GOLD Is Your Monetary Doomsday Clock | Egon von Greyerz
GOLD Is Your Monetary Doomsday Clock | Egon von Greyerz
Soar Financially: 10-16-2025
Gold is exploding past $4,000, silver near $50, but according to Egon von Greyerz, this is only the beginning.
He says we’ve entered the final phase of the global monetary system, where currencies will be destroyed, interest rates will soar, and only gold and silver will preserve real wealth.
In this episode, we discuss the coming collapse, why fiat is already 99% dead, and why gold could still multiply from here.
GOLD Is Your Monetary Doomsday Clock | Egon von Greyerz
Soar Financially: 10-16-2025
Gold is exploding past $4,000, silver near $50, but according to Egon von Greyerz, this is only the beginning.
He says we’ve entered the final phase of the global monetary system, where currencies will be destroyed, interest rates will soar, and only gold and silver will preserve real wealth.
In this episode, we discuss the coming collapse, why fiat is already 99% dead, and why gold could still multiply from here.
News, Rumors and Opinions Thursday 10-16-2025
Gold Telegraph: The Monetary Reset is No Longer a Tin-foil Fantasy
10-15-2025
BREAKING NEWS: THE PENTAGON IS MOVING TO STOCKPILE UP TO $1 BILLION IN CRITICAL MINERALS
The race is on…
“Trump Administration challenges Chinese dominance of supply chain for metals essential to defence industry…”
Gold Telegraph: The Monetary Reset is No Longer a Tin-foil Fantasy
10-15-2025
BREAKING NEWS: THE PENTAGON IS MOVING TO STOCKPILE UP TO $1 BILLION IN CRITICAL MINERALS
The race is on…
“Trump Administration challenges Chinese dominance of supply chain for metals essential to defence industry…”
Source: https://www.ft.com/content/cd5244eb-a8e9-42bc-8939-71ba0fefa057
Countries are quietly securing what can’t be printed. They’re exploring setting price floors and building stockpiles as debt spins into chaos. The script is writing itself.
Congo will permanently ban cobalt exporters that violate its new quota system. The D********c Republic of the Congo represents 70% of global cobalt output. Cobalt is currently surging… A global battle for commodities is currently underway.
The silver market is getting very interesting… Liquidity has collapsed. Silver lease rates have spiked to as high as 35%. Those short silver are now scrambling to find metal. Silver is up over 60% the past 1 year in US dollar terms…
BREAKING NEWS: JPMORGAN WILL INVEST UP TO $10 BILLION IN U.S. COMPANIES TIED TO NATIONAL SECURITY, INCLUDING CRITICAL MINERALS
It is raining down now.
All eyes on minerals.
Source: https://www.reuters.com/video/watch/idRW327313102025RP1/
BREAKING NEWS: UNITED STATES TREASURY SECRETARY SAYS CHINA’S RESTRICTIONS ON CRITICAL MINERAL EXPORTS WILL HURT ITS OWN INTERNATIONAL STANDING
Minerals…
Source: https://www.ft.com/content/fbc5f7bc-b36c-4a12-9c5e-a3f0c19aad12
BREAKING NEWS: THE INTERNATIONAL MONETARY FUND IS WARNING THAT THE EROSION OF TRUST IN CENTRAL BANKS CAN BOOST INFLATION EXPECTATIONS
Nothing to see here…
“The global lender was observing increasing pressures on central banks…”
Jerome Powell signals that the Federal Reserve is near the END of QT. You know what comes next…
The leader of the Federal Reserve says he won’t comment on the gold price. The gold price is speaking for you.
BREAKING NEWS: FREEPORT MCMORAN PLANS TO BREAK AWAY FROM THE BENCHMARK PRICING SYSTEM UNDERPINNING GLOBAL SALES OF MINED COPPER ORES
Wow…
“Over the last 35 years, I have never seen anything like this this said Javier Targhetta.”
