Stealth QE: Fed Secretly Bought $43.6B in Bonds – Why are They Hiding it?

“They’re not calling it QE, but that’s exactly what it is,” says Michael Gentile, founder partner at Bastion Asset Management. He tells Daniela Cambone that the Fed’s quiet purchase of $43 billion in U.S. bonds signals “how precarious the situation” has become—with rising deficits, fewer natural buyers of U.S. debt, and the Fed increasingly forced to intervene. As a result, central banks around the world are rotating out of the U.S. dollar and into physical gold, driving a multi-decade structural shift in global reserve strategy. “We’re seeing a multi-year, multi-decade rotation out of U.S. dollar assets into gold,” he states.
Watch the full video to discover how to better protect your wealth in these uncertain times.
Even better — join Daniela Cambone and Michael live tomorrow (May 29, 2025) in Montreal, Canada for an exclusive conversation on “Building Generational Wealth.” Sign up for the event here: https://www.zeffy.com/en-CA/ticketing/building-generational-wealth
Gold, Debt, and the Reset Already Underway: Michael Gentile’s Urgent Warning
Featuring Michael Gentile on The Daniela Cambone Show – Presented by ITM Trading
Is America heading for a monetary reset—or are we already living through one?
According to respected fund manager and mining sector expert Michael Gentile, the answer is clear: the reset has already begun. In a must-watch episode of The Daniela Cambone Show, Gentile joined Daniela Cambone to unpack the economic chaos unfolding beneath the surface: unsustainable U.S. debt, central banks dumping Treasuries, and a global race toward physical gold.
For ITM Trading’s audience—especially those 50 and older who value privacy, independence, and financial security—this is more than a warning. It’s a call to prepare now.
A Perfect Storm: Debt, Tariffs, and Geopolitics
Gentile echoes concerns recently voiced by Ray Dalio, warning that America is approaching an economic breaking point driven by:
-
$38 trillion in federal debt
-
$2 trillion annual deficits
-
Foreign governments like China and Russia dumping U.S. Treasuries
-
The U.S. dollar losing trust globally due to sanctions and trade tensions
“This is the biggest red flag I’ve seen in eight years,” Gentile said. “We’re seeing bond yields rise, markets fall, and the dollar weaken—all at once. That’s unprecedented.”
And yet, instead of acknowledging the crisis, the U.S. Treasury is quietly stepping in—buying $48 billion in two-year bonds in what Gentile calls “yield curve control by another name.”
The Financial Reset: Already in Motion
For years, the term “financial reset” was dismissed as conspiracy theory. Today, Gentile argues, it’s simply economic fact.
“We’re already resetting the value of our currency through inflation,” he said. “People are waking up because they feel it in their wallets.”
With inflation eroding the purchasing power of fixed incomes and savings, the reset is hitting the middle class hardest. And in response, central banks are no longer accumulating U.S. debt—they’re stockpiling gold.
Central Banks Are Buying Gold for a Reason
Since 2014, central banks have largely stopped buying U.S. Treasuries. Instead, they’ve acquired more than $600 billion in physical gold.
Why?
“They know a reset is coming,” Gentile said. “Whether it’s slow through inflation or fast through a currency devaluation, they’re preparing for a future where hard assets trump fiat paper.”
In fact, global central bank gold reserves have risen from just 6% in 2014 to more than 15% today—a seismic shift with profound implications for gold & silver prices.
Gold Is Money Again—and Retail Investors Haven’t Noticed
Gold has outperformed nearly every major asset class this year, yet Gentile notes that most retail investors still haven’t caught on.
“The Costco crowd isn’t buying gold yet,” he explained. “But central banks are, and that means something. They don’t care about price—they care about protection.”
This gap between institutional accumulation and retail hesitation suggests a major bull market in gold and silver is still ahead.
As Gentile put it: “You want to own gold before the headlines tell you to.”
Why the Gold Bull Market Is Just Beginning
Gentile sees strong parallels to the post-2008 gold rally—only this time, the situation is even more dire. With deficits surging, growth stagnating, and debt service costs spiraling out of control, the U.S. has only one option: print.
That means:
-
Devaluation of the dollar
-
Rising inflation
-
Soaring gold & silver prices
And unlike during COVID or the 2008 crisis, this time, the driver isn’t temporary panic—it’s structural collapse.
Mining Stocks: The Hidden Opportunity
While physical gold is surging, mining stocks remain deeply undervalued—a disconnect Gentile believes won’t last.
“The industry has never been more profitable,” he said. “Margins are at record highs, balance sheets are pristine, and producers are generating massive cash flow.”
As gold continues to rise, Gentile expects a wave of new capital to flood into quality mining stocks, narrowing the gap between gold prices and equity valuations.
Final Thoughts and Call to Action
Michael Gentile’s message is simple but urgent: the reset has already begun. If you’re waiting for a clear sign, this is it.
At ITM Trading, we specialize in helping clients protect their wealth with physical gold and silver—the same assets central banks are quietly hoarding in record amounts. With over 28 years of experience, we provide data-backed strategies to help you stay ahead of inflation, devaluation, and volatility.
👉 Visit DannyReport.com to download your free gold and silver strategy kit.
And subscribe to The Daniela Cambone Show for ongoing insights from experts like David Morgan, Michael Gentile, and more.
Gold isn’t rising because it’s gaining value. It’s rising because the dollar is losing it.
Protect your purchasing power—before the reset goes from silent to sudden.
THINKING ABOUT PURCHASING GOLD & SILVER? Get expert guidance from our team of analysts with 28+ years of experience. Schedule a free Q&A 👉 SCHEDULE YOUR CALL HERE or call 866-351-4219.
“The ITM team offers something unique—direct, personal guidance. What stood out to me right away was that they weren’t just focused on making a sale. Instead, they took the time to build my understanding of the function and value of precious metals.” — Gary P. [Verified Google Review]