Uploaded August 2026 | Updated September 2026, 2 weeks ago
Andy Schectman argues that rising bond yields, persistent inflation, and declining confidence in U.S. debt are creating a powerful long-term case for precious metals. He explains why central banks and major buyers continue accumulating physical gold despite recent price weakness, how China is building the vaults, exchanges, and payment systems needed to challenge Western paper markets, and why the shift toward physical settlement could reshape global price discovery. Andy also compares the outlook for gold, silver, and platinum, with gold remaining his preferred asset for a changing monetary system.
Check out Andy's work:
https://x.com/MilesFranklinCo
milesfranklin.com
youtube.com/@MilesFranklinMedia
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 Is gold preparing for another major move?
1:49 Interest rates, bond yields, and America’s debt trap
8:38 The real inflation rate and gold’s performance
11:30 Central banks and major buyers accumulate physical gold
13:32 Stablecoins, Treasuries, and the future of interest rates
18:10 When will gold respond to money creation?
20:18 Who is taking delivery from COMEX?
23:38 Could higher gold prices weaken the dollar?
24:00 The Global South builds a new gold settlement system
28:15 Hong Kong’s vault expansion and China’s long strategy
32:33 How much gold is China really buying?
36:01 Falling mine supply and rising physical demand
40:01 Gold revaluation and the July 4 prediction
45:04 Paper markets versus physical price discovery
49:15 Gold, silver, or platinum?
53:15 Where to follow Andy Schectman
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Andy Schectman argues that rising bond yields, persistent inflation, and declining confidence in U.S. debt are creating a powerful long-term case for precious metals. He explains why central banks and major buyers continue accumulating physical gold despite recent price weakness, how China is building the vaults, exchanges, and payment systems needed to challenge Western paper markets, and why the shift toward physical settlement could reshape global price discovery. Andy also compares the outlook for gold, silver, and platinum, with gold remaining his preferred asset for a changing monetary system.
Check out Andy's work:
https://x.com/MilesFranklinCo
milesfranklin.com
youtube.com/@MilesFranklinMedia
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 Is gold preparing for another major move?
1:49 Interest rates, bond yields, and America’s debt trap
8:38 The real inflation rate and gold’s performance
11:30 Central banks and major buyers accumulate physical gold
13:32 Stablecoins, Treasuries, and the future of interest rates
18:10 When will gold respond to money creation?
20:18 Who is taking delivery from COMEX?
23:38 Could higher gold prices weaken the dollar?
24:00 The Global South builds a new gold settlement system
28:15 Hong Kong’s vault expansion and China’s long strategy
32:33 How much gold is China really buying?
36:01 Falling mine supply and rising physical demand
40:01 Gold revaluation and the July 4 prediction
45:04 Paper markets versus physical price discovery
49:15 Gold, silver, or platinum?
53:15 Where to follow Andy Schectman
Copyright © 2026 Cambridge House International Inc. All rights reserved.
