Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman

Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman

Liberty and Finance:  10-14-2025

Andy Schectman of Miles Franklin reports from Aruba that the London silver market is experiencing an unprecedented liquidity crisis, with massive backwardation and lease rates soaring above 100%, surpassing even the 1980 Hunt Brothers silver squeeze.

Schectman describes premiums on U.S. Silver Eagles and Gold Eagles skyrocketing as inventories across mints, refiners, and wholesalers dry up, creating what he calls a “broken market.”

He warns that the divergence between spot and futures prices is making it nearly impossible for dealers to hedge, leading some major wholesalers to temporarily halt trading.

According to Schectman, the stress on COMEX and LBMA signals a global shift toward physical metals as investors lose faith in paper contracts.

He advises buyers to cost average their positions rather than wait for a pullback, emphasizing that this time “feels different” and may mark the beginning of a systemic shift in the precious metals market.

INTERVIEW TIMELINE:

0:00 Intro

1:30 LBMA liquidity squeeze

4:00 Premiums skyrocket, dealers shutting down

https://www.youtube.com/watch?v=eNOc1vy15EY

Monetary Reset’s First Step Less Than 10 Months Away – Next Independence Day Redefines Dollar & Gold

Monetary Reset’s First Step Less Than 10 Months Away – Next Independence Day Redefines Dollar & Gold

Miles Franklin Media:  10-12-2025

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Dr. Judy Shelton, former Federal Reserve nominee and former senior economic advisor to President Donald Trump, about a potential turning point for the U.S. dollar coming July 4, 2026 – the nation’s 250th anniversary.

Dr. Shelton reveals that her idea is gaining traction in Washington – a gold-linked U.S. Treasury bond that could redefine America’s monetary system.

Dr. Shelton, Senior Fellow at the Independent Institute and Author of 'Good as Gold,' discusses how these bonds could restore faith in the U.S. dollar, offset currency debasement fears, and bring the dollar back to a form of sound money.

Could this be America’s Independence Day Reset – a turning point that re-anchors the dollar to gold and restores monetary trust?

Dr. Shelton also tells Makori about a potential Fort Knox gold audit that could be in motion under the Gold Reserve Transparency Act and explores the implications of a gold revaluation, the U.S. strategic position in global finance, and the future of monetary systems anchored to gold.

In this interview:

Gold-linked Treasury Trust Bonds

How the Gold Reserve Transparency Act could open Fort Knox for a public audit

The logic behind re-pricing U.S. gold reserves to market value ($42 → $3,900+)

How July 4, 2026 could mark a new monetary era of sound money and discipline

What it means for the U.S. dollar, debt markets, and gold investors

00:00 Coming Up…

01:18 The Debasement Trade Explained

03:10 U.S. Debt & Economic Concerns

 07:44 Gold's Role in the Economy

14:27 Treasury Trust Bonds Proposal

26:02 Challenges & Skepticism

50:01 Private Credit & the Fed's Influence

51:53 Gold Revaluation & U.S. Treasury

 55:03 International Gold Revaluation Precedents

01:01:55 Impact of Gold-Linked Treasuries on Global Politics

 01:19:07 Historical Context of Gold Standards

01:30:30 Bitcoin & Modern Monetary Systems

01:35:10 Conclusion & Final Thoughts

https://www.youtube.com/watch?v=5AczPAxY9-8

Why Is the Key Player in GENIUS Act & Stablecoins Buying Gold? The Tether No One Is Talking About

Why Is the Key Player in GENIUS Act & Stablecoins Buying Gold? The Tether No One Is Talking About

Miles Franklin Media: 10-10-2025

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, dives into the growing intersection between gold, Treasuries, and digital money.

And what it could mean for America’s massive debt.

As Washington tries to tie stablecoins to the U.S. Treasuries through the new GENIUS Act, a major shift is unfolding. Key players in the digital asset space are expanding into physical gold, blurring the line between old and new forms of money.

Could this convergence of digital dollars and real gold signal a quiet restructuring of how the U.S. manages its debt? Michelle breaks down the connections between stablecoins, Treasuries, and gold – and what they reveal about the potential for a U.S. debt reset.

