Trust Is Gone: Why the World Is Moving to Gold Settlement | Andy Schectman
Trust Is Gone: Why the World Is Moving to Gold Settlement | Andy Schectman
Liberty and Finance: 4-1-2026
Andy Schectman joins Liberty and Finance to break down a major trend the mainstream is ignoring: massive physical gold and silver deliveries that could signal a structural change in the global monetary system.
Key topics covered:
Record COMEX gold and silver deliveries
Trust Is Gone: Why the World Is Moving to Gold Settlement | Andy Schectman
Liberty and Finance: 4-1-2026
Andy Schectman joins Liberty and Finance to break down a major trend the mainstream is ignoring: massive physical gold and silver deliveries that could signal a structural change in the global monetary system.
Key topics covered:
Record COMEX gold and silver deliveries
Why standing for delivery may be the biggest signal in the market
The growing move toward bilateral trade in local currencies
Gold as the neutral settlement asset
Why central banks are buying gold at historic levels
The role of trust in the dollar system
Why the public is the last to react
Schectman argues the shift is already underway: “You do not buy gold to get wealthy. You buy gold because it is wealth.”
If true, this could be one of the most important financial transitions in modern history.
The Biggest GOLD Reset Yet AHEAD
The Biggest GOLD Reset Yet AHEAD
Dalio Mindsset: 3-28-2026
In this video, I walk through the mechanism behind gold's 21% decline from its $5,596 all-time high to $4,428 today — a decline driven not just by dollar strength and rising yields, but by a second force that almost nobody explained to regular investors: central bank margin calls.
Turkey sold and swapped 60 tonnes of gold worth $8 billion in two weeks to defend the lira after the Iran war drove oil above $100 and destroyed its dollar inflows.
The Biggest GOLD Reset Yet AHEAD
Dalio Mindsset: 3-28-2026
In this video, I walk through the mechanism behind gold's 21% decline from its $5,596 all-time high to $4,428 today — a decline driven not just by dollar strength and rising yields, but by a second force that almost nobody explained to regular investors: central bank margin calls.
Turkey sold and swapped 60 tonnes of gold worth $8 billion in two weeks to defend the lira after the Iran war drove oil above $100 and destroyed its dollar inflows.
Russia has been selling since 2025 to fund war expenditures.
Poland is considering monetizing 550 tonnes for defense spending.
China paused in Q4 2025.
India turned net seller in January.
I explain the bathtub mechanism — how currency pegs work, why energy-importing nations with dollar pegs are forced to sell gold when oil spikes cut their dollar inflows, and why this is a margin call at the sovereign level, not a strategic change in gold's role as a reserve asset.
I walk through the three-phase playbook: the forced liquidation phase we are in now, the stabilization phase that begins when oil moderates and lira pressure diminishes, and the structural re-entry phase when the central banks that sold begin rebuilding — into a market where the reset has already occurred.
With Russia's gold export ban taking effect April 2026 removing a current seller from the market permanently, and with JP Morgan's $6,300 year-end target and $8,000 decade-end target intact, the structural case has not changed. The price has. Those are different things.
This video is intended to encourage open discussion and critical thinking. The content is for educational and informational purposes only and should not be interpreted as verified or conclusive fact. This is not financial advice.
Is This the Final Shakeout Before Gold Explodes? | Andy Schectman
Is This the Final Shakeout Before Gold Explodes? | Andy Schectman
Liberty and Finance: 3-24-2026
Gold and silver are plunging during global conflict—but beneath the surface, something doesn’t add up.
Andy Schectman explains why this may be a structural selloff, driven by ETF rebalancing, margin pressure, and large institutional positioning—not weak fundamentals.
At the same time, physical demand is exploding, with massive deliveries and record imports signaling aggressive accumulation by smart money.
Is This the Final Shakeout Before Gold Explodes? | Andy Schectman
Liberty and Finance: 3-24-2026
Gold and silver are plunging during global conflict—but beneath the surface, something doesn’t add up.
