Kinesis Money, Released on 1/31/25

In this week’s Live from the Vault, Andrew Maguire is joined by renowned precious metals commentator Bill Holter to discuss how foreign investors pulling back from US treasuries, with the Feds as the sole buyer, is fueling an unsustainable debt spiral. Amid escalating political and economic uncertainty, silver’s growing industrial demand, combined with long-standing price suppression, points to a potential revaluation, with any supply disruption prompting investors to shift towards tangible assets.

00:00 Start
02:22 US hitting the debt ceiling just after Trump’s inauguration
04:30 Scott Bessent, the US Treasury Secretary, vows there will be no default on his watch
05:15 In the event of a congressional standoff, investors tend to dump treasury bills
08:10 Do recessions occur when the yield curve un-inverts?
09:50 The Fed faces a stark choice between controlling inflation and prioritizing liquidity
11:30 The Post-Trump inauguration spot-sucking effect
14:00 Silver’s potential as the catalyst for a financial system implosion
23:40 Investors holding bullion at unsuitable prices cause a supply deficit
25:45 The recent geopolitical uncertainty only shows how worthless paper contracts are
33:00 Gold under $3000 is a hard buy
35:15 The hidden risk behind Trump’s tariffs.
39:35 The Fed is the only central bank going long on gold

Bill Holter is currently a writer for Miles Franklin and Jim Sinclair’s Mineset where he posts weekly commentaries on gold and financial markets. Prior to joining Miles Franklin in 2012, Bill Holter Worked as a retail stockbroker for 23 years, including 12 years as a branch manager at A.G. Edwards. Later, he left Wall Street to avoid potential liabilities related to management of paper assets. Bill was a well-known contributor to the Gold Anti-Trust Action Committee (GATA) commentaries from 2007-2012. Bill became a writer for Jim Sinclair’s Mineset in 2015. Bill’s commentary can also be found at BillHolter.com.

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.

  andrew maguire, gold, precious metals, silver