6 MINS AGO! "We're Seeing Something Globally We've NEVER SEEN BEFORE | Egon & Matthew Piepenburg

Ajouté : 2026-05-20

[00:00:00]But if you look at fundamentals, there are hundreds of billions of ounces uh on the London market of paper silver that cannot get delivery and that position will explode at some point. When I say explode, it will it will implode because if you don't get delivery and pe people will then price silver based on physical and there isn't physical silver available for those hundreds of billions of paper [music] promises. silver going up 100, $200, $300 or more.

[00:00:32]>> Absolutely. What we saw in 2024 [music] and really into 2025 on the comx again spend hours on it. It's very boring.

[00:00:39]Basically, the exchange in New York ran out of the metals. They couldn't make delivery. It was unprecedented. Uh both in gold and silver, what we were [music] seeing with the ratio of demanded metals versus what was available was unprecedented. So, if we wanted to have the same ratio of gold to public debt, we should have an implied gold price of around 30,000 over the next few years.

[00:00:58]The paper gold and silver markets are on the verge of an unprecedented implosion, and time is running out to protect your wealth. Central exchanges are facing massive physical shortages, completely unable to meet the delivery demands for hundreds of billions of ounces of paper promises. As the system fractures, a dramatic shift toward pricing based strictly on physical metal is triggering an urgent global scramble for real assets. In this episode, precious metals experts Egan von Greer and Matthew Peepenberg break down this systemic failure, warning that the decoupling of paper prices from physical reality will send silver soaring past $300 and gold up by thousands of dollars. They connect the dots between the failing London and comx markets, a brewing global debt crisis, and skyrocketing energy costs that signal the chaotic end of a monetary era. Can your portfolio survive the ultimate paper asset collapse? Watch to find out. Don't forget to like, subscribe, and enable notifications for additional in-depth content. Thanks for joining us again. Enjoy the video. This is the end of a man mon monetary era and the the worst things will always happen then. If it hadn't been oil, it would have been banking collapse and that might it will probably come also. So we will have one piece of bad news after the next and the world will go into a period of of massive [clears throat] decline and massive problems for everyone. And that's what sadly is is facing us now and is going to start happening very quickly. We have to be prepared and you can't prepare totally but you can prepare certainly financially. Uh and you can prepare by protecting yourself. Um but everyone will suffer. Right now we can't compare the two because the fundamentals are very different. The the oil and gold I'm talking about. So oil obviously since there are now major shortages and and the shortages haven't hit the world yet because it takes several weeks for oil to be transported from let's say straight to to the far east or to uh the the north or south America and and therefore we haven't seen the real hits of of these shortages and as you might have seen we have there are already like in Sri Lanka they have paid up to $280 a barrel for oil now. So that's probably near the market price than than around a 100 that we are now seeing officially. But the the 100 is like same for for as for gold. It's a paper price and the paper price is not going to dominate for much longer. There will be a question of massive physical shortages and oil prices will go up dramatically. You know, it'll go up to $200 or more. Absolutely. And probably a lot more also. Then if you if you look at gold and silver, yes, they of course there's not the same shortage there.

[00:04:02]there there's not the same crisis, but we have to look at the fact that gold, for example, has gone up three times since 2022 and and it's gone up twice since 2024.

[00:04:18]So, we've seen a massive rise and we saw a big one of course in January of this year and now we're just seeing a correction and and it's not it's not the topic of the month right now, gold and silver. But if you look at the fundamentals, there are hundreds of billions of ounces uh on the London market of paper silver that cannot get delivery and that position will explode at some point. When I say explode, it will it will implode because if you don't get delivery uh and and pe people will then price silver uh based on physical and there isn't physical silver available for those hundreds of billions of paper uh promises and is the same for the gold market. Now you you're talking about hundreds of millions of ounces uh outstanding in paper gold and that gold is cannot be delivered either. And if you combine that with a very likely increase in interest rates now because there's massive pressure on on global debt here. Um and interest rates will most probably go up dramatically and bonds will uh also come down obviously in price dramatically which is which is the other side of interest rates going up and so that will lead to another crisis also global debt crisis. uh combine that as I said with with the silver gold and silver market and with the oil market and we have an absolute catastrophe being guaranteed here you know and and the effect as I said on oil will be 200 300 maybe more the effect on gold and silver if you I've been watching it technically for quite a while and they look like at some point in the next few weeks they will probably go up massively by multiples I mean I could see the silver going up 100, $200, $300 or more and gold going up by by a few thousand also. So this will be u a market which is not an orderly market and because as I said there are massive shortages because of this paper manipulation that we've seen for years.

