

In this week’s Live from the Vault, Andrew Maguire examines the widening disconnect between synthetic and physical gold and silver markets, highlighting spiking lease rates and the move towards Basel III-compliant bullion.
Drawing on historical precedents and emerging arbitrage opportunities driven by tightening physical silver supplies, Andrew reveals the structural shift towards physical price revaluation and the growing demand for safe haven metals.
Timestamps:
00:00 Start
02:00 Gold lease rates spike to 2002 levels due to paper-to-physical disconnects
09:10 Gold Charts: exploring the shift towards Basel III compliance
12:50 Risks of investors flocking to money market funds
22:15 About the ‘Cartel’ exploiting COMEX spreads and the tariff threats loom
28:45 US regional silver premium's impact on global FX crosses
Source - Kinesis Money YouTube:
https://www.youtube.com/watch?v=z8_FHIWSYs0
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.