James Anderson: This is a Run to Gold Over Bonds

Tom welcomes James Anderson back from SDBullion to discuss the significant developments in the precious metals market. James delves into the recent all-time highs for gold at $3,000 per ounce, highlighting its historical significance and the potential implications for investors.

Anderson emphasizes that breaking through key price levels like $1,000, $2,000, and now $3,000 is not just a numerical milestone but often signals shifts in market dynamics. He recalls past volatility, such as the 2008 financial crisis when gold prices plummeted before rebounding, illustrating how these events shape investor behavior and market trends.

James also touches on the broader economic context, including the role of central banks and the potential for a paradigm shift in asset valuation. Anderson suggests that gold is likely to reassert its dominance over traditional assets like stocks and bonds, driven by factors such as debt levels, inflation, and geopolitical tensions.

Silver's recent market dynamics are explored as well, with Anderson noting significant physical withdrawals from London markets and the impact of tariffs on supply chains. He advises investors to monitor lease rates and physical inventories, warning against the risks of ETFs that may not fully reflect underlying asset availability.

Anderson also addresses cultural differences in precious metals investment, highlighting how Eastern economies, with historical experiences of currency devaluation, tend to prioritize gold and silver as reliable stores of value. In contrast, Western investors often lack this historical perspective.

Looking ahead, Anderson discusses potential future developments, including the possibility of a gold revaluation and the importance of long-term planning and diversification, advocating for a prudent allocation into precious metals.

Time Stamp References:
0:00 - Introduction
0:50 - $3000 Gold Significance
4:14 - Long-Term Technicals
8:04 - LBMA Gold Situation
10:59 - ETFs & PSLV Audits
16:58 - Western Metals Apathy
18:50 - Fort Knox Psyop
21:05 - Eastern Buying
23:56 - Nominal Highs & Inflation
26:12 - Doubts & Tariffs
29:00 - Gold Confiscation Risk?
32:18 - Platinum Metals?
34:52 - 2025 Investment Advice
39:26 - Wrap Up

Guest Links:
Twitter: https://twitter.com/jameshenryand
YouTube: https://www.youtube.com/c/sdbullion/videos
Website: https://sdbullion.com/
Blog: https://sdbullion.com/blog
James Book: https://sdbullion.com/21st-century-gold-rush-book

A bullion buyer years before the 2008 Global Financial Crisis, James Anderson is a grounded precious metals researcher, content creator, and physical investment grade bullion professional. He has authored several Gold & Silver Guides and been featured on the History Channel, Zero Hedge, Gold-Eagle, Silver Seek, Value Walk, and many more.

Given that repressed commodity values are now near 100-year low-level valuations versus large US stocks, investors and savers should buy and maintain a prudent physical bullion position. Continued stimulus and unfunded promises will only debase the dollar further.