Podcasts about Comex

Vince Lanci started his career over two decades ago as a marketmaker on the floors of the NYMEX, COMEX, and NYBOT exchanges, where he specialized in trading commodities with a particular focus on energy options. In 2007, he founded Echobay Partners, a venture capital group dedicated to Exchange Vertical Investments. Currently, he holds the position of Managing Partner at Echobay Partners LLC, overseeing the strategic direction in trading and investment. We discuss Gold, China/USA, generational change and movement in Silver. To watch the Full Cornerstone Forum: https://open.substack.com/pub/shaunnewmanpodcastGet your voice heard: Text Shaun 587-217-8500Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionWebsite: www.BowValleycu.comEmail: welcome@BowValleycu.com Use the code “SNP” on all ordersProphet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.com

In this week's Live from the Vault, Andrew Maguire takes calls from the community, answering pressing questions about gold's rally fuelled by strong Asian and BRICS demand amid limited Western speculative activity, and other key topics.Andrew also discusses the impact of Basel III regulations starting 1 July, which are accelerating physical gold repatriation, alongside China's expanding global gold settlement system — signalling a major shift in gold ownership and pricing.Send your questions to Andy here: https://www.speakpipe.com/LFTV_______________________________________________________________Timestamps: 00:00 Start00:48 Gold rises quietly as East outpaces West07:04 Physical gold sets price as COMEX loses grip15:40 Basel III January 1st deadline: gold revaluation coming?21:50 China's trillion gold push, BRICS new gold vaults28:40 China boosts gold buying. Silver lags under OCC shorts34:00 About silver suppression, demand surging globally_______________________________________________________________Alternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_221Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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.

The Fed is quietly back to buying billions in treasuries — stealth QE is alive, and nobody's talking about it. Andy Schectman, President of Miles Franklin, returns to Soar Financially to break down the new monetary system being built by BRICS nations, the shift away from the U.S. dollar, and why central banks are loading up on gold and silver at record pace.From suppressed interest rates to Bretton Woods 3.0, Andy reveals the infrastructure behind the biggest financial shift in decades — and why investors ignoring it are walking into a trap.#Gold #Silver #brics ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

- Por onde começar a procura?- Como é a dinâmica das conferências?- O que manda são os dados ou é preciso relacionamento?Sabendo que parte do sucesso dos agentes dependem de quem são seus parceiros nos outros países, conversamos com os convidados para entender e conhecer suas histórias no desenvolvimento desses parceiros no agenciamento de carga..

In this week's Live from the Vault, Andrew Maguire breaks down gold's recent sharp rise and fall, exposing how short-term volatility is engineered through unbacked US paper markets — now facing a reckoning as Basel III enforcement draws near. As China steps up physical gold acquisition and global FX markets eclipse COMEX in both credibility and scale, July's compliance deadline threatens to shift gold's pricing power eastward, marking a structural break from Western dominance.Send your questions to Andy here: https://www.speakpipe.com/LFTVAlternatively, you can send questions via the forum: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_221Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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.

Tom Bodrovics welcomes John Johnston (JJ), a seasoned trader with over 47 years of experience and 30-Years on the Comex and Nymex. John expresses a bullish stance on gold, emphasizing its long-term potential despite near-term volatility. He acknowledges silver's struggles due to contango and high costs but remains optimistic about its eventual rebound. He also highlights his bullishness on bonds and the U.S. economy, crediting President Trump for fostering positive change and balance in the financial system. JJ's trading strategy revolves around technical indicators like the slow stochastic oscillator and Wells Wilder's directional movement indicator, which he applies across various markets. He stresses the importance of position sizing, risk management, and understanding one's limitations as critical components of successful trading. The conversation delves into broader economic themes, including Trump's policies on taxation, tariffs, and antitrust measures, which JJ believes could redistribute wealth more equitably. He also touches on risks such as geopolitical tensions and potential recessions but remains optimistic about the administration's ability to navigate these challenges. John critiques the Federal Reserve's dual mandate, arguing it should prioritize protecting the dollar and banking system. He reflects on the historical significance of current events, likening them to pivotal moments in American history that will shape the nation's future. Time Stamp References:0:00 - Introduction0:57 - Current Market Thoughts3:30 - Comex Experience11:23 - Gold Bull & Sentiment15:00 - Crude / Gold Ratio24:46 - Trump Policies & Risks34:48 - Silver Scenarios39:50 - Manipulation & Metals?43:20 - Vault Audits & Tungsten47:16 - Powell Challenges53:12 - Concluding Thoughts55:25 - Wrap Up Guest LinksSubstack: https://jj745.substack.comX: https://x.com/Alyosha745 John Johnston (JJ) is a veteran trader for 47-years with 30-years experience with the Comex and NYMEX. Known for his expertise in energy, gold, and silver, his views are old school pit wisdom with decades of technical evolution, and a somewhat literate overview of history and maket-lore. He writes about market trends and insights on the Market Vibes Substack. He says, "As a writer, I never try to be right. I try to be honest. I never want a reader to think what I think. I want the reader to know what I know."

Gold & Silver Trading Is Moving Away From The COMEX, Part 2 Sometimes it happens slower than people expect. But nonetheless, we're still seeing a shift in the pricing power of gold & silver, away from the COMEX. And in this morning's show, Vince Lanci shares part two of his explanation of why. To find out more, click to wtach the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