 Key Takeaways

Tether’s massive gold bet and why it matters

How stablecoins are being tied to U.S. Treasuries under the GENIUS Act

Why “digital dollars backed by real gold” could reshape monetary policy

The growing gold positions of major players in the digital asset market

How this structure echoes past U.S. debt resets in 1933 and 1971

Why “Bitcoin, Gold & Land” may be the ultimate hedges against darker times

00:00 Introduction: Tether's Gold Ambitions

01:49 Tether's Gold & Bitcoin Holdings

02:23 The Genius Act & Stablecoins

03:15 Regulations & Oversight

 06:04 Global Reactions & Accusations

 07:31 Historical Context & Gold Revaluation

10:16 Conclusion: The Real Story

https://www.youtube.com/watch?v=-3gX09Ij7_I

The End of Fiat, Stablecoins, and the Gold Reckoning: Lynette Zang

The End of Fiat, Stablecoins, and the Gold Reckoning: Lynette Zang

Kitco News:  10-9-2025

In a powerful, cut-down version of the interview, Zang dismantles the official economic narrative, arguing that central banks are rapidly losing control of the very data they rely upon.

 The discussion reveals a profound credibility gap that, according to Zang, signals the inevitable end of the current monetary system and the beginning of a radically different financial era.

If you are basing your financial security on official GDP reports and manipulated CPI numbers, consider this your urgent wake-up call.

The most immediate danger identified in the conversation is the alarming gap between the official economic narrative and the reality experienced by the average consumer.

We are continually bombarded with positive headlines—a “dovish” Federal Reserve, stable housing price narratives, and low unemployment figures. Yet, the underlying truth is that consumers are deeply stressed, and the U.S. Treasury market remains acutely fragile.

Zang points to a troubling trend: Economic data is becoming systematically unreliable. Data revisions are increasingly necessary, transparency is declining, and the political manipulation of statistics is evident.

When central banks cannot trust their own metrics, and the public is left bearing the risks of an artificially propped market, trust collapses.

This credibility gap is not just an inconvenience; it’s a death signal for the existing system.

The core thesis is simple: You cannot navigate an unstable economy with dysfunctional, politically motivated data. We are truly “flying blind.”

While much of the market focuses on traditional inflation drivers, Zang highlights a surprising new catalyst for monetary collapse: Stablecoins.

Stablecoins, digital assets pegged to fiat currencies like the U.S. dollar, are often viewed benignly. However, Zang argues that their proliferation could dramatically accelerate a wave of hyperinflation and act as the transitional mechanism during the shift to a new global system.

This threat arises from the systemic fragility of the underlying assets—often U.S. Treasuries—that back these tokens. As systemic risk in the traditional banking sector and Treasury market increases, a run on stablecoins could quickly transmit and amplify volatility throughout the entire monetary structure, potentially leading to rapid creation and devaluation of digital money during a crisis point.

The shift toward central bank digital currencies (CBDCs) and digital assets represents a profound monetary transition. Zang warns that those holding traditional fiat assets could face devastating losses as this transition accelerates, pushed forward by digital catalysts like stablecoins.

In an environment of extreme systemic fragility, attention inevitably turns to safe-haven assets. Zang’s analysis dedicates significant focus to the discrepancy between the official gold market and physical reality.

The official spot price of gold is believed to be heavily distorted by the dominance of paper trading (futures and derivatives) over genuine physical holdings. This artificial suppression keeps prices lower than what the real-world demand for physical metal would dictate.

The movement toward physical gold and silver is the market’s definitive statement about the future of the global monetary system. When demand shifts from easily manipulated paper claims to tangible metal, the exposure of gold’s real, undervalued price becomes a looming trigger that will shake market confidence to its core.

Why do smart investors and the public continue to cling to a system showing clear, systemic failure?

Zang addresses the dangerous psychological crutch of “hopeium”— the irrational hope that regulators and central authorities will somehow successfully engineer a soft landing or successfully fix the underlying flaws.

Human tendency is often to avoid painful action until it is too late. Clinging to flawed fiat money systems, despite clear evidence of their imminent failure, is a critical error that perpetuates risky behavior.

When the market reset arrives, those relying on hope and paper promises will bear the brunt of the financial devastation.

The time to transition liquid wealth into tangible, enduring assets—primarily physical gold and silver—is now, before the credibility gap explodes into a full-scale liquidity crisis.

Want to understand the full implications of data manipulation, stablecoin risk, and how to position yourself for the inevitable financial reset?

