Kinesis Money

In this week’s Live from the Vault, Andrew Maguire is joined by veteran wealth manager Ted Oakley to discuss why physical gold and commodities are increasingly favoured as shelter from equity overvaluation, rising debt, and inflationary pressure.

With private credit stress building and long-term treasuries losing their appeal, the two experts outline why they believe physical gold and silver remain among the most reliable ways to preserve purchasing power in any economic environment. 

Check out Ted Oakley: https://oxbowadvisors.com/

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

Timestamps: 
00:00 Start 
01:28 Institutional exodus from COMEX accelerates as physical markets take hold 
07:03 Why most investors are missing the shift to commodities
12:34 Why long-term US Treasury holdings remain a significant risk 
17:06 Gold bullion versus ‘paper’ gold - and why the difference matters 
23:08 Physical silver pricing and the widening gap between East and West
28:26 US debt at $40 trillion and the inflationary path most likely ahead
 35:12 Private credit stress and the risks building inside insurance companies 
40:07 Gold as long-term wealth preservation - a 25-year perspective 

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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 gold's status as a globally recognised reserve asset is now shining a direct spotlight on silver's undervaluation, as central banks accelerate their conversion of dollars into physical gold.

With COMEX open interest at historic lows and a persistently high Shanghai silver premium exposing Western markets' inability to deliver, the precious metals expert outlines why he sees a physically driven repricing of gold and silver as inevitable. 

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

Timestamps: 
00:00 Start 
01:28 COMEX open interest falls as institutional exodus to physical markets grows
05:06 Yuan-to-gold convertibility and the end of dollar-settled pricing 
12:34 Central banks cut Treasury holdings as de-dollarisation accelerates 
17:11 China's market reopening triggers immediate gold and silver rally 
21:17 Silver coiled for breakout as PBOC absorbs global supply 
28:57 London silver benchmark loses grip as Shanghai premium persists at 13% 
32:31 COMEX May silver deliveries exposed  at mismatched prices 


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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 and Paul of the Sirius Report warn that escalating conflict in West Asia risks triggering financial instability, eroding confidence in paper currencies, and accelerating breakdown of the petrodollar.

The discussion highlights how rising oil costs feed directly into inflation across essential goods and services, intensifying cost-of-living pressures, while also increasing demand for gold and silver as trust in leveraged paper trading systems weakens.

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
01:02 West Asia escalation, and systemic risk to global stability
08:36 Oil shock fuelling global inflation pressures
10:19 Loss of confidence in fiat currencies and rising hyperinflation risk
26:05 Petrodollar erosion and rise of yuan-based oil trade
34:21 Chinese military support improving Iran’s air defence systems
42:00 Shift from paper markets to physically-backed gold pricing
46:22 Record Chinese demand for physical gold and silver
1:00:18 Western financial fragility and accelerating currency debasement


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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 highlights mounting evidence of the COMEX and LBMA losing control over gold pricing, with institutional investors moving away from paper markets and steady physical buying increasingly driving value, as sharp price swings fail to shake long-term demand.

The precious metals expert points to rising global moves away from the dollar, stronger central bank buying, and tightening silver supply, showing how ongoing geopolitical tensions and a weakening dollar are supporting higher gold and silver levels, as physical demand continues to absorb selling pressure.

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

Timestamps: 
00:00 Start
01:28 Comex open interest collapse signals structural breakdown
05:04 LBMA and CME price benchmarks losing influence
08:24 Sudden sell-offs and what is really driving them
12:08 Strung physical demand pushing back against price drops
20:29 Key global trends supporting gold and silver
29:11 Rising central bank buying & de-dollarisation shift unfolding quietly


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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 Dr Stephen Leeb to discuss gold taking on a central role in the global monetary system as power shifts away from the dollar amid rising geopolitical tension and energy supply pressures.

The two precious metals experts explore how BRICS expansion, rising physical gold accumulation, and widening divergence between physical and paper markets are reinforcing gold’s position as the core neutral settlement asset in global trade.

Check out Dr Leebs' links below:
Turbulent Times Investor: https://tti.kartra.com/page/AboutTTI
Substack: https://drstephenleebphd.substack.com/
Official Website: https://www.stephenleeb.com/

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

Timestamps: 
00:00 Start
01:06 Natural gas: the overlooked critical commodity (helium, fertilizer, hydrogen)
06:30 BRICS, China's gold-backed monetary system ambitions
10:44 US-China complementary interests: dollar too strong, yuan too weak
17:00 Gold's performance during the war & the private credit crisis emerging
21:40 China's push for purely physical gold markets vs. paper gold
28:00 Russia & China's economic rise since 2000
33:28 JD Vance, Europe's role & why Ukraine war persisted
40:56 Chinese citizens' gold holdingsl & the 26-year accumulation strategy
47:42 US gold reserves, rehypothecation & the case for revaluation
53:00 Where to find Stephen Leeb

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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 reveals how unprecedented volatility has masked a powerful shift from paper to physical gold, as central banks and institutions accelerate de-dollarisation and establish a higher price floor.

