Kinesis Money, Released on 2/14/25

In this week’s Live from the Vault, Andrew Maguire and silver market veteran Peter Krauth break down how the US, reliant on imports for 75% of its silver needs, faces a growing supply deficit as industrial demand continues to accelerate. With silver ETFs seeing renewed inflow and physical shortages worsening, silver remains heavily undervalued compared to gold, but tightening supply and surging demand from AI, solar, and EV sectors could soon drive a major market repricing.

00:00 Start
02:50 Silver market 2024: Performance recap, macroeconomic environment, and targets
08:10 Removing paper market liquidity from COMEX and holding gold
17:40 Silver and gold as money, not commodities: Historical context
26:35 People are putting their money where their mouth is
29:50 Gold reaches all-time highs: Will silver follow? How are both metals connected?
37:40 What is the real price at which I’d be happy to sell my silver?
50:25 Silver supply deficit and surging demand from AI, solar, and EV sectors

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, Peter Krauth, precious metals, silver