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Housekeeping: Michael Oliver of MSA joined the GoldFix Founders group this Sunday to discuss Metals, Stocks, and more. Later this week an abridged/edited version will be published for Premium

Podcast Topic Flow Outline

SECTIONS

* Why Gold No Longer Trades Like It Used To

* The Banks Blink

* Central Banks Take Over Gold

* Stock Market Comfort Phase

* Leadership Does Not Rotate in Bubbles

* Oil: The Last Inflation Trigger

* Gold’s Acceleration Phase Begins

TIMESTAMPED TOPICS

00:00 — Gold COT: Why the Market No Longer Trades Normally02:30 — Banks Begin Covering Shorts05:00 — Options Reveal Bank Panic07:30 — Futures Liquidity Breakdown10:00 — Banks Regain Buy-Side Visibility12:30 — Collapse of the Old Gold Market Structure14:30 — Central Banks Replace Speculators18:40 — Michael Oliver Joins

20:00 — Stock Market in Topping Transition23:30 — Long-Term Momentum Breakdown Risk25:30 — Leadership Illusion in Tech Stocks27:30 — Nvidia Will Lead Lower30:30 — Stocks vs Monetary Metals33:30 — Oil Momentum Turning38:30 — Oil as Inflation Trigger42:30 — Gold Long-Term Bull Structure44:30 — Asset Class Shift Toward Gold

PART I — Vince Lanci: CFTC COT Gold Market Structure

00:00 – 02:30

COT Methodology & Market Behavior Shift• Why COT used to matter more• Trend week structure explained• Open interest behavior during trend weeks• Introduction to abnormal positioning patterns