00:06:42.720It's made a great run, but it feels, oh, it got to over 5,000, it's pulled back, so it's probably over.
00:06:52.020Just that kind of knee-jerk, let's look at the chart.
00:06:55.300But when you look under the surface, just look a little bit deeper past the fact headline that it's down this much from a high versus it's up this much year over year, it starts to look a lot different.
00:07:09.500And I think the other takeaway from that, besides building up in industries and supporting it in the central banks, of course, is just looking at gold and asking, is it undervalued, fair value, or overvalued?
00:07:23.340And this is where you get into that situation of price is what you pay, but value is what you get, and understanding the legs that this market has based on, well, what does gold buy you?
00:07:35.880This is something we can go into detail another time.
00:07:38.420No, we'll definitely get in there. We'll touch upon a few points as far as the protection and
00:07:42.980the performance and what gold has done. But talk to us. Let's go stateside,
00:07:47.540as I said. Let's talk about Rand Paul at Fort Knox.
00:07:52.580Big news, big news. And us in the gold community, we've been doing this since 2002,
00:07:57.300helping individuals own physical precious metals. And that's always been the case,
00:08:01.380is the gold standard was removed. The US doesn't even have the gold. Let's audit Fort Knox. They
00:08:07.940They keep telling us they have 8,000 tons and they hold it entirely outside of the banking system in Fort Knox and West Point.
00:08:14.780But then we were surprised with a post on X by Rand Paul this week that he was on the lawn at Fort Knox surprising everybody saying, we're here, we're going to go down into the vault and we're going to have a look.
00:08:32.600And a few hours later, just took a few hours.
00:08:35.600Well, obviously, the gold industry went absolutely nuts. They just went crazy. The only thing that they seemed interested in was saying, well, there's no gold there in Fort Knox. The fact is, well, we haven't had an audit yet. We had discussion of an audit last year, which is where did that come from out of nowhere?
00:09:00.280but you is it there is it not there i think to me it was completely beside the point the fact
00:09:07.100is is you had a senator standing on the lawn of fort knox saying we're going to go look at the
00:09:12.120gold more importantly i want to take a moment to tell you that our dollar has lost this much value
00:09:18.66098 such since we went off the standard that's where is that coming from you know according to
00:09:26.560This is a senator all of a sudden talking about the gold standard.
00:09:51.080So the focus, yes, was on the dollar losing its purchasing power about by 85%.
00:09:55.920And as the U.S. is almost on the warpath of finding the fraud, these NGOs that are all being exposed, all of the taxpayers' money here in Canada and in the U.S., all of the spending that was done carte blanche, the Federal Reserve is now on the hot seat after Fort Knox was audited and checked and saying we have to go back to securing our dollar.
00:10:25.920Rand Paul's on it again. Audit the Federal Reserve. He's highlighting, he's just going post
00:10:31.640after post, highlighting that the Fed had to pay $186 or $87 billion in interest to banks who may
00:10:39.180or may not have given it to people and families and businesses, to banks. So we're uncovering a
00:10:46.800lot of where the spending went because ultimately it comes back to the money printing press,
00:10:51.980the currency printing press. What is money? Money is supposed to be scarce, not printed out of thin
00:10:59.240air. Fiat currency is on the hot seat, and it all leads back to gold and bringing gold back into
00:11:05.940the system as neutral currency, as neutral money to back things up, to provide the stability,
00:11:13.100not just for the US dollar, but we're seeing trends across the world, especially with Tether,
00:11:18.040You know, the stablecoin, these guardrails have been set up to highlight the de-dollarization, the weaponization of the US dollar via the SWIFT system. So things have to change. And are they changing rapidly? Because last year, in 2025, Tether became the first privately owned company to surpass all countries in gold acquisitions.
00:11:41.580This is massive news, and they're continuing their purchases to amass physical gold ounces as collateral to back up that stable coin.
00:11:50.880And I think the speculation out there is that Tether is being used as a proxy for the United States to acquire additional gold, right?
00:12:04.560Because you'd say, oh, how come all these countries are buying gold, but the United States hasn't, but Tether has, right?
00:12:10.300So is there legitimacy to that speculation at all?
00:15:24.040So there was a critical minerals roundtable this week that happened at the U.S. State Department.
00:15:31.960And what's very interesting about this is obviously last year, silver was added to the critical minerals list.
00:15:38.680And as the ambition to grow out AI and all of these initiatives, you need a lot of these critical minerals, including silver.
00:15:48.300The discussion was revealed to have the U.S. start and to continue to discuss the exploration of rolling out price floors for these critical minerals. Many were suggested it will be open for discussion.
