driven by positioning/leverage rather than surplus supply are buying opportunities. He also walks through the behind-the-scenes margin-call squeeze on refiners that temporarily collapsed junk-silver premiums, which he exploited to accumulate inventory.
Preview:Andy Schectman argues silver is in a structural repricing driven by physical scarcity, not speculation. He points to record COMEX delivery demand (65M oz in December, 33M+ oz in early January), surging lease rates (7-9%, formerly sub-1%), China restricting refined exports, the US designating silver a critical mineral, and Shanghai pricing silver at persistent premiums to Western paper markets. He believes these signals show the paper market is losing control over price discovery and that a disorderly spike is imminent, though short-term pullbacks are normal and expected.
Preview:This is an interview about how to avoid counterfeit silver and gold coins, especially on eBay and other peer-to-peer marketplaces. The guest, Matt from Stacker Factor, shows multiple fake coins, explains simple tests like weighing, magnet checks, and ping tests, and argues that newcomers should buy from reputable dealers or a trusted local coin shop rather than chasing the lowest premium. The conversation also broadens into a bullish macro view on precious metals, with both speakers tying rising distrust, geopolitical fragmentation, and silver's industrial/strategic importance to the price surge.
Preview:A discussion between Florian Grummes and Andy Schectman about silver's historic breakout from a 45-year cup-and-handle pattern, with both speakers arguing for dramatically higher prices. Grummes projects $250–$500 silver within years based on technical targets; Schectman walks through multiple valuation models (gold-silver ratio, geologic ratio, Bank of America forecasts) converging around $100+ as a near-certainty, with $600+ theoretically justified. Both emphasize that physical delivery demands from sovereign/institutional buyers are breaking the paper-market suppression mechanism. The conversation is promotionally edited by Metal Sense with narration wrapping around interview clips.
Preview:Andy Schectman presents a deeply bullish long-term thesis on silver and gold, driven by physical delivery anomalies on COMEX, Fed independence concerns, dollar debasement, and structural supply chain stress among refiners. He argues that unprecedented COMEX delivery volumes signal institutional accumulation, not speculation. Short-term pullbacks are acknowledged as normal and margin-driven, not fundamental. He also details how refiners' hedging pain created a temporary discount window in junk silver premiums that is now closing. The overarching message: physical metal is being drained, and when retail wakes up, availability will vanish and premiums will spike.
Preview:Andy Schectman (Miles Franklin) and Francis Hunt (The Market Sniper) discuss a leaked UBS memo allegedly revealing a pivot from short to net long silver, with internal price targets of $300–$500/oz depending on orderliness. They argue that major banks (JPMorgan, Morgan Stanley) are exiting futures positions by end of January, that US banks have flipped net long on precious metals while European banks are trapped short, and that Trump's tariff policy is a cover for reshoring physical metal. The broader thesis: the LBMA is near collapse, the Fed has lost independence, the dollar faces terminal debasement, and silver could eventually reach $15,000/oz in a hyperinflationary "mega-dollar" scenario. Physical possession of fully allocated metal is the only safe harbor.
Preview:Andy Schectman argues silver is still deeply undervalued and could plausibly move into triple digits, with $100 framed as a base case and $200+ as possible but speculative. His case rests on long-term chart structure, historical gold/silver ratios, persistent physical deficits, refinery bottlenecks, and signs that major industrial and sovereign buyers are bypassing paper markets to secure supply.
Preview:Andy Schectman argues silver’s explosive move is being driven by physical scarcity, unusually large COMEX delivery demand, East-West price dislocations, and tightening supply from China and the LBMA. He says the rally may still see sharp pullbacks, but the bigger thesis is intact because the market is shifting from paper pricing toward real-world ownership and delivery.
Preview:Andy Schectman of Miles Franklin argues that a massive, sustained physical delivery of gold and silver on the COMEX — by central banks, sovereign wealth funds, and industrial users — signals a structural bull market that mainstream media is ignoring. He emphasizes that margin hikes are shaking out leveraged longs while deep-pocketed buyers accumulate at subsidized prices, that silver is being reclassified globally as a strategic/critical mineral, and that a supply crunch is inevitable because physical metal availability is far more fragile than most investors realize.
Preview:Andy Schectman argues that the precious-metals move is being driven by a physical squeeze rather than speculative enthusiasm: deliveries are surging, the paper market is losing control, and gold and silver should go materially higher despite volatility. He ties the setup to Fed independence concerns, falling real confidence in the dollar, and a global rotation away from Treasuries toward hard assets.
Preview:Andy Schectman argues that silver’s breakout is being driven by a structural physical squeeze, not just speculative momentum. He points to record COMEX/LBMA deliveries, Chinese export restrictions, refining bottlenecks, and rising institutional/sovereign demand as evidence that the market is moving from paper pricing toward real metal scarcity.
Preview:This was a celebratory Miles Franklin live Q&A marking 100,000 YouTube subscribers, but it quickly became a strong promotional discussion about silver, gold, de-dollarization, and Fed independence. The speakers argued that silver’s move is a repricing driven by tight physical supply, record COMEX deliveries, and geopolitical/monetary stress, while repeatedly cautioning that short-term pullbacks could still be violent.
Preview:Andy Schectman lays out a thesis that the Comex silver and gold markets are experiencing an unprecedented, sustained physical-delivery drain driven by the world's most well-informed capital — sovereign wealth funds, central banks, and major industrial players. He argues that margin hikes are engineered to shake out leveraged retail longs, allowing deep-pocketed players to accumulate at discounted prices, but the market now rebounds quickly. He warns of an eventual supply crunch as nations reclassify silver as a strategic metal and may restrict exports, and he notes that major institutional voices (Bank of America, Morgan Stanley, Gundlach) are quietly recommending double-digit precious metals allocations — a shift the mainstream media ignores.
Preview:Andy Schectman argues it's not too late to buy gold and silver despite higher prices, citing BofA forecasts of $5,000 gold and $100-$309 silver. He warns of near-term volatility from COMEX margin hikes, Bloomberg Commodity Index rebalancing, and the January effect, but sees structural demand from record physical deliveries on COMEX — central banks, sovereign wealth funds, and corporations are draining vaults. China's silver export restrictions and strategic mineral designations in the US/EU are creating a policy floor under prices. His core thesis: the paper-vs-physical disconnect is the widest he's seen in 35 years, and the old suppression playbook is breaking.
Preview:A macro and precious-metals interview where Andy Schectman argues institutional silver accumulation (JPMorgan, Citibank absorbing Deutsche Bank's metal) signals a structural supply crisis, while Michael Oliver lays out a technical case for a commodity super-cycle led by gold, silver, and eventually oil, with the Bloomberg Commodity Index in a second up-leg from historically cheap levels.
Preview:This weekly Investing News update argues that precious metals remain in a strong 2026 regime, with gold already near US$4,500/oz and multiple market watchers talking about US$5,000/oz soon. Silver is described as much more volatile but possibly in price discovery, with guests suggesting north of US$100 and maybe US$200. The second half covers restarted Rio Tinto–Glencore combination talks and the Feb. 5 deadline for Rio Tinto to disclose its intentions.
Preview:Andy Schectman, a 36-year precious metals dealer, describes a physical silver market under structural stress: junk silver briefly traded below spot due to refiner margin calls, 100oz bars are scarce amid tariff fears, and premiums are rising across all silver products. He argues this isn't a speculative spike but a sovereign-led accumulation race that margin hikes can no longer crush. He also flags the first-ever BRICS military exercise (China, Russia, Iran, South Africa) as a geopolitical signal that could accelerate de-dollarization and precious metals demand.
Preview:Andy Schectman argues that silver is in a powerful, supply-driven bull market that is being validated by record COMEX deliveries, central-bank and sovereign accumulation, and a growing global recognition of silver as a strategic metal. He says the market is being tightened by margin hikes, repatriation, and physical demand that is outpacing the paper market, and he believes the move is still early despite silver’s huge outperformance already.
Preview:Andy Schectman argues that the gold and silver markets are undergoing a structural transformation driven by physical delivery demand from sovereign nations, major banks, and industrial users — not speculative leverage. He claims JP Morgan and Citibank are now net long, Deutsche Bank is being forced to deliver, and a Shanghai arbitrage premium is accelerating the drain of physical metal from Western vaults. He expects significant near-term volatility but maintains the long-term bull case is stronger than ever, calling mainstream media dismissals "hogwash."
Preview:Andy Schectman and Alasdair MacLeod argue silver is in the early stages of a structural supply squeeze driven by US banks (JPMorgan, Citibank) physically accumulating metal while European banks remain net short. They see COMEX delivery volumes, Shanghai premiums of up to $8, year-end rebalancing, and the January effect all setting up extreme near-term volatility — but within a broader multi-year bull trend. MacLeod adds a macro overlay: US equities are in a historic credit bubble worse than 1929, which when it pops will crush the dollar and send consumer prices soaring, making physical silver both a hedge and a geopolitical chess piece.
Preview:Andy Schectman argues that the silver market is undergoing a historic physical accumulation by sovereign entities, major manufacturers, and now even the banks themselves — with record COMEX deliveries for 13+ straight months, margin hikes designed to shake out leveraged longs, and evidence that JP Morgan has covered its massive short position and gone net long. He frames this as a structural shift fundamentally different from 1980 and 2011, driven by national security reclassification of silver and gold's role in a fragmenting global monetary system.
Preview:Andy Schectman lays out an aggressively bullish silver thesis: $100 silver as a "low price" and $220 crossed in 2026. His argument rests on three pillars — the gold-silver ratio still near 57 (versus ~30 at prior bull market peaks), record physical delivery volumes on COMEX (62.9M oz in December alone), and a structural breakdown of decades-long Western bank price suppression now that BRICS-aligned nations are standing for delivery. He frames the current move not as speculation but as long-overdue price discovery after a "beach ball held underwater" is released.
Preview:Andy Schectman delivers a fiercely bullish silver thesis centered on unprecedented physical delivery volumes on COMEX, supply disruptions from tariffs, and the strategic accumulation of gold and silver by sovereign nations (especially China). He argues that silver has never experienced true price discovery due to decades of concentrated short positions by Western banks, that premiums are rising not from emotional demand but from exploding replacement costs, and that pre-1965 "constitutional silver" is the best value in physical metal today. He also ties the thesis to a broader monetary reset involving stablecoins, Tether's gold holdings, and blockchain-based settlement.
Preview:Andy Schectman argues that massive, sustained physical delivery of gold and silver on COMEX by Wall Street's most sophisticated players — month after month for over 13 months — is the single most important signal that precious metals are nowhere near a top. He details silver supply-chain bottlenecks, the return of premiums, COMEX year-end dynamics, and the strategic accumulation by sovereign and institutional players. His core thesis: silver is undergoing a structural repricing driven by physical demand, strategic reclassification, and a global loss of trust in fiat currencies.
Preview:Andy Schectman argues that the silver market has undergone a structural shift where physical delivery — once virtually unheard of — is now the dominant force. Major US banks (JP Morgan, Citigroup) are taking delivery of millions of ounces while Deutsche Bank is forced to deliver, signaling that the smartest institutions are prioritizing physical metal over paper promises. This is compounded by sovereign accumulation, silver's reclassification as a critical mineral, sustained COMEX deliveries for 13+ months, and a persistent Shanghai premium creating arbitrage that drains metal from Western vaults. Schectman sees recent margin hikes as coordinated efforts to shake out leveraged longs, but argues the underlying physical tightness remains intact and the repricing is far from over.
Preview:Andy Schectman argues that 2025 was defined by record physical silver and gold delivery into COMEX, with large, sophisticated buyers—banks, sovereigns, and industrial users—pulling metal off the exchange and tightening retail supply. He says the recent volatility is largely a leverage washout caused by margin hikes and that the underlying physical story has not changed; if anything, it is accelerating.
Preview:The video is a live Q&A between Miles Franklin’s Kevin and Andy Scheckman centered on silver’s explosive price action, record delivery demand, and growing signs of physical tightness. Their core view is that the recent pullback was a margin-driven shakeout, not a trend break, and that silver’s rally is being supported by Asian physical demand, delivery stress, and a loss of trust in paper markets.
Preview:Andy Schectman argues that silver is still materially undervalued and could plausibly reach triple digits, with $200 framed as possible though not certain. His core case rests on long-run gold/silver ratios, a 45-year cup-and-handle setup, supply depletion, and a surge in physical delivery and custody demand from institutions, miners, industrial buyers, and state-linked buyers.
Preview:Andy Schectman argues that silver's recent price pullback is a textbook "shake the bushes" operation by big banks using margin increases to force leveraged speculators out of positions, allowing well-capitalized players to scoop up cheap contracts. He points to record December COMEX physical deliveries (62.875M oz) and major banks like JP Morgan flipping net long as evidence that the smartest, best-funded institutions are accumulating physical silver. He expects extreme volatility through January but believes the structural bull case — critical mineral designation, Chinese export restrictions, European bank stress, and relentless physical demand — means silver is nowhere near its top.
Preview:Andy Schectman makes a heavily bullish case for silver, arguing that the gold-to-silver ratio is collapsing toward its century average of ~42:1 — implying $100+ silver at current gold prices. He cites massive physical deliveries on COMEX by JP Morgan and Citibank, structural supply deficits (mine ratio ~7:1), and the breakdown of the long-standing concentrated short regime as evidence the move is far from over. He acknowledges extreme near-term volatility but advises holding through it, viewing silver as the single best value in commodities right now.
