Thoughtful Money with Adam Taggart

Is The Gold & Silver Rally Back On? | Andy Schectman

20 snips
Nov 12, 2025
Andy Schectman, Co-founder and CEO of Miles Franklin, dives into the current state of gold and silver markets. He discusses the recent rally, influenced by significant purchases from major banks like Bank of America and Morgan Stanley. Inventory concerns arise as supply tightens globally, particularly with China's export controls. Andy also explores the role of stablecoins in backing gold and how revaluing gold could impact the dollar. Could silver become a precious family heirloom again? Andy believes so, given its historical significance and potential future demand.
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INSIGHT

Overnight Dumps And Institutional Buys

  • Large off-hour dumps exploited low liquidity to trigger stops and crash prices temporarily.
  • Bank of America and Morgan Stanley then bought heavily, showing institutional conviction under the surface.
INSIGHT

Supply Tightness Is Institutional-Driven

  • Institutional and stablecoin demand is driving a quiet rush for physical gold and constraining supply.
  • Retail premiums (e.g., U.S. Mint coins) spiked, revealing trickle-down of institutional shortages.
INSIGHT

Gold Revaluation As Policy Tool

  • Revaluing gold could be used to devalue the dollar and give the Treasury a large balance-sheet boost.
  • Gold revaluation is discussed openly in policy circles and legislative texts like the Genius Act.
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