Watch the full Kitco News interview with Lynette Zang for further insights and information.

https://youtu.be/g7smAzCYd1E

Podcast: Even at $4,000 Gold the Miners Are Ridiculously Cheap

Podcast: Even at $4,000 Gold the Miners Are Ridiculously Cheap

Notes From ther Field By James Hickman (Simon Black)  October 8, 2025

Yesterday we wrote that with gold topping $4,000, it’s time to step back and look at the big picture—and the fundamentals haven’t changed.

Foreign governments and central banks hold about $10 trillion in US denominated reserves. But for years they’ve been trading this paper for gold— because it is their only realistic alternative.

Why are they searching for an alternative? Because they are losing confidence in the US government.

The debt, the political dysfunction, the weaponization of the dollar— these all make them less excited about loaning money to the US government.

And their steady buying of gold is what pushed it to these levels.

Those catalysts have not gone away, and if anything, are stronger than ever.

When a few hundred billion in demand can double the price of gold, imagine what happens if even a small portion of the remaining trillions rotate into gold.

Does 5% of dollar reserves shifting into gold translate to $10,000 gold? 20% re-allocation to $20,000 per ounce?

We don’t know exactly, but these numbers are not fantastical. There’s still enormous room for upside.

In the short term, of course, we can see plenty of noise.

Markets respond to headlines—like the new prime minister of Japan openly calling for more money-printing. Any environment like that naturally drives gold higher.

But at the same time, we’re seeing signals that a correction could be near—a stampede of new individual investors, record inflows into large gold ETFs, and a drop off in jewelry sales.

There are some classic signs of a short-term top.

But we don’t focus on short term trading. We always look at the long term big picture. And the long-term trend remains solidly intact.

So does the most important story of all right now: the much ignored mining sector.

Even after a massive run, many gold miners are still deeply undervalued relative to the long-term intrinsic value of their businesses.

One company featured in our premium investment research is up 5x in the past year. Yet even if gold fell back to $3,000, it would still be turning enough profit to trade at just four times earnings.

It’s debt-free. It pays a dividend. And it offers massive downside protection.

So while no one has a crystal ball—and we can’t tell you what happens tomorrow—the reality is that the mining, drilling, and service companies behind this bull market remain absurdly cheap.

That’s an opportunity to take seriously.

We dug into all of this in our latest podcast which you can listen to here.

For the audio-only version, check out our online post here.

Finally, you can find the podcast transcript for your convenience, here.

To your freedom,   James Hickman   Co-Founder, Schiff Sovereign LLC

https://www.schiffsovereign.com/podcast/podcast-even-at-4000-gold-the-miners-are-ridiculously-cheap-153684/?inf_contact_key=1f919ccb60db55e5bf8b1f2fa4927e1ab51161ba063939a3213f94f46454e7e9

Gold Breaks $4000 - Is The Dollar Collapsing? | Mario Innecco

Gold Breaks $4000 - Is The Dollar Collapsing? | Mario Innecco

Liberty and Finance: 10-8-2025

Mario Innecco speaks about gold breaking above $4,000 and silver nearing $50, signaling deeper issues within the global financial system.

Innecco warns that such price surges often precede major economic or geopolitical crises, comparing today’s environment to 1980, 2008, and 2011 when precious metals spiked before turmoil.

 He suggests gold may be anticipating hidden credit stress, inflation, or war, as physical demand from central banks and investors drains available supply and pushes lease rates higher.

Despite record prices, Innecco cautions against selling physical holdings, arguing that gold and silver serve as essential insurance against fiat currency collapse.

 He predicts silver could soar well beyond $50 once resistance breaks, as institutional and retail investors rush into tangible assets amid fading confidence in the financial system.

INTERVIEW TIMELINE:

 0:00 Intro

1:22 Gold update

 6:20 Currency crisis

10:00 Silver update

20:00 Retail involvement

https://www.youtube.com/watch?v=7qpTkIW_xQ0

News, Rumors and Opinions Thursday 10-9-2025

Gold Telegraph: Conversation #11 with Judy Shelton

10-9-2025

“The message of gold going up is that people are expressing discomfort with the way governments try to manage the economy and manage the world…”

In this episode, Dr. Judy Shelton joins me once again to explain how restoring integrity to money through gold-linked bonds and honest monetary policy could reshape the global financial system and return power to the people.

She also warns that the United States must move before China to lead the next era of monetary reform.