Source: https://www.mining.com/web/freeport-to-break-away-from-copper-benchmark-it-set-for-decades/
BREAKING NEWS: BHP IS WEIGHING WHETHER TO RESURRECT DEFUNCT MINES IN THE HISTORIC US COPPER BELT
This is one of the largest mining companies in the world. There is a scramble for minerals…
“Chief executive Mike Henry says company is looking at restarting operations in Arizona…”
Source: https://www.ft.com/content/ddeb6fd5-1309-4d76-92d4-4bcbd1ff0362
Suddenly, many in the crowd who once called a “monetary reset” a tin-foil fantasy now think that is where the world is headed… Alright.
Congo, which supplies 75% of the world’s cobalt, just replaced its 8-month export ban with strict quotas. The world is leveraging its commodities. What else? The USA is actively trying to stockpile cobalt right now. This is the first time in 30 years that this has happened…
The leader of the biggest bank in America, Jamie Dimon, says: “Gold could easily go to $5,000, $10,000 in environments like this.” Ok.
Source(s): https://x.com/GoldTelegraph_/status/1977238828122620299
************
Courtesy of Dinar Guru: https://www.dinarguru.com/
Frank26 Article quote: "Central Bank of Iraq confirmed there is no intentions to float the Iraqi dinar exchange rate" You're saying it for 1 of 2 reasons. #1 You want the speculators to hear you say, "We're not going to float." And then you'll float. #2 You're not going to float and that this is an RI and you're going to come out at $3+ maybe even more to make up the difference of the last 20 years...
Jeff Article quote: "Iraq has increased its gold holdings rom 90 to 170 tons of gold". Yeah, they're absolutely Basil 3 compliant. They're backing the value of their currency with reserves getting ready to revalue and the article clearly states they are ready to delete the zeros, meaning phase out the large currency notes in the very close proximity or future...They have stated in older articles that...old notes with three zeros and small replacement notes without the 3 zeros will coexist at the same value...
Nader From The Mid East Article says they agree to remove three zeros from the currencies...I stick to my word, after the election everything will happen...The election will start on the 26th and the last day of it is on the 11th of November. The good news is for sure they're going to remove their three zeros. They said it now. I know it's going to happen before the end of the year.
They're Not Enough Silver: It's That Simple | Clem Chambers
Liberty and Finance: 10-15-2025
Clem Chambers explains that silver’s explosive rise above $53 stems from deep structural shortages and geopolitical tension.
He contrasts gold’s demand—driven by central bank accumulation—with silver’s more retail-driven surge, noting that only eight times more silver than gold is mined each year, yet the price ratio remains around 80-to-1.
Chambers links both metals’ rallies to a larger U.S.-China industrial and technological conflict, where nations are stockpiling real assets amid rearmament and reindustrialization.
Silver’s backwardation, he argues, signals immediate physical demand overwhelming paper supply—proof that the market is “running out” of deliverable metal.
While warning that prices may overshoot, Chambers still sees triple-digit silver as plausible if geopolitical and monetary “natural stupidity” persist.
INTERVIEW TIMELINE:
0:00 Intro
1:30 Gold drivers
20:30 There's not enough silver
28:30 Platinum & palladium
Surging Gold EXPOSES How Dollar System Is Being Abandoned
Surging Gold EXPOSES How Dollar System Is Being Abandoned
Taylor Kenny: 10-14-2025
For the first time since 1996, central banks now hold more gold than U.S. Treasuries.
That’s not a coincidence. It’s a silent vote of no confidence in the dollar.
It’s no secret that the world of finance can feel like a labyrinth, with complex systems and jargon that often leave the average person feeling lost.
Surging Gold EXPOSES How Dollar System Is Being Abandoned
Taylor Kenny: 10-14-2025
For the first time since 1996, central banks now hold more gold than U.S. Treasuries.
That’s not a coincidence. It’s a silent vote of no confidence in the dollar.
