Kinesis Money

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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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.

In this week’s Live from the Vault, Andrew Maguire details how China's gold accumulation and the expanding Hong Kong SGE physical corridor are forcing a repricing of gold, while global central bank holdings overtake US Treasury reserves.

As the Fed finds itself increasingly trapped between shrinking paper liquidity and rising physical demand, Andrew examines whether Bessant's push for lower yields is a policy error, or a signal that gold revaluation is closer than markets think. 

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

Timestamps: 
00:00 Start
02:37 Why gold's breakout is structural, not driven by headlines
06:34 China's 20-tonne July purchase and what the unreported flows reveal
10:06 How Hong Kong's new exchange is already pulling gold east
14:54 Why London's tokenised gold push is a defensive move, not a solution
19:47 The Fed's trapped position. Is revaluation the only exit?
24:12 Why gold has overtaken US Treasuries as the world's top reserve asset
28:08 Bessant's yield push: major policy error or gold revaluation trigger?
33:16 Short-term chart footprints and where physical support is building
37:25 Silver's setup: why a break above the 200-day opens blue sky above $100


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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 silver analyst Peter Krauth to discuss January's dramatic correction — and explain why silver holding firmly above $50 for nearly a year signals the real bull market move is still ahead.

As institutional money begins to enter the sector and silver miners generate cash flows that outperform every other S&P sector, Peter outlines why he sees current levels as a rare window - one that history suggests will not stay open for long. 

Check out Peter:
https://silverstockinvestor.com/

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

Timestamps: 
00:00 Start
01:27 Why Peter went long silver at $56 when everyone else was bearish
05:15 Silver miners are lagging - but not for long
09:07 Half a billion dollars is sitting on the sidelines waiting for silver
14:12 Was January a bear trap? Peter makes the case
20:01 Why silver mining is tiny - and why that makes it explosive
25:18 Solar demand, copper substitution and why silver still wins
30:33 How Asia's gold market is quietly pulling silver higher
34:01 Why technical analysts are getting silver completely wrong


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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 the August gold breakout caught mainstream analysts off guard, as central banks and sovereign buyers accelerate their shift away from dollar debt and into physical gold at a new pace.

As Shanghai silver premiums hit 13% and Chinese demand surges back into the market, the precious metals expert outlines why both metals remain deeply attractive — and why the window to act ahead of a structural repricing is narrowing. 

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

Timestamps: 
00:00 Start
02:42 Why the August gold breakout was not about headlines, and what really drove it
06:53 Central banks reducing dollar holdings in favour of physical gold 
11:08 How Project Enbridge and the yuan are building a non-dollar settlement system
16:57 Why London's tokenised gold push is a structural mistake
20:07 JP Morgan's strategy: concede the gold story publicly, contain it synthetically
25:18 Short-term chart footprints and where institutional support is building
33:39 Silver's breakout: what the premiums and ETF flows are signalling
37:57 Why silver could double from current levels into year end


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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 Peter Antico and Sean Stone to discuss the Paradigm of Money - an in-depth expose of financial market corruption, from naked shorting to the two-tier system that protects Wall Street.

Peter also outlines why he believes current gold, silver and mining prices represent a historic buying opportunity, as China's Hong Kong gold exchange shifts pricing power away from Western futures markets and into physical buyers' hands.

Check out the Paradigm of Money:
https://vimeo.com/655151848?fl=ip&fe=ec

Check out RFK: Legacy:
https://www.amazon.com/RFK-Legacy-Sean-Stone/dp/B0FR2RW6BZ?dplnkId=00c12272-7cea-4663-8184-8c35fdf82cc9&nodl=1

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

Timestamps: 
00:00 Start
01:17 Introducing Peter Antico, Sean Stone and the Paradigm of Money documentary
03:24 RFK Legacy: Sean Stone on directing a father-son story of trauma and resilience
08:01 How the Ethical Media Group is using blockchain to democratise film ownership
15:44 Why tokenisation is changing how audiences fund and profit from content
20:07 The perfect storm building for gold and silver right now
25:18 How JP Morgan became custodian of the SLV after being fined for spoofing it
32:01 Why China's Hong Kong exchange launch changes gold price discovery permanently
38:44 Why open interest on COMEX has evaporated - and where the real money went
43:12 The last window to buy gold, silver and miners at these levels
50:28 Wall Street's two sets of rules - and why fines are just the cost of doing business
57:30 The full cast and story behind Paradigm of Money


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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 explores reports on how gold has overtaken US Treasuries as the world's top reserve asset, as central banks lose trust in dollar-based systems and accelerate repatriation of their sovereign assets.

With Fort Knox back under scrutiny following the launch of the Hong Kong SGE gold link, the precious metals expert reveals why a full audit of US gold reserves is imminent, while the gold revaluation process has already begun. 

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

Timestamps: 
00:00 Start
03:40 Hong Kong-SGE launch puts Fort Knox back under scrutiny
10:53 Gold overtakes Treasuries as the world's top reserve asset
14:44 How China quietly accumulated 40,000+ tons of Western physical gold
18:25 Why Hong Kong marks a structural reset, not just another gold venue
28:17 Reading the charts: why the short squeeze is coming
36:10 Laos adopts the SGE price standard as de-dollarisation spreads
41:16 CME's desperate 24-hour futures gambit to stay relevant 


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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.