00:16:07.560silver will likely be on the table soon. As we progress, we know that silver is highly used. We
00:16:15.300have reports that have come out this week by, it was the Weiss ratings reports that came out,
00:16:24.080heavily bullish on silver. Obviously, these guys are the number one in ratings,
00:16:30.920actually surpassing standards and pourers, Moody's, best of the best.
00:16:38.460They are giving us more information about the growth of AI versus the Silver Institute most recent report that talks about solar and the solar industry reducing its dependence on silver, which worried a lot of silver advocates and silver bulls like us because solar was just such a huge industry for demand for silver.
00:17:02.860But this report came out, we're going to be sharing it in a newsletter, so get in touch, that the AI industry and the AI push is actually going to lead the way, lead the charge, more and more demand, five times the amount that is needed.
00:17:17.700Right now, it's going to increase, putting further pressure on the silver, the deficits already. It's already six years, structural deficits. But everything from the very beginning to a data center that produces the AI, silver's at the very beginning and the very end of this production.
00:20:44.120These banks have to be on the right side of the trade.
00:20:47.620so they are upping their forecast. Forecasts have not changed. 50% pullbacks do happen during these
00:20:54.580super cycles. Gold and silver are in super cycles, the third, in fact. And we're going to segue into
00:21:01.880Michael Oliver eventually. But by the way, it's still a 15% increase from here. Exactly. I mean,
00:21:08.480it's still a very good thing. That's pretty good for six months. It does outpace inflation. It does
00:21:13.900add that growth diversifier. But to talk about Silver some more, obviously, we talk a lot about
00:21:20.740Michael Oliver. Michael Oliver, he came out with a new video. He was on hiatus for a little...
00:21:26.740Jesse Day. What's that? It was Jesse Day, right?
00:21:28.700Jesse Day or... I'm not too sure. But he came out with a video this week called Silver About to Go
00:21:34.760Berserk. Now, Michael Oliver, he is the founder of Momentum Structural Analysis. He's well known
00:21:42.980for his market calls. Wall Street Journal called him out saying it's not about just a lot of the
00:21:48.680headlines. It's a lot about momentum and price. So his trends have been on point. He caught our
00:21:58.860attention last when he called for the year to close off at 75, and the silver market closed
00:22:04.900at 75. Yeah. Just remember, we were trading- Around 30. Low 30s at the time. So it was a
00:22:10.560crazy number it was that's a crazy call we thought he was crazy so now he's really crazy no back in
00:22:16.420april he projected three to five hundred us dollars per ounce citing these three cycles so i my personal
00:22:23.540call is 350 uh silver by the end of the year but he's out this week check out that video silver
00:22:31.340about to go berserk and he argues in his latest latest video that he could see $1,000 silver in
00:22:40.480one year so this is crazy we want to know what his arguments were about basically he's saying
00:22:45.540from all of the other commodities since 1980 that first super where that first super cycle ended
00:22:53.120the commodities like lead steel zinc aluminum copper and gold are roughly four times
00:23:01.160the peak of 1980 four times as high so where they're trading right now so their though their
00:23:08.640peak numbers in 1980 four times on all four times roughly four and a half five times on all of those
00:23:15.820commodities. Where's silver? Silver is sitting at $0.15 above its high. $0.15 above its 1980 peak
00:23:26.820near $0.50 or $0.55. Is that inflation adjusted? The peak was like $52. We're trading at $0.64.
00:23:31.960So he says 10 to 15 sinks above its 1980 high near $0.50. So plus or minus a few bucks.
00:23:40.120Yeah. Meanwhile, he cites the deficits. Does it make sense? He says silver is mispriced. Silver is making a major pricing mistake, is what he calls it, because silver has to catch up.
00:23:56.360we know silver and gold have a correlation. We use and share the information on the silver to
00:24:01.580gold ratio. So the argument is this. If silver simply matched that four times peak, he calls it
00:24:10.300normalization, silver will be anywhere from $200 to $300. Fair market. However, but when markets
00:24:17.740are mispriced for too long, like silver has, he cites potentially manipulation. We know prices
00:24:24.800are setting up across the world centers, not just in London and New York. Prices are coming from
00:24:30.880every corner of every now states into internationally. Since it's been mispriced
00:24:38.220for so long, corrections often happen with shocking speed and overshoot that fair value.
00:24:46.000So it will overshoot according to the momentum structural analysis, and it will overshoot,
00:24:52.960and we call that escape velocity. When something is pulled back like a coil for far too long,
00:24:59.160and when something consolidates for a very long time, the higher that overshoot.
00:25:04.600So it may sound extreme to most people, especially for us in the gold and silver space who have been
00:25:10.840in this industry for far too long. He sees $1,000 silver as potential within the next year.