COMEX Gold & Silver Volume Shrinks, As Pricing Power Shifts To The Far East There's been a lot happening in the gold & silver markets lately. Although what's gotten less attention behind the scenes is how we continue to see precious metals pricing power drift from the COMEX over to the Far East. Vince Lanci explains what's happening in today's show, and to discover what most won't find until after it's too late, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫看多和看空黄金的，都沉默了，来自ETF令狐冲。这两天，黄金市场出现了大幅波动。从时间线上来看，国际黄金现货的最高价，出现在北京时间4月22日下午14点附近，临近A股收盘。所以，对于黄金ETF的投资者来说，如果你正好是当天收盘附近买入。那么第二天，正好能结结实实吃满这一波超过6%的下跌。但紧接着在今天上午，黄金又开始暴力反弹，一度拉涨2%。经过这场极致的多空拉扯后，黄金的多头和空头都沉默了......今天我们也讨论一下大家最关心的两个问题——黄金为什么跌，以及未来还能不能买。1 黄金为什么跌我统计了COMEX黄金期货的短期走势，以8个交易日作为一个周期。2025年4月22日，黄金期货的短期涨幅接近15%，是2010年以来的最高水平。从这两天的行情看，这次黄金下跌的主跌，基本发生在北京时间的下午和晚上。而在亚洲交易时间，黄金都在上涨。这种现象并不是偶然，实际上，自去年年底，黄金的表现就出现了明显的时间差异。按照交易时间，可以把现货黄金简单划分为亚盘以及美盘。这个划分可能不标准，主要是为了方便计算。我对比了一下亚盘和美盘的累计涨幅。自2024年12月中旬开始，亚盘时段，黄金累计涨幅超25%，而美盘时段，基本没涨。说明亚盘的持续买入力量更强，美盘的多空力量则相对平衡，甚至短期空头的力量更强。比如之前黄金4月初的一波大跌，也发生在美盘。全球最大的黄金ETF在过去两天出现了大量的资金流出。大量资金的止盈，也拖累了黄金价格。黄金短期下跌技术方面就是短期涨得太多、美盘资金习惯性砸盘，以及全球最大黄金ETF的资金流出。再加上特朗普对于关税和鲍威尔态度的缓和，避险情绪减弱，资金也就顺势而为了。2 黄金长期能不能买2020年8月11日，现货黄金价格当天暴跌5.7%。原因有四个，美债收益率上涨、COVID-19疫苗研发进展迅速、黄金ETF撤资、欧洲经济数据抢眼。分别对应了黄金持有成本上升，全球避险情绪下降，资金流出，经济好转。这四个原因加在一起，对于做多黄金的逻辑，确实是王炸级别的打击。黄金现货的价格也从2000一路跌到了1600，20%的回撤。再看现在，3300的黄金，距离之前的低点已经翻倍了，即便是当时追高，2000块的成本拿到现在也有50%以上的收益。当然，回测过的数据，没办法代表未来。但从宏观背景上看，短期的缓兵之计，不改长期脱钩的大趋势。做多黄金的逻辑依然清晰。所以，我觉得这次黄金，只是一次短期的回调，长期还是会回到逆全球化叙事的上涨基调中。对比之前逻辑崩塌下20%的回撤幅度，这次的回调应该不会很大，可能10%左右？想抄底买黄金的，可以自行评估一下。最后，做个总结这两天朋友圈里流传出一份洪灏的《黄金的康波》，里面一段话我觉得很有道理。简言之，黄金本身就是价值之源，以美元表达的每盎司的黄金数字，那是美元相对于黄金的价格。是黄金在衡量美元，而黄金价格的变化，反映的是美元汇率的贬值升值，黄金的价值则一直在那里，不增不减。因此，黄金的价值是以不变的重量为单位，而不是以美元欧元日元等一众纸币的价格为单位。一如JP.摩根所言，“只有黄金才是硬通货，其它都是信用制度的泡影幻象”。联想到之前各种分析黄金价格的框架都失效了。可能源头上，这些框架本身就是本末倒置的。不应该用美元来定义黄金的价值，而是要用黄金来定义美元的价值。

In this episode of Soar Financially, Clive Thompson, a retired Swiss wealth manager with 50 years of experience, reveals the real strategy behind a potential gold revaluation reset. Could the U.S. use a massive gold price reset to erase its debt?We explore the brewing battle between Trump and Powell, the Fed's next move, and why Jerome Powell's sudden exit could spark a gold and equity market boom. From Basel III and COMEX deliveries to Bretton Woods 3.0 and dollar devaluation, Clive connects the dots between central banks, debt relief, and gold manipulation.#Gold #Powell #debtcrisis

In this second episode of "The Trade," Brett dives deep into the copper market with special guest Aldo Jordan. They break down the current wild volatility and record-high copper spreads. Aldo explains how the COMEX index is increasingly influenced by financial markets rather than just supply and demand from consumers. They discuss the importance of liquidity, quality, and relationships for small to medium-sized scrap businesses navigating this challenging market. Aldo also shares advice on how to approach buying and selling in the current climate and touches on China's changing role in copper consumption.For help and more insights, you can reach Aldo Jordan at themetalsaggency.com.Produced by Recycled Media.

O Invoice Cast conversou no Meeting Comex sobre todas as ferramentas e oportunidades que as empresas em Santa Catarina possuem para se internacionalizarem para importar, exportar e fazerem negócios de maneira mais competitiva.

Charlotte CPO et Selma ex. CMO chez Skillup partagent, sans filtre, leur réflexion sur le recrutement de leur 1st PMM.Elles reviennent sur les coulisses de cette reflexion, les discussions parfois tendues (mais toujours bienveillantes) entre CMO et CPO, et les erreurs à éviter pour éviter frustrations et désalignements.Au programme :

In this episode of Soar Financially, John Reade, Senior Market Strategist at the World Gold Council, joins Kai Hoffmann to break down the true drivers behind gold's massive move, the real reason Western ETF inflows are spiking, and why the trust in U.S. Treasuries—and the dollar—is rapidly eroding. We also dive into sovereign gold bonds in India, the psychology of the retail investor, and what a U.S. gold sale would really mean for the markets.Is this the era of safe-haven gold, or is there a bear case? John pulls no punches and brings 40 years of insight straight to the table.#Gold #WorldGoldCouncil #usdollar ----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Gold and silver prices tumbled in a volatile trading week, with gold fighting to hold $3,000/oz and silver erasing months of gains. The gold-silver ratio surged past 100:1—signaling historic undervaluation. Bullion was exempt from new tariffs, fueling massive COMEX inflows and setting the stage for a potential precious metals mania.

Victor Adair interviews JJ (jj745.substack.com), a seasoned trader with extensive experience in the commodities market. They discuss the historical context of trading on the COMEX and the current state of the gold market. JJ shares insights into the challenges faced in trading gold and silver, the impact of regulations, and the dynamics of supply and demand in the market. Kyle Favell of North America Home Finance drops by for a timely discussion on housing affordability in light of the upcoming federal election. Plus, Ozzie, Michael Levy, and more.See omnystudio.com/listener for privacy information.

