Kinesis Money, Released on 10/10/25

In this week’s Live from the Vault, Andrew Maguire and Alasdair Macleod expose the accelerating breakdown of the Western gold market as physical supply tightens and institutional investors scramble for credible metal exposure. Two experts analyze how China’s $5 trillion in annual household savings, combined with BRICS-led settlement reforms, is draining global liquidity and dismantling dollar dominance – signaling gold’s resurgence as the fiat era nears its end.

00:00 Start
01:21 Gold’s strength reflects declining faith in paper currencies
07:05 China quietly amassed vast gold reserves
13:31 China, Russia and BRICS tighten gold supply amid surging demand
19:13 China builds global gold network, reshaping gold liquidity
25:19 Physical gold dominates, institutions misjudge market
31:33 Gold delivery surges, signaling fiat currency purchasing power erosion
37:17 Currencies losing value, gold and silver becoming essential protection
43:44 Silver undervalued; credit bubble could trigger massive market upheaval

Alasdair Macleod is head of research for GoldMoney and Strategic Advisor at VON GREYERZ. Alasdair has been a celebrated stockbroker and Member of the London Stock Exchange for over four decades. His experience encompasses equity and bond markets, fund management, corporate finance and investment strategy. Read Macleod’s writing: https://www.goldmoney.com/research and MacleodFinance Substack.

Andrew Maguire is an Independent London Metals Trader and Analyst, internationally renowned for his unique ability to read the precious metals market with the knowledge and experience gained over 35 years trading in financial and commodity markets. Andrew sits on the advisory board of a global physical bullion exchange and is a consultant advisor to many international hedge fund managers, bullion banks, directors and metal traders globally.

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  andrew maguire, asia, china, gold, precious metals, silver