Insiders Buying Gold - Public is Next | Andy Schectman
Liberty and Finance Sep 16, 2026 38:49
Summary
Foreign investors are selling US Treasuries faster than they buy new securities — detreasurization is lifting gold ahead of retail buyers.
BRICS is building payment rails and same-day gold settlement to bypass dollar sanctions, not to launch a competing common currency.
Gold bull run survives rate hikes when the bid comes from foreign central banks shifting out of Treasuries, Schectman argues.
Gold buyers face five custody paths — physical, vaulted, IRA, tokenized, ETF — with auditability and ability to take possession the deciding factors.
Utah, Florida, and Texas are letting residents spend constitutional money through state depositories, with sales-tax incentives.
Alasdair Macleod's takeaways
- Top takeaway Schectman cites Macleod as one of the analysts who has 'warned us' that an uncontrollable increase in long-term bond rates across multiple countries signals a loss of trust in the current monetary system
Dunagun Kaiser's takeaways
- Top takeaway The host frames the weekly update around oil supply disruptions, the upcoming BRICS summit, and trade-offs between personal possession, vault storage, segregated IRAs, tokenized gold, and ETFs
- Kaiser references a market-sniper video by Francis Hunt from the same day (Sep 15, 2026) stating the 'rush moment is starting' for silver volatility as CME launches 24/7 futures
Andy Schectman's takeaways
- Top takeaway Schectman argues that for the first time in over 100 years foreign investors are buying more US securities than US treasuries, calling this 'de-treasurerization' and saying it is driving gold higher even before retail premiums rise
- He contends interest-rate hikes will not meaningfully suppress gold and that rates would have to move 'exponentially higher' to draw investors back to 10- or 30-year treasuries over gold
- He warns the Saudi East-West pipeline outage (around 5 million barrels/day) combined with depleted global strategic reserves will hit the economy with a 3-to-6-month inflation lag and no buffers to absorb it
- Schectman dismisses the CME's new 24/7 silver-futures contract as 'silly' because there is no physical delivery, and ranks holding options for retail investors: personal possession first, then a third-party vault like Brinks, then a segregated precious-metals IRA, then tokenized gold, and only reluctantly an ETF
- He describes a growing trend of US states (Utah, Florida, Texas) passing legislation to treat gold and silver as constitutional money usable in transactions and free of state sales tax
Francis Hunt's takeaways
- Top takeaway Schectman says he recently listened to Hunt discussing de-treasurerization, including the claim that the Benelux countries and the Cayman Islands are now the largest remaining buyers of US treasuries, which Hunt called 'laughable'
- Hunt reportedly published a market-sniper video on Sep 15, 2026 arguing the 'rush moment is starting' as CME adds round-the-clock silver futures
Jim Sinclair's takeaways
- Top takeaway Sinclair (described as 'rest in peace') is credited with the view that 'mother nature would take over after an attempt at a manmade reset' once years of suppressed interest rates and distorted valuations unwind