It’s no secret that the world of finance can feel like a labyrinth, with complex systems and jargon that often leave the average person feeling lost.
But sometimes, a significant shift occurs, a seismic tremor that even the most casual observer should notice. According to a recent video from ITM Trading featuring Taylor Kenney, such a shift is not only happening but is accelerating – a profound repositioning of gold at the very heart of the global monetary system.
For the past three years, gold prices have been on a spectacular ascent, nearly tripling in value. This isn’t just a minor fluctuation; it’s a powerful signal, a message largely flying under the radar or dismissed by many as a mere market anomaly.
Kenney’s core argument is potent: gold is re-emerging as the ultimate monetary anchor, driven by a deep and pervasive erosion of trust in the US dollar and fiat currencies worldwide.
Let’s unpack why this is happening. The United States is grappling with a colossal and seemingly unsustainable debt burden, approaching a staggering $38 trillion.
The annual cost of simply rolling over this debt is around $7 trillion, an amount that forces the US to become heavily reliant on foreign entities to purchase dollar-denominated assets. This delicate balancing act, however, has revealed its vulnerabilities.
A pivotal moment, as highlighted in the video, was the 2022 freezing of Russian dollar reserves. This action sent shockwaves through international financial circles, exposing the inherent risks and lack of true monetary sovereignty that foreign central banks face when holding US dollars.
The implication is stark: if these assets can be frozen for one nation, they can potentially be frozen for others. This revelation has spurred a crucial pivot, a move away from the dollar and towards gold.
Why gold? Because it possesses qualities that fiat currencies simply cannot replicate.
Gold carries no counterparty risk – meaning its value isn’t dependent on another party’s promise to pay. It cannot be arbitrarily frozen by geopolitical decree, nor can its value be diluted by the endless printing of money. For centuries, through every imaginable geopolitical upheaval and economic storm, gold has remained the unchallenged store of value.
The implications of this shift are already being felt. For the first time since 1996, central banks are holding more gold than US Treasuries. This isn’t a subtle indicator; it’s a resounding declaration of lost confidence in dollar assets and a clear sign that the dollar’s reign as the world’s reserve currency is beginning to wane.
The ITM Trading video sounds a stark warning: as the dollar’s dominance fades, we can expect desperate measures from the Federal Reserve.
Think liquidity and aggressive money printing, all aimed at maintaining a fragile illusion of stability. The inevitable consequence? A currency crisis, where escalating inflation morphs into hyperinflation, decimating the purchasing power of the dollar. Your savings, your paycheck, your very standard of living will be severely impacted.
History offers cautionary tales, like the 1933 gold confiscation and revaluation under President Roosevelt. While this event wiped out personal wealth overnight for many, it dramatically rewarded those who held gold. Such “currency resets” are a stark reminder of how quickly fortunes can change.
The presenter’s call to action is clear and urgent: prepare yourself. The path to wealth protection and the creation of generational wealth will no longer be paved with dollar-based assets. The solution, according to the video, lies in acquiring physical gold and silver.
For those seeking to understand this accelerating monetary reset and how to safeguard their wealth, ITM Trading is offering a free educational resource on currency resets and gold protection. They also encourage viewers to connect with professional analysts for personalized guidance on navigating these turbulent financial waters.
This isn’t just another financial prediction; it’s a wake-up call. The world is undergoing a profound monetary transformation, and gold is reclaiming its rightful place. Are you ready to listen?
In this video, Taylor breaks down what’s fueling gold’s surge, why the dollar is losing trust, and what that means for your savings.
CHAPTERS:
0:00 Central Banks Buying Massive Amounts of Gold
1:09 U.S. Drowning in Debt
2:10 Why the Massive Decline?
3:29 Central Banks Hold More Gold
4:57 Debt Crisis to Currency Crisis
6:19 Can You Afford to Lose your Savings?
