Kinesis Money, Released on 6/22/26

In this week’s Live from the Vault, Andrew Maguire is joined by Craig Hemke to discuss why the gold and silver correction is now over, with record central bank buying and the largest Shanghai premium since 2008 pointing to a sharp move higher. The two experts examine how a US Treasury gold revaluation would unfold, why the new Fed chair has little room to diverge from dollar-weakening policy, and why every ounce of physical gold removed from the system brings a price reset closer.

00:00 Start
02:01 Central banks capitalize on geopolitical volatility to accumulate physical gold
05:39 Why the new Fed chair is unlikely to diverge from easy money policy
11:03 The Fed’s only mandate – funding government, not controlling inflation
16:49 Why Turkey’s gold sales never hit the open market and what happened next
20:36 Why institutional hedgers and refiners have permanently left COMEX
27:11 Gold revaluation – how it would happen and who gets caught short
35:02 The largest Shanghai gold premium since November 2008
43:00 Why the gold and silver lows are in – and what comes next
50:07 Every ounce of physical gold removed from the system tightens the squeeze

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, Craig Hemke, gold, silver