Bullion Bank Insider Bob Gottlieb Says This Is a Different Kind of Gold Rally

The silver market is under historic pressure. In just two weeks, 29 million ounces have drained from COMEX vaults, signaling what many analysts call a massive physical shortage unlike anything seen in over a decade. Meanwhile, central banks are pivoting away from the U.S. dollar, building reserves in gold and other hard assets—a move that some say marks the beginning of a global monetary realignment.

To break it all down, Kitco News Anchor Jeremy Szafron sits down with Bob Gottlieb, a former bullion bank executive and author of the upcoming book Mastering Gold and Silver Markets. Gottlieb’s forensic analysis first exposed the scale of the silver drain, and in this exclusive interview, he explains why the physical market may be breaking away from paper pricing—and what that means for investors.

Gottlieb details the stress fractures in global bullion delivery systems, revealing how supply shortages, refinery bottlenecks, and sovereign accumulation are reshaping the metals trade. He also discusses the institutional shift toward gold as a strategic reserve asset, and whether we’re witnessing the early stages of a monetary reset driven by physical scarcity and policy failure.

This is a must-watch for anyone following gold, silver, and the growing split between real assets and financial paper.

(Recorded on October 23, 2025)

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00:00 Intro: Gold's Volatile Week & A Massive Physical Drain
01:57 Why The Market Crashed: A "Healthy" Washout of "Week Longs"
04:45 A "Structural Change": Why Central Banks Are Buying Gold
12:04 The Great Drain: 29 Million Ounces of Silver Leave The COMEX
14:55 The Arbitrage Reversal: How The Silver Squeeze Began
19:53 London's 150 Million Ounce Silver Shortfall
22:00 The Big Question: What The Section 232 Analysis Means for Silver
31:03 A "Dire" Situation?: The Hidden Risk in The Platinum Market
33:40 China's Agenda to Weaken The Dollar & Become The Third Hub
42:07 Bob Gottlieb on His Upcoming Book & Final Thoughts

#SilverSqueeze #GoldPrice #Investing #Silver #Gold #Economy
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