With safe haven demand returning and systemic risks building in private credit markets, Maguire explains why gold and silver are in strong demand, as steady physical buying and tightening supply set the stage for a sharp move beyond previous highs.

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

Timestamps: 
00:00 Start
03:24 War-driven dislocations reveal physical gold breaking from paper pricing
05:07 Central banks shift from US Treasuries into gold and silver
08:55 Safe haven narrative returns as physical demand establishes a higher floor
14:07 Short-term outlook as ceasefire triggers volatility and bullish positioning
17:11 Private credit risks emerge as major bullish catalyst for gold
20:13 Central bank accumulation accelerates amid de-dollarisation trends
28:31 Silver supply strain exposes widening gap between paper and physical markets

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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 welcomes Andy Schectman of Miles Franklin to examine the widening gap between COMEX and physical metal flows, highlighting record deliveries and unprecedented sovereign accumulation. 

The two friends examine the erosion of trust in Western systems and the influence of key players, including China and central banks, quietly absorbing substantial quantities of gold and silver and altering the dynamics of the metals market.

Check out Andy's links below:
https://www.youtube.com/user/MilesFranklinCo
https://milesfranklin.com/

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

Timestamps: 
00:00 Start
00:57 Andy Schectman explaining market correction in gold and silver
04:26 Structural correction explained; margin hikes and ETF rebalancing
10:01 Massive physical deliveries and accumulation by China and banks
14:50 Trust in Western pricing erodes as metals leave the system
20:35 Instant gratification, global gold buying, and long-term strategies
24:53 Key players moving out of SLV/GLD, physical liquidity vanishing in the West
30:14 Physical delivery becoming critical, signals a potential turning point
36:40 Big money and central banks positioning, Fed trapped, market dynamics shifting
41:06 Fear and emotional impact on retail traders during price collapse
44:33 JP Morgan hedges silver amid structural market pressures
53:10 Physical possession dominates over paper; backwardation and market shift


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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 the multi-layered pressures on gold, where price is being actively influenced rather than reflecting natural flows, and the recent correction masks strong underlying physical demand.

Andrew highlights key drivers including PPT intervention in derivatives, COMEX speculators, sovereign and oil-linked selling, and central bank accumulation, marking the transition from paper-driven selling to physical market dominance.

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

Timestamps: 
00:00 Start
03:01 Breakdown of the main actors selling gold and their market impact
10:42 Central banks and sovereigns step in, triggering the gold price reversal
18:45 Fed trapped by inflationary shocks; gold positioned for the next leg higher
21:46 Race to exchange dollars for gold
23:47 Comex and LBMA overwhelmed by delivery requests
27:05 Physical gold dominance emerges


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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 renowned Spanish economist Daniel Lacalle to examine Europe’s rising public resistance to institutional overreach and the widening gap between political rhetoric and reality.

With energy dependencies, inflationary pressures, and global economic instability shaping the continent, the two precious metals experts emphasise the importance of independent research in protecting wealth amid uncertainty.

Check out Daniel's links below:
https://www.dlacalle.com/en/
https://www.youtube.com/@DanielLacalleInEnglish/

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

Timestamps: 
00:00 Start
01:30 JD Vance Munich speech, EU censorship and hidden narratives
10:26 Multipolar world, energy hypocrisy, and Europe’s economic vulnerabilities
20:38 Universities, confirmation bias, and the decline of open debate
28:54 Immigration, social engineering, and voter manipulation
40:40 Trump’s pragmatic foreign policy and Deep State influence
55:13 Wealth protection strategies: gold, silver, equities, and currency preservation


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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 reveals how war headlines and a dollar spike are masking deeper drivers for precious metals: private credit stress, mounting stagflation, and accelerating sovereign accumulation of physical gold.

With Asian markets absorbing Western supply and silver inventories reaching historically low levels, Andrew outlines how global wealth rotation into physical gold and silver could trigger a dramatic repricing across the precious metals market.

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

Timestamps: 
00:00 Start
01:40 Private credit stress and mounting stagflation pressures
04:55 Physical market support and institutional positioning
06:26 Paper vs physical market dynamics in gold and silver
09:58 Western market misreads and mainstream media confusion
13:38 Silver market pressures and inventory collapse
20:33 Rising safe haven demand overcoming automated Western selling
24:35 Western funds rotation from high-risk products to physical bullion
31:10 Bullion banks, ETFs, and global wealth rotation into gold and silver


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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.