7:32 Gold is Built to Endure
Giustra: Reset HAPPENING Right Before Our Eyes, Gold Rockets to $5,000
Giustra: Reset HAPPENING Right Before Our Eyes, Gold Rockets to $5,000
Daniela Cambone: 10-15-2025
“Western fiat currencies are in real trouble,” warns billionaire investor Frank Giustra in an interview with Daniela Cambone.
He paints a grim picture of the financial system and calls for an imminent monetary reset that will drive gold higher.
“It’s not a bubble... and this is a once-in-a-century dynamic.” He points out that the driving force is the central banks’ frantic gold buying. “So anything could happen that triggers a sell-off. In a debt-ridden environment, it can really become a spiral,” he warns.
Giustra: Reset HAPPENING Right Before Our Eyes, Gold Rockets to $5,000
Daniela Cambone: 10-15-2025
“Western fiat currencies are in real trouble,” warns billionaire investor Frank Giustra in an interview with Daniela Cambone.
He paints a grim picture of the financial system and calls for an imminent monetary reset that will drive gold higher.
“It’s not a bubble... and this is a once-in-a-century dynamic.” He points out that the driving force is the central banks’ frantic gold buying. “So anything could happen that triggers a sell-off. In a debt-ridden environment, it can really become a spiral,” he warns.
He also cautions that a stock market correction will happen and will have a knock-on effect on the overall economy.
Chapters:
00:00 – Frank’s outlook on gold
02:36 – Why Frank is still buying more gold
04:47 – What to do with physical gold
06:48 – How central banks are driving gold prices
08:21 – Why central banks keep buying gold
11:27 – China’s gold strategy
20:45 – Will there be another round of QE?
21:18 – Does Frank like silver?
23:24 – The dynamics between China and the U.S.
Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman
Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman
Liberty and Finance: 10-14-2025
Andy Schectman of Miles Franklin reports from Aruba that the London silver market is experiencing an unprecedented liquidity crisis, with massive backwardation and lease rates soaring above 100%, surpassing even the 1980 Hunt Brothers silver squeeze.
Schectman describes premiums on U.S. Silver Eagles and Gold Eagles skyrocketing as inventories across mints, refiners, and wholesalers dry up, creating what he calls a “broken market.”
Silver Market Collapsing, Dealers/Mints Shutting Down | Andy Schectman
Liberty and Finance: 10-14-2025
Andy Schectman of Miles Franklin reports from Aruba that the London silver market is experiencing an unprecedented liquidity crisis, with massive backwardation and lease rates soaring above 100%, surpassing even the 1980 Hunt Brothers silver squeeze.
Schectman describes premiums on U.S. Silver Eagles and Gold Eagles skyrocketing as inventories across mints, refiners, and wholesalers dry up, creating what he calls a “broken market.”
He warns that the divergence between spot and futures prices is making it nearly impossible for dealers to hedge, leading some major wholesalers to temporarily halt trading.
According to Schectman, the stress on COMEX and LBMA signals a global shift toward physical metals as investors lose faith in paper contracts.
He advises buyers to cost average their positions rather than wait for a pullback, emphasizing that this time “feels different” and may mark the beginning of a systemic shift in the precious metals market.
INTERVIEW TIMELINE:
0:00 Intro
1:30 LBMA liquidity squeeze
4:00 Premiums skyrocket, dealers shutting down
Monetary Reset’s First Step Less Than 10 Months Away – Next Independence Day Redefines Dollar & Gold
Monetary Reset’s First Step Less Than 10 Months Away – Next Independence Day Redefines Dollar & Gold
Miles Franklin Media: 10-12-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Dr. Judy Shelton, former Federal Reserve nominee and former senior economic advisor to President Donald Trump, about a potential turning point for the U.S. dollar coming July 4, 2026 – the nation’s 250th anniversary.
Dr. Shelton reveals that her idea is gaining traction in Washington – a gold-linked U.S. Treasury bond that could redefine America’s monetary system.