Preview:Adam Taggart interviews Andy Schectman about whether silver has peaked after a sharp correction from around $83. Andy argues the move is not a top, but a volatility-driven shakeout caused by CME margin hikes, year-end position cleaning, and large paper-market speculators being forced out while institutional buyers keep taking delivery of physical metal. He frames silver as still deeply undervalued and expects much higher prices, though with a rough ride.
Preview:Lynette Zang and Andy Schectman discuss gold and silver markets, the BRICS settlement unit ("the Unit"), dollar debasement, and why physical precious metals remain the only reliable hedge. They argue paper markets are manipulated, the dollar's strength is illusory when measured against gold/silver, and the world is building alternatives to dollar hegemony. Zang favors physical silver in practical forms (coins, small bars, sterling) as protection against a late-cycle meltup that could end in a derivative event in 2026.
Preview:Michael Oliver (momentum analyst) and Andy Schectman (Miles Franklin) discuss silver's recent breakout. Oliver argues silver entered an acceleration phase in late 2025 after the silver/gold spread ratio broke out — a signal that preceded explosive silver rallies in 1979 and 2010. He targets $200+/oz within ~6 months, possibly much higher. Schectman focuses on the structural fragility of paper precious metals markets: record COMEX deliveries, central bank repatriation, insider selling vs. retail all-in on stocks, and the emerging threat of tokenized allocated metal to the fractional-reserve paper system. Both see a monetary crisis brewing in sovereign bond markets that will force central bank liquidity creation, supercharging gold and silver.
Preview:Andy Schectman argues that silver is undergoing a structural transformation driven by surging physical demand, shrinking exchange inventories, strategic government stockpiling, and the breakdown of traditional price-suppression mechanisms. He points to 50M+ ounces standing for COMEX delivery in early December, London delivery delays stretching to T+8 weeks, China bypassing Western markets by buying directly from Latin American miners, and the US recently classifying silver as a critical mineral. Schectman frames this within a broader de-dollarization trend, with China building vault infrastructure across the Belt and Road and enabling direct digital-yuan-to-gold conversion. His core thesis: the paper market's ability to suppress silver prices is ending, and a "rocket ship" move is waiting to happen.
Preview:John Rubino and Andy Schectman discuss a wild week in silver: a historic $7/oz spike on Friday followed by a crash on Monday. They frame silver as caught between a structural supply deficit (four consecutive years), surging industrial demand (solar, EV batteries, defense), non-price-sensitive corporate buyers, and a persistent arbitrage gap between Western paper markets and Shanghai physical markets. The failure of arbitrage to close the COMEX-Shanghai spread, China's new export restrictions, and CME margin hikes all feature. Rubino leans optimistic, arguing "triple-digit silver is completely conceivable" barring a global depression, though he acknowledges silver's history of violent reversals.
Preview:Lynette Zang and Andy Schectman discuss the ongoing transition from paper to physical dominance in precious metals markets, arguing that gold and silver are still in early innings despite recent all-time highs. They frame the Genius Act as a policy tool that will artificially suppress interest rates, forcing inflation to become the "release valve" and ultimately waking the public up to gold and silver. Zang walks through charts showing silver up ~114% YoY and both metals dramatically outperforming fiat currencies, while Schectman emphasizes that institutional capital rotation into gold has only just begun, with major Wall Street strategists now openly recommending reallocating bonds into gold.
Preview:Andy Schectman makes a silver-bull thesis centered on the gold-to-silver ratio (currently ~67:1 vs. a ~45:1 long-term average), arguing this represents the best value opportunity in silver in 35 years. He highlights the divergence between institutional/smart money accumulating physical metal and retail still chasing equities on leverage, a geological supply deficit of 200-300M oz/year with only ~20% of production from primary silver mines, and a geopolitical shift where China, the EU, and the US have designated silver a critical mineral. His core trade: buy silver while the ratio is elevated, then rotate back into gold when the ratio compresses to the 40s.
Preview:Andy Schectman of Miles Franklin joins the Bullion Brief to rebut fear-based silver narratives circulating on social media, while presenting his own deeply bullish thesis. He debunks a viral claim about imminent silver confiscation tied to a non-existent law (HR 9847) and clarifies that IRS Form 8300 applies to cash purchases over $10,000 in any retail context — not specifically to precious metals. His core bullish argument rests on a massive structural shift: JP Morgan has allegedly closed a 200M oz paper short and flipped net long on physical silver, COMEX registered inventory is being drained, and sovereign/industrial buyers are now consistently standing for delivery at unprecedented scale. Schectman sees the delivery mechanism itself as the catalyst that will overwhelm a paper-pricing system built on the assumption that no one ever asks for the metal.
Preview:Andy Schectman discusses silver's price surge, attributing it to a structural shift: JP Morgan allegedly flipping from a massive paper short to the largest physical long, record COMEX deliveries, China's impending export restrictions on silver, and the US designating silver a critical mineral. He also debunks a viral AI-generated video that falsely claims silver will be confiscated under a non-existent bill. The core thesis is that silver is undergoing a geopolitical resource competition rather than a speculative rally.
Preview:Andy Schectman and Francis Hunt present a fiercely bullish case for silver, platinum, and gold, arguing that silver at $100/oz would still be undervalued. Their thesis combines technical analysis (a 45-year cup-and-handle targeting ~$96), geological scarcity (7:1 mining ratio vs. gold), collapsing paper-market positioning (US banks reportedly flipping net long while European banks hold the short bag), and a geopolitical race for physical metal led by China. They frame the current moment as a foundational reset of the fiat/debt system where precious metals are the only rational place to be, dismiss equities as a distraction, and expect silver to reach triple digits early in 2026.
Preview:Two speakers (Andy and Alasdair) make a passionate, multi-angle bull case for silver, arguing that a 54-year paper-derivative suppression system is now unwinding, that the fiat currency system is ending, and that silver is dramatically undervalued by geological ratios (~7:1 mined vs. ~42:1 priced), by a 45-year cup-and-handle technical pattern targeting $96+, and by structural industrial demand that is price-inelastic. They forecast a powerful silver rally in 2026, with $100 as a conservative floor, and tie the thesis to rising global bond yields that threaten the US Treasury carry trade and equity valuations.
Preview:Andy Schectman argues that silver is undergoing a structural transformation driven by three converging forces: US banks flipping from short to long positions (JP Morgan allegedly now the largest long after holding a massive short), China tightening its grip on global silver supply through export controls and pre-refined purchasing, and physical metal being systematically drained from COMEX deliverable inventories. He warns that SLV and GLD represent a hidden confiscation risk — a centralized pool custodians could legally seize — and advises holding physical metal in segregated storage. He flags junk silver trading below melt value as the best anomaly opportunity he's seen in 36 years.
Preview:Andy Schectman (Miles Franklin) joins Lynette Zang on The Bullion Brief to discuss the breakout in gold and silver prices, record physical delivery volumes on COMEX, and what they frame as a systemic erosion of trust in fiat currencies and US Treasuries. Schectman argues the paper-suppression regime is breaking under physical demand from the Global South, while Zang presents technical charts showing gold and silver breaking above key resistance levels. Both see the moves as the beginning of a structural monetary reset, not a late-cycle top.
Preview:A discussion of silver market dynamics where Andy Schectman argues a deliberate repositioning by US banks has left European banks exposed to a COMEX silver short squeeze, while China's 2026 export licensing adds supply pressure. A technical analyst (Chris) adds Fibonacci-based upside targets for gold ($5,100-5,200 near-term, $7,400+ longer) and silver ($68-$72), plus a tactical read on equities as shaking out weak hands within an uptrend.
Preview:This is a bullish interview on silver and, secondarily, gold. Andy Schectman argues that silver is entering a supply-driven, geopolitically important squeeze as physical metal is drained from deliverable channels, banks reduce shorts, China curtails exports, and big buyers stand for delivery. He says $100/oz silver is plausible sooner than most expect, with $75/oz as an intermediate psychological level, and he views the current move as the start of a larger repricing rather than a temporary spike.
Preview:The video argues that gold and silver are entering a structurally different phase driven by inflation, delivery stress, and geopolitical fragmentation. The speaker’s core claim is that official inflation is understated, physical metal is tight, paper-market leverage is fragile, and a future gold revaluation — possibly around 2026 — is plausible, with figures from $6,600–$7,000 organically up to $10,000–$24,000 in formal reset scenarios.
Preview:The speaker argues silver is in the middle of a structural squeeze driven by physical demand, exchange inventory losses, and a possible shift in bullion-bank positioning. He says silver has jumped above $64, COMEX deliverable supply is tightening, lease rates are rising, and large buyers are standing for delivery rather than using leverage.
Preview:Andy Schectman argues that silver price action is misdirection — the real story is unprecedented physical delivery demand on COMEX, massive inventory drain, and a structural flip by JP Morgan from massive short to massive long. He contends margin hikes are failing to suppress price because buyers are cash-based (sovereigns, industrials, central banks), not leveraged speculators. He also floats Tom Luongo's theory that Trump is intentionally breaking the LBMA-COMEX gold/silver suppression system to punish European banking interests.
Preview:Andy Schectman argues that the silver market is undergoing a structural transformation driven by physical delivery stress, a historic JP Morgan short-to-long flip, shrinking COMEX inventories, and Chinese export controls taking effect January 1, 2026. He contends that rising margin rates and lease rates are failing to suppress prices because buyers are deep-pocketed, non-leveraged entities (sovereign wealth funds, central banks, industrials). Schectman weaves in a geopolitical narrative involving Trump, the Bank of England, and the "old European money" banks being left with the silver short bag while US banks have covered. He urges viewers that price action is noise — what matters is the physical metal drain and who is accumulating it.
Preview:Andy Schectman argues a structural shift is underway in silver and gold markets: physical metal is being deliberately withdrawn from COMEX deliverable status, delivery volumes are historically enormous even in off-months, and the buyers are unleveraged institutions/sovereigns rather than speculative traders. Margin hikes and elevated lease rates (~7-8%) that historically crushed prices are no longer working — they're merely flushing out weak hands while strong hands accumulate. Schectman frames this within a broader geopolitical thesis: Trump's reshoring of gold/silver from London, the rise of BRICS settlement infrastructure (mBridge, the UNIT currency), and a world moving away from dollar dependence toward gold as the neutral reserve asset. He also flags a leaked "Core Five" concept (US, China, Russia, India, Japan) as signaling the G7's demotion.
Preview:Andy from Finding Value lays out a multi-timeframe bullish case for silver ($350–$500 target), driven by a 45-year cup-and-handle breakout, dollar weakness, and capital rotation away from bonds. He also makes a contrarian call: copper, oil, and especially platinum will eventually outperform gold as the cycle shifts toward hard assets over financial assets, with miners lagging until higher prices are sustained and reported in earnings.
Preview:Live Q&A on Miles Franklin Media centered on silver, gold, inflation, and monetary-system shifts. Andy Schectman and Kevin Hower argued silver is in a new phase of demand driven by industrial use, strategic stockpiling, delivery stress, and geopolitical competition, while Michelle McCory pressed on the risk of AI misinformation, surveillance, and tokenization. The panel also discussed Fed easing, stealth QE, possible gold revaluation, and how precious metals may be moving back into a more explicit monetary role.
Preview:Andy Schectman argues that the Western precious metals system is breaking down under an unprecedented surge in physical delivery demand. He details how delivery timelines in London have extended from T+1 to T+8 weeks, how 50+ million ounces of silver stood for delivery on COMEX in just four days, and how central banks, sovereign wealth funds, and sophisticated US traders are abandoning paper promises for physical metal. He frames this alongside the BRICS development of alternative settlement infrastructure (mBridge, the Unit) that uses gold as a de facto settlement currency, suggesting a structural repricing of gold and silver is underway.
Preview:Two speakers (Michael and Andy) argue that silver is in the early stages of a historic breakout driven by a structural physical shortage. They detail how London's LBMA is experiencing T+8-week delivery delays, how BRICS nations (India, China, Russia, Saudi Arabia) are aggressively accumulating physical silver, and how Western banks' massive short positions face an existential risk. They frame silver as deeply undervalued relative to gold at a 1.4% ratio and predict a "tantrum" repricing to $200+ within quarters, citing copper and lead as historical analogues. Regulatory admissions about Bear Stearns' silver-short-driven failure and the possibility of silver being declared a critical mineral add weight to the thesis.
Preview:A two-person discussion between Lynette and Andy Zaky (The Bullion Brief) arguing that the financial system is showing structural breakdown signals — repo spikes, COMEX delivery surges, and LBMA settlement delays — while major Wall Street institutions quietly shift from the 60/40 model to 20-25% gold/silver allocations. The core thesis: the physical precious metals market is experiencing an unprecedented squeeze as paper-market participants increasingly demand actual delivery, and this is happening alongside visible stress in Treasury markets and money-market plumbing.
Preview:Andy Schectman argues that silver is experiencing not a normal rally but a "silent transfer of metal" — massive physical withdrawals from COMEX (75M oz since October, 50M oz standing for delivery in December's first 5 days) signal that deep-pocketed buyers are quietly accumulating real metal. He ties this to silver's recent classification as a critical mineral by the US, EU, and China's export controls, framing it as a three-way battle among the world's largest consumers. Schectman contends that decades of paper-price suppression by Western banks is breaking down as physical demand forces price discovery, and he highlights the AI/solar industrial demand story as an accelerant.