I hope you enjoy this discussion, and thank you, @judyshel, for joining me.

TIMESTAMPS

(1:19) Restoring integrity to money

(4:09) Lessons from the classical gold standard and Bretton Woods

(6:34) Explaining the Treasury Trust Bond

(12:27) How it could transform global demand for U.S. debt

(14:27) Auditing America’s gold reserves

(23:43) Reforming the Federal Reserve and IMF to restore accountability

(35:02) Making monetary policy boring again

(39:22) Considering a potential Federal Reserve nomination?

(47:50) Are we on the edge of another global monetary reset?

(55:05) Shifting monetary power from central banks to the people

(57:20) New stablecoin legislation

(1:02:22) Exploring the “Solidus”… a stablecoin backed by gold-convertible treasuries

(1:09:44) China’s hidden gold reserves and the risk

(1:12:08) Defining success over the next 10 years

(1:14:45) What gold’s powerful move is telling us about the future of the global monetary system

https://twitter.com/i/status/1975631687519510549

Source(s):   https://x.com/GoldTelegraph_/status/1975628037359325363

https://dinarchronicles.com/2025/10/09/gold-telegraph-conversation-11-with-judy-shelton/

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Frank26   [Iraq boots-on-the-ground report]   FIREFLY: Sudani says the banking reforms have become a model of commitment and trust...Every time we see him, we do feel better.  The confidence in him is growing I will admit. Because he's telling us every day he's going to keep his promise... FRANK:  Sudani is not holding back...He comes straight out and he tells you as much as he can about the monetary reform without giving you the date or the rate.  He tells you the monetary reform of Iraqi banks is about to give you your purchasing power...by lifting of the zeros from your exchange rate.

Mnt Goat  ...This is a critical time and could result in a reinstatement if all goes well.  All the evidence shows us this is now inevitable, but when?  Yes, that is the questions we all want to know... 

 Militia Man  When Iraq changed the value from 1450 to 1310, they just popped out and said, boom it's done, no warning, they just did it effective immediately.  They do it when they are going to do it.  So, that's why we are watching how far Iraq is, do they have all of their systems in place, electronic payments, cross border payments...it's very complex. 

************

Gold Surges Past $4000, Silver Nearly Touches $50 | Chris Vermeulen

Liberty and Finance:  10-8-2025

https://www.youtube.com/watch?v=x0EsbT1A9tU

Gold Tops $4K as World Prepares to Go off Dollar Standard

Gold Tops $4K as World Prepares to Go off Dollar Standard

Peter Schiff:  10-8-2025

The financial world recently crossed a staggering, unprecedented milestone: gold surged past $4,000 per ounce.

While mainstream financial media often tries to rationalize such movements away as temporary volatility or irrational exuberance, economist and outspoken investment strategist Peter Schiff argues that this surge is the clearest, most urgent warning signal yet—a screaming indicator that the global financial system, founded upon the U.S. dollar, is on the brink of profound collapse.

In a recent video, Schiff didn’t just celebrate the price jump; he dissected its implications, drawing striking parallels to historical crises and laying out a grim forecast for the dollar and U.S. sovereign debt.

For Peter Schiff, gold is not merely a commodity; it is the ultimate forward-looking indicator of economic health.

The move past $4,000 is not random; it signals accelerating fear over the future purchasing power of fiat currencies, especially the U.S. dollar.

Schiff anchors his argument in history, specifically comparing today’s situation to the 1970s. When the U.S. abandoned the gold standard, the dollar experienced a massive devaluation, leading to crippling stagflation.

 The current crisis, he argues, is a sequel—but potentially far more severe—as the world actively moves away from the U.S. dollar standard.

Schiff critiques commentators who dismiss gold’s rise, reminding us that truly significant financial crises are often heralded by seemingly isolated market events.

 Just as the rising default rates on subprime mortgages were the quiet harbinger of the 2008 financial crisis, the explosive rise in gold prices is signaling a sovereign debt and inflation crisis that the Federal Reserve and Washington are actively ignoring.

Why is the dollar’s reserve status eroding now? Schiff points to three critical factors that have converged to accelerate the move away from the greenback:

The bedrock of the dollar’s global status has been fundamentally undermined by the massive, unsustainable debt carried by the U.S. government. Irresponsible fiscal policies—unfunded spending, endless deficits, and ballooning national debt—have signaled to the world that the U.S. has no intention of paying down its liabilities or maintaining the strength of its currency.

