What Andy Schectman is saying
President, Miles Franklin (bullion dealer)
3 dated public stances tracked since 2025-10-22, most recently 2026-03-24. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andy Schectman's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andy Schectman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-03-24
SILVER
bullish
Lacy Hunt · video
Unprecedented physical demand (record Chinese imports of 470 tons in February 2026 alone, 38-39 million oz leaving COMEX) is sharply diverging from suppressed paper prices, pointing to a sharp recovery ahead
“38 million almost 39 million ounces leave COMEX in February. 160% of what deliveries alone would explain”
90d -6.4%
Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts
2026-03-24
GOLD
bullish
Lacy Hunt · video
Physical silver and gold are being accumulated in record quantities (e.g. China importing record silver tonnage, record COMEX deliveries and withdrawals) while paper prices are suppressed, setting up a recovery to new all-time highs
“we see the price get smashed down and then we see things like Chinese customs data showing 790 tons of silver”
90d -4.8%
Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts
2025-10-22
GOLD
bullish
Lacy Hunt · video
Mainstream Wall Street institutions (Morgan Stanley, Bank of America, Jefferies, Goldman Sachs, Gundlach) are now recommending clients allocate 20-25% of portfolios to gold, replacing bond allocations, representing a structural shift in institutional demand
“the bond king who is saying, 'Sell 25% of your bonds and replace it with gold'”
90d +15.9% · 180d +17.2%
Here's The Latest Outlook From Lacy Hunt, Lyn Alden, James Grant + A Dozen Other Experts
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