00:25:20.940Okay, so we've got a couple minutes left. So let's break it down, okay? I don't think we necessarily need to see escape velocity.
00:25:29.580But if we put together the idea of the demand through actual AI, we were talking about the difference between AI today versus like the dot-com bubble.
00:25:39.820It didn't exist. You didn't need to build up massive data centers and infrastructure for it.
00:25:46.220And it's not just the initial infrastructure. It's what can be created with AI, what medical
00:25:51.920devices can be made, what new cars, what new flying cars, what's the things you haven't even
00:25:59.620thought about, right? Science fiction things, right? So that's where who cares about solar
00:26:06.340power. They can create free energy at some point. The AI stuff could be massive, and it starts with
00:26:13.100building that infrastructure. And don't forget just bringing back manufacturing overall.
00:26:18.240And business begets business. So if you have businesses begetting business and AI begetting
00:26:24.960AI, you have a massive growth in front of you, and then you need more and more commodities to
00:26:31.300fulfill. And all the riches that are being made, what are you buying when you're rich?
00:26:36.340you're buying more gold. It's this good cycle, not a bad cycle like, let's raise interest rates
00:26:44.000so that your mortgage rate goes up, and then that creates what we're calling inflation. This is
00:26:48.980mispricing, by the way. Now, uh-oh, inflation's up. We better raise rates again. Come on,
00:26:54.460that's a mistake. This is about ultimately providing and allowing the market to continue
00:27:02.320to demand. But right now, it's a case of the market's been so low for so long, and the
00:27:07.820infrastructure hasn't been there for growth, which we're starting to see. Different exchanges,
00:27:14.020there are proposals for new exchanges across the world, create more liquidity, that I think that
00:27:19.560this can be prolonged for several years, maybe five, 10 years out. Maybe 1,000 becomes a possibility
00:27:27.120down the road, but definitely you're going to see higher and higher prices, but it's
00:27:32.960just getting used to them. What was once expensive becomes expected. You thought gas prices were high
00:27:41.220at 50 cents. Now you can't wait to buy it at 150 because it's cheaper than last week at 165.
00:27:47.180It used to be expensive. Now it's accepted and expected. I think that's where we're headed with
00:27:53.520the silver market, that you've got to overcome the deficits, you have incredible demand that's
00:27:59.920only going to continue. Solar power, who cares? They're probably going to have other energy
00:28:04.900sources that don't even need solar power. So it's great, lovely, but maybe not so useful for
00:28:12.480the silver market overall. Does that ring true for you, what I just said? Absolutely. I think
00:28:18.020it could be prolonged. I don't think it has to eventually happen in that manner if it's
00:28:24.860overnight. I mean, anything can happen when you have the potential of the paper markets and the
00:28:29.700derivatives markets and all of the false paper promises for every silver ounce. If there happens
00:28:35.840to be some sort of a default event, whether you're blue sky or gray sky, you need these assets in
00:28:42.200your portfolio. The World Gold Council just came out with their most clear report on how important
00:28:49.940physical hard assets like gold and silver are for the portfolio. They historically outperform
00:28:56.040broad commodities while experiencing less volatility and lower futures role costs,
00:29:02.840provide stronger inflation protection, and more consistent diversification during equity market
00:29:08.420declines. Canadians are so underinvested in these things. Either if we have an event like that,
00:29:15.540where that can cause a ripple effect, or if we're blue sky, this growth that can bring down
00:29:21.100the inflation, because with more supply, the cost of everything can go down. We're seeing
00:29:26.820best of both worlds with precious metals. The fact is, the pullback in silver and gold is overdone.
00:29:34.140It's been six months sideways. And over the past 40 years, gold and silver markets tend to go up during the fall season. So here we are. We're in August right now. We're heading into September. This is what the stock market analysts call the crash season.
00:29:49.100and you want to be protected, whether it be that market shock event, you want to have something
00:29:54.520liquid, you want to need something outside of these fiat currency banking systems, and denominate
00:30:00.180your wealth away from fiat currencies that are losing 12% to 15% versus gold and silver. Equip
00:30:06.580yourselves. Give us a call. We're here to help every step of the way, Jeremy. That does it for
00:30:11.720another edition of The Real Money Show. Can't wait to speak to you again soon.
00:30:19.100Catch The Real Money Show here on Rebel News Saturdays at 1 p.m.
00:30:27.420If you've missed an episode, you can also catch The Real Money Show on our YouTube channel at Guildhall Wealth or follow us on Spotify and follow us on Twitter as well.
00:30:37.080The number again, 1-877-8-SILVER, the website guildhallwealth.com.
00:30:41.740Learn how to have physical gold and silver in your portfolio and we look forward to speaking with you soon.