Preview:Andy Schectman argues that the recent surge in gold and silver deliveries is evidence that the paper precious-metals market is being forced to confront real physical demand. He says central banks, sovereign wealth funds, and other sophisticated buyers are no longer relying on paper claims; they want metal in hand, and that is exposing leverage, rehypothecation, and potential stress in COMEX/LBMA plumbing.
Preview:Andy Schectman interviews Mark Thornton of the Mises Institute about fiat money, dollar decline, gold and silver, BRICS, central bank fragility, and crypto/stablecoin regulation. Thornton argues that Washington’s fiscal excess, central-bank repression, and geopolitical weaponization of the dollar are accelerating a shift toward gold, non-dollar trade, and a more fractured monetary system.
Preview:Andy and Alasdair Macleod discuss two major themes: (1) the BRICS mBridge/Unit settlement system as a gold-anchored challenge to dollar hegemony, now in beta testing after the BIS abruptly withdrew; (2) extreme physical silver tightness on COMEX/LBMA, with 50M+ oz standing for delivery, China banning silver exports from Jan 1, and structural demand from AI/solar colliding with supply drainage. They frame both as accelerating secular shifts that will ultimately pressure Western markets and boost gold/silver.
Preview:Andy Schectman argues that physical silver is experiencing an unprecedented structural squeeze: COMEX delivery demands are surging (50M+ oz in days), London is showing liquidity cracks, and sovereign entities (China, India, Saudi Arabia) are locking up supply pre-exchange. He ties this to silver's new US critical-mineral designation, AI/solar-driven industrial demand, a 6-year structural deficit, and eroding trust in fractional-reserve paper markets. He sees tokenized gold as a potential catalyst to collapse the paper system and urges physical accumulation before retail wakes up.
Preview:Andy Schectman interviews whistleblower Dale Whitaker about alleged abusive sales practices in the precious-metals IRA industry, especially high-markup “premium” coins sold to retirement accounts. Whitaker says the core scam is a bait-and-switch: clients think they are buying bullion, but are pushed into exclusive coins with much higher spreads, sometimes through pressure, fear, and celebrity/influencer endorsements. Schectman agrees the industry can be predatory, highlights the role of custodians and promoters, and argues that some firms are legitimate while others deserve scrutiny.
Preview:Andy Schectman presents a two-part thesis: (1) tokenized gold is a potential catalyst for the collapse of the paper gold system (COMEX/LBMA) because it offers transparency, auditability, and delivery that the legacy fractional-reserve system cannot match; (2) China's "the Unit" — a BRICS+ gold-anchored settlement instrument running on Mbridge rails — is quietly building an alternative to dollar-based settlement via the Shanghai Gold Exchange and multi-jurisdictional vaults across the Belt and Road. He argues the system is losing trust globally, central banks are repatriating gold, and the window to prepare is narrowing.
Preview:Andy Schectman discusses two converging forces that could upend the paper gold system: tokenized gold platforms offering verifiable, allocated, redeemable ownership as an alternative to COMEX/LBMA futures, and the BRICS "Unit" settlement system — a gold-anchored (40% gold / 60% BRICS+ currencies) wholesale payment vehicle now in beta testing that measures currencies against gold rather than pricing gold in dollars. He argues that delivery demands are exposing the fractional-reserve nature of paper gold markets, and that the combination of tokenized gold's transparency plus the Unit's challenge to dollar hegemony could trigger an unraveling of unhedged rehypothecation, weakening both COMEX and US Treasury demand.
Preview:Andy Schectman presents a hyper-bullish silver thesis: a 45-year cup-and-handle breakout converging with unprecedented physical delivery demands (50M oz stood for delivery in early December alone), sovereign stockpiling after silver's classification as a critical mineral by the US, EU, and China, and industrial demand from AI/solar/defense. He sees near-term targets of $150-$200 and technical projections toward $400-$600. He also explains QE/QT mechanics, the 2% inflation target's origins, and why the monetary system's distortions favor tangible assets. The host/narrator frames these clips with added commentary reinforcing the thesis.
Preview:Lynette Zang and Andy Schectman deliver an urgent, trust-centric macro warning: the dollar carry trade is unwinding, forcing liquidation across global equities; US stock risk premiums have turned negative; gold and silver are the only assets with no counterparty risk and have trounced every major index; and a systemic erosion of trust — from repo market dysfunction to institutional hypocrisy — threatens the entire fiat confidence game. They frame physical precious metals as the only lifeboat and urge viewers to act within days.
Preview:Andy Schectman argues that tokenized gold, if built with real transparency and delivery rights, could expose and weaken the paper gold system rather than simply modernize it. He extends that logic to BRICS-linked payment rails, saying gold-backed settlement systems are part of a broader move away from dollar-centric finance, while also pointing to record COMEX/LBMA delivery demand and rising physical tightness in silver as evidence that the market is already fraying.
Preview:This is a conversational Q&A focused on gold and silver, with Andrew Schectman and Kevin Houser arguing that silver is in a structural squeeze and that the current paper pricing system is increasingly disconnected from physical reality. They frame recent delivery demand, government critical-mineral policy, solar/AI demand, and bank behavior as evidence that metals are moving into a new regime. The discussion also spends meaningful time on Fed easing, inflation debasement, storage, IRAs, and why they dislike paper vehicles like SLV and GLD.
Preview:Andy Schectman lays out a sweeping macro thesis: the US is engineering a controlled dollar devaluation through gold repatriation, the GENIUS Act's stablecoin framework (which creates synthetic Treasury demand), and the deliberate accumulation of gold and Bitcoin by entities like USA Tether. He argues the East — led by China and BRICS — is simultaneously building a gold-backed commodity settlement system that bypasses the dollar entirely. The convergence, he claims, makes gold and silver structurally inevitable winners while dollar savings are doomed.
Preview:Andy Schectman lays out a detailed thesis for a deliberate US gold revaluation to ~$24,000/oz, arguing it's a mechanism to inject $5 trillion into the Treasury without congressional approval, devalue the dollar, and finance domestic manufacturing at zero upfront borrowing cost. He ties this to Judy Shelton's claim that Trump views July 4, 2026 as pivotal for gold-linked bonds, the stablecoin "Genius Act," and an intentional relinquishing of dollar reserve status. He also covers silver's physical market strain — massive sovereign accumulation, LBMA delivery delays, and the theory that Trump is deliberately squeezing European banks short precious metals.
Preview:Andy Schectman walks through the math on silver's paper-to-physical leverage in London (potentially 400-500:1 contracts vs. available float), the historic delivery squeeze on COMEX, and the structural divergence between Western futures markets and Eastern cash-and-carry exchanges. He argues the system is near a breaking point where one bank failing to deliver could trigger cascading margin calls, and ties this to a broader geopolitical battle over money creation and institutional trust.
Preview:Andy Schectman lays out a bullish silver thesis centered on unprecedented physical delivery volumes on COMEX — nearly 45M oz of silver and 2.5M oz of gold in the first three days of the December contract alone. He highlights a 45-year cup-and-handle technical pattern targeting ~$96, a gold/silver ratio implying $100, and a depleting geological ratio of 7:1 that could push silver to $600+ in an extreme scenario. He flags the suspicious 12-hour CME server shutdown on Thanksgiving night just as silver approached $57, and argues that massive, sophisticated buyers — possibly industrial users like Apple or Samsung — are quietly accumulating physical metal. The EU and US have classified silver as a critical mineral, China is restricting exports, and supply deficits have persisted for six years.
Preview:Andy Schectman argues silver is profoundly undervalued relative to gold based on geological scarcity (7:1 mining ratio vs. ~71:1 price ratio), technical patterns (45-year cup and handle targeting $96), and unprecedented physical deliveries on COMEX. He sees the gold-silver ratio compressing toward its 100-year average of 42-45:1, implying ~$100 silver, and suggests the geological ratio points toward $600. Massive monthly COMEX deliveries, shrinking LBMA/Shanghai inventories, and silver's classification as a critical mineral by the US and EU signal a structural supply crisis. His trade: accumulate silver now, eventually swap into gold near the 40s ratio for a near-double.
Preview:Andy Schectman presents a fiercely bullish silver thesis rooted in unprecedented physical delivery volumes on COMEX, extreme paper-to-physical leverage in London (potentially 400:1), and structural supply deficits now entering their sixth year. He views the Thanksgiving server outage at CME metals as suspicious timing, and sees silver's classification as a critical mineral by the US and EU — alongside China's export curbs — as catalysts for an industrial scramble. His technical target: ~$96 on a 45-year cup-and-handle, with triple-digit silver plausible via the gold/silver ratio.
Preview:Andy Schectman discusses the unraveling Japanese yen carry trade as a systemic risk, the emergence of USA Tether as a privatized CBDC-like surveillance tool, the intentional debasement of the dollar, and the bull case for gold and silver as the ultimate beneficiaries of these converging forces.
Preview:Andy Schectman presents a super-bullish silver thesis resting on three pillars: the gold-to-silver ratio (currently ~42:1 vs. a 45:1 historical norm implying $95 silver, and a 7:1 geological ratio implying ~$605), unprecedented COMEX delivery volumes signaling a physical-settlement squeeze, and the fragility of Western price-discovery mechanisms (LBMA delays, CME outages, concentrated shorts). He also warns that Japan's carry-trade unwind could trigger global liquidity disruptions, and argues that trust erosion in paper markets will shift price discovery to Shanghai's cash-and-carry system. The core message: silver is entering a generational repricing event driven by physical demand overwhelming suppressed paper pricing.
Preview:Andy Schectman argues silver’s breakout is being driven by unusually large physical demand, especially delivery requests through COMEX/LBMA/Shanghai, and says the market’s paper structure looks strained. He thinks $60 silver is not the end of the move; using a long-term cup-and-handle, gold/silver ratio math, and supply-demand tightness, he suggests $96 and even triple-digit silver are plausible. The discussion also covers IRA ownership, segregated storage, and why he thinks physical possession matters more as trust in the system erodes.
Preview:Andy Schectman argues that the COMEX/LBMA physical delivery system for gold and silver is breaking down, with massive deliveries accelerating since October (~90M oz silver) and trust in Western paper markets eroding. He makes a structural case that price discovery will migrate to Shanghai's physical-settlement model, and presents a technical cup-and-handle thesis projecting silver to ~$96 (consistent with a 45:1 gold/silver ratio) with a geological-extreme scenario near $600. He sees this as "just beginning" and frames silver as the asset of a generation.
Preview:The speaker argues that silver is entering a historic squeeze driven by physical demand, exchange delivery stress, and a loss of trust in Western price discovery. He repeatedly frames the recent COMEX/LBMA disruptions, large delivery volumes, and Asia’s growing role in physical buying as evidence that silver could move far higher, with technical upside he says could reach $96 and, in an extreme ratio-based scenario, much more.
Preview:Andy Schectman argues that top Wall Street strategists are now recommending 20-25% gold allocations — something he calls unprecedented. He contrasts this institutional accumulation with all-in retail equity exposure at record leverage. He sees the dollar reserve system eroding under trust deficits, fiscal insolvency, and weaponization of the currency. The COMEX and LBMA are being drained by unknown, highly-informed buyers preparing for a structural reset.
Preview:Andy Schectman argues that the COMEX and LBMA precious metals delivery systems are breaking down in real time, with record physical deliveries, shrinking vault inventories, and a suspicious Thanksgiving-week outage signaling acute stress. He sees silver as the "asset of a generation," with technical targets near $96 and a long-term convergence toward geological ratios implying ~$600/oz. He ties the breakdown to a broader monetary shift: stablecoins backed by Treasuries generate interest funneled into gold, dollar debasement, and eventual pricing power migration to Shanghai's physical-settlement model.
Preview:Andy Schectman argues that the silver market is in the late stages of a credibility break: COMEX/LBMA delivery stress, large short positioning, and rising physical off-take are setting up a regime shift in price discovery, likely toward Asia. He also says the stablecoin push is effectively CBDC-like surveillance and that Japan’s bond-market strain could unwind global carry trades and pressure risk assets.
Preview:Andy Schectman and Kevin Hower argue silver’s breakout, along with persistent COMEX delivery demand and supply stress, signals a major re-pricing rather than a routine spike. They frame the move as part of a broader loss-of-trust theme across institutions, fiat money, and Western market plumbing, while repeatedly warning that pullbacks will still happen.
Preview:Andy Schectman lays out a bullish gold thesis centered on institutional accumulation, a $96M block of GLD call options expiring December, surging COMEX delivery demand, Fed liquidity injections, and price smash-downs met by bank buying. He argues the physical market is flashing strategic accumulation signals while paper markets mask engineered volatility.
Preview:Andy Schectman delivers a wide-ranging monologue on converging systemic risks: the December COMEX delivery stress signaled by silver backwardation, the unwinding yen carry trade as Japan is forced to raise rates, the mBridge cross-border payment system enabling gold settlement outside the dollar, institutional accumulation of physical gold despite banks' conservative public targets, and quantum computing threats to crypto security. His core thesis: these forces are all pointing toward a structural reintegration of gold and silver into the global financial system, and small investors should pay attention to what institutions are doing rather than what they are saying.
