Gold & Silver Update: This Isn’t a Rally—It’s a Currency Reset
Gold & Silver Update: This Isn’t a Rally—It’s a Currency Reset
Mike Maloney: 9-4-2025
Is gold really “going up”—or are currencies falling?
In this Gold & Silver Update, Mike Maloney breaks down why he believes we’re living through a global monetary reset, where structural demand meets tight supply and the paper gold system looks stretched.
In this video:
Gold’s surge explained: currency devaluation vs. asset boom
New demand pipes: China insurers’ physical buying, India pensions eyeing gold access, Indonesia prioritizing domestic reserves
Why retail hasn’t piled in—and why that matters
Paper vs. physical: leasing, rehypothecation, GLD tonnage vs. price, and delivery risk
Silver’s setup vs. its 1980 inflation-adjusted high Long-term log charts: how prior 4× steps point to much higher potential prices
Real-world pricing in grams of gold (Venezuela example)
Mike’s approach: accumulate gold & silver, let the gold–silver ratio guide the mix (not financial advice)
If you care about purchasing power, sovereign demand, and the fault lines between paper and physical markets, watch to the end.