The Silver Fuse to the Gold Explosion Feat Bill Holter - LFTV Ep 208
The Silver Fuse to the Gold Explosion Feat Bill Holter - LFTV Ep 208
Kinesis Money: 1-31-2025
In this week’s Live from the Vault, Andrew Maguire is joined by renowned precious metals commentator Bill Holter to discuss how foreign investors pulling back from US treasuries, with the Feds as the sole buyer, is fuelling an unsustainable debt spiral.
Amid escalating political and economic uncertainty, silver’s growing industrial demand, combined with long-standing price suppression, points to a potential revaluation, with any supply disruption prompting investors to shift towards tangible assets.
Timestamps:
00:00 Start
02:22 US hitting the debt ceiling just after Trump's inauguration
04:30 Scott Bessent, the US Treasury Secretary, vows there will be no default on his watch
05:15 In the event of a congressional standoff, investors tend to dump treasury bills
08:10 Do recessions occur when the yield curve uninverts?
09:50 The Fed faces a stark choice between controlling inflation and prioritising liquidity
11:30 The Post-Trump inauguration spot-sucking effect
14:00 Silver's potential as the catalyst for a financial system implosion
23:40 Investors holding bullion at unsuitable prices cause a supply deficit
25:45 The recent geopolitical uncertainty only shows how worthless paper contracts are
33:00 Gold under $3000 is a hard buy
35:15 The hidden risk behind Trump’s tariffs.
39:35 The Fed is the only central bank going long on gold