Preview:Andy Schectman walks through several converging macro risks: the COMEX December gold/silver delivery window where an unprecedented percentage of contracts are standing for physical delivery; the unwinding Japanese yen carry trade as Japan raises rates; the Mbridge cross-border payment system bypassing the dollar; and quantum computing threats to cryptocurrency cryptography. His core thesis is that these forces all push toward physical precious metals as the safest asset outside the "matrix."
Preview:Andy Schectman and Mario Innecco discuss growing physical silver scarcity, evidenced by sustained backwardation since early October, shrinking inventories, and central bank buying. They highlight China restricting silver exports, India's new collateral rules, and the LBMA's year-end delivery deadlines. Both caution against betting on a specific "January 1" blowup but argue structural supply stress, surging industrial demand (solar, EVs, military), and institutional rotation into metals signal a regime change where physical silver becomes protection, not speculation.
Preview:Andy Schectman of Miles Franklin discusses the yen carry trade unwind risk, silver backwardation and COMEX delivery dynamics, the mBridge cross-border payment system enabling dollar-bypassing gold settlement, and why retail investors should buy precious metals only from reputable dealers. He warns that Japanese rate hikes could trigger a systemic unwind of trillions in leveraged positions, pushing US rates higher and equities lower heading into year-end.
Preview:Andy Schectman joins The Bullion Brief to lay out a fiercely bullish silver thesis driven by converging geopolitical and industrial forces. He argues the US listing silver as a critical mineral and China's new 2026 export licensing regime are not coincidental — they reflect a quiet global battle for commodity supremacy. With silver's tiny market cap, dwindling primary mine supply, and growing industrial demand (EVs, solar, semiconductors, defense), he sees parabolic upside potential. He also ties the thesis to broader monetary shifts: gold-backed bonds possibly emerging from Hong Kong as an alternative to US Treasuries, and a long-term devaluation of fiat currencies.
Preview:Andy Schectman lays out a grand unified theory: the US is deliberately accumulating gold and silver, debasing the dollar, and using the Genius Act (stablecoin legislation) to create synthetic Treasury demand — all to bring back manufacturing. He cites Judy Shelton's claim that Trump will peg gold to long bonds on July 4, 2026, and flags a $125B Fed repo injection as crisis-level stress the media ignores. The core call: physical metal is being reshored for strategic reasons, not tariff fear, and the window for early positioning is narrowing.
Preview:Andy Schectman and Glint CEO Jason Cozens argue that the financial system is under growing stress, with repo-market interventions, Treasury funding issues, and trust concerns pushing more people toward gold as money. The interview then turns into a detailed product explainer for Glint: how it stores allocated gold, fees, withdrawals, KYC, tax reporting, silver support, and the roadmap for U.S. transfers and a solid gold debit card.
Preview:Andy Schectman argues that gold and silver are entering a structural bull market driven by coordinated government policy, not mere speculation. He outlines a thesis where the US deliberately weakens the dollar via gold revaluation (potentially to $24,000/oz under a framework like Jim Rickards' M2-backed model) to reshore manufacturing, while the BRICS bloc builds a gold-based settlement system. He ties this to Tether's stablecoin architecture, central bank underreporting of gold purchases, and silver's sustained backwardation as evidence of genuine physical scarcity. His core message: the big money is already moving, and retail will be last to figure it out.
Preview:Andy Schectman argues silver is at a historic inflection point due to its recent US classification as a "critical mineral," China's new export restrictions beginning 2026, and massive anonymous physical accumulation on COMEX. He frames silver as indispensable to modern civilization — the most conductive element, essential for military, electronics, and energy infrastructure — while supply depletes geologically (mined at 7:1 vs gold). Schectman dismisses confiscation fears, instead pointing to custodial concentration risk via JP Morgan/BlackRock's SLV trust as a subtler seizure mechanism. The tiny silver market cap means that government, industrial, and speculative demand could collide dramatically.
Preview:This panel argues that the post-Nvidia selloff, Bitcoin weakness, and rising volatility are all signs of a broader de-risking phase, while Andy Schectman makes the case that gold’s strength reflects a deeper loss of trust in the dollar, Treasuries, and global fiat systems. The conversation also focuses on Japan’s rising yields, the yen carry trade, and whether crypto and other risk assets are being forced to unwind at the same time.
Preview:Andy Schectman argues that a systemic trust crisis is unfolding across the financial system, evidenced by a $125 billion Fed repo injection driven not by liquidity shortages but by banks refusing to lend to one another. He ties this to silver backwardation, collapsing institutional credibility, central bank gold buying, and a broad migration from paper assets to hard assets — framing it as a late-cycle signal that a new monetary era is approaching.
Preview:Andy Schectman warns of a systemic trust crisis in the global financial system, triggered by $125B in emergency Fed repo injections despite banks holding twice the reserves of 2019. He argues this signals banks refusing to lend to each other — not a liquidity problem but a collapse of confidence. He ties this to backwardation in silver, institutional rotation into gold (20-25% allocations now mainstream), US government classification of silver as a critical mineral, Chinese export controls, and broad erosion of trust in institutions. His thesis: we are in the early stages of a monetary transition toward hard assets, and the most informed capital is front-running it.
Preview:Andy Schectman argues silver is being fundamentally redefined from an industrial commodity into a strategic geopolitical resource. He highlights the US officially designating silver as a critical mineral and China imposing export controls starting 2026. Schectman frames the recent correction from parabolic highs as normal and necessary, noting silver remains up ~65-70% for the year. He explains the physical market ecosystem is being reshaped — rising prices and volatility squeeze small dealers, pushing consolidation toward well-capitalized distributors. On product preferences, he favors junk silver, select foreign mint coins, and 1 oz rounds given inflated premiums on Eagles, Buffalos, and bars. His core thesis: silver's tiny market cap, combined with strategic stockpiling by nations and rehypothecation in paper markets, sets up an explosive supply-driven price environment where triple-digit silver is no longer outlandish.
Preview:Andy Schectman and Kevin "Tattoo" Houser of Miles Franklin discuss acute stress in the silver market (26¢ backwardation near futures delivery), the Fed injecting $125B into repo markets over five days as a trust crisis rather than a liquidity problem, China's silver export restrictions, and Italy's gold declaration tax. They field viewer questions on stacking strategy, platinum, the gold-silver ratio trade, and PSLV vs. physical. The tone is bullish precious metals with an emphasis on physical ownership over paper proxies.
Preview:Andy Schectman and David Jensen argue that the London silver/gold market is under severe physical stress, with delivery issues, high lease rates, and thin free float suggesting a rolling failure in price discovery. They also frame silver as increasingly geopolitical, with China, the U.S., and regional hubs pushing the market toward fragmented, local ownership-based pricing.
Preview:Andy Schectman argues that the massive paper short positions held by Western bullion banks in gold and silver are approaching a breaking point, as physical inventories in London hit historic lows. He believes the recent precious metals price smash was a coordinated effort by banks to drive paper prices down so they could quietly take physical delivery and cover shorts. Schectman speculates that the US government may be orchestrating a broader monetary reset — potentially pegging gold to Treasury bonds — with silver's reclassification as a critical mineral, massive gold imports, and the Genius Act all pointing toward a new hybrid monetary system. The interview is long on connecting dots across geopolitical, monetary, and market-structure threads but thin on hard evidence for the conspiracy-level coordination he describes.
Preview:Andy Schectman interviews precious-metals analyst David Jensen about what he says is a breakdown in the London silver market. Jensen argues that London is the key global physical price-discovery venue, that available silver liquidity has been exhausted, and that recent backwardation and lease-rate spikes are signs of a rolling default rather than a normal squeeze. He also says the system is becoming more fragmented by geography and trust, with China, the U.S., and local vault/legal regimes increasingly shaping where price discovery migrates next.
Preview:Andy Schectman argues that a coordinated global monetary reset is underway, centered on gold revaluation. He points to the Genius Act (sections 9-10) explicitly referencing gold revaluation in the coming year, central banks buying 39 tons in September alone (up 79% MoM), Tether's $13B gold holdings, massive COMEX and Shanghai deliveries, and Kyrgyzstan's gold-backed digital currency as evidence. He frames gold revaluation to levels cited by Rickards ($24K) or Maloney ($10K) as a "soft default" alternative to outright default or hyperinflation. Silver is tightening structurally: 15M+ oz delivered in early November (a non-primary month), China buying concentrate directly from Mexican/Peruvian miners, and the US listing silver as a critical mineral. A $96M coordinated GLD call block expiring December suggests institutional positioning for an imminent gold breakout. The thesis: physical metal is being quietly secured by the world's largest players ahead of a monetary architecture shift.
Preview:Andy Schectman argues that gold's recent price smash was an engineered "drive-by shooting" in illiquid overnight markets, followed by accumulation by major US banks — evidence of a deep institutional game. He advances the thesis that the US government wants gold higher to stealth-devalue the dollar, reshore manufacturing, and address the Triffin dilemma. He points to physical supply constraints, surging premiums on US Mint products, massive central bank buying, Tether's $13B in gold holdings, and the placement of crypto-czar Bo Hines at USA Tether as signals pointing toward a monetary reset centered on gold revaluation.
Preview:Andy Schectman lays out a sweeping thesis: silver has been designated a US critical mineral, signaling a government-led shift that will cause prices to "erupt" as sovereign and institutional money pours into the tiny market. He ties this to a grand monetary reset — gold revaluation to devalue the dollar, reshore manufacturing, and back Treasury markets, with silver as both industrial and monetary beneficiary. He cites unprecedented Wall Street allocation calls (20-25% gold), massive sovereign accumulation (India, China, Russia, Saudi Arabia), and physical supply stress at LBMA/COMEX as converging catalysts.
Preview:Andy Schectman of Miles Franklin argues that silver and gold are at a structural inflection point. He cites the US government's reclassification of silver as a critical mineral, tightening physical supply at the LBMA/COMEX/Shanghai, and a massive institutional shift toward gold allocation (up to 25% of portfolios). His core thesis: the US is orchestrating a controlled dollar devaluation via gold revaluation, stablecoin-driven synthetic Treasury demand, and a potential gold peg for long-term bonds — all aimed at reshoring manufacturing. He frames this as a deliberate abandonment of dollar reserve status, not a crisis, and urges investors to own physical metals before the system resets.
Preview:Adam Taggart interviews precious-metals dealer Andy Schectman about whether the gold and silver rally is resuming after a sharp selloff. Schectman argues the pullback was driven by thin overnight liquidity and possibly deliberate dumping by large banks, while institutions stepped in to buy. He says the bigger picture remains bullish because central banks, Tether, industrial users, and even governments are accumulating physical metal amid inventory stress, rising strategic restrictions, and growing recognition of gold and silver as monetary assets.
Preview:Andy Schectman argues gold and silver are entering a transformative phase driven by potential US gold revaluation in 2026 (legislated in the stablecoin/GENIUS Act), the 7:1 geologic gold-silver mining ratio implying silver should be ~$570, China's 2026 export restrictions, US critical mineral designation, and massive institutional accumulation. He contends the dollar is being debased, silver is massively rehypothecated, and both metals will surge — with silver potentially reaching $100+ or even triple digits. He frames precious metals as wealth preservation, not speculation.
Preview:Andy Schectman argues silver has reached a tipping point: tight physical supply, stressed exchange inventories, and official recognition as a critical mineral could trigger an outsized price move. He is similarly bullish on gold, which he sees as being revalued by central-bank buying, de-dollarization, and policy efforts to devalue the dollar and support U.S. manufacturing.
Preview:Larry Lepard and Andy Schectman lay out an aggressively bullish thesis for gold, silver, and Bitcoin, arguing that massive fiat money printing, institutional awakening, and severe physical supply constraints are converging to create a historic repricing. Lepard sees gold heading to $10K-$50K and gold stocks potentially doubling again, while Schectman highlights acute silver market distortions — 39% lease rates, record LBMA shortages, and a managed-money short squeeze setup — that could force silver much higher in the coming weeks.
Preview:Kevin Hauser ("Tattoo") and Andy Schectman argue that gold and silver remain in a strong secular bull market despite a recent pullback. Their focus is on strategic-mineral policy, central-bank and sovereign buying, supply tightness, and the view that dips should be treated as accumulation opportunities rather than exits.
Preview:Andy from Finding Value Finance presents a long-term structural bullish thesis on gold and silver, arguing they are in massive multi-year basing patterns poised to break out. His core framework is that precious metals are not rising in value — the dollar is being destroyed. He sees rising interest rates above 5% pressuring stocks and bonds, forcing capital into hard assets. Silver's 45-year cup-and-handle formation projects to multi-hundred or even $1,000/oz. He also expects a broad rotation into commodities, energy, and emerging markets as the dollar weakens structurally.
Preview:Andy Schectman argues the silver market has entered a new strategic regime: despite a sharp pullback, silver is back above $50 because governments and industry now treat it as a critical resource, not just an industrial commodity. He says supply is tightening, physical premiums are rising, and the paper market can suppress price only temporarily before the underlying trend reasserts itself.
Preview:Andy Schectman and Alan Hibbard discuss the growing evidence that gold is being reintegrated into the global monetary system. They point to record COMEX deliveries, shrinking LBMA inventories, central bank accumulation, and signals from Trump officials (Judy Shelton, Scott Bessent) about gold-backed bonds and a new Bretton Woods. Hibbard, who holds gold, silver, and Bitcoin, argues the three communities should unite against fiat rather than fight each other. He frames all three as "energy that doesn't leak" — stores of value that preserve economic effort. The conversation covers a possible coordinated reset versus a market-driven collision, with both speakers leaning toward a deliberate transition to a gold-linked framework.
