Housekeeping: Michael Oliver of MSA joined the GoldFix Founders group this Sunday to discuss Metals, Stocks, and more. Later this week an abridged/edited version will be published for Premium
Podcast Topic Flow Outline
SECTIONS
Why Gold No Longer Trades Like It Used To
The Banks Blink
Central Banks Take Over Gold
Stock Market Comfort Phase
Leadership Does Not Rotate in Bubbles
Oil: The Last Inflation Trigger
Gold’s Acceleration Phase Begins
TIMESTAMPED TOPICS
00:00 — Gold COT: Why the Market No Longer Trades Normally
02:30 — Banks Begin Covering Shorts
05:00 — Options Reveal Bank Panic
07:30 — Futures Liquidity Breakdown
10:00 — Banks Regain Buy-Side Visibility
12:30 — Collapse of the Old Gold Market Structure
14:30 — Central Banks Replace Speculators
18:40 — Michael Oliver Joins
20:00 — Stock Market in Topping Transition
23:30 — Long-Term Momentum Breakdown Risk
25:30 — Leadership Illusion in Tech Stocks
27:30 — Nvidia Will Lead Lower
30:30 — Stocks vs Monetary Metals
33:30 — Oil Momentum Turning
38:30 — Oil as Inflation Trigger
42:30 — Gold Long-Term Bull Structure
44:30 — Asset Class Shift Toward Gold
PART I — Vince Lanci: CFTC COT Gold Market Structure
00:00 – 02:30
COT Methodology & Market Behavior Shift
• Why COT used to matter more
• Trend week structure explained
• Open interest behavior during trend weeks
• Introduction to abnormal positioning patterns
