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Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th. Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what's fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market. We also discuss: Why silver is vastly outperforming gold and how the gold-silver ratio is driving sentiment How mining stocks are reacting, with smaller stocks outperforming majors like Agnico and Newmont Copper's sharp move higher on new U.S. tariff announcements, and why Trump's unpredictable stance is fueling volatility A cautionary take on silver hype, commercial short positions, and how bull markets typically unfold Inflation data, options expiry, and what to watch heading into the end of the week Craig shares insights from decades of market experience—balancing optimism with realism—as he highlights where the real opportunity may lie for precious metals investors in the second half of 2025. Click here to visit Craig's website - TF Metals Report
Silver Rally Inches Towards $40, & Here's What To Watch For Next The silver futures continued rallying heading into Monday morning's COMEX session, even reaching as high as $39.57. And with the price now at its highest level since September of 2011, when it was on its way down from $49 earlier that year, Vince Lanci recaps what got us here, and what to watch out for next. 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
Intéressé.e par notre formation Yaniro Leadership Program ? Prenez rendez-vous avec Yasmine ici !Voulez-vous former les managers avec la méthode do it yourself ? Obtenez toutes les ressources ici !Découvrez un extrait du podcast de Yaniro avec comme invité Marine Bustarret, la VP People de Pennylane.
O assunto desta semana é diplomacia. Fique ligado na agenda dos eventos ligados ao COMEX que vão agitar Pernambuco nos próximos dias. Opa! Também promoção relâmpago do patrocinador do Sextou @biomundopedahora APROVEITA!!!
Fechado mais um semestre (que deveria ter sido) calmo e com poucas oscilações, vamos debater sobre como foi o mercado de fretes internacionais..⭕Nome e redes sociais de cada participante:.Cassiano Vidal https://www.linkedin.com/in/cassiano-vidal-1880b768/ https://www.instagram.com/cassividall ..Murilo Amaral https://www.linkedin.com/in/murilo-amaral-79b746162/ https://www.instagram.com/mu.amaral/.Gabriela Voluzhttps://www.linkedin.com/in/gabriela-voluz-00aa05192/https://www.instagram.com/gabivoluz/.
Los mercados se están volviendo “insensibles” a las decisiones arancelarias del presidente Trump. Los inversores ya no se asustan ni reaccionan con tanta brusquedad a los cambios y amenazas que salen de Washington.. aunque ahora le ha dado por sembrar el caos en las materias primas al imponer un arancel del 50% sobre el cobre que toca máximos históricos en la Bolsa de Nueva York, Comex, y aumenta su divergencia con el precio de Londres por el efecto de las compras adelantadas. La amenaza sobrevolaba desde el pasado mes de febrero cuando Trump adelantó que “es hora de que el cobre vuelva a casa”.. los analistas de Citi reconocen que la tasa es superior a la que esperaban -calculaban un 25%- y creen que este es un momento decisivo para el mercado del cobre en 2025, que puede catalizar una caída inminente de los precios fuera de EEUU. Desde Julius Baer prefieren esperar a que la situación se calme y optan por una postura neutral sobre el metal.. mientras que los expertos de ING apuntan que el cobre ha subido más del 40% ese año en EEUU. En Wall Street, Nvidia conquista el trono bursátil y alcanza los 4 billones de capitalización de mercado. Análisis con Víctor Peiro, de GVC Gaesco.
The transformation of copper trade flows is one of the biggest stories in metals this year. Long known as Dr. Copper for its role as a barometer of global economic health, copper has typically been a stable market—thanks to its diverse supply base and broad industrial demand. But that stability was disrupted by the re-election of Donald Trump and the launch of a Section 232 investigation into US copper imports, triggering a surge in shipments to the US and record-breaking price arbitrage between global exchanges. As copper flooded into the US, stockpiles at COMEX ballooned while buyers in China, the rest of Asia and Europe were left scrambling. Regional premiums spiked, and refined copper became scarce outside the US. Suddenly, copper began behaving more like its volatile base metal peers—unpredictable and reactive to geopolitical shifts. In this episode, Ronan Murphy, editor of Argus Non-Ferrous Markets, speaks with copper experts from the US, China, and Europe to unpack the global ripple effects. What will the US do with all this copper? How are other regions adapting? And what does the rest of the year hold for the global copper market? In This Episode: Why copper is flooding into the US—and what happens next How China is adapting to a new copper reality How European buyers are dealing with tight supply What the future holds for copper prices and trade flows
Conversamos com Yuri Utida, palestrante do Meeting Comex 2025 sobre o tema de sua palestra e conversamos sobre como a neurociência impulsiona as vendas no comércio exterior..Com mais de 170 palestras realizadas, Yuri é especialista em NeuroVendas, possuindo mais de 32.000 alunos em 17 países⭕Nome e redes sociais de cada participante:.Yuri Utidahttps://www.instagram.com/yuriutida/https://www.linkedin.com/in/yuriutida/.Edgar Nascimentohttps://www.linkedin.com/in/edgarnsc/https://www.instagram.com/edgarnsc/.Lucan Pegohttps://www.linkedin.com/in/lucan-pego-5bb758a9/https://www.instagram.com/lucan.pego/.Jonas Vieira https://www.linkedin.com/in/jonasvieira/ https://www.instagram.com/o_jonasvieira/.