Preview:This interview argues that the U.S. is already pursuing a weaker-dollar path to support reindustrialization, while gold is being reintegrated into the monetary system and Bitcoin is increasingly part of the same broader monetary reset. The guest sees these as signs of a coming shift away from pure fiat toward some form of sound money, with central banks, policymakers, and private actors all positioning ahead of it.
Preview:Andy Schectman argues gold is severely undervalued and destined for much higher prices (citing James Rickards' $94,000/oz model), driven by a historic loss of trust in fiat currencies, central bank repatriation of physical gold, massive COMEX deliveries, and the quiet accumulation by the world's most informed institutions. He frames gold not as a trade but as insurance against an unraveling debt-based system, dismisses the recent pullback as manipulation via access-market dumping, and urges listeners to front-run the sequence of inflation → bond losses → yield curve control → currency decline → flight to hard assets.
Preview:This episode argues that the 60/40 portfolio framework is breaking down in a credit-bubble, fiat-currency environment and that gold/silver are increasingly necessary as protection. Alasdair Macleod emphasizes that bond yields, debt servicing, and gold supply constraints make the classic playbook unreliable, while Andy Schectman adds that institutional buying and central-bank repatriation show the shift is already underway.
Preview:Andy Schectman argues that the recent silver/gold correction was driven by deliberate, ill-timed overnight selling designed to trigger algorithmic stops — not legitimate price discovery. He sees it as a desperate move by short commercial banks that only temporarily suppresses prices. The physical market remains tight: COMEX deliveries continue even in non-delivery months, backwardation is reappearing, and London float is at record lows. He weaves this into a broader macro thesis of upcoming dollar devaluation, potential gold backing of long-dated Treasuries, and a structural shift toward hard assets. His core advice: dollar-cost average into silver/gold every paycheck.
Preview:An interview between Andy Schectman and Jason Cozens pitches Glint as a regulated gold-and-silver payments platform and argues that recent U.S. state laws could make transactional gold legal tender again. The core thesis is that sound money can be made practical through app/card payments, peer-to-peer transfers, and redemption into cash or physical metal, while states use legal-tender statutes to push back on fiat debasement and federal overreach.
Preview:Andy Schectman of Miles Franklin discusses the recent gold and silver pullback, arguing it was an engineered paper-price smash into thin overnight liquidity — not genuine selling — while massive physical deliveries occurred on COMEX. He details record October silver deliveries (~38M oz), huge short positions on SLV (~84M shares), and major banks (Morgan Stanley, Bank of America) simultaneously buying physical. The long-term bull case rests on US fiscal irresponsibility ($1T added in 71 days), central bank buying, de-dollarization via the Shanghai Gold Exchange yuan-gold convertibility, and growing institutional allocations to gold of up to 25%. He views the pullback as a buying opportunity, especially in 90% constitutional silver at 30 cents over spot.
Preview:Andy Schectman and Kevin Hower argue that the recent selloff in gold and silver was a deliberate paper-market flush rather than a simple profit-taking event, and they frame it as a battle between futures-market suppression and physical demand. They also stress that liquidity stress, a firmer dollar, and strains in banks, repo, CRE, and private credit are part of the broader backdrop, while physical shortages, backwardation, and record delivery interest suggest the metals thesis remains intact.
Preview:Andy Schectman argues the current gold-and-silver surge is not a normal pullback but part of a larger monetary reset: gold is being reabsorbed into the system, the dollar is being deliberately debased, and silver is flashing a physical-market squeeze. He frames recent price volatility as a pause within a powerful trend, and repeatedly recommends owning hard assets rather than sitting in cash or short-term treasuries.
Preview:Michelle Makori interviews Andy Schectman about the violent gold and silver selloff. Schectman argues the move was not just profit-taking and technicals, but a deliberately timed paper dump into thin liquidity that triggered stops and was quickly met by physical buying. He ties the episode to tight physical supply, stressed London settlement, heavy central-bank and institutional accumulation, and a broader loss of confidence in the dollar and Western price-setting.
Preview:Andy Schectman argues that precious-metals demand is exceptionally strong, with gold rebounding sharply and silver showing signs of physical tightness. He also warns that AI deepfakes, misleading coin listings, and quiet Fed support for banks are all symptoms of a broader trust problem in markets and media.
Preview:A Miles Franklin live Q&A centered almost entirely on the bullish case for gold and silver, with the speakers arguing that the recent silver pullback was normal and that the larger setup is still extremely tight. They emphasize backwardation, high lease/borrow rates, COMEX/LBMA stress, Indian demand, shrinking retail supply, and rising mainstream institutional allocations as reasons metal prices could keep moving higher.
Preview:Michelle McCrory interviews Andy Schectman about the silver squeeze, with Andy arguing the move is being driven by physical scarcity, backwardation, and a broader de-dollarization / re-monetization of precious metals rather than a simple arbitrage story.
Preview:A Miles Franklin live Q&A from Aruba centered on an acute silver squeeze: the hosts say silver is in backwardation, physical delivery is strained, inventories are tight, and premiums are rising fast. They argue the paper market is being pressured by a shortage of deliverable metal, while gold and miners are also strong. The tone is part market commentary, part sales conversation, with several direct product/inventory and IRA-transfer pitches.
Preview:Andy Schectman, CEO of Miles Franklin, reports that the silver market is experiencing unprecedented stress — massive backwardation, $3+ premiums to futures (levels not seen since 1980), lease rates spiking above 100% annualized, and major wholesalers/mints freezing trading due to inability to hedge. He argues this is not manipulation but forced liquidation from financing costs and illiquidity. Physical product — silver eagles, gold eagles, platinum bars — is disappearing or commanding extreme premiums. He dismisses mainstream narratives about silver flowing back to London as "spin doctoring" and advises cost-averaging into positions rather than waiting for pullbacks.
Preview:Interview with Andy Schectman argues that gold and silver are in a structural repricing phase driven by central-bank buying, rising institutional allocation targets, heavy Comex deliveries/imports, and mounting distrust in fiat assets. The host and guest frame the current macro backdrop—weak jobs data, government shutdown, likely Fed cuts, and fiscal strain—as supportive for precious metals and bearish for holding dollars or long-duration Treasuries.
Preview:This episode is a roundtable on the fragility of the dollar-centered financial system and the case for moving wealth into gold, silver, and, to a lesser extent and with disagreement, crypto. Andy Schectman argues the world is already shifting toward BRICS-led settlement rails and gold-backed trade, Rick Rule says the dollar may remain the least-bad reserve currency for a long time but still should not be held as a savings vehicle, and Alasdair Macleod is far more bearish on fiat credit and crypto, urging a move out of credit and into gold.
Preview:JP Cortez argues that a quiet but broad monetary shift is underway in the U.S.: states are reducing taxes and legal barriers on gold and silver, while federal lawmakers are beginning to push gold-audit and reserve-transparency measures. He frames this as both a return to constitutional money and a response to inflation, deficits, and distrust of the dollar and federal institutions.
Preview:Andy Schectman, CEO of Miles Franklin, discusses the relentless rally in gold and silver, with gold at $3,858 and silver at $47.30. He highlights unprecedented short positions in SLV and GLD that are failing to suppress prices, signals that major institutions (Morgan Stanley, Bank of America, BlackRock) are now advising 20-25% gold allocations, and the BRICS-led erosion of dollar dominance through non-dollar commodity trade settlement. Schectman warns physical supply is tightening fast, premiums are rising, and a modest uptick in public demand could "decimate availability." He also flags systemic risks in residential real estate and the implications of Tether's gold accumulation.
Preview:Andy Schectman and Kevin "Tattoo" House of Miles Franklin discuss the ongoing gold and silver bull market, framing it as still in the very early innings. They highlight major institutional shifts — Morgan Stanley, Bank of America, Jefferies, and Jeffrey Gundlach all now recommending substantial gold allocations — alongside the Tether/stablecoin thesis as a structural demand driver for Treasuries, gold, and Bitcoin. Silver at $47 is discussed via a 45-year cup-and-handle pattern targeting $96+, with the gold-silver ratio at ~85:1 seen as an anomaly that will revert. The tone is exuberant but grounded in specific catalysts and institutional signals.
Preview:A Miles Franklin Media conversation argues that the new U.S. stablecoin law and the broader digital finance stack are not just pro-crypto but a mechanism to create synthetic demand for U.S. Treasuries and, ultimately, to reshape the dollar system. The speakers link that to gold, saying gold is the real anchor beneath digital rails, and they frame stablecoins, CBDCs, digital ID, and settlement networks as part of a wider monetary reset that is already underway.
Preview:Andy Schectman of Miles Franklin argues silver is at a generational inflection point — breaking above $44 for the first time in ~14 years with a 45-year cup-and-handle pattern targeting $96–100. He cites record physical demand on COMEX, London lease rates spiking to 5–6.5%, reclassification of silver as a critical mineral by the US government, and big institutional money positioning while retail remains oblivious. Gold is framed as being rewoven into the global monetary fabric amid collapsing trust in Treasuries, dollar hegemony, and fiscal irresponsibility. Premiums are rising on certain products; he sees pre-33 gold and junk silver as pricing anomalies. The core message: cost-average into metals before the public wakes up.
Preview:Grant Williams argues this is the end of a long monetary and social buildup, not the beginning of a clean new era, and that the transition will be painful, chaotic, and likely marked by institutional breakdown. He is bullish on gold as a signal of currency debasement and especially bullish on silver as the speculative trade of the next phase, potentially attracting the same risk-seeking capital that previously chased crypto, NFTs, meme stocks, and leveraged ETFs.
Preview:Andy Schectman argues that silver is in a structural squeeze, with London lease rates spiking, physical deliveries surging, and available free float looking inadequate versus outstanding paper claims. He extends the same bullish logic to gold, saying central-bank buying, rising geopolitical/financial stress, and imminent Fed cuts are all supportive while mainstream media misses the shift.
Preview:An interview focused on a proposed global monetary reset: Andy Schectman argues that the Shanghai Cooperation Organization, BRICS-linked infrastructure, and gold settlement rails are quietly building a parallel system outside the dollar. He thinks the U.S. is responding by weakening the dollar, promoting stablecoins, and eventually revaluing gold to support a new Treasury framework and revive manufacturing.
Preview:An extended interview on precious metals with Andy Schectman argues that gold and silver’s breakout is still early, driven by central-bank buying, rising U.S. bullion imports, and worsening physical tightness in silver. He says the rally is not just price momentum but a structural shift toward a new monetary regime in which gold increasingly anchors reserves, settlement, and confidence.
Preview:A Miles Franklin live Q&A centered almost entirely on gold and silver as monetary assets in a weakening economy, with the speakers arguing that the Fed’s expected rate cuts are not stimulus but a recession/stagflation signal. They also spend substantial time on silver market plumbing—London lease rates, delivery stress, low free float, and large physical flows—while contrasting physical metal with overpriced or illiquid retail products sold by dubious competitors.
Preview:Kevin Hower and Andy Schectman of Miles Franklin host a live Q&A covering gold's rally to all-time highs (~$3,650), silver's undervaluation, COMEX delivery anomalies, and a macro thesis of dollar devaluation. They discuss staggering job data revisions, central bank buying, the potential for gold at $4,000–$5,000+, and the contrarian setup of retail all-in on equities while smart money accumulates physical metal. The episode opens with a somber tribute to Charlie Kirk after his shooting.
Preview:Andy Schectman (CEO of Miles Franklin) argues that unprecedented physical silver accumulation by central banks, BRICS nations, and sophisticated COMEX traders signals a massive supply drain that paper prices are not reflecting. He contends that China is buying unrefined silver directly from Latin American miners, Russia and Saudi Arabia are stockpiling, and COMEX delivery volumes are surging — all while the public remains unaware. His core thesis: price is a "tool of misdirection" allowing big money to position before a major repricing, and silver is "just beginning."
Preview:Christopher Whalen argues that the U.S. banking system, the dollar regime, and the Fed are all being reshaped by leverage, technology, and fiscal pressure. His core view is bullish on gold and skeptical of the dollar as a long-term store of value: he says the dollar is fundamentally a means of exchange, not where you should hide money, and he thinks the reserve-currency role is fading as central banks buy more gold and as payments/crypto infrastructure evolves.
Preview:Andy Schectman argues that gold’s move is really a global currency debasement story and a sign of a broader monetary reset, not just a normal bull market. He ties the rally to Fed independence risks, heavy Treasury issuance, foreign central bank buying, weak labor data, and growing stress in bonds and banks, and says the setup favors gold and silver over cash, bonds, or stretched risk assets.
Preview:Andy Schectman argues that BRICS-led settlement infrastructure, gold convertibility, and rising de-dollarization are accelerating quickly and are being deliberately obscured by the mainstream. He ties this to a possible long-run revaluation of gold, declining foreign demand for Treasuries, and a U.S. policy response that could include a weaker dollar, gold-linked bonds, and synthetic Treasury demand via stablecoins.
Preview:A Miles Franklin Media live Q&A focused almost entirely on precious metals, especially silver and gold. The hosts argued that silver’s breakout above $40 and gold’s strength near all-time highs reflect real physical demand, a weakening dollar, and a broader loss of confidence in U.S. assets and Treasuries. They also tied the move to global de-dollarization, India/Russia/China alignment, and the possibility of much higher future gold revaluation.
