Kinesis Money

In this week’s Live from the Vault, Andrew Maguire argues that the US government might have orchestrated the recent gold and silver drop to support US government bonds, and explains why it is backfiring as Asian and Saudi buyers absorb every dip.

The precious metals expert compares today’s market with the 2022 low that came before gold’s last major rally, and explains what Hong Kong’s upcoming gold exchange means for how gold is priced worldwide, as leading refiners follow the demand east.

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps:
00:00 Start
02:52 Today’s selloff mirrors the late 2022 low and what followed
07:42 China’s Hong Kong gold hub and the positioning building ahead of its launch
11:28 Bessent, Judy Shelton and the question of US Treasury gold
19:44 Strong Asian and Saudi demand absorbing every dip
24:28 Refiners follow physical demand east to Hong Kong
29:34 Who was behind the selloff, and why gold fell with the dollar
40:47 Physical demand catches up with the selling


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Andy Schectman to discuss how the dollar’s reserve status is being quietly dismantled, as sovereign buyers accumulate gold at a pace that is leaving Western investors far behind.

The two experts examine why physical silver remains the most undervalued asset in the current monetary environment, and what is quietly building inside the US financial system that most investors have yet to recognise - or prepare for.

Check out Andy's links below:
https://milesfranklin.com/
https://x.com/MilesFranklinCo

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps:
00:00 Start
02:14 Sovereign buyers are driving gold’s breakout, not retail speculators
07:33 The US financial system is closer to the edge than most realise
13:08 The dollar’s reserve status is being dismantled trade deal by trade deal
19:44 Silver remains the most undervalued asset - here's why
25:17 The case for holding gold and silver outside the banking system
31:02 Why the next financial crisis will look nothing like 2008
37:28 How Kinesis solves the custody problem for gold & silver holders
42:11 The window to act is closing faster than most people think


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Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.

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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire details how gold’s structural breakout is being driven by central banks replacing dollar reserves with physical gold at a pace that is forcing a fundamental repricing of the global monetary order.

With silver’s supply deficit deepening and China’s state banks absorbing every gold and silver market dip, Andrew makes the case that the next major move in both metals will be driven entirely by physical demand, as futures markets lose their grip.

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps:
00:00 Start
02:18 Why gold’s breakout above $2,700 is structural, not momentum driven
07:44 How the Hong Kong exchange is already pulling gold east in real time
13:02 The Fed’s impossible position: rates, debt and the revaluation trap
19:28 Why COMEX open interest collapse signals a permanent shift in gold trading
25:44 Silver’s supply deficit deepens as industrial demand outpaces available stock
31:17 How China’s state banks are absorbing every dip across gold and silver
37:52 Why the petrodollar’s decline is accelerating the reserve asset transition
44:08 The Basel III endgame - what it means for unallocated gold positions
50:33 Why the next leg higher in gold and silver will be physically driven


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by London Paul to examine how the global shift away from dollar is accelerating faster than Western markets admit, as energy trade and sovereign reserves bypass the existing dollar setup.

The two experts discuss why they believe gold has emerged as the only neutral reserve asset capable of bridging the growing divide between competing monetary systems, and what that means for anyone still holding dollar-denominated assets.

Check out Paul's links below:
https://www.thesiriusreport.com/
https://www.youtube.com/channel/UCa5XOgYU8ac_Ai4C1QXPOIg

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
03:12 Why the BRICS payment system is now a credible alternative to SWIFT
08:44 How China and Russia are accelerating de-dollarisation through energy trade
14:01 Why the US debt ceiling crisis is different this time
20:33 London Paul on why gold is the only neutral reserve asset left standing
27:18 How sovereign wealth funds are quietly repositioning into physical gold
33:45 Why the petrodollar’s decline is structural, not cyclical
40:02 The role of silver in the new monetary architecture taking shape
47:29 Why Western retail investors are the last to understand what is happening
54:11 What the next 12 months could look like for gold, silver and the dollar 


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire details how central banks swapping dollars for physical gold at an unrivalled pace are quietly forcing a repricing of global debt — and why this gold rush marks something far bigger than a market rally.

As the Fed remains isolated as the last major institution sitting on gold valued at $42 an ounce, Andrew outlines why he sees this gold rush not as a rally, but as the opening chapter of a fundamental restructuring of the global monetary order. 

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
02:17 Why central banks are no longer just buying gold — they are revaluing it
07:44 The Hong Kong exchange launch — and why it changes gold pricing permanently
13:02 Gold has overtaken US Treasuries as the world's top reserve asset
19:28 Why the Fed is the last institution standing between gold and a full repricing
25:11 How rising gold revalues sovereign balance sheets — and what that means for debt
31:44 Silver's structural deficit — and why it is yet to reflect the same revaluation
38:07 Why the current dip is being absorbed by the same buyers driving the gold rush
45:52 The path from $42 Treasury gold to market price — and who gets caught short 


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Danielle DiMartino Booth of QI Research to examine what lies beneath an economy the Fed calls stable — from small business bankruptcies to credit markets pricing risk not seen in decades.