Bill Holter: COMEX Sees Massive Amount Of Gold Stand For Delivery With 'Reciprocal Tariffs' On Deck The reciprocal tariffs are set to go into effect today, and it's happening at a time when we're continuing to see massive amounts of gold flow from London and stand for delivery in New York. Of course we've even see the price rallying in response, and in today's show, Bill Holter checks in to talk about the impact of the tariffs, and what he's seeing in the precious metals markets. To find out more, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Silver Viper Minerals, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-silver-viper-minerals/Subscribe to Arcadia Economics on Soundwise

Andy Schectman rejoins the program to discuss the actions by President Trump to shut down numerous federal agencies and to eliminate waste, fraud and abuse. We address the comparisons of these actions to what the United States would go through if it was undergoing a bankruptcy reorganization. It's hard not to see the comparisons. We also discuss the latest actions from the COMEX, which are again, never seen in our lifetimes.You can learn more and receive the private price list for precious metals at https://SarahWestall.com/MilesFranklin

A new wave of silver stackers is organizing a coordinated buying event, reviving interest in silver squeeze movements. A high-net-worth tech entrepreneur surfaced on Twitter, revealing he has pulled 12.69 million ounces of silver from COMEX over four months after shifting away from ETFs. Precious metals prices are climbing, with silver surpassing $34/oz and gold reaching a record $3,082.57/oz, while analysts suggest silver may soon outperform gold. Market trends indicate growing institutional interest in bullion, with signs of continued tightening in global silver supply and increased demand from major investors.

'The Shorts Are The ETFs' | Jeff Curie On Silver Market Squeeze Jeff Currie of Goldman Sachs explains during the #Silversqueeze in 2021 how 'the shorts are the ETFs,' and claims they are selling COMEX futures against their position. - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Darrell Fletcher, Managing Director Commodities at Bannockburn Capital Markets joins me to share trading desk insights on the major commodity markets, copper, natural gas, oil, and gold, all moving under the weight of global trade tensions and policy uncertainty.   We begin with copper, which continues to quietly trade above $5.20/lb on COMEX, hitting all-time highs relative to the LME. Darrell highlights the widening US-global pricing gaps across copper, aluminum, and steel, all pointing to pre-tariff stockpiling and a structurally shifting US market. He notes that tariffs appear priced in almost 1:1, and the copper forward curve remains in contango, suggesting a sustained bullish structure.   On natural gas, Darrell sees a "guarded" market, with prices hovering near $4 amid disciplined supply, mild weather, and stronger-than-expected LNG demand. While storage remains 10% below the 5-year average, it's not yet flashing a major supply crunch—but a hot summer could quickly change that balance.   Oil remains the quiet outlier, grinding below $70 with OPEC+ gradually returning supply and bearish sentiment weighing on the outlook. The $65 level is a key support zone, if broken prices could drop sharply.   Lastly, gold continues to outperform, holding above $3,000 and benefiting from growing global uncertainty and a lack of clear policy direction. Darrell notes it remains the one asset without counterparty risk, and in today's environment, that makes it especially attractive.   Click here to learn more about Bannockburn Capital Markets.

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————————————————— *Our AWK Website: https://www.andweknow.com/ *Our 24/7 NEWS SITE: https://thepatriotlight.com/ ————————— *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways:

Andy Schectman rejoins the program to discuss the volatile market and the massive gold moving off the COMEX. An unprecedented situation which has never been seen in our life time. He also shares what he has heard from insiders that Trump plans on flipping the switch on the new US economy July 4th, 2026.

Interview recorded - 13th of March 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation we spoke about the current risk of a recession, what this means for markets, why there could be a long bear market, gold, the commodity super cycle and more. I hope you enjoy!0:00 - Introduction1:17 - Thoughts on markets?6:13 - How do you define a market?10:51 - Surprised about market strength?20:51 - Dollar to come down22:11 - Recession24:41 - Gold32:26 - Commodity super cycle?J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton's International Commodity Division, headquartered in New York City's Battery Park.  He studied under David Johnston, head of Hutton's Commodity Division and Chairman of the COMEX.In the 1980s Mike began to develop his own momentum-based method of technical analysis.  He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.In 1987 Mike technically anticipated and caught the Crash.  It was then that he decided to develop his structural momentum tools into a full analytic methodology.In 1992 the Financial VP and head of Wachovia Bank's Trust  Department asked Mike to provide soft dollar research to Wachovia.  Within a year, Mike shifted from brokerage to full-time technical research.  He is also the author of The New Libertarianism: Anarcho-Capitalism.Michael Oliver - Website - https://www.olivermsa.com/Twitter - https://twitter.com/Oliver_MSAWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

In this week's Live from the Vault, Andrew Maguire reflects on the Federal Reserve's focus on large-scale bullion repatriations ahead of the US Treasury gold audit, driven by Trump's initiative, and its impact on both the gold market and EFP spreads.Andrew also examines how these moves, combined with intensifying central bank buying and shifting market dynamics are strengthening gold demand, while paper gold positions face increasing pressure ahead of Basel III compliance in July 2025._______________________________________________________________Timestamps: 00:00 Start01:50 Gold price outlook for Q208:05 Gold & silver charts and market analysis17:25 How Trump's tariffs triggered the Fed's gold repatriation efforts25:05 Surge in US fund managers buying COMEX and ETFs30:30 Silver poised for a strong rally towards $38_______________________________________________________________Ask your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_215Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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.

