Andy Schectman & Andrew Maguire: Physical Flows Signal a Shift in Gold and Silver

Kinesis Money, Released on 4/3/26 In this week’s Live from the Vault, Andrew Maguire welcomes Andy Schectman of Miles Franklin to examine the widening gap between COMEX and physical metal flows, highlighting record deliveries and unprecedented sovereign accumulation. The two friends examine the erosion of trust in Western systems and the influence of key players, […]

Tavi Costa: The Commodity Supercycle Playbook – Brazil, China, Mining Stocks & Latin America

Tavi Costa: The Commodity Supercycle Playbook – Brazil, China, Mining Stocks & Latin America

The Contrarian Capitalist, Released on 3/11/26 Topics covered in this podcast include: Tavi’s short, medium and long-term playbook Brazil, why the stock market could present a fantastic opportunity, and some key companies to watch out for Why Tavi is bullish on commodities, energy and Latin America How to safely play Chinese equities 3 Mining Companies […]

Alasdair Macleod & Andrew Maguire: Silver Squeeze Shocker: China Takes Control

Kinesis Money, Released on 2/20/26 In this week’s Live from the Vault, Andrew Maguire is joined by Alasdair Macleod to examine the silver squeeze and the shift of price control to the east, showing how heavy short positions in China and strong physical demand are stressing paper markets. The two precious metals experts discuss the […]

Andrew Maguire: The Dawn of the Silver Yuan

Kinesis Money, Released on 2/13/26 In this week’s Live from the Vault, Andrew Maguire examines how last Friday’s price drop in gold and silver showed the market had reached a turning point, with physical holders staying firm while derivative trading caused most of the decline. The London wholesaler explains how Chinese regulators and strong buying […]

David Morgan: Shanghai’s $10 Silver Premium: Is the West Losing Global Price Discovery?

Kitco News, Released on 2/11/26 Silver is witnessing a profound structural shift as the physical market begins to exert dominance over paper pricing mechanisms. In this deep-dive interview, recorded on February 11, 2026, Jeremy Szafron, Anchor of Kitco News, sits down with David Morgan, publisher of The Morgan Report, to analyze the “plumbing” of the […]

Trader Ferg: China Is Pulling Physical Metal East – The Premium Proves It

Natural Resource Stocks, Released on 2/10/26 Trader Ferg returns with Andy Millette to map the commodity tape the way a real trader does: through physical flow, incentives, and where price discovery is actually happening. They dig into why central banks are “forced by the math,” why volatility and paper smashes can mislead, and why the […]

Alasdair Macleod: Did China Just Set An Economic Trap On America With Silver?

Alasdair Macleod: Did China Just Set An Economic Trap On America With Silver?

CapitalCosm, Released on 2/7/26 (Recorded on 2/5/26) 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: […]

Doomberg: Trump Launches $12B Critical Minerals Stockpile! End of China’s Grip?

Doomberg: Trump Launches $12B Critical Minerals Stockpile! End of China’s Grip?

Triangle Investor, Released on 2/6/26 (Recorded on 2/5/26) In this timely Triangle Investor interview, renowned energy and finance expert Doomberg joins us to dissect the Trump administration’s groundbreaking Project Vault — a $12 billion strategic critical minerals stockpile launched in early February 2026 to counter China’s dominance over lithium, nickel, rare earths, and other vital […]