[00:06:33]The decades old western monopoly on pricing precious metals is officially fracturing. Traditional paper-based derivatives exchanges in New York and London are losing their systemic grip, triggering a massive historic flow of physical gold and silver from west to east. As eastern hubs gain trust and momentum, the era of using artificial paper contracts to suppress physical metal prices and shield the purchasing power of Western fiat currencies is rapidly coming to an end. Financial analyst Matthew Peepenberg reveals that the Western financial system has reached a critical breaking point under a staggering $40 trillion public debt regime. He explains that traditional price manipulation tactics are failing because Western exchanges are physically running out of the actual bullion needed to back their paper promises. Penberg argues that Western central banks now desperately need a historic monetary revaluation of their gold certificates.

[00:07:29]just to keep their inflating deficits from collapsing. Let's watch some clips from his interview.

[00:07:34]>> Absolutely. What we saw in 2024 and really into 2025 on the COMX, again, spend hours on it. It's very boring.

[00:07:42]Basically, the exchange in New York ran out of the metals. They couldn't make delivery. It was unprecedented. Uh both in gold and silver, what we were seeing with the ratio of demanded metals versus what was available was unprecedented.

[00:07:54]So, they were running out of the metals to manipulate. So they had to use margin tricks to short or put a permanent or try to put a boot to the to the silver price in particular. So the comx is losing credibility to the spymex and to the Shanghai exchange. So the the flows and the trust and the metals are moving from west to east towards St. Petersburg and uh and Shanghai. So that that part of our tool that worked for decades to keep the price of gold and silver from embarrassing the dollar again it worked for decades. that really began to crack in 2024 and accelerate in 2025. So that was certainly a pillar uh that was cracking on on the gold case because gold is now made a fool out of the dollar and it's it's going to make more of a fill of the dollar. The petro dollar again as I explained was so critical to absorbing US treasuries and US dollars that gave us tremendous power for half a century. That too is weakening and and so at the same time that you're seeing petro dollar and comx cracks in the ice. The ice is getting thinner under those under those powers.

[00:08:56]You're just seeing uh a central bank that's expanded money balance sheet beyond recognition. But more important, public debt at 40 trillion. Basically, the interest expense alone on our debt is now over a trillion dollars. Look, I think when gold is fairly priced, um, and I think we didn't have time, but I I see I'm not alone. you you look at where these ratios have been in the past, what the future price of gold looks like, whether it's with me or Pierre Lassand or Luke Groman or Frank Schustster and certainly Egon Van Grier's or even Scott Bent. It is not at all unusual anymore to say gold will easily get to 20,000 in the next year over the next cycle.

[00:09:36]That's not because it's going to get shiner. It's that's because of the debasement trade. That's because actually the US for the first time has a vested interest in a higher gold price to run its deficits. Again, I'm not alone. I completely share that view that we actually unlike the Vulkar era where gold was uh to the dollar what son was to vampires, you know, Vulkar called it his enemy. But under the Scott Bent $40 trillion debt regime of America circa 2026, we actually need to revalue our gold. We need to see gold run. We need to revalue our certificates to push down some of our debt. We don't need to make a gold back dollar, but we need to monetize gold uh desperately. I think that will happen. I also just think the the mean reversions in the markets. I think we'll see uh the as Pierre Lasan says uh a Dow gold ratio maybe not one but 2:1 and that would put gold at 17,500 very soon, very easily. That's not extreme anymore. Um, again I think even if you look at the uh gold ratio to public debt, Ronnie Sturfl, again I'm talking Ronnie Sturfla, Pierre Lan, Luke Groman, myself, we're not quacks. We're not just gold bugs. We're looking at the implied numbers if we wanted to have the same ratio of gold to public debt. We should have an implied gold price of around 30,000 over the next few years.

[00:10:58]That may seem extreme to many. Uh but when when when Bitcoin went from $10 to 100,000, no one seemed to mind. It's going to be shocking when they see uh gold reach these prices again not because gold was in a bubble but because that's how sick and and beaten down and distrusted uh US IUS and US paper money and other paper money systems have become that is to me very sober long-term play. So when you look at the short-term moves in in the mechanizations in in March or any price in gold and silver I do understand that if you're a trader that can break some hearts. Uh if you're an investor, uh the most important skill you need to have other than an understanding of history and math is basic patience. Like a good duck hunter. The era of passive investing is over. We are entering the age of the strategic hunter. As the cracks in the western monetary facade widen, the global financial landscape is shifting beneath our feet, moving away from paper promises and toward undeniable physical reality. This isn't just a localized market correction. It is a systemic transition that will permanently redefine global wealth distribution. The window to position yourself ahead of this historic west to east migration is closing fast as the underlying mathematics of sovereign debt catch up to the system. True financial security in this new epoch won't belong to those who relied on the old fiat rules, but to those who had the foresight to secure tangible, undebasable assets before the ultimate squeeze takes hold. The countdown to the great monetary realignment has already begun. Are you positioned to protect what's yours, or will you be left holding paper? Share your thoughts in the comment section below. If you found their breakdown helpful and want to stay ahead of these historic market moves, make sure to like, subscribe, and turn on notifications so you never miss an update. Your support helps the channel grow and keeps you informed when the markets shift next.