Andy Schectman explains why this may be a structural selloff, driven by ETF rebalancing, margin pressure, and large institutional positioning—not weak fundamentals.
At the same time, physical demand is exploding, with massive deliveries and record imports signaling aggressive accumulation by smart money.
Most shocking of all, a whale just placed a $3 million bet on gold reaching $15,000–$20,000, hinting at extreme expectations for the future. Is this a classic “bash and stash” before a major breakout, or the calm before a financial storm?
News, Rumors and Opinions Tuesday 3-24-2026
Freedom Fighter: This is a Currency Event that Needs to be Seen
3-24-2026
Freedom Fighter @FreedomFight12
Attention: This is a currency event that needs to be seen
Watch what follows:
• revaluation across energy-linked economies
• pressure on USD corridors
• repricing of trade flows
Freedom Fighter: This is a Currency Event that Needs to be Seen
3-24-2026
Freedom Fighter @FreedomFight12
Attention: This is a currency event that needs to be seen
Watch what follows:
• revaluation across energy-linked economies
• pressure on USD corridors
• repricing of trade flows
Energy is the backbone of global settlement.
When supply breaks, liquidity shifts.
This is how energy → currency power actually moves.
Most will focus on energy prices.
Few will understand the global system is shifting.
PolyMarket: BREAKING: Goldman Sachs says current oil crisis is “the largest-ever supply shock for global crude markets.”
Currency shifts start here.
If you want to understand how energy shocks translate into global liquidity moves:
→ Start here: https://www.youtube.com/playlist?list=PLsFvxx-OqfFl7TLwbZdh0U_H0q73ytqBY
Source(s):
https://x.com/FreedomFight12/status/2036043565759922385
************
Courtesy of Dinar Guru: https://www.dinarguru.com/
Militia Man : I know the headlines are loud right now. The regional conflict is heating up. Hormuz risks. Oil price jumping around ...$112. It's easy to feel the way all of us are feeling...But I think from what we are seeing, there should be no panic. I know there's frustration...In my view Iraq is insulated from what's taking place in the region. The system has been holding firm. The progress...is still moving forward...The security blanket is strong and holding. The US has been crystal clear Iraq will not be pulled into the fighting... Their borders are secure...The conflict is serious. I'm not discounting that. But Iraq is not in the line of fire...That's why the economic side can keep running...They keep moving forward...
Jeff : 150+ laws, which [includes] the HCL, all come after the rate change. All those laws have been waiting for the rate to change. Don't let any other [gurus] confuse you by telling you when you see the HCL, you'll see the rate change. The rate change comes first, then the HCL. That's why they keep talking about the HCL because it's waiting for the rate to change.
Mnt Goat ...the Coordination Framework (an Iranian supported group) does not want al-Sudani as the next prime minister... He is bucking their control over Iraq. He wants Iraq to succeed while these others want status quo of an Iranian proxy puppet state. They liked the way it was and want the money to keep flowing. But if al-Sudani can get to the reinstatement their Iranian dream of a permanent Iraqi puppet state ends...But they may have to take al-Sudani as their candidate anyhow and this is the challenge that is going on. This is a pivotal point in Iraqi history...Can they break this Iranian stronghold in the politics of Iran? ...With al-Sudani running the government and president Trump supporting him, this is about the only way we are going to see the reinstatement any time soon...
Silver Crashes Again, But Here's What Market’s Missing
Arcadia Economics: 3-23-2026
We finally saw the long-awaited silver squeeze drive the price well past the long-heralded $50 mark last year, and eventually get as high as $121.76.
But while the price has come crashing down, have the issues that led the price to surge actually been resolved? Or is it just a matter of time before the silver supply runs into trouble again?
Fortunately, an executive from one of the world's largest primary silver producers joined me on the show to share what he's seeing first-hand, and what the market's still missing.
So to find out more, click to watch this video now!
