Kinesis Money, Released on 7/4/25

In this week’s Live from the Vault, Andrew Maguire and Craig Hemke question whether Middle East tensions are being staged to distract from China’s trade corridor and the BRICS summit—both signaling a deeper shift towards physical settlement. Craig flags the return of headline-driven market volatility under Donald Trump, with both experts reaffirming that the long-term fiat collapse is now exposing the flaws in the paper gold system, prompting a global pivot towards transparent, physical trading.

00:00 Start
01:07 Are Middle East tensions a smoke screen for BRICS and China’s trade corridor?
08:08 Basel III cracks paper gold, physical markets take control
16:41 EFP collapse signals end of paper gold pricing dominance
23:54 Central banks scramble for gold as global debt explodes
32:18 Physical silver pricing breaks free from paper market control
40:08 Silver’s moment: Inertia breaking to new highs
50:09 Collective power drives fair precious metals pricing
56:15 Are silver and gold primed for an unstoppable breakout?

Known primarily by his nickname “Turd Ferguson,” Craig Hemke is the founder and editor of the popular TF Metals Report blog and podcast, covering precious metals, the financial markets, and greater economic trends.

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, basel iii, Craig Hemke, gold, precious metals, silver