À la Une de Radio Foot internationale à 16h10-21h10 T.U. : - Liga, la mauvaise passe de l'Atlético. ; - Éliminatoires Mondial 2026 sur le continent africain (5è et 6è journées, enjeux et présentation des matches. ; - Retour sur la 14è Assemblée générale extraordinaire de la CAF au Caire, la réélection de Patrice Motsepe, l'entrée de Samuel Eto'o au Comex, et le renouvellement des représentants du continent africain au conseil de la FIFA. ; - Éliminatoires Mondial 2026 en Amérique du Sud, pas de retrouvailles entre Messi et Neymar. - Liga, la mauvaise passe de l'Atlético. Opposés au FC Barcelone dimanche soir lors de la 28e journée, les Colchoneros qui menaient 2-0 à 20 minutes du terme de la rencontre, ont été renversés par les Catalans. Après l'élimination des Madrilènes en Ligue des champions, les joueurs de Diego Simeone ont presque tout perdu en l'espace de 4 jours. Côté Liga, la défaite à Getafe le 9 mars, et le revers face au Barça a fait perdre du terrain aux hommes du « Cholo », désormais à 4 points des Blaugranas. Le « cholismo touche-t-il à sa fin ? - Griezmann : 520 matches en Liga, mais l'ex-Bleu est dans une période plus compliquée. Les Matelassiers retrouvent le Barça dans une semaine en Coupe du Roi ! - Le Real reste au contact du rival barcelonais, le doublé express de Kylian Mbappé au stade de la Ceramica peut valoir cher en fin de saison.- Éliminatoires Mondial 2026 sur le continent africain (5e et 6e journées, enjeux et présentation des matches. Certaines équipes ont l'occasion de renforcer leur position (Côte d'Ivoire, Maroc, Égypte, Tunisie), d'autres doivent se relancer (Sénégal, RDC, Burkina Faso). Le Cameroun, leader du groupe D, affronte l'Eswatini en Afrique du Sud ce mercredi. L'adjoint de Marc Brys, Joachim Mununga n'est toujours pas sur la feuille de match. Nouvelles tensions en perspective ?- Retour sur la 14e Assemblée générale extraordinaire de la CAF au Caire, la réélection de Patrice Motsepe, l'entrée de Samuel Eto'o au Comex, et le renouvellement des représentants du continent africain au conseil de la FIFA.- Éliminatoires Mondial 2026 en Amérique du Sud, pas de retrouvailles entre Messi et Neymar. La « Pulga »n'est pas dans la liste de Scaloni contre l'Uruguay puis le Brésil. son pote sera forfait aussi contre la Colombie et l'Albiceleste. Avec Olivier Pron : Patrick Juillard, Hervé Penot et Étienne Moatti. Technique/réalisation : Laurent Salerno - Pierre Guérin.

Alan Hibbard expects silver to break out bullishly “very soon” due to a 5-year structural imbalance in supply & demand. He says gold is in a “perfect storm” to push it higher. Looking at the building physical inventory at the COMEX, he thinks there might be a supply squeeze coming. While he thinks that bitcoin is “digital gold,” he doesn't like any other crypto.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

À la Une de Radio Foot internationale à 16h10-21h10 T.U. : - Liga, la mauvaise passe de l'Atlético. ; - Éliminatoires Mondial 2026 sur le continent africain (5è et 6è journées, enjeux et présentation des matches. ; - Retour sur la 14è Assemblée générale extraordinaire de la CAF au Caire, la réélection de Patrice Motsepe, l'entrée de Samuel Eto'o au Comex, et le renouvellement des représentants du continent africain au conseil de la FIFA. ; - Éliminatoires Mondial 2026 en Amérique du Sud, pas de retrouvailles entre Messi et Neymar. - Liga, la mauvaise passe de l'Atlético. Opposés au FC Barcelone dimanche soir lors de la 28e journée, les Colchoneros qui menaient 2-0 à 20 minutes du terme de la rencontre, ont été renversés par les Catalans. Après l'élimination des Madrilènes en Ligue des champions, les joueurs de Diego Simeone ont presque tout perdu en l'espace de 4 jours. Côté Liga, la défaite à Getafe le 9 mars, et le revers face au Barça a fait perdre du terrain aux hommes du « Cholo », désormais à 4 points des Blaugranas. Le « cholismo touche-t-il à sa fin ? - Griezmann : 520 matches en Liga, mais l'ex-Bleu est dans une période plus compliquée. Les Matelassiers retrouvent le Barça dans une semaine en Coupe du Roi ! - Le Real reste au contact du rival barcelonais, le doublé express de Kylian Mbappé au stade de la Ceramica peut valoir cher en fin de saison.- Éliminatoires Mondial 2026 sur le continent africain (5e et 6e journées, enjeux et présentation des matches. Certaines équipes ont l'occasion de renforcer leur position (Côte d'Ivoire, Maroc, Égypte, Tunisie), d'autres doivent se relancer (Sénégal, RDC, Burkina Faso). Le Cameroun, leader du groupe D, affronte l'Eswatini en Afrique du Sud ce mercredi. L'adjoint de Marc Brys, Joachim Mununga n'est toujours pas sur la feuille de match. Nouvelles tensions en perspective ?- Retour sur la 14e Assemblée générale extraordinaire de la CAF au Caire, la réélection de Patrice Motsepe, l'entrée de Samuel Eto'o au Comex, et le renouvellement des représentants du continent africain au conseil de la FIFA.- Éliminatoires Mondial 2026 en Amérique du Sud, pas de retrouvailles entre Messi et Neymar. La « Pulga »n'est pas dans la liste de Scaloni contre l'Uruguay puis le Brésil. son pote sera forfait aussi contre la Colombie et l'Albiceleste. Avec Olivier Pron : Patrick Juillard, Hervé Penot et Étienne Moatti. Technique/réalisation : Laurent Salerno - Pierre Guérin.

This week, Kevin & Patrick welcome to the show, John Johnston. They’ll discuss his career on the trading floor, explore the silver squeeze of the late 1970s, and reveal what he’s buying and selling today. Subscribe to Market Vibes on Substack: https://jj745.substack.com/ Click Here To Register FREE to Big Picture Trading’s Webinar, Stock Repair Strategies using Options: https://www.bigpicturetrading.com  Subscribe To Patrick's New Educational Series ONLY available on YouTube: https://www.youtube.com/@Patrick_Ceresna Visit our merch store!!! https://www.themarkethuddlemerch.com/

The London precious metals market is seeing significant outflows, with 10 million ounces of gold leaving the Bank of England vaults and 130 million ounces of silver withdrawn from London vaults since December. Listen to David Jensen & Craig Hemke break down the latest market data and trends: Why the Bank of England is leasing gold; Rising Concerns about the actual state of London's gold reserves and whether they can sustain long-term demand; Silver lease rates have jumped to 20%—a historic high, indicating that supply is extremely tight; February saw an all-time high of 77,000 gold contracts settled for physical delivery on the COMEX. Why are more investors demanding physical gold now? Despite these shifts, central banks still control much of the gold market through leasing, while the silver supply remains under pressure without central bank reserves to stabilize it.

