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In this week’s Live from the Vault, Andrew Maguire reveals how unprecedented volatility has masked a powerful shift from paper to physical gold, as central banks and institutions accelerate de-dollarisation and establish a higher price floor.
With safe haven demand returning and systemic risks building in private credit markets, Maguire explains why gold and silver are in strong demand, as steady physical buying and tightening supply set the stage for a sharp move beyond previous highs.
The latest episode of Live from the Vault features precious metals expert Andrew Maguire discussing what he describes as the largest gold de-dollarisation event ever recorded. Maguire explains that despite recent geopolitical volatility and a bearish narrative in mainstream media, central banks and sovereign entities have been aggressively selling US dollars and treasuries to accumulate physical gold and silver. He highlights a significant structural dislocation between paper-based derivative markets in the West and physical settlements in the East, particularly through the Shanghai Gold Exchange, which has established a firm price floor for a sustained rally. The discussion also covers the failure of the Federal Reserve's current monetary position, the rise of private credit risks, and China's strategic use of shadow reserves to bolster its gold holdings. Ultimately, Maguire suggests that gold has reconfirmed its status as the ultimate safe haven, with institutional investors now looking to significantly increase their allocations to protect against ongoing debt crises and currency debasement.
00:00 Start
03:24 War-driven dislocations reveal physical gold breaking from paper pricing
05:07 Central banks shift from US Treasuries into gold and silver
08:55 Safe haven narrative returns as physical demand establishes a higher floor
14:07 Short-term outlook as ceasefire triggers volatility and bullish positioning
17:11 Private credit risks emerge as major bullish catalyst for gold
20:13 Central bank accumulation accelerates amid de-dollarisation trends
28:31 Silver supply strain exposes widening gap between paper and physical markets
Source - Kinesis Money YouTube: https://www.youtube.com/watch?v=E1TR-iynE4c
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