Schiff argues that the Federal Reserve has lost credibility by prioritizing political stability over fiscal prudence. Years of loose monetary policy, followed by policy shifts that have failed to tame inflation effectively, have left investors skeptical of the Fed’s ability to navigate the complex economic landscape without resorting to the inflationary tactic of printing more money.

Perhaps the most significant recent catalyst is the weaponization of the dollar through geopolitical sanctions, notably those levied against Russia.

 By freezing dollar-denominated assets, the U.S. government inadvertently provided the final push needed for nations like China, the BRICS alliance, and others to actively seek alternatives to the dollar for trade and reserves. This collective push for de-dollarization is rapidly diminishing the demand for U.S. assets.

Schiff’s prediction is stark: the unprecedented surge in gold prices foreshadows a looming dollar collapse accompanied by hyperinflation.

Schiff believes the Fed will ultimately choose the latter, resulting in a severe devaluation crisis where goods and services become exponentially more expensive, even as the official economy plunges into deep distress.

If the gold market is truly signaling the end of the dollar era, preparation is paramount. Peter Schiff is adamant that traditional defensive strategies will fail because the U.S. bond market will be the primary victim of rising rates and collapsing currency value.

Gold and silver are essential portfolio anchors. They are real money that retains value during periods of monetary debasement and inflation. As the dollar plummets, these assets represent protected purchasing power.

Avoid reliance on U.S. stocks and bonds. Schiff recommends acquiring foreign dividend-paying stocks that generate income in currencies less exposed to the U.S. debt crisis, allowing investors to move their capital out of the collapsing dollar orbit.

Schiff stresses that U.S. bonds (Treasuries) will suffer the most significant damage. As rates eventually rise or inflation spirals out of control, the value of fixed-income U.S. debt will be decimated.

The move to $4,000 gold is a marker of historic significance, according to Peter Schiff. It is a financial verdict on decades of fiscal negligence and a clear call to action for investors to prepare for a financial upheaval that will redefine global monetary stability.

For a deeper dive into Peter Schiff’s arguments and his full analysis of the pending economic turmoil, please watch the full video and explore resources on his Shift Gold platform.

https://youtu.be/NxBzjro87-U

Gold’s Run to $5,000, Silver $50 Isn’t a Rally: It’s Proof of a Dying Financial System

Gold’s Run to $5,000, Silver $50 Isn’t a Rally: It’s Proof of a Dying Financial System

Daniela Cambone:  10-8-2025

“It’s really theft. And it's not mistaken theft or stupid theft. It's deliberate policy theft,” says Matthew Piepenburg, author of Rigged to Fail, of the current fiscal environment.

 He warns we are at a “Stalingrad moment” for the U.S. dollar, driven by unsustainable debt and central banks “net stacking gold and net dumping U.S. Treasuries.”

This historic shift, he explains, is because “policymakers are not your friends” and are deliberately debasing currency. “When that debt credit balloon approaches a popping moment… the currency used to monetize that debt… melts like an ice cube.”

In this environment, “gold just tells the truth,” acting as a vital lifeboat. “Gold has almost a supernatural, historical, and inherent quality that's simply unmatched.

And that's why it's in such demand, and it will always get the last laugh over dying fiat paper money. It just always does.”

https://www.youtube.com/watch?v=cfqJfAcOnp4

Armies Of Investment Managers About To Rush Gold | Clive Thompson

Armies Of Investment Managers About To Rush Gold | Clive Thompson

Liberty and Finance:  20-8-2025

Gold and silver markets are surging, with gold nearing $4,000 and silver pushing $50, driven by global unease over political instability, the U.S. government shutdown, and recession fears.

Clive Thompson says investors are losing faith in holding cash and rushing into tangible assets, while institutional portfolios still hold less than 1% gold on average, leaving room for a major revaluation if allocations rise even modestly.

He views short-term froth as normal within a powerful, long-term bull market. Thompson warns the U.S. shutdown is forcing the Fed to “fly blind” without economic data and slowing growth amid layoffs and AI-driven job losses.

He expects the Fed to resume money printing to cap long-term rates, triggering renewed inflation and pushing gold even higher.

He argues government debt is compounding faster than GDP and predicts an eventual gold revaluation, potentially near $15,000 per ounce, as the only way to restore fiscal solvency.