Preview:Florian Grummes argues that gold is in a healthy consolidation and is poised for a breakout toward $4,000, while silver may be setting up for a much larger, longer-duration move driven by remonetization, tight physical supply, and a giant long-term cup-and-handle pattern. He is broadly bullish on both gold and Bitcoin, but says gold has the clearer immediate setup because physical demand, central-bank buying, and delivery stress are tightening the paper market.
Preview:Andy Schectman argues the Fed is effectively abandoning its 2% inflation target, setting up lower rates, higher inflation, and continued asset-price inflation that will favor wealthy asset holders over the public. He says the most important signal is not retail enthusiasm but insider behavior: heavy COMEX deliveries, sovereign accumulation of precious metals, and big-money selling of equities while moving into commodities, especially gold and silver.
Preview:This live Q&A is a bullish hard-asset / anti-fiat discussion centered on gold, silver, platinum, and the claim that the Fed is now prioritizing labor weakness over inflation. The speakers argue that rate cuts, dollar devaluation, and new demand channels like stablecoins all support a longer-term move toward gold-backed or gold-referenced monetary systems, while also making the case that precious metals remain underowned relative to financial assets.
Preview:Andy Schekman interviews Rafi Farber in a conversational, faith-and-macro-heavy discussion about inflation, debt, gold, silver, and monetary reset scenarios. Farber argues that inflation is a form of clandestine theft, that the current debt-based system must eventually reckon with reality, and that gold and especially silver are the real monetary base beneath the dollar system.
Preview:Andy Schectman argues that anticipated Fed rate cuts will likely weaken the dollar, support gold and silver, and accelerate a broader shift away from fiat assets and Western paper markets. He frames the recent surge in physical bullion deliveries and outflows from COMEX/LBMA as evidence that sophisticated buyers—possibly sovereigns, central banks, or very large private buyers—are quietly accumulating metal and draining exchange inventories.
Preview:Andy Schectman argues that a broad de-dollarization and hard-asset re-pricing process is underway, with physical gold and silver demand signaling a deeper shift than headline equity or GDP data suggest. He ties Africa’s proposed mineral-backed settlement currency, China’s gold accumulation, U.S. Treasury market stress, and record COMEX deliveries into one thesis: the “big money” and some sovereign actors are moving into real assets while the public remains crowded in stocks.
Preview:E.B. Tucker argues that capitalism has already given way to a managed economy where asset prices, incentives, and money creation are increasingly engineered. His practical message is not to fight that system, but to adapt by 'plugging in'—understanding where capital is flowing, owning productive and scarce assets, and training yourself to think and act like wealth is compounding even when the old rules no longer apply.
Preview:Andy Schectman of Miles Franklin argues that unprecedented physical delivery of gold and silver from COMEX vaults signals an accelerating breakdown of the paper-precious-metals pricing regime. He highlights record deliveries—100% of August gold contracts stood for delivery in the first three days—and massive withdrawals, with nearly 2 million ounces of silver leaving COMEX in five days. Schectman believes sovereign actors (BRICS, China, Russia, Saudi Arabia) and well-informed private entities are draining the system via the delivery mechanism, and that silver could "blow through $50" quickly once it clears $40 due to a lack of overhead resistance. He also claims the LBMA is effectively a T+8-week exchange rather than T+1, and that China is buying doré and concentrate directly from miners globally to disintermediate Western exchanges.
Preview:Andy Schectman, CEO of Miles Franklin, argues that a US gold revaluation is increasingly inevitable as the only politically viable way to soft-default on the national debt. He points to accelerating physical gold/silver deliveries and withdrawals from COMEX as evidence that sophisticated players are accumulating real metal while the retail public piles into overvalued equities on margin. He also warns about predatory precious metals dealers fleecing elderly customers with overpriced "special" coins, and highlights 10% tariffs on all imported gold bars as a new price distortion factor.
Preview:A long Miles Franklin Media live Q&A centered on precious metals, especially gold, silver, platinum, and the implications of tariffs, central-bank buying, COMEX/LBMA delivery stress, and potential gold revaluation. The speakers repeatedly argue that physical metal, not paper claims or digital wrappers, is the safer store of value, while also making a broad macro case that a weaker dollar, lower long rates, and some form of gold revaluation could help the U.S. address debt and revive manufacturing.
Preview:Mike McGlone argues that gold is warning of a coming deflationary turn and possible market normalization, with the key risk being any stumble in the U.S. stock market. He says stocks are the linchpin for the whole system, while gold, by contrast, is the best current signal of stress and diversification away from overextended risk assets.
Preview:Andy Schectman argues that the precious-metals market is flashing a major contrarian signal: insiders and sophisticated money are selling equities and taking delivery of physical gold and silver, while the public remains underexposed. He extends that into a broader macro thesis that the U.S. will try to manage its debt and deindustrialization by devaluing the dollar, possibly revaluing gold, and eventually backing long-duration Treasuries with gold.
Preview:Andy Schectman argues markets are flashing a late-cycle warning: record margin debt, heavy insider selling, and rising physical metal delivery demand together suggest investors are crowded in stocks while institutions and sovereign buyers are moving into gold, silver, and platinum. He also frames stablecoins as a synthetic Treasury-demand machine that could shift power from the Fed toward the Treasury, while warning that the monetary system and market structure are becoming more leveraged and less transparent.
Preview:A Miles Franklin Media live Q&A centered on Andy Schectman’s bullish case for gold, silver, and a broader monetary reset. The core message was that rising physical delivery demand, falling confidence in the dollar, BRICS payment infrastructure, and stablecoin/Treasury developments all point toward a system where gold increasingly anchors the long end of the financial system while the dollar is devalued.
Preview:Andy Schectman of Miles Franklin, interviewed by Steve Barton at the 2025 Rule Symposium, argues that the world is undergoing a gradual monetary reset away from US Treasuries and toward a gold-backed commodity settlement system. He highlights unprecedented US gold imports, central bank repatriation, the BRICS mBridge settlement network, and Judy Shelton's prediction of gold-redeemable 50-year Treasuries by July 2026 as signals that gold is quietly replacing Treasuries as the reserve asset — a shift he believes most retail investors are missing while insiders accumulate.
Preview:A casual Miles Franklin live Q&A focused on gold, silver, platinum, and the monetary plumbing around stablecoins, Treasuries, and BRICS-linked payment systems. The hosts argue that metals are tightening, the dollar is likely to weaken, and a gold revaluation could become the policy mechanism that supports lower rates and U.S. reshoring.
Preview:Andy Schectman (CEO of Miles Franklin) delivers his thesis that the US will intentionally destroy the dollar to manage unserviceable debt. He outlines a multi-part mechanism: stablecoin legislation creates synthetic demand for short-end Treasuries, while gold is allowed to run to extreme levels and then pegged to long-end bonds for near-zero borrowing costs. He covers the operational Shanghai Gold Exchange linkage with Saudi Arabia and Hong Kong, BRICS Pay/BRICS Bridge expansion, extreme stress in London platinum and silver markets, and argues that saving in dollars is "the dumbest thing you can possibly do." Precious metals — gold, silver, platinum — are the recommended alternative.
Preview:The video argues that a global monetary reset is underway: gold is being quietly reinserted into the system, the dollar is being weakened intentionally or by neglect, and Treasury borrowing costs could be stabilized by tying future debt to gold rather than to ever-higher nominal rates. The host and guest frame China/BRICS/MBridge as building the rails for a gold-settled alternative to dollar-centric payments, while also suggesting the U.S. may already be repatriating and revaluing gold behind the scenes.
Preview:Andy Schectman argues silver is in an extraordinary squeeze: LBMA free float is at a record low, lease rates and EFPs are spiking, and the banks’ record short is getting stressed. He extends that into a broader thesis that big money is quietly moving into physical metals, the dollar is weakening, BRICS and gold revaluation are part of a coming monetary reset, and the U.S. may be trying to manage its debt burden by inflating away the dollar and re-anchoring Treasuries to gold.
Preview:Andy Schectman lays out a comprehensive thesis that the global financial system is in the midst of a structural reset, driven by BRICS+ infrastructure (MBridge, the Unit settlement currency, multi-jurisdictional gold vaults) that is building a dollar-alternative payment system. He argues the US is knowingly importing massive amounts of gold and silver as preparation, and that Trump may be accelerating the reset intentionally — potentially issuing gold-backed 50-year Treasuries on July 4, 2026. On silver, he presents a military-industrial-complex suppression thesis: eight Western banks hold a massive naked short position to keep silver cheap for weapons manufacturing, and BRICS nations are now standing for delivery, breaking the scheme. He calls silver the most undervalued asset of a generation.
Preview:Andy Schectman argues the BRICS+ coalition, expanded through Shanghai Metals Exchange internationalization, the BRICS Bridge payment system, and Lavrov's opening to non-BRICS nations (excluding dollar/euro/pound), is orchestrating a deliberate, multi-jurisdictional gold-backed monetary infrastructure to dethrone the dollar. He contends the West underestimates this because it unfolds slowly, while US fiscal rot, waning Treasury demand, and coercion-based foreign policy accelerate the transition. His core investment conclusion: gold and silver are the only assets with genuine value at this juncture.
Preview:Michelle Makori announces her new show "The Real Story" on Miles Franklin Media, co-hosted with Andy Schectman. The transcript is a launch announcement and philosophical alignment conversation, not a market analysis. They discuss open-mindedness, sound money (gold and Bitcoin), fiat currency problems, and the thesis of an ongoing gradual monetary reset. No specific market calls, price targets, or tactical views are presented.
Preview:Andy Schectman argues the recent pullback in gold, silver, and platinum is not a natural correction but a managed effort by banks using record short positioning, while physical demand and delivery requests keep tightening the system. He sees Basel 3, BRICS payment-system expansion, de-dollarization, and rising repatriation of gold as signs that the Western paper-metal regime is under growing strain.
Preview:Andy Shectman interviews Jason Cozens of Glint about Florida’s gold-and-silver legal tender law and how Glint lets users hold physical gold in vaults and spend it electronically. The core pitch is that state-level legal tender recognition, combined with Glint’s app/card rails, could reduce tax friction, improve trust, and make gold usable as everyday money.
Preview:A Liberty and Finance panel argues that sound money laws, physical gold/silver, and state-level legal tender reforms are ways to preserve liberty and protect purchasing power against fiat debasement. The discussion expands into the coming stablecoin regime, with the guests saying the proposed Genius Act would channel more demand into Treasuries and likely accelerate inflation and gold demand rather than solve the dollar’s structural problems.
Preview:A long-form interview with Willem Middelkoop argues that the world is entering a monetary reset, with gold, BRICS, de-dollarization, and tokenization all pointing toward a more fragmented global system. He links the Israel-Iran conflict, central-bank gold buying, and China-led payment infrastructure to a broader US-vs-China power shift.
Preview:Andy Schectman (CEO of Miles Franklin) makes an unabashedly bullish case for silver, arguing it is the most undervalued asset on the planet. He points to record COMEX deliveries, massive concentrated short positions by Western banks, and physical accumulation by BRICS nations as evidence that the price-suppression scheme is breaking down. His central thesis is that the military-industrial complex (specifically naming BlackRock and J.P. Morgan) deliberately suppresses silver to keep high-tech weaponry costs low, and that this scheme will eventually fail as coordinated sovereign buying overwhelms the shorts. He also defends silver against crypto, positioning it as a 5,000-year-old monetary asset with enduring value versus Bitcoin's short track record.
Preview:A Miles Franklin live Q&A focused overwhelmingly on precious metals, especially silver and platinum, with the hosts arguing that the recent move is real rather than a fakeout. They frame gold as taking a breather after a strong run, while silver is described as the more explosive setup and platinum as a still-underowned market with tight physical supply. The conversation also touches on BRICS gold settlement, COMEX deliveries, Basel III, possible U.S. gold monetization, and a long discussion of legal/tax/reporting rules around precious metals ownership and transport.
Preview:Nick Giambruno argues that the fiat/central-banking system is breaking down, the U.S. dollar has been eroding since 1971, and gold is the main hedge and alternative money. The discussion is centered on the Treasury market as the likely fault line, the public’s misunderstanding of gold, and the loss of trust in institutions.
Preview:Andy Schectman argues that silver, gold, and platinum are being re-priced amid mounting stress in the monetary system. He frames the current move as less a normal bull market than a sign of physical tightness, exchange delivery stress, and broader loss of trust in fiat and institutions, while also warning that geopolitical tensions and domestic disorder add to the case for holding physical metal.
Preview:Clem Chambers argues the world is moving toward higher geopolitical risk, which makes gold, defense stocks, and some non-U.S. assets the most relevant hedges. He is bearish on the U.S. economy and institutions, skeptical that BRICS can fully replace the dollar, and recommends a diversified wealth-preservation mix rather than all-in gold.
Preview:Andy Schectman argues that a quiet global shift toward physical gold, silver, and platinum is already underway, visible in record COMEX deliveries, persistent physical tightness, and BRICS-linked settlement infrastructure designed to reduce dollar dependence. He reads these signals as evidence that sophisticated insiders and central banks are moving into hard assets before the broader public catches on.