In this week's Live from the Vault, Andrew Maguire welcomes back Craig Hemke to examine a surge in silver deliveries from COMEX as widening futures spreads, large metal transfers, and rising physical demand signal a fundamental shift in the market.Hemke explores growing pressure on short positions and historical parallels with the 2011 silver squeeze, while discussing whether recent gold and silver volatility is linked to Trump's election and broader financial instability globally.Check out Craig Hemke: https://x.com/TFMetalshttps://www.tfmetalsreport.com/Watch The biggest gold and silver swindle of all time...https://youtu.be/ALZP8twExEUAsk your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_214Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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 podcast episode of Palisades Gold Radio, your host Tom Bodrovics welcomes back Michael Oliver from Momentum Structural Analysis. A length discussion on the outlook for silver and gold, stock market trends, and broader economic factors ensues. Oliver explains his $250 target for silver as realistic, noting historical precedents where silver outperformed gold during bull markets. He highlights the spread between silver and gold, emphasizing that silver could reach 2% of gold's price, a significant move from its current level of around 1.13%. This would translate to a substantial increase in silver prices if gold rises significantly. Oliver believes gold will lead the way up but notes silver and gold miners may outperform due to their lower valuations relative to gold. He shows charts indicating gold's strength against the S&P 500, with gold currently at about 45% of the index compared to a peak of 60%. Gold's momentum remains strong despite minor pullbacks. Oliver warns that the stock market bubble is set to burst. He expects asset managers to shift funds into gold and related assets as the market weakens. The gold miners index (XAU) is undervalued compared to gold, suggesting significant potential gains once investors begin to reallocate capital. Oliver discusses the dollar's potential decline, noting a critical momentum level that could signal a broader downtrend. A weaker dollar would likely boost commodities and gold, though he cautions against tying this directly to political factors like Trump's policies. Reflecting on his book on anarcho-capitalism, Oliver suggests a shift away from statism toward market-driven solutions. He speculates that events like the stock market crash could catalyze significant policy changes, including tax reforms or central bank abolition. Time Stamp References:0:00 - Introduction0:34 - Silver & Targets6:25 - Flight To Gold vs S&P9:33 - Gold Weekly Momentum12:17 - Equities & Bubbles16:18 - The Decline Grind?18:18 - XAU & Miners24:06 - Equity Selloff & Metals27:16 - Dollar Effects & Momentum33:30 - WTI Crude & Economic Reality38:25 - Cuts & Changes in Nations44:40 - Pain Points as Catalysts?48:18 - Large Long-Term Trends51:10 - DOGE & Ayn Rand54:06 - Wrap Up Guest Links:Website: http://www.olivermsa.com/Twitter: https://twitter.com/Oliver_MSAAmazon Book: https://tinyurl.com/y2roa7p5Free Report email: michaeloliver@olivermsa.com Email MSA above, and they will send you this week's report for free, which covers many of the topics from this interview. J. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton's International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton's Commodity Division and Chairman of the COMEX. In the 1980s, Mike began to develop his proprietary momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth. In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology. In 1992, the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical analysis. He is also the author of The New Libertarianism: Anarcho-Capitalism.

John Mark Dougan has claimed for years now that he has tapes of Epstein's disgusting friends engaging in disgusting acts. However, besides making the claim time and time again, no videos have ever been produced by Mr. Dougan, who fled to Russia before he could be arrested. Dougan is an ex police officer who says that he was targeted after becoming a whistleblower and that his home was raided in 2016 due to the content on his hard drive. The only problem with Mr. Dougans story is: There is no proof. In this episode we once again take a look at the claims made by Mr. Dougan and see if there is any validity to the claims being made.(commercial at 9:33)to contact me:bobbycapucci@protonmail.comEx-cop claims he has sex tape of Prince Andrew filmed by Epstein stashed away - and FBI knows about it | The SunBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Au sommaire de votre émission du jeudi 13 mars 2025 (16h10 et 21h10) : Ligue des Champions – Huitièmes de finale retour: clap de fin ! : - Real Madrid-Atlético Madrid ; - Lille-Dortmund (1-2). Afrique, 14è Assemblée de la CAF au Caire : - Patrice Motsepe réélu : la mainmise de la FIFA sur le football africain ? ; - Les nouveaux représentants de la CAF au Conseil de la FIFA : qui sont-ils ? ; - Samuel Eto'o entre au COMEX : quelles ambitions pour le président de la FECAFOOT ? Ligue des Champions – Huitièmes de finale retour : clap de fin !- Real Madrid - Atlético Madrid : une qualification arrachée aux tirs au but ! Retour sur l'affaire du penalty de Julián Álvarez. Les Merengue accèdent aux quarts sans briller : ont-ils les moyens de faire mieux ?- Lille - Dortmund (1-2) : les Dogues tombent avec les honneurs. Peuvent-ils nourrir des regrets ? Comment capitaliser sur ce beau parcours pour la suite de leur saison ? Afrique – 14è Assemblée de la CAF au Caire- Patrice Motsepe réélu : la mainmise de la FIFA sur le football africain ?- Les nouveaux représentants de la CAF au Conseil de la FIFA : qui sont-ils ?- Samuel Eto'o entre au COMEX : quelles ambitions pour le président de la FECAFOOT ?Olivier Pron, qui a suivi ces élections, nous dira tout ! Pour en débattre autour d'Annie Gasnier : Étienne Moatti, Salim Baungally et Patrick Juillard. Édition : David Fintzel. Réalisation : Laurent Salerno.

Au sommaire de votre émission du jeudi 13 mars 2025 (16h10 et 21h10) : Ligue des Champions – Huitièmes de finale retour: clap de fin ! : - Real Madrid-Atlético Madrid ; - Lille-Dortmund (1-2). Afrique, 14è Assemblée de la CAF au Caire : - Patrice Motsepe réélu : la mainmise de la FIFA sur le football africain ? ; - Les nouveaux représentants de la CAF au Conseil de la FIFA : qui sont-ils ? ; - Samuel Eto'o entre au COMEX : quelles ambitions pour le président de la FECAFOOT ? Ligue des Champions – Huitièmes de finale retour : clap de fin !- Real Madrid - Atlético Madrid : une qualification arrachée aux tirs au but ! Retour sur l'affaire du penalty de Julián Álvarez. Les Merengue accèdent aux quarts sans briller : ont-ils les moyens de faire mieux ?- Lille - Dortmund (1-2) : les Dogues tombent avec les honneurs. Peuvent-ils nourrir des regrets ? Comment capitaliser sur ce beau parcours pour la suite de leur saison ? Afrique – 14è Assemblée de la CAF au Caire- Patrice Motsepe réélu : la mainmise de la FIFA sur le football africain ?- Les nouveaux représentants de la CAF au Conseil de la FIFA : qui sont-ils ?- Samuel Eto'o entre au COMEX : quelles ambitions pour le président de la FECAFOOT ?Olivier Pron, qui a suivi ces élections, nous dira tout ! Pour en débattre autour d'Annie Gasnier : Étienne Moatti, Salim Baungally et Patrick Juillard. Édition : David Fintzel. Réalisation : Laurent Salerno.

