A massive physical drain is accelerating in the silver market, with 29 million ounces leaving the COMEX vaults in just two weeks. At the same time, a new institutional thesis argues for a "structural change" in gold as central banks diversify away from the dollar. Are these events connected? Is the physical market breaking away from the paper price?To get answers, Kitco News Anchor Jeremy Szafron sits down with Bob Gottlieb, a former executive at a major bullion bank and author of the upcoming book "Mastering Gold and Silver Markets." Gottlieb, whose own forensic analysis first detailed the scale of the silver drain, provides an insider's perspective on the stress fractures now appearing in the global delivery system.(Recorded on October 23, 2025)

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