Matthew Piepenburg of Von Greyerz explains gold and silver's key underlying drivers, emphasizing that while prices have fallen since the beginning of the year, major global entities are taking the opportunity to load up.
"For us at Von Greyerz this has never been about price action — that's a distraction. The real issue for us is what's happening with currencies, and therefore what's happening with the bond market, which is boring, but essential," he said.
This interview was filmed on July 7, 2026.
0:00 - Intro
2:45 - Gold - 3 key forces at play
9:12 - Bond market dynamics
13:54 - Fire sale in gold, silver
16:02 - China's physical market
23:25 - What can Warsh really do?
32:49 - Silver setup never better
39:15 - Outro
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