Aujourd'hui, je vous emmène prendre un grand bol d'air en compagnie de Sébastien Manceau, PDG d'European Camping Group. Je connais Sébastien depuis longtemps même si nos chemins ne s'étaient pas croisés depuis des années. J'avais suivi son parcours à conseiller les entreprises et leurs actionnaires dans le tourisme et ailleurs. J'ai retrouvé le même homme, plein d'enthousiasme, disert, sans chichi, m'ayant demandé une salle de réunion dans nos bureaux pour animer son Comex dans la foulée de l'enregistrement. Le voici à la tête de la première société européenne d'hôtellerie haut de gamme de plein air. J'avais personnellement découvert cette formule à l'invitation d'amis il y a quelques années. Difficile de s'imaginer que l'on peut se retrouver l'été en pleine nature dans un espace à soi, climatisé, intime, avec une espace aquatique complet, terrains de sports en tous genres et quelques restaurants pour petits et grands à deux pas. Si vous ne connaissez pas la formule et que le plein air en même temps que la recherche de confort et de convivialité entre familles vous attire, vous devriez être séduits. Moi je l'ai été et je parle ici d'expérience. Si vous nous écoutez seulement parce que vous vous demandez comment on opère 400 campings essentiellement 4 ou 5 étoiles dans toute l'Europe, alors tendez l'oreille. Vous allez en apprendre des choses. Voilà un épisode riche, léger et chaleureux. Bonne écoute. Suivre Sébastien sur LinkedIn Si cette nouvelle interview vous a plu, parlez-en autour de vous, notez 5 ⭐ le podcast (Spotify, Deezer, ApplePodcast...) et rédigez un avis.N'hésitez pas à m'écrire sur LinkedIn ➡️ LinkedIn/MartinVidelaine et à vous abonner à notre Newsletter hebdomadaire Toutes les Histoires d'Entreprises sont également disponibles sur histoiresentreprises.com et sur le site de bluebirds.partners, site de la communauté d'indépendants que j'anime et qui conseille ou remplace des dirigeants. Un podcast co-réalisé avec Agnès GuillardHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.
Tom Bodrovics welcomes back gold market and finance expert Alasdair Macleod. Together they explore the escalating systemic risks in global gold and silver markets, driven by surging demand for physical delivery. Macleod highlighted the European Central Bank's (ECB) warning about skyrocketing counterparty risks in gold derivatives, emphasizing that COMEX delivery demands have reached unprecedented levels, with an annualized rate of 1,500 tons—far exceeding post-pandemic trends. This surge reflects a growing scramble for physical metal which is exacerbated by delays in delivery fulfillment. Bullion banks, fearing tariffs and supply shortages, inflated futures prices to create arbitrage opportunities, further straining markets. Macleod underscored a critical shift: central banks, once willing to lease gold to stabilize markets, now hesitate to renew leases, fearing irreversible loss of reserves. This trend, compounded by COMEX silver shortages, signals deepening liquidity crises. Demand is driven by sovereign wealth funds, Asian families, and Middle Eastern entities diversifying from the dollar amid geopolitical tensions and long-term currency devaluation fears. The discussion pivoted to the U.S. debt trap, with deficits exceeding 6% of GDP and tepid demand for long-term Treasuries. Macleod compared today's credit bubble and protectionist tariffs to the 1929 crash, warning of a potential debt deflation spiral. He noted China's strategic accumulation of gold and silver, possibly prepping the yuan for gold backing, while avoiding abrupt moves to destabilize Western economies. Amid these risks, Macleod stressed wealth preservation over accumulation, advocating physical gold as a hedge. He cautioned that markets underestimate the looming convergence of fiscal instability, currency crises, and geopolitical shifts, urging vigilance as structural economic fractures deepen. The episode closed with a stark reminder: today's calm belies a gathering storm, mirroring historical precedents where credit excesses and policy missteps fueled systemic collapse. Guest Links:Twitter: https://twitter.com/MacleodFinanceSubstack: https://substack.com/@macleodfinanceWebsite: https://goldmoney.comResearch: https://www.goldmoney.com/research/ Alasdair Macleod is Head of Research for GoldMoney. He is an educator and advocates for sound money thru demystifying finance and economics. His background includes being a stockbroker, banker, and economist. Alasdair started his career as a stockbroker in 1970 on the London Stock Exchange. Within nine years, he had risen to become senior partner of his firm. Subsequently, he held positions at the director level in investment management and worked as a mutual fund manager. Mr. Macleod also worked at a bank in Guernsey as an executive director. For most of his 40 years in the finance industry, he has been demystifying macro-economic events for his investing clients. The accumulation of this experience has convinced him that unsound monetary policies are the most destructive weapon governments use against the common man. Accordingly, his mission is to educate and inform the public in layman's terms what governments do with money and how to protect themselves from the consequences.