Monetary Reset’s First Step Less Than 10 Months Away – Next Independence Day Redefines Dollar & Gold
Miles Franklin Media: 10-12-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Dr. Judy Shelton, former Federal Reserve nominee and former senior economic advisor to President Donald Trump, about a potential turning point for the U.S. dollar coming July 4, 2026 – the nation’s 250th anniversary.
Dr. Shelton reveals that her idea is gaining traction in Washington – a gold-linked U.S. Treasury bond that could redefine America’s monetary system.
Dr. Shelton, Senior Fellow at the Independent Institute and Author of 'Good as Gold,' discusses how these bonds could restore faith in the U.S. dollar, offset currency debasement fears, and bring the dollar back to a form of sound money.
Could this be America’s Independence Day Reset – a turning point that re-anchors the dollar to gold and restores monetary trust?
Dr. Shelton also tells Makori about a potential Fort Knox gold audit that could be in motion under the Gold Reserve Transparency Act and explores the implications of a gold revaluation, the U.S. strategic position in global finance, and the future of monetary systems anchored to gold.
In this interview:
Gold-linked Treasury Trust Bonds
How the Gold Reserve Transparency Act could open Fort Knox for a public audit
The logic behind re-pricing U.S. gold reserves to market value ($42 → $3,900+)
How July 4, 2026 could mark a new monetary era of sound money and discipline
What it means for the U.S. dollar, debt markets, and gold investors
00:00 Coming Up…
01:18 The Debasement Trade Explained
03:10 U.S. Debt & Economic Concerns
07:44 Gold's Role in the Economy
14:27 Treasury Trust Bonds Proposal
26:02 Challenges & Skepticism
50:01 Private Credit & the Fed's Influence
51:53 Gold Revaluation & U.S. Treasury
55:03 International Gold Revaluation Precedents
01:01:55 Impact of Gold-Linked Treasuries on Global Politics
01:19:07 Historical Context of Gold Standards
01:30:30 Bitcoin & Modern Monetary Systems
01:35:10 Conclusion & Final Thoughts
Why Is the Key Player in GENIUS Act & Stablecoins Buying Gold? The Tether No One Is Talking About
Why Is the Key Player in GENIUS Act & Stablecoins Buying Gold? The Tether No One Is Talking About
Miles Franklin Media: 10-10-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, dives into the growing intersection between gold, Treasuries, and digital money.
And what it could mean for America’s massive debt.
As Washington tries to tie stablecoins to the U.S. Treasuries through the new GENIUS Act, a major shift is unfolding. Key players in the digital asset space are expanding into physical gold, blurring the line between old and new forms of money.
Why Is the Key Player in GENIUS Act & Stablecoins Buying Gold? The Tether No One Is Talking About
Miles Franklin Media: 10-10-2025
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, dives into the growing intersection between gold, Treasuries, and digital money.
And what it could mean for America’s massive debt.
As Washington tries to tie stablecoins to the U.S. Treasuries through the new GENIUS Act, a major shift is unfolding. Key players in the digital asset space are expanding into physical gold, blurring the line between old and new forms of money.
Could this convergence of digital dollars and real gold signal a quiet restructuring of how the U.S. manages its debt? Michelle breaks down the connections between stablecoins, Treasuries, and gold – and what they reveal about the potential for a U.S. debt reset.
Key Takeaways
Tether’s massive gold bet and why it matters
How stablecoins are being tied to U.S. Treasuries under the GENIUS Act
Why “digital dollars backed by real gold” could reshape monetary policy
The growing gold positions of major players in the digital asset market
How this structure echoes past U.S. debt resets in 1933 and 1971
Why “Bitcoin, Gold & Land” may be the ultimate hedges against darker times
00:00 Introduction: Tether's Gold Ambitions
01:49 Tether's Gold & Bitcoin Holdings
02:23 The Genius Act & Stablecoins
03:15 Regulations & Oversight
06:04 Global Reactions & Accusations
07:31 Historical Context & Gold Revaluation
10:16 Conclusion: The Real Story
The End of Fiat, Stablecoins, and the Gold Reckoning: Lynette Zang
The End of Fiat, Stablecoins, and the Gold Reckoning: Lynette Zang
Kitco News: 10-9-2025
In a powerful, cut-down version of the interview, Zang dismantles the official economic narrative, arguing that central banks are rapidly losing control of the very data they rely upon.