The two experts discuss why gold has broken from its historical relationship with interest rates, what the Xi-Trump meeting signals for the dollar, and why Danielle believes the biggest risk investors face right now is not the one they are watching. 

Check out Danielle:
https://quillintelligence.com
https://x.com/DiMartinoBooth

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
01:45 Why gold has decisively broken its relationship with interest rates
05:12 Xi meets Trump - what is really being discussed behind closed doors
09:50 Weimar Republic echoes and the stock market bubble nobody wants to talk about
14:32 Why political polarisation is the biggest risk nobody is pricing in
20:07 The Fed is looking at the wrong data- what it is missing beneath the surface
25:18 Stagflation is already here - small businesses and farmers are being hit hardest
30:44 Commercial real estate is cracking wider than markets realise
38:02 The margin debt risk most investors are completely underestimating
43:16 Why stacking physical gold and silver remains the only long-term strategy


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire explains how Hong Kong's global gold exchange launch is set to dwarf any previous shift in gold market structure, as China connects 30,000 tonnes of physical gold to international markets.

With Western gold inventories drained by relentless physical demand, Andrew outlines why gold no longer follows interest rates the way it once did - why the current dip is being viewed as an accumulation opportunity by the world's largest buyers. 

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
02:07 Why the recent selloff is short-term noise - and what the charts reveal
07:01 How Asian buyers are using dollar strength to accumulate underpriced gold
11:28 Hong Kong's full global launch in Q1 2027 - what it changes for gold pricing
18:44 Why London's tokenised gold push is a defensive move, not a solution
23:16 How 30,000 tonnes of physical liquidity is being connected to global markets
29:04 China's US Treasury holdings at an 18-year low - where the money is going
35:12 Gold has broken its relationship with real yields - what that signals
41:08 How the SGE launch can front-run paper markets just as Basel III did


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Craig Hemke of TF Metals Report to discuss yield curve control, negative real interest rates and the growing disconnect between financial-market pricing and physical gold demand.

The two experts explore the declining relevance of COMEX, the growing influence of Asian markets in setting the global price of gold and why the ongoing debasement of fiat currencies is strengthening the case for owning physical gold and silver. 

Check out Craig:
https://www.tfmetalsreport.com/

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
01:42 Yield curve control: the next phase of monetary intervention
07:45 Why gold is breaking its traditional relationship with real yields
14:23 The physical market is taking liquidity away from paper markets
21:21 Gold at $8,000? Why the monetary endgame is only beginning
28:40 The derivative bubble and why physical metal matters
35:56 The Global South is changing the gold market
42:53 China’s accelerating gold purchases: a signal the market is missing
48:40 Physical gold and silver outside the financial system
50:07 Final thoughts: diversify out of currencies and into gold


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week's Live from the Vault, Andrew Maguire reaffirms his $8,000 year-end gold target and reveals what he sees as a developing paper versus physical battle between trading titans JP Morgan and Jane Street.

The precious metals expert explores how JP Morgan has rotated into SGE-aligned physical metal, while outlining why he believes Jane Street is using short calls to cap the gold price, leaving it exposed to a self-reinforcing short squeeze.

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps:
00:00 Start
02:52 Stepping back from the noise: the bigger picture
10:46 Charts: gold's historic decoupling from real yields
17:02 Inside the Commitment of Traders report: what the specs got wrong
25:05 The JP Morgan vs. Jane Street derivatives battle
33:56 Silver's breakpoint: the level that could trigger a squeeze
40:30 Hong Kong's gold gateway pulls bullion east
44:05 What the setup means heading into Q4   


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Also, don’t forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.

X:   / kinesismonetary 

Facebook:   / kinesismoney 

Instagram:   / kinesismoney 

Telegram: https://t.me/kinesismoney

TikTok:   / kinesismoney 

The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire is joined by Bill Holter to examine whether Trump's repost of Jim Rickards' $10,000 gold call signals something far bigger than a market comment, and what it means for gold and the dollar system.

The two precious metals experts examine why credit markets are beginning to crack, and why Bill believes any gold price target being discussed today will ultimately prove laughably low — including the ones that sound outrageous right now. 

Check out Bill:
https://billholter.com/

Send your questions to Andy here: https://www.speakpipe.com/LFTV

Timestamps: 
00:00 Start
01:29 Is Bessant's yield push a policy error - or a gold revaluation trigger?
05:12 Why Trump reposting Jim Rickards' $10,000 gold call is no coincidence
09:07 How a weekend gold revaluation would wipe out rehypothecation overnight
14:08 AI cannot be built without silver - and the silver simply does not exist
19:24 How Hong Kong's exchange made the yuan directly convertible to gold
24:01 Enbridge: the escape hatch from the dollar system explained
30:14 Credit is cracking - and the only exit is physical gold and silver
38:44 Why any gold price target you hear today will prove laughably low
43:02 Could gold miners be nationalised? Bill makes the case
49:28 Get out of the system, and make your plan while you still can


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The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.