En Cuesta de Moras otra jornada de angustias y paisajes. Al ministro Manuel Tovar Rivera (Comercio Exterior) lo quisieron poner a sudar en la Comisión de Relaciones Internacionales de la Asamblea Legislativa, donde reconoció que funcionarios de Procomer viajaron a Taiwán a buscar inversión extranjera. Además, tres cortas: 1. Ariel Robles Barrantes confirmó ayer que presentará su nombre como precandidato a la presidencia por el Frente Amplio; 2. Marta Esquivel Rodríguez, le golpeó la mesa a las universidades públicas con tremendo comunicado; y 3. el exalcalde de San José, Johnny Araya Monge se mostró indignado con los comentarios del candidato a la presidencia del PLN, Álvaro Ramos Chaves, quien el martes dejó muy claro que Araya no es bienvenido en su campaña.
Será que sua empresa ainda insiste em focar nas fraquezas ao invés dos talentos?É possível transformar um ponto forte em algo negativo se mal gerenciado?Como uma cultura focada em talentos pode aumentar o desempenho das equipes?Gestão baseada em pontos fortes gera resultados expressivos, mas muitos líderes ainda desconhecem como aplicar isso na prática. Neste episódio, utilizamos o livro "Descubra seus pontos fortes 2.0" para conversar sobre como identificar e desenvolver talentos naturais, evitar erros comuns na gestão, e entender o impacto positivo dessa abordagem para você e sua equipe..⭕Nome e redes sociais de cada participante:.Barbara Echelmeierhttps://www.linkedin.com/in/barbara-echelmeier-59424437/https://www.instagram.com/barbara.echelmeier/.Heron Colzanihttps://www.instagram.com/heron.colzani/https://www.linkedin.com/in/heron-colzani/.Julio Cesar Schmitt Neto - ES Logisticshttps://www.linkedin.com/in/julio-cesar-schmitt-neto-9660041b7/.Jonas Vieira https://www.linkedin.com/in/jonasvieira/ https://www.instagram.com/o_jonasvieira/.
