The Largest Gold De-Dollarisation Event Ever Recorded?
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.
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: https://kms.kinesis.money/signup
Visit the Kinesis website: https://kinesis.money/
Make sure you catch the next episode of Live from the Vault: Subscribe
The opinions, analyses, and predictions expressed by Andrew Maguire and his guests in this content are their own and do not necessarily reflect the views, positions, or official policies of Kinesis.
This information is provided for informational purposes only and should not be considered financial advice. Kinesis assumes no responsibility for any investment or financial decisions made based on the information provided. Please consult with a qualified financial advisor for personalised guidance.