Thoughtful Money with Adam Taggart

How To Play The Breakout In Gold & Silver | Andy Schectman

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Sep 17, 2025
Andy Schectman, a precious metals expert at Miles Franklin, dives into the recent surge in gold and silver prices. He discusses the designation of silver as a strategic resource by the U.S. and what this means for future investment. With insights on institutional buying trends and geopolitical influences, he emphasizes the importance of a strategic approach in navigating the evolving market. Additionally, Andy highlights a harmonious investment strategy that includes both gold and Bitcoin for portfolio diversification.
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INSIGHT

Institutions Are Accumulating Metals

  • Central banks and major institutions are aggressively accumulating gold and silver, signaling demand beyond retail speculation.
  • Andy Schectman argues this institutional buying indicates a structural shift, not a short-term bubble.
ADVICE

Protect Gains But Keep Core Metal

  • Consider holding core physical positions rather than selling all gains after a breakout.
  • Use trailing stops or small hedges on volatile miners and dollar-cost average new purchases.
INSIGHT

East Is Building Gold-Based Infrastructure

  • New financial plumbing in the East and BRICS (gold vaults, repo in gold) is shifting global price discovery away from Western markets.
  • Schectman sees repo facilities and vault networks enabling gold to be used as collateral internationally, changing market dynamics.
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