Gold Is Becoming Money Again in America | Jason Cozens & Andy Schectman
Gold Is Becoming Money Again in America | Jason Cozens & Andy Schectman
Miles Franklin Media: 3-22-2026
Andy Schectman, Founder & CEO of Miles Franklin, sits down with Jason Cozens, Founder & CEO of Glint, to break down a major shift underway: gold is becoming money again in America.
As U.S. debt surges past $39 trillion and trust in fiat currency erodes, several states are now moving to reintroduce gold and silver as functional money.
Gold Is Becoming Money Again in America | Jason Cozens & Andy Schectman
Miles Franklin Media: 3-22-2026
Andy Schectman, Founder & CEO of Miles Franklin, sits down with Jason Cozens, Founder & CEO of Glint, to break down a major shift underway: gold is becoming money again in America.
As U.S. debt surges past $39 trillion and trust in fiat currency erodes, several states are now moving to reintroduce gold and silver as functional money.
Cozens explains how new legislation across states like Florida, Texas, and Utah could allow Americans to save, transact, and even get paid in gold, while Schectman connects the dots to a broader global trend: the breakdown of trust in fiat systems and the return of gold as a neutral monetary asset.
In this episode of Little by Little with Andy Schectman:
The push by U.S. states to reestablish gold as legal tender
Why gold may be replacing trust in the dollar system
The real story behind stablecoins and CBDCs
How Americans could soon spend gold in everyday transactions
What this shift means for the future of money
00:00 Coming Up
01:28 Introduction
03:38 Texas Florida Plan
06:09 Freeman and Pirate Money
13:40 States Rights and Constitution
18:12 Trust Breakdown and CBDCs
20:00 Where Laws and Glint Stand
22:55 Utah Legal Tender Clash
24:16 Capital Gains Tax Problem
24:50 Electronic Gold as Money
26:10 States Passing New Laws
28:46 Compliance and Gold Audits
30:45 Using Gold Like a Bank
31:58 Why Taxing Hard Money Hurts
32:40 Building New Gold Hubs
34:25 Stable Future for Families
34:57 One Year Outlook Adoption
42:27 Closing Remarks
Silver Price Misdirection: Strong Hands Accumulate | Andy Schectman
Silver Price Misdirection: Strong Hands Accumulate | Andy Schectman
Liberty and Finance: 3-18-2026
Andy Schectman warns that the real silver market is not reflected in the paper price, as massive physical demand is quietly draining global inventories.
He explains that major players are standing for delivery and moving silver out of Western exchanges while the public remains largely unaware.
Silver Price Misdirection: Strong Hands Accumulate | Andy Schectman
Liberty and Finance: 3-18-2026
Andy Schectman warns that the real silver market is not reflected in the paper price, as massive physical demand is quietly draining global inventories.
He explains that major players are standing for delivery and moving silver out of Western exchanges while the public remains largely unaware.
In places like Shanghai, buyers are paying significantly higher premiums, signaling a growing disconnect between East and West pricing. Schectman calls current retail conditions a rare “price anomaly,” especially in pre-1965 silver, which is trading below spot.
$5,000 Gold: The New Floor Is Here? But Silver Has Massive Upside and Could Beat Gold in 2026
$5,000 Gold: The New Floor Is Here? But Silver Has Massive Upside and Could Beat Gold in 2026
Daniela Cambone: 3-16-2026
“Gold is the source of wealth of last resort. It's your insurance policy,” says Lobo Tiggre, principal analyst and editor of IndependentSpeculator.com.
In the interview with Daniela Cambone, Tiggre argues that the recent correction in precious metals is a healthy pause, not the end of the bull run. "I have been looking for some period of correction and consolidation," he states, noting that "anytime something pulls a hockey stick... some correction and consolidation wouldn't be surprising."
$5,000 Gold: The New Floor Is Here? But Silver Has Massive Upside and Could Beat Gold in 2026
Daniela Cambone: 3-16-2026
“Gold is the source of wealth of last resort. It's your insurance policy,” says Lobo Tiggre, principal analyst and editor of IndependentSpeculator.com.