Quand on veut révolutionner le learning, mieux vaut avoir plusieurs cordes à son arc… ou une baguette magique !

Matthew Piepenburg believes we are living in a historic moment, where the paper manipulation of the gold market is rapidly coming to a close as sovereign nations and other massive players in the finance industry are demanding delivery of physical gold, right now. Matthew also gives his opinion on the potential of the US revaluing its gold reserves, discussions of auditing Fort Knox, his forecast for silver, and much more.Subscribe to the TRENDS Journal: https://trendsjournal.com/subscribe (Use coupon code COMMODITY for 10% off)Von Greyerz: https://vongreyerz.goldFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

John Mark Dougan has claimed for years now that he has tapes of Epstein's disgusting friends engaging in disgusting acts. However, besides making the claim time and time again, no videos have ever been produced by Mr. Dougan, who fled to Russia before he could be arrested. Dougan is an ex police officer who says that he was targeted after becoming a whistleblower and that his home was raided in 2016 due to the content on his hard drive. The only problem with Mr. Dougans story is: There is no proof. In this episode we once again take a look at the claims made by Mr. Dougan and see if there is any validity to the claims being made.(commercial at 9:33)to contact me:bobbycapucci@protonmail.comEx-cop claims he has sex tape of Prince Andrew filmed by Epstein stashed away - and FBI knows about it | The Sun

Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————————————————— *Our AWK Website: https://www.andweknow.com/ *Our 24/7 NEWS SITE: https://thepatriotlight.com/ ————————— *DONATIONS SITE: https://bit.ly/2Lgdrh5 *Mail your gift to: And We Know 30650 Rancho California Rd STE D406-123 (or D406-126) Temecula, CA 92591 ➜ AWK Shirts and gifts: https://shop.andweknow.com/ ➜ Audio Bible https://www.biblegateway.com/audio/mclean/kjv/1John.3.16 Connect with us in the following ways:

Tom welcomes back Jan Nieuwenhuijs to explore the dynamics of the global gold market and its implications for global monetary systems. Key topics include the movement of gold from London to Comex, driven by concerns over tariffs and geopolitical shifts. Jan explains that this flow reflects both physical arbitrage and strategic reshuffling of gold reserves, with banks moving gold into the U.S. for potential future use or resale in Asia. The discussion also delves into the lack of transparency around U.S. gold audits, particularly at Fort Knox. Jan highlights issues with the auditing process, noting that compartments have been reopened multiple times without proper justification, raising questions about the integrity of the audits. He argues for an independent audit to ensure accountability and reassurance regarding the nation's gold holdings. Another significant point is the valuation of U.S. gold reserves at $42 per ounce, a relic from the Bretton Woods era aimed at demonetizing gold. Jan suggests that revaluing gold could unlock substantial funds but warns this would be inflationary. He also touches on the role of gold in China's financial strategy, noting that while official reports understate their purchases, they are actively accumulating gold to diversify away from the dollar. The conversation concludes with Jan emphasizing the importance of tracking central bank gold buying and developments in alternative payment systems like the BRICS M-Bridge, which could challenge the dollar's dominance. Time Stamp References:0:00 - Introduction0:54 - Tariffs & LBMA Flows5:30 - Gold Demand & Lease Rates9:01 - Import Code Changes10:30 - U.S. Gold Reserve Audits20:14 - Time Req'd to Audit21:37 - Encumbrance Concerns24:35 - $42 U.S. Gold Valuation26:36 - U.S. Dollar Vs. Gold29:09 - Revaluing & Funding32:10 - Sovereign Wealth Fund?33:25 - Uncertainties & Credit37:50 - Deleveraging & Dollar41:00 - Eastern Perspective44:32 - China's Gold Holdings46:30 - Gold & Dollar Flight49:49 - Concluding Thoughts51:30 - Wrap Up Guest Links:Twitter: https://x.com/JanGold_Website: https://moneymetals.com Originally a sound engineer in the Dutch movie industry, Jan Nieuwenhuijs has devoted the last decade to in-depth gold market research. His commentary and analysis has earned him international recognition as a top expert on the Chinese gold market, the COMEX futures market, the London Bullion Market, and the Turkish gold market. At Money Metals, he writes about the international monetary system, central bank gold policies, the mechanics of the global gold market, the gold price, and economics in general.

In the latest episode of The Grant Williams Podcast, Ronan Manly joins me for a deep dive into the fascinating world of the gold market. We explore its rich history and intricate structure, from the pivotal roles of the London Bullion Market Association (LBMA) and the COMEX futures exchange in shaping global trade, to the concept of ‘unallocated gold' and the fractional reserve system that underpins much of the market. We also examine the recent surge in central bank demand for physical gold, a trend that's straining delivery systems and causing delays at institutions like the Bank of England. Against a backdrop of rising geopolitical tensions, we discuss how these dynamics could signal a shift away from the US dollar-based monetary system, potentially positioning gold as a cornerstone of international trade or even as backing for new regional currencies. Finally, we tackle the possibility of a seismic event in the paper gold market—where pricing power might move from London to exchanges like Shanghai—leading to a divergence between paper and physical gold prices. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Robin Rivaton est un hyperactif. A 37 ans, cet entrepreneur issu du milieu ouvrier a su également se faire un nom comme essayiste, économiste, conseiller des politiques. Il a cofondé plusieurs start-up avant de prendre la direction générale de Stonal, une entreprise spécialisée dans l'immobilier. Un job qui lui a valu d'être missionné par le ministre du Logement et de la Ville, Julien Denormandie, en 2019, pour travailler sur la transformation numérique de la construction et de l'immobilier. Diplômé en économie, l'homme a fait ses preuves en tant qu'essayiste et économiste. Il est l'auteur de plusieurs ouvrages, dont "La France est prête : nous avons déjà changé" (Les Belles Lettres) et "Ubérisation : un ennemi qui vous veut du bien ?" (Dunod). Il y explore les transformations économiques et sociales contemporaines, avec un regard particulier sur l'impact des technologies numériques et des plateformes collaboratives. Ancien co-président du COMEX 40 du Medef, il est aussi à l'origine du Tour de France de l'IA, une radioscopie de l'adoption de ces technologies disruptives par le tissu économique français. Avec ce constat alarmant : Seulement 16 % des PME françaises utilisent aujourd'hui des technologies d'intelligence artificielle, contre 29 % en Allemagne et 32 % aux Pays-Bas. Au lendemain de la grande conférence de l'intelligence artificielle qui s'est tenue à Paris, début 2025, il nous raconte les craintes et le rejet de ces transformations digitales de la part d'une partie des dirigeants d'entreprise. Et l'urgence de faire bouger les mentalités. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Andy Schectman returns to the program to discuss the massive moves in gold especially from the exhanges and the COMEX. He speculates as to what that could do to the COMEX exchange if the run continues. We also discuss the rumored Mar-A-Lago Accord and the incredible rumors circulating of Ron Paul finally having the chance to audit the Fed.You can learn more and buy precious metals at https://SarahWestall.com/MilesFranklin