Preview:Andy Schectman argues silver is finally breaking from a long suppression phase and is setting up to outperform gold, driven by unusually heavy deliveries, strong physical demand in China and on exchanges, and a technical base that could carry it above $35 toward the $40s and beyond. He also says the broader setup is increasingly bullish for gold, platinum, and other commodities because sovereign debt stress, falling dollar confidence, and rising geopolitical frictions are pushing big money and central banks toward hard assets.
Preview:Andy Schectman argues that a major scam in the precious-metals IRA market is the sale of obscure, high-premium “special” quarter-ounce gold and fractional silver coins to older IRA holders through paid promoters, with misleading statement values, inflated premiums, and a buyback process that leaves victims deeply underwater. He also gives practical guidance on IRA storage, segregated custody, dealer reporting rules, and why he thinks silver is a generationally attractive trade versus gold.
Preview:Andy Schectman interviews Ronald-Peter Stöferle about gold’s role in a changing monetary system. The core argument is that gold is being quietly remonetized as trust in fiat systems, reserve currencies, and sovereign debt weakens, with central bank buying, repatriation, and emerging-market demand all reinforcing the trend. Stöferle is skeptical that Bitcoin or equities are the main competition for gold; he says the real rival is bonds, especially amid rising yields and turmoil in Japan and other bond markets.
Preview:Dr. Jim Willie tells Andy Schectman that the war against the "cabal" is already won, with military sources claiming Trump's alliance controls 100,000–300,000 tons of gold. He asserts Bank of America is entering receivership, a quarter of S&P 500 companies face insolvency, and the petrodollar is already dead. The dollar becomes an accounting unit while trade settles in gold, silver, XRP, and local currencies. Willie is structurally bullish on gold, silver, and XRP, sees silver breaking above $35 before summer ends, and warns the transition to a gold-backed digital system may not be seamless.
Preview:Andy Schectman and guest Daniel Diaz discuss Florida's newly signed sound-money bill making gold and silver legal tender for electronic and physical transactions — the most comprehensive such legislation in the US. Diaz details the bill's strengths (electronic transfer framework, sales-tax repeal, consumer protections) and a critical flaw: physical bullion legal tender is restricted to bars with only mintmark/weight/purity, plus US-minted coins, excluding ~95% of bullion products. Texas is about to copy this flawed provision. Schectman then covers record-breaking COMEX gold and silver deliveries, with May seeing ~$8.3 billion in gold delivered — the largest non-active delivery month ever — signaling major entities are accumulating physical metal.
Preview:Andy Schectman argues the bond market is signaling a broader confidence problem in sovereign debt, with weak U.S. and Japanese auctions, rising yields, and continued Fed support implying that buyers are becoming scarcer. He frames gold and silver as the main beneficiaries: physical metal is being demanded, COMEX deliveries are surging, and official institutions are warning that leverage and opaque gold markets could trigger systemic stress.
Preview:A wide-ranging interview between host Mike Church and Miles Franklin's Andy Schectman covering gold's potential reintegration into the monetary system. Schectman argues record gold imports, COMEX deliveries, and Trump administration signals hint at a coming monetary reset — possibly a gold revaluation or gold-backed Treasuries by July 4, 2026. He details silver price suppression by the military-industrial complex via concentrated bank short positions, and frames physical gold/silver as wealth preservation in a system he believes is approaching its debt limits.
Preview:Andy Schectman argues that a global physical gold and silver squeeze is underway, driven by record COMEX and LBMA delivery demand, central-bank buying, repatriation, and rising distrust in U.S. debt, the Fed, and the dollar. He ties the move to a broader shift toward a BRICS-aligned, gold-settled parallel system and says gold is already in the early stages of a new monetary reset.
Preview:This is a Miles Franklin Media live Q&A centered on precious metals, especially gold, silver, platinum, and the dealer side of the market. The speakers argue that metals remain structurally undervalued, that recent strength in platinum and the persistence of gold demand reflect tight physical supply and heavy short positioning, and that the macro backdrop of rising sovereign debt stress, Treasury distrust, and a weakening yen carry trade is supportive for hard assets.
Preview:This is a personal-profile interview, not a market analysis. Host Andy Schectman (Miles Franklin) interviews Bill Holter—his longtime colleague, precious metals writer, and former co-founder of JSMineset with Jim Sinclair—about Holter's life story. The conversation covers Holter's hockey career, martial arts, move from Connecticut to Texas, his career in brokerage (EF Hutton, Merrill Lynch, Shearson, and AG Edwards), his contrarian market calls (1987 crash, real estate collapse, dot-com bubble, the 2008 GFC), moving to Costa Rica and returning, his near-fatal back injury, his 20,000-mile horseback riding, and his entry into precious metals. About 95% of the runtime is personal narrative and character portrait. The only forward-looking macro statement is Holter's brief assertion that the coming crisis will be "way worse" than 2008 and that there is no "white knight" left to rescue an insolvent global financial system.
Preview:Andy Schectman interviews journalist Alex Newman in a wide-ranging geopolitical conversation. Newman argues that globalist forces have been deliberately engineering the decline of American sovereignty, that World War III is a real possibility, and that war historically serves as an accelerator for global governance. The discussion covers the monetary system's unsustainability, gold's potential role in a reset, the BRICS alliance, and Newman's belief that Trump may genuinely be pushing back — but that the danger has not passed. Gold accumulation by central banks is flagged as a major signal.
Preview:Andy Schectman, CEO of Miles Franklin Precious Metals, argues that record physical delivery of gold and silver on the COMEX signals a stealth run on metal by the biggest players — a loss of faith in paper systems. He ties this to waning foreign appetite for US Treasuries, BRICS-led de-dollarization via gold settlement infrastructure, and the Federal Reserve's covert quantitative easing. He strongly advocates physical ownership over ETFs like GLD and SLV, citing prospectus loopholes. The show features sponsor product listings for gold and silver coins interleaved with the interview.
Preview:Andy Schectman argues that the U.S. dollar system is under growing strain because the Fed is quietly supporting Treasury demand, while the rest of the world is moving toward gold and alternative settlement rails. He frames tariffs, sanctions, and reserve-currency dynamics as accelerating de-dollarization, and he sees gold—and to a lesser extent silver—as signaling a broader monetary reset.
Preview:Andy Schectman argues that gold and silver are being reintroduced into state-level and, eventually, broader monetary use as a response to decades of fiat dilution, bank-system risk, and rising global demand for physical metal. He links state legislation, COMEX delivery stress, Basel III, and China/BRICS infrastructure into one thesis: the monetary system is quietly moving back toward hard assets, and investors should treat gold and silver as wealth protection rather than a speculative trade.
Preview:Andy Schectman and Kevin of Miles Franklin dedicate this episode to exposing predatory pricing in precious metals IRAs, detailing how certain dealers sell overpriced, illiquid coins (quarter-ounce gold, 1.25-oz silver) at 40–60% above melt value, eroding client principal overnight. They provide red flags for spotting dubious dealers, explain the mechanics of melt vs. premium, and advocate for segregated storage and sovereign bullion. The conversation also covers macro themes including de-dollarization, the Shanghai Gold Exchange's Saudi warehouse, COMEX delivery stress, and the case for gold/silver as the investable asset class remains historically underweight.
Preview:Andy Schectman argues the gold pullback is a normal, paper-market-driven shakeout inside an intact bull market. He says physical demand remains strong, delivery notices in gold and silver are elevated, and the recent volatility is largely about futures positioning, Chinese market closures, and banks trying to manage short exposure ahead of Fed and Basel-related catalysts.
Preview:Jason Cozens, CEO of Glint, joins Andy Schectman to discuss the growing state-level movement to make transactional gold and silver legal tender. The catalyst is Arkansas Governor Sarah Huckabee Sanders signing HB1918 into law, making Arkansas the second state (after Utah's earlier coin-only law) to authorize transactional gold as currency. Cozens details ~23 states considering similar bills, the grassroots "three T's" framework (trust, taking, taxes), and the potential for federal capital gains tax elimination on transactional gold. The conversation ties state-level sound-money efforts to broader macro tailwinds for gold, including Trump administration signals and massive gold imports into the US.
Preview:This is a live Miles Franklin Q&A focused on precious metals ownership, taxes, product choice, and why silver/miners have lagged despite a bullish long-term setup. The speakers argue for physical metal, prefer coins and segregated storage over large bars, and make a strong macro case that the financial system is fragile, rates are trapped, and gold/silver are being slowly reintegrated into a changing monetary order.
Preview:Andy Sheckman interviews Matt Riley, a former Navy intelligence officer turned bullion dealer, about the BRICS monetary infrastructure buildout. Riley argues that the BIS's public exit from Project mBridge was political theater — coerced in Washington, walked back in Europe — and that the technology lives on as China's "digital currency bridge," now connecting 10 ASEAN countries and 6 Middle Eastern nations. The core thesis: dollar dominance is being hollowed out not through currency collapse but through a quiet shift to gold as the neutral reserve asset, with a likely US gold revaluation coming by July 4, 2026. Riley sees gold as already in a parabolic move and won't predict a price, though the discussion surfaces figures from ~$6,000 (if targeting foreign-held debt) to $24,000+ (40% money-supply backing).
Preview:Greg Weldon argues the US is entering a debt-driven stagflation regime in which the consumer is weakening, the dollar is vulnerable, and commodities—especially gold—are set to benefit. Andy Sheckman mostly tees up Weldon’s framework and follows it into currencies, gold, BRICS settlement systems, and the idea that passive US equity indexing may no longer keep up with currency debasement.
Preview:Martin Armstrong argues that central banks have lost control, that sovereign debt crises are ultimately confidence crises, and that Europe is the weakest link. He ties today’s geopolitical tension to a deliberate effort by neocon policymakers to provoke conflict, especially with Russia and China, while also arguing that gold is becoming a neutral reserve asset rather than a fixed monetary anchor.
Preview:Andy Schectman argues that BRICS-aligned payment rails, gold settlement, and rising non-dollar trade are steadily weakening the dollar-centric system. He pairs that with a strongly bullish view on gold, silver, and selected mining shares, saying the current volatility is mostly a tactic that masks a larger monetary reset and accumulation by central banks and sophisticated buyers.
Preview:Andy Schectman (CEO Miles Franklin) argues gold is being quietly reintegrated into the global monetary system, evidenced by massive US gold imports, central bank buying, and the gold-silver ratio hitting ~104:1 — a generational asymmetry. Mainstream media ignores gold at all-time highs, suggesting the public is still asleep. Silver is severely undervalued; the ratio historically reverts sharply from extreme levels. His advice: accumulate steadily as wealth preservation, not to get rich, and the gold-silver ratio setup is one of the best opportunities in a lifetime.
Preview:A Miles Franklin live Q&A centered on the ongoing surge in gold and silver, with the hosts arguing that gold is being “reintegrated” into the monetary system and that silver remains deeply undervalued. Much of the discussion tied higher metal prices to dollar weakness, Treasury refinancing stress, Basel III, central-bank buying, BRICS de-dollarization, and persistent paper-metal distortion in London/COMEX. The tone was strongly bullish on physical metals, especially silver and mining shares, while warning that volatility and bad IRA dealers remain major risks.
Preview:Dave Kranzler joins Andy Schectman to discuss the long-term secular bull case for gold and silver, arguing the current fundamental backdrop is worse than 2008. They cover COMEX/LBMA physical gold flows, potential loss of Western price control, the undervaluation of mining stocks relative to gold, and the possibility of a monetary reset involving gold revaluation. Kranzler sees mining stocks entering a multi-year quality rally, while warning that a true systemic reset requires addressing the debt and derivatives problem.
Preview:Andy Schectman argues the Liberation Day tariff chaos exposed how fragile the bond market and dollar system are, and he thinks the result should be lower confidence in Treasuries and higher demand for gold. He is especially bullish on silver and gold miners, and he frames BRICS de-dollarization, delivery stress at the LBMA/COMEX, and rising U.S. fiscal strain as reinforcing the same macro story.
Preview:Andy Schectman argues that gold’s move above $3,300 reflects a deeper monetary reset already underway: central banks are buying and repatriating gold, delivery stress is showing up in bullion markets, and the dollar/treasury system is being pushed toward strain. He is especially bullish on silver, saying the gold/silver ratio remains extreme and offers one of the best asymmetric trades he has seen, while the recent bond-market volatility shows how fragile the leveraged Treasury system has become.
Preview:Adam Taggart hosts precious-metals dealer Andy Schectman for a live Q&A centered on gold’s breakout, silver’s lag, and the case for owning physical metals as wealth protection. Schectman argues that central-bank buying, repatriation, exchange premiums, and growing strain in the LBMA/COMEX system all point to much higher gold and eventually a major silver catch-up move.
Preview:Andy Schectman (CEO of Miles Franklin) joins Kaiser Johnson from Prague to discuss accelerating de-dollarization, the massive physical gold/silver drain from London to New York, and gold's stealth rally hitting all-time highs without retail euphoria. He argues trust in US financial custodianship is collapsing, pointing to Germany's gold repatriation issues, China/Japan/South Korea's joint tariff response, and the broader flight from paper promises into tangible assets. The conversation centers on gold as multi-millennia wealth preservation amid a fiat system showing cracks.
Preview:Andy Schectman interviews Alasdair Macleod about banking fragility, debt, gold leasing, central-bank reserve shifts, possible gold revaluation, and silver. Macleod argues the system is in a late-stage credit bubble, gold leasing is drying up, paper precious-metals markets are vulnerable, and the dollar’s reserve status is eroding as central banks and Asian buyers favor physical gold. He is also bullish on silver over time and optimistic that a cultural pushback against wokeism and climate politics could improve the broader outlook.
