This week's market update argues that a silver price surge is coming due to strong demand in the East, particularly China and India. Record silver imports by India, exceeding the US Mint's American Silver Eagle sales in the past 5 years combined, are driven by growth in solar energy and battery production. China's surging solar panel demand is creating a premium for silver, and their silver stockpiles are shrinking. Despite recent price drops, the analyst believes bullish fundamentals will preva...
Apr 29, 2024•21 min•Ep. 137
Learn about the reasons behind the recent surge in gold prices. Examine the possibility of a large buyer in the OTC options market and the role of Chinese leveraged buying on the Shanghai Futures Exchange.
Apr 22, 2024•21 min•Ep. 136
Gold and silver prices are experiencing a dramatic rise in 2024, defying traditional market trends. James Anderson analyzes the reasons behind the surge and explores what it means for investors. He also exposes misleading media coverage and offers guidance on avoiding untrustworthy dealers in the precious metals market.
Apr 15, 2024•21 min•Ep. 135
Are we witnessing the start of a precious metals bull market? This in-depth analysis explores the recent surge in silver and gold prices, breaking down the key factors driving this potential bull market. Discover what's fueling investor interest in precious metals.
Apr 08, 2024•20 min•Ep. 134
This week's market update suggests a connection between rising gold prices, increasing government debt, and weakening currencies. Central banks are stockpiling gold at record levels. The Hunt Brothers' role in the 1980s silver market is reevaluated. The cocoa market's price surge mirrors gold's performance in the 1970s.
Apr 01, 2024•17 min•Ep. 133
A record amount of silver was added to a large unbacked silver exchange traded fund (ETF) in London. This suggests strong silver demand and potential future shortages. The price of gold is also rising, fueled by investor interest and a possible decline in the value of the US dollar. Investors are increasingly looking to precious metals like gold and silver as a hedge against inflation and a weaker stock market.
Mar 25, 2024•11 min•Ep. 132
India recently made a record-breaking purchase of silver, likely to be used in battery production. This follows a trend of countries buying physical silver instead of investing in unsecured ETFs. Is the price of silver expected to rise due to increased demand, mirroring what happened in the US after World War II?
Mar 18, 2024•14 min•Ep. 131
Is gold poised for a major breakout? This week's market update dives into the recent price surge, criticizes mainstream media for undervaluing gold, and highlights central banks' aggressive buying. Should you consider owning physical gold as a hedge against a potential stock market crash?
Mar 11, 2024•14 min•Ep. 130
Gold is poised for a significant price increase despite being ignored by most investors in the West. This is due to various factors, including rising debt, negative sentiment towards the US dollar, and increasing demand from Eastern countries. Will the next gold bull run be much larger than the one seen in the 1970s?
Mar 04, 2024•22 min•Ep. 129
Discover why MoneyWeek predicts a surge in silver prices and learn potential misplays to avoid in their insightful analysis. Stay ahead of the market trends with expert guidance on navigating the silver market's ups and downs.
Feb 26, 2024•17 min•Ep. 128
We recently invited the Royal Canadian Mint to our vault. While they were there, we did an exclusive Podcast with them. It was great to learn what separates them from other mints. We got to ask them the same questions we get asked every day by our customers. Is .9999 really better than .999? How did you get rid of the milk spotting issue? Why Maples vs Eagles? And many more. We hope you enjoy this exclusive access to one of the world's largest mints, brought to you by SD Bullion.
Feb 20, 2024•59 min•Ep. 127
Adrian Orr, central bank head of New Zealand, ridiculed modern central banking and fiat currency control, highlighting a growing reliance on gold bullion as a store of value amidst diminishing faith in fiat currencies. With major G8 nations abusing fiat currency privileges, a higher gold price is anticipated to balance diminishing faith. Despite fluctuations, gold remains resilient, while billionaire investor shifts towards gold miners reflect changing investment sentiments.
Feb 19, 2024•10 min•Ep. 126
Discover insights from a comprehensive analysis of global economic trends, including an in-depth examination of Russian President Vladimir Putin's recent interview and its impact on financial markets. Gain valuable perspectives on the shifting dynamics of gold and silver investment preferences, both in Eastern and Western regions.
Feb 12, 2024•18 min•Ep. 125
Learn about the potential crisis ahead as emergency loan programs increase, and the FDIC's forewarning in 2022 seems to be unfolding. Amidst this uncertainty, gold and silver demand remains robust, with central banks buying the second-highest amount of gold bullion in history in 2023. Explore the implications for silver prices, projected to rise as demand surpasses supply for the sixth consecutive year, setting the stage for a new era in precious metal values.
Feb 05, 2024•13 min•Ep. 124
James Anderson discusses key economic developments, including a Reuters report on a poll of 123 economists indicating a delayed Federal Reserve interest rate cut until June 2024. The majority of economists expect four rate cuts totaling -1% for the year. The episode delves into historical reflections, concerns about the U.S. debt surpassing $100 trillion, and the potential impact on gold markets due to delayed rate cuts. It also features insights from David McAlvany on gold, silver, and a rumore...