Tom welcomes a new guest Eric Yueng to explore the current state of the gold market, focusing on the LBMA's physical delivery delays, the surge in physical gold demand at the COMEX, and the implications for investors. Yueng explains that the London Bullion Market Association (LBMA) has seen significant delays in physical gold deliveries, increasing from T+2 or T+4 to T+30 or even T+60. This has led to a surge in physical gold delivery requests at the COMEX, with volumes reaching 15 times normal levels in December and January, and continuing to rise in February. He attributes this surge to investors seeking physical metal rather than cash-settled contracts, driven by concerns over the LBMA's ability to deliver. Yueng discusses the role of exchange-for-physical (EFP) trading pairs, where arbitrageurs typically profit from price differences between COMEX and LBMA markets. However, the current demand for physical delivery has disrupted this mechanism, potentially leading to a "short squeeze" as those unable to secure physical gold are forced to cover their positions at higher prices. He suggests that large institutions, possibly acting on behalf of the U.S. government, are driving much of the physical gold demand. This aligns with reports of significant imports into the U.S., which he believes could be part of efforts to repatriate gold ahead of potential audits or revaluation. Yeung also touches on the role of exchange-traded funds (ETFs) like GLD, noting that borrowing rates have surged as institutions withdraw physical gold. This, combined with the LBMA's reported attempts to borrow gold from foreign central banks, highlights growing concerns about the availability and allocation of physical gold. Looking at China, Yeung notes that the country is preparing for higher gold prices through initiatives like the Gold Accumulation Program, which encourages retail investment in physical gold, and allowing insurance companies to invest in it. These moves are expected to significantly increase institutional demand for gold in China. Yueng contrasts this with the West, where sentiment toward gold remains lukewarm despite high prices, partly due to competition from cryptocurrencies. He predicts that if gold prices continue to rise, particularly beyond $3,500 per ounce, there could be a significant shift in investor behavior and increased demand for mining stocks. Finally, Eric addresses silver, suggesting that its price suppression may end as the U.S. seeks to support domestic mining interests amid manufacturing reshoring efforts. He highlights the growing deficit in silver supply and questions the LBMA's reported inventories. Time Stamp References:0:00 - Introduction0:40 - EFP Premiums & LBMA3:44 - Demand & Deliveries9:19 - Who's Long/Short10:38 - U.S. Taking Delivery?17:53 - Remonetizing Assets?19:40 - ETFs & GLD Demand23:52 - LBMA & Availability26:48 - Change in U.S. Policy28:25 - China's Gold Strategy33:14 - Sentiment West/East36:43 - Expectations for Gold40:07 - Demand & The Miners42:05 - Margins & Sentiment45:37 - China & Silver Suppression51:13 - Wrap Up Guest Links:X.com: https://x.com/KingKong9888

In this week's Live from the Vault, Andrew Maguire and silver market veteran Peter Krauth break down how the US, reliant on imports for 75% of its silver needs, faces a growing supply deficit as industrial demand continues to accelerate.With silver ETFs seeing renewed inflow and physical shortages worsening, silver remains heavily undervalued compared to gold, but tightening supply and surging demand from AI, solar, and EV sectors could soon drive a major market repricing.Check out Peter Krauth at the links below:Silver Advisor:  https://thegoldadvisor.com/registration/Silver Stock Investor: https://thegoldadvisor.com/product/the-silver-stock-investor/Book on Amazon: The Great Silver BullAsk your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ __________________________________________________________________Timestamps: 00:00  Start02:50  Silver market 2024: Performance recap, macroeconomic environment, and targets08:10 Removing paper market liquidity from COMEX and holding gold17:40 Silver and gold as money, not commodities: Historical context26:35 People are putting their money where their mouth is29:50 Gold reaches all-time highs: Will silver follow? How are both metals connected?37:40 What is the real price at which I'd be happy to sell my silver?50:25 Silver supply deficit and surging demand from AI, solar, and EV sectors __________________________________________________________________Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_210Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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.

Vince Lanci started his career over two decades ago as a marketmaker on the floors of the NYMEX, COMEX, and NYBOT exchanges, where he specialized in trading commodities with a particular focus on energy options. In 2007, he founded Echobay Partners, a venture capital group dedicated to Exchange Vertical investments. Currently, he holds the position of Managing Partner at Echobay Partners LLC, overseeing the strategic direction in trading and investment.Nikolas Morianos is a Managing Partner at Silver Gold Bull Inc., a leading Canadian e-commerce precious metals retailer established in 2009. As a Managing Partner, he is part of the executive team that has helped grow Silver Gold Bull into one of the largest gold retailers in the world.We discuss Trump's tariffs, the state of Canada and gold vs dollars.Cornerstone Forum ‘25https://www.showpass.com/cornerstone25/Contribute to the new SNP StudioE-transfer here: shaunnewmanpodcast@gmail.comGet your voice heard: Text Shaun 587-217-8500Substack:https://open.substack.com/pub/shaunnewmanpodcastSilver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100