The discussion reveals a profound credibility gap that, according to Zang, signals the inevitable end of the current monetary system and the beginning of a radically different financial era.
The End of Fiat, Stablecoins, and the Gold Reckoning: Lynette Zang
Kitco News: 10-9-2025
In a powerful, cut-down version of the interview, Zang dismantles the official economic narrative, arguing that central banks are rapidly losing control of the very data they rely upon.
The discussion reveals a profound credibility gap that, according to Zang, signals the inevitable end of the current monetary system and the beginning of a radically different financial era.
If you are basing your financial security on official GDP reports and manipulated CPI numbers, consider this your urgent wake-up call.
The most immediate danger identified in the conversation is the alarming gap between the official economic narrative and the reality experienced by the average consumer.
We are continually bombarded with positive headlines—a “dovish” Federal Reserve, stable housing price narratives, and low unemployment figures. Yet, the underlying truth is that consumers are deeply stressed, and the U.S. Treasury market remains acutely fragile.
Zang points to a troubling trend: Economic data is becoming systematically unreliable. Data revisions are increasingly necessary, transparency is declining, and the political manipulation of statistics is evident.
When central banks cannot trust their own metrics, and the public is left bearing the risks of an artificially propped market, trust collapses.
This credibility gap is not just an inconvenience; it’s a death signal for the existing system.
The core thesis is simple: You cannot navigate an unstable economy with dysfunctional, politically motivated data. We are truly “flying blind.”
While much of the market focuses on traditional inflation drivers, Zang highlights a surprising new catalyst for monetary collapse: Stablecoins.
Stablecoins, digital assets pegged to fiat currencies like the U.S. dollar, are often viewed benignly. However, Zang argues that their proliferation could dramatically accelerate a wave of hyperinflation and act as the transitional mechanism during the shift to a new global system.
This threat arises from the systemic fragility of the underlying assets—often U.S. Treasuries—that back these tokens. As systemic risk in the traditional banking sector and Treasury market increases, a run on stablecoins could quickly transmit and amplify volatility throughout the entire monetary structure, potentially leading to rapid creation and devaluation of digital money during a crisis point.
The shift toward central bank digital currencies (CBDCs) and digital assets represents a profound monetary transition. Zang warns that those holding traditional fiat assets could face devastating losses as this transition accelerates, pushed forward by digital catalysts like stablecoins.
In an environment of extreme systemic fragility, attention inevitably turns to safe-haven assets. Zang’s analysis dedicates significant focus to the discrepancy between the official gold market and physical reality.
The official spot price of gold is believed to be heavily distorted by the dominance of paper trading (futures and derivatives) over genuine physical holdings. This artificial suppression keeps prices lower than what the real-world demand for physical metal would dictate.
The movement toward physical gold and silver is the market’s definitive statement about the future of the global monetary system. When demand shifts from easily manipulated paper claims to tangible metal, the exposure of gold’s real, undervalued price becomes a looming trigger that will shake market confidence to its core.
Why do smart investors and the public continue to cling to a system showing clear, systemic failure?
Zang addresses the dangerous psychological crutch of “hopeium”— the irrational hope that regulators and central authorities will somehow successfully engineer a soft landing or successfully fix the underlying flaws.
Human tendency is often to avoid painful action until it is too late. Clinging to flawed fiat money systems, despite clear evidence of their imminent failure, is a critical error that perpetuates risky behavior.
When the market reset arrives, those relying on hope and paper promises will bear the brunt of the financial devastation.
