🔥 Last MESSAGE to Gold & Silver Investors in 2025 - Peter Schiff | Silver Price

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금은 사상 최고가 경신 중이며 불안정한 정책 환경과 인플레이션 헤지 수요로 강세가 지속된다고 주장. 미국 금 보유고 감사 의문을 제기하며 금 가격 급등 가능성을 언급. 은은 2011년 고점 대비 저평가(스틸)로 보고 매수를 권유. 금광주 애샨티는 실적 호조에도 생산 감소 전망으로 하락했으나 저평가로 판단하며 기회라고 강조.

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01. Gold's going a lot higher it's another reason to buy it right now right don't wait matter of fact gold is at a record high it hit a record high today I don't know if it's at a new record high right now no it's 2936 but it got over 2940 this evening and last night and and intraday it traded over I think it almost got to 2945 I think maybe 2943 is was the new record high but gold puts in a new record high almost every day now I mean you know it has a pullback once in a while silver almost got back above $33 again today got to about 3290 something and then it's pulled back right now it's around I don't know 3260 3270 again silver is the steel right Gold's a buy silver is a steel right at this price in today's news recap what is the performance of gold telling us the price of gold exceeded $2,900 an ounce last week for the first time since October 2023 it has risen by more than $1,000 us an ounce the price is three times higher than it was a decade ago it has grown tenfold since 2000 what is going on where does it go from here and how best to invest gold should not really be this High traditionally the precious metal performs badly when interest rates rise that is because unlike bonds shares cash or property it does not pay investors an income when the yields on those other assets are attractive there is less incentive to hold the barbarous Relic as the economist John Maynard kan's called gold that is the case today but still gold is hitting new records the gold price should also prefer a weak dollar the metal is denominated in the US currency when other currencies are strong versus the dollar they can buy more gold when they are weak against the green back they can buy less and so the price should fall today's Trump fueled strong dollar should be a headwind for the gold price clearly it is not so the performance of gold is telling us something else the message it sends is that all is not well with the world it says that investors are worried and history shows that it is unwise to ignore the signals that gold sends at times of stress so why is gold so strong today several reasons the first is Gold's perceived Safe Haven qualities when the world looks uncertain the election of Donald Trump has massively increased the unpredictability of US policy uh on many fronts but notably on trade and and tariffs at the same time gold is a hedge against inflation many Trump policies not just tariffs are likely to be inflationary it is a perfect storm for gold the last time that the gold was audited was 1953 1953 not many Americans alive today were alive the last time there was an audit of the US Gold Holdings so how do we know that the US government still has all the gold that they claim to have well we don't know I mean maybe they don't have it may maybe it's been leased out maybe it's been sold who the hell knows right maybe some of it's been stolen nobody knows now of course it doesn't really matter in a sense that it used to matter because back in the 1950s when they were auditing the Holdings people who held Federal Reserve notes wanted to know that the goal was there because that's what those notes were I went over that this on the podcast Federal Reserve notes were promises to pay gold they were promises to pay dollars which were defined by a weight of gold so if you had $35 and you were you know uh let's say uh uh uh the French government and you had $35 in reserves you were entitled to an ounce of gold well you weren't going to take the US government's word for it you you wanted to see some independent Audits and so there were audits of the government's gold Holdings so you know okay yeah they've got enough gold to back up their notes you know it'd be like if somebody writes you a check and you want to know what their balance is hey you just wrote me a $10,000 check can I see your bank balance do you actually have enough money or is this check in a balance right that's what our creditors wanted to know I got your Federal Reserve Note you know do you have the gold well once we left the goal standard in 1971 it really didn't matter how much goal we had because nobody had was entitled to any any of it I mean nobody who owns Federal Reserve notes now believes that they're entitled to any gold right it doesn't matter how much gold we have it's irrelevant because you can't get any gold for your your Federal Reserve notes now the relevance might be that's our Reserve to support the dollar right because other countries have their reserves in dollars or they have it in Euros or Yen or Pounds or other currencies the United States hardly has any foreign exchange reserves hardly any but what we do have in theory is a big hoorde of gold and so what that gold would enable us to do if the dollar really started to fall right and we wanted to defend it we could take gold and sell it and buy back back dollars right we can you know use our gold to buy back our our notes right but if we don't actually have that gold right if it turns out that that gold isn't there all hell's going to break loose right there are some people who think well that'll be bad for gold if we don't have it no no no it'll be phenomenal for gold if we don't have it if the United States doesn't have that gold that we claim to have gold prices are going to go ballistic and the dollar is going to tank because that means we are defenseless we have no reserves of anything in order to defend the dollar and it means the US government needs to buy