In this week’s Live from the Vault, Andrew Maguire is joined by Dr Stephen Leeb to discuss gold taking on a central role in the global monetary system as power shifts away from the dollar amid rising geopolitical tension and energy supply pressures.

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

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

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

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

Sign up for Kinesis on desktop:
https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_268

Download the Kinesis Mobile app - available App Store and Google Play:

Apple: https://kms.kinesis.money/signup

Google: https://play.google.com/store/apps/details?id=com.kinesis.kinesisapp

Also, 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/KinesisMonetary

Facebook: https://www.facebook.com/kinesismoney/

Instagram: https://www.instagram.com/kinesismoney/

Telegram: https://t.me/kinesismoney

TikTok: https://www.tiktok.com/@kinesismoney

The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire reveals how unprecedented volatility has masked a powerful shift from paper to physical gold, as central banks and institutions accelerate de-dollarisation and establish a higher price floor.

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

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

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

Sign up for Kinesis on desktop:
https://kinesis.money/mr-k-gold-savings/

Download the Kinesis Mobile app - available App Store and Google Play:
Apple: https://kms.kinesis.money/signup
Google: https://play.google.com/store/apps/details?id=com.kinesis.kinesisapp

Also, 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/KinesisMonetary

Facebook: https://www.facebook.com/kinesismoney/

Instagram: https://www.instagram.com/kinesismoney/

Telegram: https://t.me/kinesismoney

TikTok: https://www.tiktok.com/@kinesismoney

The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

In this week’s Live from the Vault, Andrew Maguire welcomes Andy Schectman of Miles Franklin to examine the widening gap between COMEX and physical metal flows, highlighting record deliveries and unprecedented sovereign accumulation.

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

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

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

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


Sign up for Kinesis on desktop:
https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_266

Download the Kinesis Mobile app - available App Store and Google Play:

Apple: https://kms.kinesis.money/signup

Google: https://play.google.com/store/apps/details?id=com.kinesis.kinesisapp

Also, 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/KinesisMonetary

Facebook: https://www.facebook.com/kinesismoney/

Instagram: https://www.instagram.com/kinesismoney/

Telegram: https://t.me/kinesismoney

TikTok: https://www.tiktok.com/@kinesismoney

The opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.

Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.