Thoughtful Money with Adam Taggart The Coming Era Of Rate Cuts: How Will They Affect Asset Prices? | Andy Schectman
33 snips
Aug 20, 2025 Andy Schectman, a precious metals expert with extensive industry experience, dives deep into the implications of anticipated Federal Reserve rate cuts on gold and silver. He discusses troubling trends, such as insiders selling stocks while retail investors buy, and the surge in gold deliveries amidst market uncertainty. Schectman highlights the strategic interest from central banks in gold as a stabilizing asset and examines the evolving dynamics of the silver market, underscoring the impact of rate cuts and the importance of investing in precious metals for financial security.
AI Snips
Chapters
Transcript
Episode notes
Rate Cuts Could Amplify Gold Demand
- Andy Schectman argues rate cuts and monetary easing will fuel inflation and boost gold as other assets weaken.
- He says insiders are selling stocks while wealthy buyers accumulate physical gold off exchanges, draining supplies.
Record COMEX Deliveries Leaving Exchanges
- COMEX deliveries in early August showed unprecedented full standing-for-delivery and massive withdrawals from vaults.
- Schectman highlights that most delivered metal is leaving exchanges, signaling large, sophisticated buyers.
Silver Withdrawal Spike Mirrors Gold
- Silver withdrawals exceeded receipts in early August, with huge ounces leaving COMEX vaults.
- Schectman calls 100% stand-for-delivery rates in days 'four feet of snow in Death Valley' to stress rarity.