gold well where's the price going to go if the government doesn't have the gold that everybody thought it had right so that is a big deal and because if we don't have our gold that doesn't just mean there's more gold in the world it just means that the gold uh that that China has the gold that uh India has the gold that Russia has the gold that Saudi Arabia has is the gold we used to have right that's probably where a lot of these countries got their gold if we sold ours right it's not like this just just this big Supply somewhere floating around right it it's accounted for we've just been over counting it which means there's not as much gold in the world as we thought right because the US government's Gold's not there now maybe China has more than they're letting us know that's that's the other speculation we have less and China has more so we'll find that out in theory uh if uh if we have an audit although you know you might be afraid if they actually send some Auditors down to to Fort Knox and they get into the vaults and you know there's just cobwebs down there are they actually going to come out and tell us that it's going to be a financial disaster now you know of course immediately when you know Elon Musk posts something about that and Michael sailor comes out and and a Bitcoin fixes this right the idea is well you know if they had a Bitcoin Reserve uh we wouldn't have this problem because everybody would know exactly how much Bitcoin they have you know if the US dollar was still backed by gold it the way it should be redeemable we would have an audit right because people would care the reason that we're not auditing it is because it's not backed by goal right now right so there's been no reason to have the audit uh but Bitcoin doesn't fix that yeah sure everybody knows how much Bitcoin you have but who cares the Bitcoin is worthless what difference does it make yeah I can audit it so what you're auditing nothing you know at least when you audit gold you're auditing something and yeah you have to have trusted third parties that can come in there and verify uh that the gold is there um but you know you have private companies you know you could have multiple unrelated third parties that could do audits independent Audits and you know it would work it did work the reason that we stopped auditing is because we defaulted you know and then at that point uh there was no point but if there's no gold Gold's going a lot higher it's another reason to buy it right now right don't wait matter of fact gold is at a record high it hit a record high today I don't know if it's said a new record high right now no it's 2936 but it got over 2940 this evening and last night and and intraday it traded over I think it almost got to 2945 I think maybe 2943 is was the new record high but gold puts in a new record high almost every day now I mean you know it has a pullback once in a while silver almost got back above $33 again today got to about 3290 something and then it's pulled back right now it's around I don't know 3260 3270 again silver is the steal right Gold's a buy silver is a steel right at this price I mean I remember when gold when gold got to 2,000 silver peaked out got it didn't even get to 2,000 and silver got up to $50 in in 2011 Gold got to, 19900 gold was 50% higher than it was then and silver is 40% lower uh so silver is a steal but again gold stocks uh Ashante uh gold um Anglo Ashante came out very good earnings really good earnings today uh but they did warn um that next year production would be less than they thought and the stock opened down um like 8 and a half% it didn't close down 8 and a half perc it closed down like 3 and a half% but they were great earnings uh you know earnings grew I mean I think free C cash flow was up 900% earnings were up like 80 90% from last year they increased their dividend like 250% I mean great numbers the Stock's at 11 times earnings but the stock went down because they said oh we're going to have lower production I'm un sure why the production is going to be down but you know Wall Street always overreacts to lower production because usually there's a reason that production is is being delayed but it's not being uh ended right whatever gold they don't produce is still in the ground that gold is still there so if Angelo Ashante doesn't pull that ground that gold out of the ground in 2025 maybe they pull it out in 2026 and you know what they'll probably make even more money money on that gold selling it in 2026 than they do selling it in 2025 so that the the annual production is not that important unless they tell you oh we're restating our reserves right we thought we had uh this much gold and it turns out we don't we have a lot less gold when we thought that is a big deal but if they don't reduce their reserves if they just say look this mine is having the difficulty we have to spend some money on some repairs there's going to be a delay and so we're not going to get the gold out of the ground as fast as we thought who cares I mean maybe it's the present value of money but that's going to be offset I think by the future increase in the price of gold but again most of these analysts just think the price of gold is going to go down in the future they're like oh crap they're not going to get it out of the ground right now in time to sell it at 2900 you know they're gonna they're not going to get it out for a couple years and the price is going to be way down by then right that's the Outlook that everybody has so you still have these companies reporting good earnings and the stock going down when the stocks were already cheap before they got the good earnings and they should have got up now look I don't know exactly when this is going to change again I'm just telling people take advantage of this opportunity while you can