The time to transition liquid wealth into tangible, enduring assets—primarily physical gold and silver—is now, before the credibility gap explodes into a full-scale liquidity crisis.
Want to understand the full implications of data manipulation, stablecoin risk, and how to position yourself for the inevitable financial reset?
Watch the full Kitco News interview with Lynette Zang for further insights and information.
Podcast: Even at $4,000 Gold the Miners Are Ridiculously Cheap
Podcast: Even at $4,000 Gold the Miners Are Ridiculously Cheap
Notes From ther Field By James Hickman (Simon Black) October 8, 2025
Yesterday we wrote that with gold topping $4,000, it’s time to step back and look at the big picture—and the fundamentals haven’t changed.
Foreign governments and central banks hold about $10 trillion in US denominated reserves. But for years they’ve been trading this paper for gold— because it is their only realistic alternative.
Podcast: Even at $4,000 Gold the Miners Are Ridiculously Cheap
Notes From ther Field By James Hickman (Simon Black) October 8, 2025
Yesterday we wrote that with gold topping $4,000, it’s time to step back and look at the big picture—and the fundamentals haven’t changed.
Foreign governments and central banks hold about $10 trillion in US denominated reserves. But for years they’ve been trading this paper for gold— because it is their only realistic alternative.
Why are they searching for an alternative? Because they are losing confidence in the US government.
The debt, the political dysfunction, the weaponization of the dollar— these all make them less excited about loaning money to the US government.
And their steady buying of gold is what pushed it to these levels.
Those catalysts have not gone away, and if anything, are stronger than ever.
When a few hundred billion in demand can double the price of gold, imagine what happens if even a small portion of the remaining trillions rotate into gold.
Does 5% of dollar reserves shifting into gold translate to $10,000 gold? 20% re-allocation to $20,000 per ounce?
We don’t know exactly, but these numbers are not fantastical. There’s still enormous room for upside.
In the short term, of course, we can see plenty of noise.
Markets respond to headlines—like the new prime minister of Japan openly calling for more money-printing. Any environment like that naturally drives gold higher.
But at the same time, we’re seeing signals that a correction could be near—a stampede of new individual investors, record inflows into large gold ETFs, and a drop off in jewelry sales.
There are some classic signs of a short-term top.
But we don’t focus on short term trading. We always look at the long term big picture. And the long-term trend remains solidly intact.
So does the most important story of all right now: the much ignored mining sector.
Even after a massive run, many gold miners are still deeply undervalued relative to the long-term intrinsic value of their businesses.
One company featured in our premium investment research is up 5x in the past year. Yet even if gold fell back to $3,000, it would still be turning enough profit to trade at just four times earnings.
It’s debt-free. It pays a dividend. And it offers massive downside protection.
So while no one has a crystal ball—and we can’t tell you what happens tomorrow—the reality is that the mining, drilling, and service companies behind this bull market remain absurdly cheap.
That’s an opportunity to take seriously.
We dug into all of this in our latest podcast which you can listen to here.
For the audio-only version, check out our online post here.
Finally, you can find the podcast transcript for your convenience, here.
To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC
Gold Breaks $4000 - Is The Dollar Collapsing? | Mario Innecco
Gold Breaks $4000 - Is The Dollar Collapsing? | Mario Innecco
Liberty and Finance: 10-8-2025
Mario Innecco speaks about gold breaking above $4,000 and silver nearing $50, signaling deeper issues within the global financial system.
Innecco warns that such price surges often precede major economic or geopolitical crises, comparing today’s environment to 1980, 2008, and 2011 when precious metals spiked before turmoil.
Gold Breaks $4000 - Is The Dollar Collapsing? | Mario Innecco
Liberty and Finance: 10-8-2025
Mario Innecco speaks about gold breaking above $4,000 and silver nearing $50, signaling deeper issues within the global financial system.