In the interview with Daniela Cambone, Tiggre argues that the recent correction in precious metals is a healthy pause, not the end of the bull run. "I have been looking for some period of correction and consolidation," he states, noting that "anytime something pulls a hockey stick... some correction and consolidation wouldn't be surprising."
While gold serves as insurance, Tiggre sees even greater upside potential in silver. "If you want to say, 'OK, well, if you're gonna adjust silver for inflation, we still haven't hit an all-time high, so it has to go much higher,' like last I saw, the CPI-adjusted all-time high for silver was $200 an ounce.
So we're nowhere near the top." Beyond the metals, Tiggre offers a stark macro view, suggesting the conflict in the Middle East introduces a new variable, but warns investors to "not exactly look through it, but correct for it."
Watch the interview to learn more about what he predicts for uranium, copper, and the resource cycle's next move.
Silver & Gold Revaluation: $50,000 Gold In No Time
Silver & Gold Revaluation: $50,000 Gold In No Time | Luke Gromen Gold & Silver Price Forecast
Gold Silver investing: 3-13-2026
In this critical market update, you will learn:
◆ Chapters ◆
Gold vs. Foreign-Held Debt Ratios Critical Minerals and Expansionism
Projecting Gold and the Dollar over 10 Years
Silver & Gold Revaluation: $50,000 Gold In No Time | Luke Gromen Gold & Silver Price Forecast
Gold Silver investing: 3-13-2026
In this critical market update, you will learn:
◆ Chapters ◆
Gold vs. Foreign-Held Debt Ratios Critical Minerals and Expansionism
Projecting Gold and the Dollar over 10 Years
The Chinese Trade Surplus vs. Gold Imports
Valuing Gold to Balance Global Trade
A 10-Year Outlook: Gold at $15k-$50k ⇒
Why the massive flow of physical silver from the West to the East is creating a critical supply shortage. ⇒
The historical precedent for a "failure to deliver" event. ⇒
What makes silver a strategic national material in the modern economy. ⇒
How institutions like COMEX and LBMA are Bleeding Out of Silver.
Don't miss this crucial market update!
COMEX Stress, GLD Outflows, & Secret Gold Accumulation | Andy Schectman
COMEX Stress, GLD Outflows, & Secret Gold Accumulation | Andy Schectman
Liberty and Finance: 3-10-2026
Andy Schectman joins Liberty and Finance to warn that physical gold and silver inventories on major exchanges are being rapidly drained as large institutions stand for delivery and remove metal from the system.
COMEX silver now shows 9–10 times more paper contracts than available registered metal, while nearly 160% of February deliveries left the exchange entirely.
COMEX Stress, GLD Outflows, & Secret Gold Accumulation | Andy Schectman
Liberty and Finance: 3-10-2026
Andy Schectman joins Liberty and Finance to warn that physical gold and silver inventories on major exchanges are being rapidly drained as large institutions stand for delivery and remove metal from the system.
COMEX silver now shows 9–10 times more paper contracts than available registered metal, while nearly 160% of February deliveries left the exchange entirely.
Meanwhile, the largest weekly outflow in the history of the GLD gold ETF suggests that major players may be redeeming shares for physical bullion instead of selling.
At the same time, stress is appearing in financial markets as BlackRock and Blackstone restrict withdrawals from private credit funds, raising questions about liquidity across the financial system.
Schectman argues that when trust begins to crack, investors stop asking about yield and start asking whether they can get their money back at all.
INTERVIEW TIMELINE:
0:00 Intro
2:00 Physical metal running dry
17:50 Metals vs fiat
21:39 Liquity crisis
30:00 Vault storage considerations
Why Silver Could Be the Most Mispriced Asset on Earth
Why Silver Could Be the Most Mispriced Asset on Earth
Miles Franklin Media: 3-8-2026
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, breaks down why silver may be the most undervalued asset in the world right now – despite surging demand across energy, technology, defense, and finance.
