Why Biggest Money in the World Is Demanding Physical Gold & Silver? Massive Contagion Risk Looming?

Miles Franklin Media

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, is joined by Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, as gold surges toward $5,000 an ounce and silver pushes toward $100. But the real story isn’t price.

It’s delivery. In this episode of The Real Story, Michelle and Andy break down why the biggest money in the world is no longer trading paper metals and instead standing for physical delivery of gold and silver in record volumes. COMEX deliveries are reaching historic levels, Shanghai silver is trading at persistent premiums, and institutions that once dismissed metals are quietly repositioning.

From COMEX and London vault drains, to Davos discussions of Bretton Woods and reserve currency dependency, to rising risks of a failure-to-deliver scenario that could trigger systemic contagion – this conversation connects the dots the mainstream continues to ignore.

In this episode:

• Why COMEX delivery volumes matter more than price
• What “standing for delivery” actually means and why it’s different this time
• Why silver is being repriced as a strategic and critical metal
• The growing gap between paper markets and physical reality
• What happens if physical demand overwhelms paper supply
• Whether gold is quietly re-monetizing as a reserve asset

00:00 Introduction & Market Overview

02:28 Interview with Andy Schectman

03:18 Comex Market Dynamics

06:10 Physical Delivery & Market Implications

29:09 Global Geopolitical & Economic Shifts

35:28 Gold's Role in Global Finance

37:08 The Shift Away from the Dollar

41:46 The Future of Gold & Silver

47:38 Global Monetary Order & Capital Wars

57:54 Investment Strategies in Precious Metals

01:03:40 Conclusion & Final Thoughts