Yesterday we did something different.
For the first time ever, Robert Ian delivered his commentary live — not recorded, not edited, not in isolation — but in real time, in front of an audience.
Many of you have listened to Robert for years. Over 600 GoldSeek Radio commentaries. Thoughtful. Measured. Grounded. But this was different. This was live!
🌎 The Backdrop: A Shifting World
Gold at historic levels. Silver waking up from a decades-long consolidation. Currency tensions rising. Debt ceilings that no longer matter. Central banks boxed into corners.
And yet, on the ground?
Empty restaurants. Less traffic. Visible strain in small businesses. People quietly cutting back. Robert just returned from a Southwest road trip. What he saw didn’t match the headlines. That disconnect matters.
đź§ The Real Theme: Repositioning
This isn’t recovery. It’s repositioning. Robert said something powerful:
“The next several years are about economic repositioning and survival.”
That hit. We may not be heading into “the next crisis.” We may already be in it — and never fully exited the last one.
đź’° Metals: Undervalued or Just Early?
We discussed:
Silver’s 1980 high (~$49.45)
Inflation-adjusted value north ohank you to everyone who tuned into my live video! Join me for my next live video in the app.
Gold’s reclassification as a Tier-1 bank asset
Whether ETFs and crypto siphoned demand from physical metals
At current levels, many still believe physical metal remains historically undervalued. But more importantly — the psychology is shifting. And psychology moves markets before headlines do.
🌍 Europe, the Dollar, and Tough Love
We also touched on the future of Western civilization, U.S.–Europe tensions, and the uncomfortable middle phase of change. Robert framed it well: Real change happens in discomfort. And we are clearly in the discomfort zone.
🎯 Why We’re Doing This Live
This isn’t a polished studio production. It’s conversation. It’s testing ideas in real time. It’s responding to what’s unfolding — not what’s already happened. And judging by the response, we’re just getting started.
📬 What’s Next?
More live sessions.More Q&A.More direct conversations about markets, survival, and strategy.
If you missed it live, stay tuned — the replay details will follow. And if you have questions you want covered in the next session, reply directly to this email. We read them.
— Kerry
P.S. I also gave a preview of my upcoming book exposing the “parking industrial complex.” It started with one ticket. It’s ending in federal court. More on that very soon.