Innecco warns that such price surges often precede major economic or geopolitical crises, comparing today’s environment to 1980, 2008, and 2011 when precious metals spiked before turmoil.
He suggests gold may be anticipating hidden credit stress, inflation, or war, as physical demand from central banks and investors drains available supply and pushes lease rates higher.
Despite record prices, Innecco cautions against selling physical holdings, arguing that gold and silver serve as essential insurance against fiat currency collapse.
He predicts silver could soar well beyond $50 once resistance breaks, as institutional and retail investors rush into tangible assets amid fading confidence in the financial system.
INTERVIEW TIMELINE:
0:00 Intro
1:22 Gold update
6:20 Currency crisis
10:00 Silver update
20:00 Retail involvement
News, Rumors and Opinions Thursday 10-9-2025
Gold Telegraph: Conversation #11 with Judy Shelton
10-9-2025
“The message of gold going up is that people are expressing discomfort with the way governments try to manage the economy and manage the world…”
In this episode, Dr. Judy Shelton joins me once again to explain how restoring integrity to money through gold-linked bonds and honest monetary policy could reshape the global financial system and return power to the people.
She also warns that the United States must move before China to lead the next era of monetary reform.
Gold Telegraph: Conversation #11 with Judy Shelton
10-9-2025
“The message of gold going up is that people are expressing discomfort with the way governments try to manage the economy and manage the world…”
In this episode, Dr. Judy Shelton joins me once again to explain how restoring integrity to money through gold-linked bonds and honest monetary policy could reshape the global financial system and return power to the people.
She also warns that the United States must move before China to lead the next era of monetary reform.
I hope you enjoy this discussion, and thank you, @judyshel, for joining me.
TIMESTAMPS
(1:19) Restoring integrity to money
(4:09) Lessons from the classical gold standard and Bretton Woods
(6:34) Explaining the Treasury Trust Bond
(12:27) How it could transform global demand for U.S. debt
(14:27) Auditing America’s gold reserves
(23:43) Reforming the Federal Reserve and IMF to restore accountability
(35:02) Making monetary policy boring again
(39:22) Considering a potential Federal Reserve nomination?
(47:50) Are we on the edge of another global monetary reset?
(55:05) Shifting monetary power from central banks to the people
(57:20) New stablecoin legislation
(1:02:22) Exploring the “Solidus”… a stablecoin backed by gold-convertible treasuries
(1:09:44) China’s hidden gold reserves and the risk
(1:12:08) Defining success over the next 10 years
(1:14:45) What gold’s powerful move is telling us about the future of the global monetary system
https://twitter.com/i/status/1975631687519510549
Source(s): https://x.com/GoldTelegraph_/status/1975628037359325363
https://dinarchronicles.com/2025/10/09/gold-telegraph-conversation-11-with-judy-shelton/
Courtesy of Dinar Guru: https://www.dinarguru.com/
Frank26 [Iraq boots-on-the-ground report] FIREFLY: Sudani says the banking reforms have become a model of commitment and trust...Every time we see him, we do feel better. The confidence in him is growing I will admit. Because he's telling us every day he's going to keep his promise... FRANK: Sudani is not holding back...He comes straight out and he tells you as much as he can about the monetary reform without giving you the date or the rate. He tells you the monetary reform of Iraqi banks is about to give you your purchasing power...by lifting of the zeros from your exchange rate.
Mnt Goat ...This is a critical time and could result in a reinstatement if all goes well. All the evidence shows us this is now inevitable, but when? Yes, that is the questions we all want to know...
Militia Man When Iraq changed the value from 1450 to 1310, they just popped out and said, boom it's done, no warning, they just did it effective immediately. They do it when they are going to do it. So, that's why we are watching how far Iraq is, do they have all of their systems in place, electronic payments, cross border payments...it's very complex.
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Gold Surges Past $4000, Silver Nearly Touches $50 | Chris Vermeulen
Liberty and Finance: 10-8-2025