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/ *The Patriot Light: https://thepatriotlight.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.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: + DISCORD Fellows: https://discord.gg/kMt8R2FC4z
Bank Silver Short Position On Track For All-Time Record The bullion banks set a new 2nd place record for largest silver short position in history last week. But as we'll find out later today, there's a good chance we're about to see a new record set for largest COMEX silver short position by the swap dealers ever. - 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
Tom Bodrovics welcomes back Bob Coleman of Idaho Armored Vaults to discuss silver market dynamics, geopolitical tensions, and precious metals trends. They start by analyzing the recent 5.5% rise in silver prices, attributing it to Trump's tariff announcements and the impact on COMEX short positions. Coleman explains that the silver market is experiencing a squeeze due to excessive short positions, with traders struggling to unwind contracts as physical demand grows. The conversation highlights how managed money, including hedge funds and commodity trading advisors, has been forced out of long positions during market sell-offs, leaving shorts dominant in certain markets. This dynamic creates upward pressure on prices despite weak retail buying activity. Coleman notes that high-net-worth individuals are increasingly turning to precious metals as a hedge against economic uncertainty, though physical demand remains subdued compared to past cycles. They also explore platinum's 15-17% year-to-date gains and its potential for further growth due to supply constraints and rising industrial demand. The discussion touches on the delayed implementation of Basel III regulations, which have reduced bank activity in unallocated precious metals, and the growing role of stablecoins like Tether in the Treasury market. Coleman emphasizes the importance of physical ownership over derivatives or structured products, citing risks such as nationalization of storage facilities and geopolitical instability. He advises readers to review storage agreements and terms of service to avoid hidden counterparty risks. The interview concludes with a focus on long-term trends in precious metals, driven by inflation fears and central bank policies. Bob urges investors to stay informed and cautious about market manipulation. Time Stamp References:0:00 - Introduction0:32 - Silver & Recent Moves4:58 - 2025 Open Interest7:51 - Banks & Big Buyers11:00 - Platinum Outlook?14:10 - Shorts & Supply18:10 - Inflation & Deflection22:07 - Platinum Tariff Exempt?23:58 - Basel III Details28:13 - Stablecoins & Tether34:48 - ECB Gold Mkt Warning37:19 - Cad Mint Storage Terms40:45 - Retail Bullion Demand?46:02 - Manipulation Concerns?49:53 - Biggest Market Movers52:38 - Long-Term Big Picture53:40 - Wrap Up Guest Links:X: https://x.com/profitsplusidWebsite: https://www.goldsilvervault.com/ Bob Coleman is a Registered Investment Advisor since 1992. In 2001, he founded Profits Plus Capital Management, LLC (RIA) and Dollars and Sense Growth Fund. Recognizing the necessity for physical metal storage, he founded Idaho Armored Vaults and Gold Silver Vault in 2008. They are a distinguished and respected leader in the precious metals industry specializing in storage, transportation, shipping logistics, and security.
Tom welcomes back Greg Weldon, a seasoned financial market veteran and publisher of The Global Macro Strategy Report . They discuss the critical themes shaping the global economy in 2025. Highlighting Scott Bessent's remarks, Weldon explains that the U.S. government will never default on its debt, and instead will perpetually devalue the currency to service its obligations. He warns that the country has however crossed a "macro event horizon," where it is trapped in a gravitational pull of debt that grows unsustainably relative to GDP. Weldon points to $54 trillion in combined public and household debt—186% of GDP—as evidence of this precarious situation. With foreign buyers losing appetite for U.S. assets, the Fed may become the last resort buyer of Treasuries, perpetuating the cycle of money printing. He notes that foreign ownership of U.S. bonds remains low, leaving domestic institutions to absorb much of the burden. The conversation delves into inflation and its drivers. Weldon argues that while energy prices remain subdued due to base effects, food inflation and service sector pressures pose significant risks. He also questions whether higher inflation expectations can be anchored, given the Fed's challenges in balancing monetary policy with economic growth. Weldon predicts that the Fed will increasingly prioritize preventing debt deflation over controlling inflation, leading to further dollar depreciation. Weldon expresses skepticism about a gold-backed dollar or bond solution, noting that U.S. gold reserves are insufficient to cover deficits meaningfully. Instead, he highlights gold and silver as potential beneficiaries of currency debasement, with silver poised for a breakout after years of underperformance. He also touches on global trends, such as Europe's rise as a safer haven and the BRICS nations' growing interest in dollar system alternatives. Ultimately, Weldon paints a picture of a world teetering on debt-driven instability, where central banks are forced to choose between reflating economies or facing collapse. Time Stamp References:0:00 - Introduction0:45 - Bessent & Default Risk4:55 - Moody's Downgrade7:12 - U.S. Debt Refinancing9:40 - Foreign Debt Buyers?12:20 - Japan's Bond Issues15:03 - Solutions & Gold Std?16:55 - Equities & Silver20:30 - The Fed Catch 2224:25 - Fwd Inflation Drivers?27:54 - Debt Saturation & Ceilings34:50 - Polarization & Extremes38:50 - Wrap Up Guest Links:Website: https://www.weldononline.com/X: https://x.com/WeldonLIVEMoney Podcast: https://x.com/money_podcastYouTube: https://www.youtube.com/@GregoryWeldonE-Mail: sales@weldononline.com Greg Weldon is a veteran in the global financial markets industry with over 40 years of experience. He started his career as a floor trader on the COMEX and later worked as a broker for Lehman Brothers and Prudential Securities. He then became a proprietary money manager for hedge funds Moore Capital Management and Commodities Corporation. In 1998, he founded Weldon Financial and has been producing independent research ever since. His clients include top hedge funds, banks, government agencies, and individual investors. WeldonLIVE, his flagship service, provides a comprehensive market research report, including live commentary. The service covers global economic reports, supply-demand fundamentals, monetary trends, and their impact on stock, bond, currency, and commodity markets. Weldon combines a top-down macro approach with technical analysis to offer a broad view of market trends. He provides market recommendations in sectors such as stock indexes, metals, currencies, fixed-income, energy, and commodities.