In this week's Live from the Vault, Andrew Maguire reveals how soaring demand from the East is draining Western gold reserves, forcing the US to secure physical bullion, while refinery delays and record lease rates expose supply shortages.Meanwhile, silver's price suppression is nearing a breaking point as extreme shortages drive soaring premiums and delivery delays, while rising physical delivery claims on COMEX reveal the fragility of paper markets and signal a possible price reset.Ask your questions for Andy here: https://forum.kinesis.money/forums/questions-for-lftv-live-from-the-vault.80/ __________________________________________________________________Timestamps: 00:00 Start02:40 Gold leaving the US & Western vaults for the East12:10 Andrew's market predictions and $3000 gold15:10 Gold 2024 recap and Q1 2025 market predictions20:25 Trump tariffs-induced volatility and its impact on the physical market32:10 The Fed borrowing gold and being forced to buy it back at higher prices __________________________________________________________________Sign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_209Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, 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: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe 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.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫黄金的“软逼仓”？来自青野。黄金无疑是春节期间表现最抢眼的品种之一，而这一轮单边加速行情也使它的“范式转移”变得愈加令人费解——真的全靠对长期叙事的信仰吗？从趋势看或许如此。但在这一轮加速行情中，我们可见隐隐的“软逼仓”的身影。回溯其起点，无疑是1月30日伦敦金现突破新高，而其催化剂来自FT对“伦敦黄金库存快速转移到COMEX”的报道。可以看到，从去年12月开始，美国纽约金库存确实出现了快速累积，伴随着纽约金与伦敦现货价差的中枢抬升，其背后的驱动是“白宫可能会对进口金属加征关税”的预期。无独有偶，在本轮黄金的“关税担忧”之前，1月上旬-中旬铜市场也走过相似的“软逼仓”逻辑，但持续性较短。COMEX铜和伦铜的价差有过一轮明显的扩大-回落-再扩大，但铜价的涨势并未跟随第二轮走阔，需求端的现实成为了行情的约束。不过，相较于作为工业金属的铜，黄金的实物需求在其定价中并不占那么主导的地位。因而从逻辑上讲，尽管潜在关税对价格的“一次性”提升作用可能相似，但对于黄金而言，未必意味着需求将面临相应的抑制，因而黄金“软逼仓”，相比铜要表现得更加坚韧一些。而在“软逼仓”之外，华盛顿近期关税对象的广泛性的和方式随意性，强化了“去美元化”和“避险”等宏观叙事。不过，从市场价格中我们很难完全拆分出这一部分影响，只能更多将它作为一种“助长交易”的主观因素。同样难以及时观测的因素还包括央行们的买入行动，它们是持续的趋势中流，但或许不容易解释行情的加速。而如果除开以上偏“叙事性”的因素，我们目前可以看到的是：黄金传统上的宏观和季节性的驱动因素整体呈现偏弱态势，这反映了“软逼仓”的裂隙——事情暂时没有那么完美。一是宏观驱动暂不明显：美元和美债利率整体高位盘整，美联储1月联邦会议后，市场降息预期并未显著变化，尽管有关税的扰动，但美元指数和美债收益率并未显示出明显的趋势。或许可以说金价部分预期了美元美债进一步的下行空间，不过这也可能是交易性的——全球性的黄金 E T F 尚未出现明显的流入。二是实物黄金消费的需求可能不强：春节是中国黄金消费的传统旺季，尽管春节期间黄金消费情况暂不容易获取，但追溯2024年全年的黄金实物消费，需求明显受到了高金价和收入预期的两方面的抑制，销售额同比呈现负增状态。而春节消费数据的结构特征仍然明显：在收入预期抑制仍然存在的背景下，居民消费仍呈现以线下出行、服务消费为主的特征，实物黄金消费的需求可能仍然偏弱。三是市场并未定价人民币明显的汇率压力，亚洲资金相对平稳，表现整体是外盘牵动内盘：贸易摩擦背景下对冲人民币汇率的需求可能是驱动亚盘资金的关键动力，但从沪伦价差来看，春节前后价差整体维持温和区间，更多呈现外盘牵动内盘的特征。因而总体而言，黄金春节的快速上涨主要来自库存结构的助推，而其他的因素暂且没有形成合力，这意味着，更要关注短期驱动行情的关键：COMEX金库存的变化。一个值得参照的案例是2020年，COMEX金库存快速累积伴随金价的快速上扬，而金价的涨势也跟随COMEX库存累积速度的放缓而见顶。若库存累积速度出现放缓，黄金的这一波加速对上行空间的短期透支可能会显现，这意味着：现在你或许可以尝试博弈一个更高的终点，但也需要看牢风向标，时刻当心反方向的波动。不过当前的宏观场景和2020年期间不具备可比性，关键差异来自：美联储的货币政策立场“2020年的一松到底vs2025年的谨慎降息”。这意味着，本轮的库存累积或许更多依赖于对关税等“随意性”很强的因素，而非货币政策立场的极度宽松等“确定性”因素。中性假设下，我们或许不会见到那么大幅度的库存变化。不过值得一提的是，有个“阴谋论”一直潜伏在黄金市场之下：因为重复抵押等问题，伦敦的实物黄金库存相较其衍生品交易规模而言可能存在明显的短缺。由于数据的高度不透明，这个说法一直很难被证实，但如果伦敦的库存最终短缺到某种程度，以至于实物交割的需求明显提升，是否这个“鬼故事”又会被召唤到幕前，形成完美风暴呢？我们暂时无法判断，只是作为一种有趣的想法且行且看。但无疑，年初就开始轰轰烈烈的行情，强化了我的一种直觉：今年的黄金和去年有明显的不同，结果或许可以不错，但过程必将历经艰辛，交易的思维大概需要更重一些。

Why Silver EFP Issues Aren't Going Away We've talked plenty about why the EFP spread between the gold and silver spot markets in London and the COMEX futures in New York has diverged. Although in today's show, Vince Lanci talks about why these issues aren't going away. As well as how they are set to continue to affect the precious metals markets. To find out more, click to watch the video now! - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise

Gold and Silver Futures and the EFP Market Explained The gold and silver EFP market has been in the news quite a bit over the past few weeks. And if you're still not sure what EFP means, or have questions about how the basic setup of the COMEX futures works, Vince Lanci has you covered this morning. To find out more, click to watch the video now! - To read the press release from First Majestic Silver about the completion of their deal with Gatos Silver go to: https://firstmajestic.com/investors/news-releases/duplicate-first-majestic-announces-shareholder-approval-in-connection-with-gatos-silver-acquisition - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by First Majestic Silver, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-first-majestic-silver/Subscribe to Arcadia Economics on Soundwise