Silver is essential to modern civilization. It powers solar panels, electric vehicles, semiconductors, AI infrastructure, medical technology, aerospace systems, and advanced military equipment.
Why Silver Could Be the Most Mispriced Asset on Earth
Miles Franklin Media: 3-8-2026
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, breaks down why silver may be the most undervalued asset in the world right now – despite surging demand across energy, technology, defense, and finance.
Silver is essential to modern civilization. It powers solar panels, electric vehicles, semiconductors, AI infrastructure, medical technology, aerospace systems, and advanced military equipment.
Yet even after a major rally, silver still trades far below its inflation-adjusted highs and may be dramatically mispriced relative to its strategic importance.
At the same time, global inventories are shrinking, industrial demand is accelerating, and physical silver is migrating from Western vaults to Eastern manufacturing economies. Meanwhile, the paper derivatives market continues to dominate price discovery, creating a widening gap between physical supply and financial claims.
Is silver becoming one of the most strategically important metals in the world?
In this special Real Story episode, Michelle Makori examines the powerful forces converging in the silver market and why some analysts believe the metal could be dramatically undervalued.
In this episode of The Real Story with Michelle Makori:
The global silver supply crunch
Industrial demand from AI, EVs, and solar
Why silver is critical to national security
COMEX and LBMA inventory declines
Paper silver vs physical silver markets
Silver’s role as a monetary metal
The inflation-adjusted price of silver
Why some believe silver is historically undervalued
00:00 Silver Market Shock
01:28 Silver Dual Role
02:17 Industrial Demand Surge
02:57 Recycling Supply Drain
03:22 Military Silver Hunger
06:04 Critical Mineral Status
06:41 Mining Supply Limits
07:45 Inventories Shift East
08:42 Paper Market Cracks
10:16 Silver as Money Again
11:43 Inflation Adjusted Upside
12:40 This Is the Real Story
Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%
Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%
Kitco News: 3-6-2026
Willem Middelkoop says the monetary reset is no longer a forecast. It is unfolding now.
Speaking with Kitco News at PDAC 2026, the Founder and CEO of Commodity Discovery Fund reiterated his aggressive silver outlook. “It was 2021 when I called for $100 silver,” he said. “Now I'm calling for $500 silver.”
Middelkoop argues that historical benchmarks still matter, noting the gold-silver ratio “traditionally has been one in 10 for over 2000 years,” while physical supply continues to tighten.
Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%
Kitco News: 3-6-2026
Willem Middelkoop says the monetary reset is no longer a forecast. It is unfolding now.
Speaking with Kitco News at PDAC 2026, the Founder and CEO of Commodity Discovery Fund reiterated his aggressive silver outlook. “It was 2021 when I called for $100 silver,” he said. “Now I'm calling for $500 silver.”
Middelkoop argues that historical benchmarks still matter, noting the gold-silver ratio “traditionally has been one in 10 for over 2000 years,” while physical supply continues to tighten.
He added, “If you look at the silver production in Peru, it's down 40% over the last five years.” Beyond price targets, Middelkoop believes the global financial order is shifting east.
“The price discovery mechanism for gold and silver is moving from Chicago to Shanghai,” he said, adding, “I think this is Bretton Woods 3.0.”
He warned that “the next crisis could be a sovereign debt crisis,” but maintains that despite volatility and geopolitical tension, “We are just starting.”
01:06 - Silver Squeeze Setup
02:47 - Comex Credibility Cracks
04:18 - Shanghai Takes Over
07:36 - Mexico Mining Risk
08:50 - Fed No Longer Matters
09:53 - Bretton Woods 3.0
11:32 - Sovereign Debt Reckoning
13:39 - Middle East Political Fallout
17:20 - What It Means for Miners
19:01 - M&A and Copper Deals
23:06 - Portfolio Positioning
25:44 - Black Swan and Stacking