Is the silver market rigged? In this hard-hitting interview, precious metals expert David Morgan exposes how the COMEX and paper silver contracts are distorting true silver prices — leaving retail investors misled and market fundamentals ignored. From the gold-silver ratio sitting at historic extremes to the manipulation of physical delivery through cash settlements, David breaks down the critical problems behind the scenes. Learn why physical silver remains the only real hedge, and what the massive global vault movements could mean for the future.
CEO of U.S. GoldMining (NASDAQ: USGO) Tim Smith sees a multitude of factors working in gold's favor, including rising geopolitical risk, debasement of the US dollar, nations divesting themselves of dollar-denominated assets and embracing gold, and an explosion in COMEX deliveries, as counterparties stand for delivery en masse. Tim also dives into the details of US GoldMining's flagship Whistler Copper-Gold Project in Alaska and their plans for taking advantage of a gold bull market like no other.U.S. GoldMining Website: https://www.usgoldmining.usFollow U.S. GoldMining on X: https://x.com/USGoldminingDisclaimer: Commodity Culture was compensated by U.S. GoldMining for producing this interview. Jesse Day is not a shareholder of U.S. GoldMining. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture
In this week's Live from the Vault, Andrew Maguire welcomes back Dr. Steven Leeb to explore gold's unshakable, sacred role in a rapidly shifting monetary order, as multipolarity rises and the dollar's global credibility continues to erode.Dr Leeb examines Warren Buffett's cryptic repositioning, America's deepening structural crises, and the spiritual thread linking gold to freedom, warning that without a return to sound money, the US risks economic and geopolitical collapse.Dr. Stephen Leeb's website: https://www.stephenleeb.com/More About Dr. Leeb and his publication:Most Investors have yet to grasp how radically the world is changing and the drastic impact this will have on the financial markets. In our previous investment publication, The Complete Investor, we warned of this rapidly approaching era of unprecedented turbulence. Investors face risks and some great opportunities, which we will continue to highlight and monitor in our Core Investment Portfolios.Turbulent Times Investor- About Us Page: https://tti.kartra.com/page/AboutTTISend your questions to Andy here: https://www.speakpipe.com/LFTV_______________________________________________________________Timestamps: 00:00 Start01:00 Dollar declines, gold rises, Buffett pivots—paradigm shifting10:50 Gold, peace, freedom—Buffett's vision in volatile times16:39 Control money, control people — resistance is rising24:16 Currency unity is the key to global stability32:44 Empires fade when enemies innovate and truths emerge40:44 Broken systems, rising costs — gold becomes a necessity48:27 BRICS physical gold-oil trade signals COMEX's inevitable decline56:47 Global finance fractures; urgent wealth protection required now_______________________________________________________________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_224Download 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. 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
AÇO, COBRE, ALUMÍNIO... e o famoso TARIFAÇO!As tarifas americanas sobre metais não são só números ou política comercial.Elas estão mexendo com a cadeia global de suprimentos e impactando setores inteiros!No Breaking News de hoje, Douglas Ferreira entrevista Rodrigo Scolaro, da GEP Costdrivers, para explicar o que realmente está por trás desse tarifaço.Spoiler: a conta pode chegar pra você! Mesmo que sua empresa não compre metal nenhum.Dá o play e entenda o que está em jogo!
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------------
“Les corporates, ils ont des budgets, mais ils n'ont pas de temps.” – Laetitia Le thème de ce nouvel épisode : comprendre les attentes des dirigeants de grands groupes… pour pouvoir les convaincre de faire appel à nous. Laetitia est ghostwriter LinkedIn. Ses clients ? Des membres du COMEX et du SBF 120. Des femmes et des hommes très haut placés dans des entreprises cotées, qui prennent la parole sur LinkedIn — parfois avec réticence, mais toujours dans une logique stratégique. Dans cette interview, elle raconte comment elle a transformé sa connaissance des codes corpo en un positionnement de niche hyper pertinent. Elle partage aussi les coulisses concrètes d'une collaboration avec ce type de client : attentes, relation, vente, process.
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 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.
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
'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
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
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 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.
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
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.
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