Preview:Andy Shectman interviews David Hunter, who argues that inflation is still trending lower, the economy is fragile, and tariffs are mostly a one-time price bump rather than a durable inflation impulse. His bigger thesis is a sequence: an imminent market melt-up into new highs, followed by a severe deflationary bust, then an aggressive policy response, a commodity super-spike, and much higher inflation later on.
Preview:A wide-ranging monologue covering the COMEX silver drain, LBMA delivery delays, gold repatriation into the US, insider selling and hedge fund de-risking in equities, the potential for a gold-backed Treasury system, hyperinflation fears, and the role of physical precious metals as wealth preservation. The speaker argues that "well-informed money" is quietly accumulating hard assets while retail remains heavily invested in equities — and that the physical gold/silver market structure may be breaking as exchanges struggle to deliver.
Preview:Andy Schectman (CEO of Miles Franklin Precious Metals) discusses predatory dealer practices targeting retirees, storage/jurisdictional risks, and a detailed thesis on massive shorting of PSLV as a tool to suppress silver prices. He notes record gold inflows to COMEX, Chinese insurers joining the Shanghai Gold Exchange, and accelerating institutional gold accumulation. He offers specific bullion products as "vanilla" options and warns against exotic coins sold at extreme premiums. The conversation is interview-format with host Dunigan (Liberty and Finance) and co-host Kaiser Johnson.
Preview:Andy Sheckman interviews Brian Lundin about gold’s breakout, inflation, physical-market stress, and why mining stocks may finally be set up to catch up. Lundin argues gold is signaling future currency depreciation, that much of the current demand is fear/insurance-based rather than speculative, and that Bitcoin has mainly siphoned off speculative demand from gold rather than replacing it as money.
Preview:Andy Sheckman interviews Professor Dave Collum of Cornell about inflation, Bitcoin, banks, gold, BRICS, and the prospect of a long secular bear market in U.S. equities. Collum’s core view is that inflation is not under control, the Fed is mostly performing rather than controlling outcomes, Bitcoin is a powerful but ultimately politically constrained challenge to the monetary system, and gold is being increasingly stressed and potentially reinserted into the global financial architecture in some form.
Preview:Part 2 of Andy Schectman's interview with Professor Steve Hanke covers inflation as a monetary phenomenon, hyperinflation definitions and historical case studies, skepticism about AI-driven productivity claims, and the importance of balance sheets in economics. Hanke confirms his bullish gold stance, dismisses US hyperinflation risk, and critiques the Fed's flawed model. The conversation closes with Hanke promoting his Twitter account (@steve_hanke) and a warm exchange between host and guest.
Preview:Professor Steve Hanke makes the case that the money supply is the single most important — and most ignored — variable in markets. He argues that M2 is growing anemically (3.9% vs. his "golden growth rate" of ~6%), that inflation is baked-in to fall to ~2% or below due to 12–24 month lags, and that the Fed should stop quantitative tightening and lower rates. The conversation turns to gold: Andy Schachtman presents data suggesting the LBMA is critically short of deliverable physical metal, which Hanke initially doubted but ultimately found compelling, tying the shift to a collapse of trust driven by pervasive US/EU sanctions. Hanke endorses Judy Shelton's proposal for 50-year gold-redeemable Treasuries and expects it to reach Trump's desk.
Preview:Andy Schectman (CEO, Miles Franklin) discusses gold's breach of $3,000/oz with virtually no mainstream attention. He reports that COMEX has suspended LBMA futures contracts — a potential vote of no confidence in London's ability to deliver. He details the massive paper-to-physical ratios (11:1 in gold, 10:1 in silver) on the LBMA, the 8-week delivery delays now being quoted, and the draining of physical metal. He speculates about a possible US-led revaluation of gold (citing a $12,200+/oz revaluation math at 40% money supply backing) and explores the implications for ETFs like GLD vs. physical ownership. Silver premiums on junk silver are at multi-year lows, and he recommends that swap trade.
Preview:Andy Schectman interviews Robert Kiyosaki about money, gold and silver, inflation, education, and Trump. Kiyosaki argues the dollar is being debased, assets benefit while wages lag, and gold/silver are the preferred stores of value. The conversation is part personal anecdote, part macro warning, with repeated emphasis on financial literacy, cash flow, and owning real assets.
Preview:Two hosts at Miles Franklin Media discuss physical gold/silver market stress, London LBMA paper-to-physical ratios, BRICS de-dollarization, and the gold-silver ratio as a generational trade. They argue the physical market is breaking from futures pricing, with Western vaults seeing a trust-driven exodus of sovereign gold. The tone is bullish precious metals, warning of systemic fragility in paper markets.
Preview:Andy Schectman argues that something extraordinary is happening in the physical gold and silver markets: record COMEX delivery demand, long delays at the LBMA, and large-scale repatriation by central banks and sovereign actors suggest a growing preference for physical metal over paper claims. He frames this as potentially bigger than tariffs or Basel III, and possibly a sign that Western bullion banks are under pressure from a run on deliverable metal.
Preview:Andy Schectman says the silver market is under severe physical strain, with large amounts of silver leaving the LBMA and tighter delivery conditions showing up first in wholesale bars before filtering down to retail. He also warns that predatory precious-metals dealers are selling overpriced numismatic and odd-lot products to vulnerable customers, while urging viewers to favor liquid bullion and track LBMA data directly.
Preview:Host Andy Schectman (Miles Franklin) interviews Bitcoin educator Natalie Brunell about Bitcoin's value proposition for gold investors, the US Strategic Bitcoin Reserve, the risks of Wall Street custody and quantum computing, and whether gold and Bitcoin communities can coexist. Brunell argues Bitcoin is digital gold — a scarce, decentralized, neutral reserve asset — but improved by instant settlement and verifiability. She advocates at least a small allocation while respecting gold's role, and expresses concern that non-Bitcoin crypto in the reserve distracts from sound money principles.
Preview:Two Miles Franklin hosts discuss an unprecedented surge in physical gold demand, driven by US Treasury revaluation speculation, massive COMEX deliveries, and China's official and unofficial gold accumulation. They argue that "big money" is rotating from risk-on to risk-off while retail remains complacent, and that gold revaluation — potentially without Congressional approval — could become the policy tool that reshapes sovereign balance sheets.
Preview:Andy Schectman of Miles Franklin argues that something unprecedented is happening in precious metals markets: COMEX deliveries are at historic highs, London shows signs of strain with 8-week delivery delays, and massive amounts of gold/silver are flowing from bullion banks to unknown "non-bullion bank" entities (sovereign wealth funds, family offices). He sees hedge funds exiting Mag 7 stocks at 22-month lows, insiders selling 7-to-1, and the Atlanta Fed GDP nowcast plunging from +4% to -2.8% — all pointing to stagflation. His core thesis: the price suppression mechanism in gold and silver is failing, and a violent snap higher is coming. He is cautious on Bitcoin, calling the recent crypto reserve announcement a potential "retail trap."
Preview:Andy Schectman, CEO of Miles Franklin, discusses anomalous physical gold market strains since November 2024 — massive COMEX deliveries, gold imports from London, lease rate spikes, and a widening London-New York spread. He floats multiple possible explanations (Basel III, Judy Shelton's gold-backed bond plan, gold revaluation) without committing to any single one. Key themes: central bank repatriation of gold, distrust of Fort Knox audits, a structural shift toward physical metal over paper claims, and asymmetrically bullish silver as a correlated play.
Preview:Technical analyst Chris Vermeulen sees equities on the cusp of a multi-year bear market, with the S&P 500 near a major top. He's bearish on energy and dividend stocks, predicts a gold pullback toward $2,400 before a late-2026 breakout to $3,500+, and expects silver to eventually reach $80-100+. He views physical gold as insurance, acknowledges market manipulation but says his longer-cycle technical approach sidesteps it, and advises accumulation of precious metals on any near-term weakness.
Preview:A discussion about massive physical gold deliveries on COMEX, record withdrawals from GLD, and a bullion banking system under stress — framed against Trump's geopolitical strategy, insider selling in equities, and a public distracted by the "Trump trade" while smart money accumulates physical gold.
Preview:Andy Schectman argues that the current gold/silver market is being distorted by extreme physical tightness, broken paper-physical pricing relationships, and broader sovereign debt stress. He frames the Miles Franklin swap special as a rare opportunity because semi-numismatic pre-1933 gold briefly priced at or below comparable bullion, which he views as an exceptional anomaly to exploit.
Preview:Michael Pento argues the U.S. is sitting on a three-way bubble in equities, housing, and credit, and that the Fed’s easy-money regime has already inflated asset prices and hurt lower-income households. He is bearish on overexposed equities, constructive on physical gold, and strongly skeptical of crypto at current prices, while calling for active, defensive portfolio management rather than passive buy-and-hold.
Preview:Andy Schectman (Miles Franklin) interviews Bradley Kimes (Digital Perspectives, XRP Las Vegas) about the intersection of precious metals and cryptocurrency, with particular focus on XRP. Kimes delivers a detailed framework explaining XRP Ledger as payment rails and the assets moving on it as "cars," cites BlackRock's BUIDL fund tokenizing US Treasury bills on the XRP Ledger as a pivotal legitimizing event, and argues gold will underpin the coming digital financial system. The conversation emphasizes unity between hard-asset and crypto communities rather than division.
Preview:Peter Grandich argues that the dollar’s global dominance is eroding, gold remains structurally favored by central banks, and Bitcoin/meme coins are mostly speculative manias driven by hype and insider incentives. The conversation also spends significant time on sports, personal finance, U.S. fiscal decay, and his view that BRICS, tariffs, and gold repatriation are all part of a bigger monetary realignment.
Preview:Two Miles Franklin hosts discuss the dramatic disconnect between gold's price surge toward $3,000/oz and the American public's total disinterest. They highlight unprecedented physical delivery demand on COMEX (record 59,196 contracts standing for delivery in February), the US flipping to a net gold importer since November 2024, and central bank repatriation. The conversation pivots to speculation about a potential gold revaluation — citing Senator Lummis and Judy Shelton's advocacy for gold-backed 50-year Treasuries — and frames this as a contrarian setup where "the biggest money in the world" is positioning ahead of a monetary reset while retail remains asleep.
Preview:Andy Schectman argues that the gold and silver markets are showing signs of acute physical stress, with London and New York prices diverging, lease rates spiking, and delivery demand exposing what he sees as an overextended paper system. He links this to U.S. fiscal fragility, the idea of revaluing gold to strengthen the Treasury, and a broader scramble by institutions and governments to secure physical metal.
Preview:Paul Buitink argues the monetary system is moving toward a multi-currency world in which gold—not the dollar, euro, or any officially gold-backed unit—acts as the reserve benchmark. He is constructive on both gold and Bitcoin, but says gold is the more reliable long-term store of value and the better asset to own through severe disruption.
Preview:Andy Schectman argues that gold and silver are not just in a normal bull market but in a historically unusual phase driven by physical tightness, exchange deliveries, and a broader monetary reset. He says large amounts of metal are being repatriated from London to New York, JPMorgan now sits in the middle of key gold/silver ETF custody, and the most likely explanation is a move toward revaluing gold and linking parts of the system to gold-backed or gold-referenced stablecoins and long-dated Treasuries.
Preview:Andy Schectman argues the U.S. is quietly preparing to revalue its gold reserves, repatriate metal, and possibly anchor parts of the financial system more visibly to gold. He frames the current surge in physical demand, repatriation, and exchange delivery stress as evidence that insiders and central banks are front-running a bigger plan, not just reacting to tariffs or spread trades.
Preview:Andy Schectman argues that the recent gold and silver movement from London and COMEX into the U.S. is not just tariff noise, but a sign of a much larger monetary reset in motion. He links central-bank gold buying, potential gold revaluation, Treasury monetization, stablecoins, BRICS settlement changes, and a possible weakening of the dollar into one emerging framework.
Preview:Andy Sheekman interviews Andrew Maguire about gold/silver market structure, COMEX/London delivery stress, Basel 3, and the idea that persistent physical demand is forcing a re-pricing of metals. Maguire argues the paper-price regime is being drained by sovereign, central-bank, and institutional buying, and he frames stablecoins, treasury policy, and a possible gold revaluation as part of a broader monetary transition.
Preview:A solo monologue/Q&A from a precious metals dealer who argues that unprecedented COMEX gold deliveries, LBMA delays, GLD outflows, and U.S. shift to net gold importer since the election signal an imminent gold revaluation. He connects Scott Bessent's balance-sheet comments, Judy Shelton's gold-collateralized stablecoin plan, and BRICS de-dollarization to build a thesis that the system is being restructured around gold — and that physical holders and numismatic coins in particular represent a generational opportunity.
Preview:Bill Fleckenstein argues that today’s market is still shaped by the aftereffects of QE, passive index flows, and a heavily distorted bond market, with rising rates and bond weakness likely to matter more than headlines. He remains constructive on gold because of fiscal abuse, distrust of governments and central banks, and ongoing central-bank repatriation/buying, while dismissing dollar-collapse talk as overstated. His most contrarian near-term call is that the AI/euphoria trade may later be seen as a major financial head fake, and he is not bullish on Nvidia.
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