Ultimately, he sees the “crack-up boom” described by von Mises unfolding, where all real assets rise together as confidence in fiat currencies erodes.

Gold, he says, remains the anchor of real value as dollars, euros, and other currencies continue to lose purchasing power in “real money” terms.

INTERVIEW TIMELINE:

 0:00 Intro

1:47 Gold market

8:47 Government shutdown

 24:35 Gold revaluation

 30:00 Dollar devaluation

35:30 Last thoughts

https://www.youtube.com/watch?v=Cx3_XVF_N7o

Gold and S&P 500 Peaking Together 6 Times in 2025 — A 1970s Echo of Financial Chaos?

Gold and S&P 500 Peaking Together 6 Times in 2025 — A 1970s Echo of Financial Chaos?

Daniela Cambone:  10-7-2025

In finance, conventional wisdom often holds that when stocks soar, safe havens like gold languish. They are supposed to be inverse reflections of economic confidence.

But what happens when both are hitting all-time highs simultaneously?

This rare and fascinating convergence was the subject of a recent, insightful discussion on the Della Kambon show at ITM Trading, featuring host Danny and guest Joel Litman, a finance professor and Chief Investment Strategist at Ultimatry.

Litman explains that this unprecedented dual peak—a phenomenon that has occurred only six times since the 1970s—is not a glitch in the simulation. It’s a powerful signal driven by fundamentally separate forces, demanding a new level of diversification from investors.

The simultaneous ascent of gold and the S&P 500 paints a contradictory picture of the current global economy:

Gold has experienced an explosive surge, rising 44% this year and nearing the significant milestone of $4,000 an ounce. This movement is a classic reflection of global fear and systemic uncertainty.

Meanwhile, the S&P 500 has climbed 14% to set new records. This surge is predicated on a narrative of optimism surrounding U.S. corporate performance.

The contradiction resolves when you stop viewing the market as a single engine. Litman stresses that gold and stocks are being propelled by entirely different—but equally powerful—engines.

Gold is thriving because of global risk and instability. Stocks are thriving because of specific, idiosyncratic strength within the U.S. corporate sector.

“Gold is the hedge against global crisis and instability. Stocks are the reward for U.S. corporate innovation and strong earnings growth,” Litman explained.

A persistent critique of the current stock rally is that it’s purely dependent on a handful of mega-cap tech companies (the “Magnificent 7”). Litman thoroughly refutes this notion, providing evidence that the market’s strength is far broader than headlines suggest.

He revealed that over 400 stocks in the S&P 500 have more than doubled in value this year.

This breadth signals that the rally is robust and driven by genuine productivity gains across various sectors, not just concentrated momentum in tech giants. This reality opens up significant opportunities for selective stock pickers willing to look beyond the largest market caps.

Another source of investor confusion is the disconnect between mixed economic surveys (weak PMI, consumer spending concerns) and the strong performance of corporate earnings.

Litman clarifies that economic growth and corporate earnings growth are not synonymous. Many American companies can generate high economic profit even when the broader economy faces headwinds.

This resilience is largely attributed to the robust discretionary income of the U.S. consumer compared to consumers in other developed nations.

When assessing the risk of a prolonged bear market, Litman points to the historical precedence: bear markets almost always coincide with corporate credit crises.

Critically, the U.S. currently exhibits low credit risk. Conversely, Litman highlights that credit risks are perilously concentrated in China, where many companies—when reviewed under Western accounting standards—are barely profitable or effectively insolvent. This fundamental contrast supports a relatively optimistic view on the trajectory of U.S. equities.

The discussion also touched on global efforts to challenge the U.S. dollar’s dominance, including Russia’s financial strain and China’s strategic shifts, such as the proposed “China super monetary highway” involving gold trading in Hong Kong and Saudi Arabia.

While acknowledging these shifts, Litman remains skeptical that the complex structural and political hurdles facing these nations will allow them to unseat the USD’s dominance anytime soon.

The convergence of record-high gold and stocks is not a signal to panic, nor is it a sign to go all-in on one asset class. Instead, it underscores the profound importance of intelligent diversification.

This moment in history—where two opposing forces of the financial world hit their zenith together—is rare. It provides a unique opportunity for investors to hedge their global risks while capitalizing on the extraordinary strength and innovation of the U.S. corporate sector.

https://www.youtube.com/watch?v=UXSTC0fA2iM