Gold breakout: The Gold reserve race has started [Video]

Samuel Briggs Kinesis Money

In this week’s Live from the Vault, Andrew Maguire details how the August gold breakout caught mainstream analysts off guard, as central banks and sovereign buyers accelerate their shift away from dollar debt and into physical gold at a new pace.

As Shanghai silver premiums hit 13% and Chinese demand surges back into the market, the precious metals expert outlines why both metals remain deeply attractive — and why the window to act ahead of a structural repricing is narrowing.

Timestamps:

00:00 Start
02:42 Why the August gold breakout was not about headlines, and what really drove it
06:53 Central banks reducing dollar holdings in favour of physical gold
11:08 How Project Enbridge and the yuan are building a non-dollar settlement system
16:57 Why London's tokenised gold push is a structural mistake
20:07 JP Morgan's strategy: concede the gold story publicly, contain it synthetically
25:18 Short-term chart footprints and where institutional support is building
33:39 Silver's breakout: what the premiums and ETF flows are signalling
37:57 Why silver could double from current levels into year end

Author

Samuel Briggs

Kinesis Money

Samuel holds a deep understanding of the precious metals markets, and as an in-house journalist for 1:1 gold and silver-backed monetary system, Kinesis, he is chiefly responsible for updating the community with insights and analys

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