Jan 29, 2024•14 min•Ep. 123
Learn about the imminent era of a world silver shortage on this week's episode. Uncover the shifts in global trade dynamics, the impact of falling silver bullion inventory levels, and the potential for higher spot gold prices amid changes in the Federal Reserve's interest-cutting cycle.
Jan 22, 2024•11 min•Ep. 122
This week's market update highlights the ramifications of higher-than-expected US Consumer Price Inflation and escalating violence in the Red Sea shipping lanes, prompting concerns about prolonged disruptions in global shipping routes. Gold and crude oil prices respond to Middle East tensions, with China continuing its gold acquisitions. The economic landscape reveals troubling indicators, including the Federal Reserve's record losses, Citi Bank's worst quarter in 15 years, and growing challenge...
Jan 15, 2024•14 min•Ep. 121
As the US 10-year yield surpasses 4%, concerns arise about potential bank failures, with a recent Office of Financial Research (OFR) report highlighting the risks associated with fair-value losses in bank assets due to increased interest rates. The report emphasizes the potential vulnerability of the US banking system and its susceptibility to future failures.
Jan 08, 2024•24 min•Ep. 120
Discover why gold and silver are set for a significant surge in 2024 and beyond. Uncover the investment landscape, from stock market exposure concerns to gold's potential to outperform, with a focus on market indicators and the looming global banking crisis. Gain valuable perspectives on silver's trajectory, industrial allocations, and the anticipated store of value crisis.
Jan 02, 2024•10 min•Ep. 119
The US is reportedly considering a bold move to confiscate over 4,550 metric tonnes of gold, valued at $300 billion, from Russia to aid Ukraine in its war effort. This unprecedented step, involving a large sum of current fiat US dollar buying power, has raised legal and economic concerns, with potential repercussions including lawsuits and retaliatory measures from Russia.
Dec 27, 2023•10 min•Ep. 118
Delve into the intricacies of recent Federal Reserve actions and Powell's pivotal rate hike announcement in this week's blog. Tavi Costa's insightful commentary sheds light on the macro implications of the Fed's decisions amidst a backdrop of inflation, government spending, and supply constraints. Detailed charts provide a comprehensive view of the overvalued US stock market, urging readers to consider potential shifts in global market dynamics.
Dec 18, 2023•17 min•Ep. 117
The post discusses market trends, geopolitical events, and introduces the concept of "The Great Taking," a 2023 book and video by financial analyst David Rogers Webb, predicting a global economic restructuring. Gain insights from CPM Group's Jeffrey Christian and participate in the discussion surrounding the potential threats and remedies presented. Don't miss this comprehensive update on bullion markets and the evolving financial dynamics.
Dec 11, 2023•29 min•Ep. 116
Explore the current surge of gold prices in fiat US dollars and its implications for the financial landscape. Uncover insights into the overlooked precious metals market, the influence of derivative power, and the potential for a gold and silver mania. Gain valuable perspectives on market trends, historical contexts, and the cautious optimism surrounding this golden age breakout.
Dec 04, 2023•17 min•Ep. 115
In 2023, five US banks faced insolvency, with over $1/2 trillion in unrealized losses. US long-term nominal bonds experienced a three-year decline. The blog highlights concerns about potential bank failures, liquidity challenges at UBS, and the growing significance of gold and silver, notably China's strategic gold reserves and silver's role in fuel cells.
Nov 28, 2023•8 min•Ep. 114
Uncover the truth behind misleading healthcare statistics, stock market optimism, and the surging demand for precious metals. Discover the impact of global silver industrial demand and India's significant silver and gold imports. Stay informed on the US banking system concerns, with a closer look at the FDIC's challenges and recent bank failures. Gain valuable insights on why owning bullion is increasingly crucial in a world exposed to economic uncertainties.
Nov 20, 2023•13 min•Ep. 113
Moody's downgrading of the US debt outlook, coupled with gold and silver additions by Poland and China, prompts a shift away from underperforming assets to bullion. The silver and gold spot prices, despite trading downward, remain dynamic, while a forecast indicates a significant increase in global industrial silver demand, notably from China, over the next decade.
Nov 13, 2023•14 min•Ep. 112
Central banks around the world have made a record-breaking move to buy gold bullion in the first three quarters of 2023, acquiring 800 metric tonnes, surpassing the previous year's record. This surge in gold purchases by central banks has been driven by a diversification away from US bonds, even as US interest rates rise.
Nov 06, 2023•12 min•Ep. 111
Stay Informed: Israeli Soldiers Enter Gaza, Gold Market Insights, and US Banking Woes - Explore the latest updates in our SD Bullion Market Report, with a macroeconomic forecaster's take on gold's future, the impact of geopolitical events, and more.
Oct 30, 2023•29 min•Ep. 110
Gold is again outperforming US Treasuries, and the move by the world's central banks into bullion over bonds will likely only grow as more conflicts come, fiat currencies get further debased, and secular inflation brings about an all time secular bond bear market era.
Oct 23, 2023•16 min•Ep. 109
Gold is experiencing its strongest week in spot price performance since the 2023 bank failures, with market commentators speculating on the possibility of a gold price correction amidst ongoing turmoil.
Oct 16, 2023•18 min•Ep. 108