➡ Silver, a metal often overlooked, is predicted to experience a significant increase in value due to a combination of factors including collapsing short positions, high industrial demand, and a strained supply chain. This surge in silver’s value is expected to be sudden and dramatic, potentially making current prices seem insignificant. This prediction is based on changes in the global economy, such as countries moving away from the dollar and the rise of gold prices. Additionally, a new digital currency system, independent of the US dollar, Euro, and British pound, is being proposed which could further impact the value of silver.
➡ The article discusses the potential for a significant increase in silver’s value due to increasing pressure and demand. It suggests that silver, often overlooked in favor of gold, is poised for a major breakout. The article also touches on the geopolitical shifts and the role of tariffs in the global trade of precious metals. It concludes by highlighting silver’s dual role as both a monetary asset and a critical industrial metal, suggesting that this dual role could lead to a surge in its value.
➡ The demand for silver is increasing rapidly due to its use in green energy projects, electric vehicles, 5G infrastructure, medical technologies, defense systems, and advanced electronics. However, the supply of silver is decreasing due to lower ore grades, regulatory hurdles, and underinvestment. This imbalance between supply and demand could lead to a significant increase in silver prices. Additionally, the value of gold is also expected to rise, and it is suggested that investing in mining shares could be beneficial.
➡ The silver market, which has been artificially suppressed for years, is on the brink of a major shift. As physical silver becomes scarce and demand increases, the system that has kept prices low is starting to fail. This could lead to a rapid increase in silver prices. The paper silver market, which has created an illusion of abundant supply, is also showing signs of collapse as investors demand physical silver, leading to potential panic and a scramble for the real thing.
➡ The article discusses the changing dynamics in the silver market. It highlights a shift in investor sentiment, with more people showing interest in silver, leading to increased demand and higher prices. The article also mentions the role of social media in sparking discussions about silver’s potential. It suggests that the current situation is different from past silver bull markets due to the combination of monetary factors and an industrial boom, which is creating a high demand for silver.
➡ The text discusses the potential for a significant increase in silver’s value due to factors like historical gold to silver ratios, inflation adjustments, supply deficits, and industrial demand. The author believes that the silver market could experience a rapid and high increase in value, outperforming gold. They also mention the construction of a new studio in Florida and the occasional interruption of their dog during podcasts. The text ends with a reminder to seek professional advice before making investment decisions.

Foreign. You’re watching Silver News Daily. Subscribe for more. They say history never repeats itself. Exactly. But when you see bricks openly dumping the dollar, gold smashing through all time highs, and silver still quietly sleeping, something big is brewing under the surface. The world is changing right before our eyes. And while everyone’s staring at gold’s rocket ship, the real shockwave is still loading. Silver, the ultimate underdog, the metal that always moves last but hits hardest is about to have its moment. But this time it won’t be a slow, steady climb. It’ll be an eruption, an explosion triggered by collapsing short positions, industrial demand reaching fever pitch, and a supply chain stretch to the breaking point.

If you think the move in gold was wild, you haven’t seen anything yet. Silver is setting up for something the mainstream hasn’t even begun to price in. And when it breaks loose, the scramble to get in could make today’s prices look like a rounding error. Stay with me because the opportunity in front of us right now could be the most explosive silver event of our lifetime. Just before we get going, we just launched the official Silver News Daily Telegram. To kick things off, we’re running a 10 ounce silver giveaway. Yes, real physical silver, not a voucher, not digital credits, actual bullion.

This telegram will be our new home for real time silver discussions, market insights, collection picks and everything. Precious metals. It’s where the community truly comes alive. Here’s how to enter the 10 ounce silver giveaway. Be subscribed to Silver News Daily on YouTube. Turn on the notification bell, comment 10 ounce giveaway on three separate videos. Be an active member of the telegram group and say hi. Once we hit 500 Active Telegram members, we’ll pick one lucky winner to receive 10 ounces of silver shipped directly to you. So get in early, stay active. About when we started talking about the brics, it was before that we talked about the Belt Road Initiative.

And the Belt road initiative is 75% of human population, 50% of global GDP. But most of the countries are not in the BRICS. They’re aligned with the BRICS. Think of the Shanghai Cooperation Organization and the Eurasian Economic Union. Massive amount of human population, most countries not in the brics, but associated with the brics. The President of Belarus for a year has been calling for a summit to bring those two entities, the Eurasian Economic Union. Those are the countries that end in Stan, like Kazakhstan and the sco, which is the largest regional military and financial group in the world, into the brics.

Never happened. So you have this huge swath of human population that’s all tied in with China and in many ways tied in with the bricks. So think about that as we talk about this. We talked about on your show many times how the bis at the 12th hour, Augustus Karstens, when he came to the United States for the IMF meeting, said, you know, he got his arm twisted saying after four years of the BIS innovation hub developing the enbridge with China, Hong Kong, Thailand and uae, it was operational. They said, look, we, we can’t be involved in a platform that allows countries to evade Western sanctions.

And I always joke, you know, after four years he realized that Russia was the, the R and brics, all of that stuff. Keep all of this in mind as we move forward with this here. So a few days ago, the People’s bank of China. I’m just going to read this part verbatim. What I’m going to read you is the enbr, they’ve changed the name to the Bridge or to something else. But this is Enbridge technology which allows countries to trade their own central bank currencies cross border. They’re all ISO 2022 compliant. So each one of these countries has their own unique cbdc, but they all communicate with one another in the Bridge.

And then they would settle in gold. Forget about the fact that the unit settlement token has kind of been pushed to the sidelines. From what I had an interview with Matt Riley the other day and he said, no, it’s there, it’s coming back. They’re just being very quiet after what the BIS did. But in the meantime they’ve been trading local currencies and settling in gold any imbalances. And remember, it was the head of the New Development bank and the former president of Brazil, Delma Rousseff, who said, we’ve agreed in principle to this new settlement token traded over Enbridge.

And then the bis, what amounts to espionage, pulls the plug. Keep all of this in mind and the Belt Road and the Eurasian Economic Union and the Shanghai Cooperation Organization, as I read this, and it goes as follows. The People’s bank of China, and this is just last week, has announced that the digital RMB cross border settlement system, that’s the enbridge is now. When Bricks made the decision to actively move away from the dollar, it wasn’t just a political jab. It was the first domino in a chain reaction that threatens to unravel the entire financial status quo.

For decades, the US Dollar has been the backbone of global trade, a symbol of stability in a chaotic world. But when the world’s emerging powers, Brazil, Russia, India, China and South Africa decide to reject that system and build their own. It sends a very clear confidence in the dollar is crumbling. And when that confidence erodes, investors don’t sit around and hope for the best. They run full speed into hard assets, things that governments can’t print into oblivion. Gold has already responded, tearing through all time highs as institutions around the world scramble to reposition. But silver. Silver hasn’t even blinked yet.

And that’s the opportunity. Because as faith in fiat currencies dissolves and BRICS continues to reshape the global order, the tidal wave that lifted gold is about to sweep silver off its feet. And when it does, it’ll move with a speed and violence that leaves even seasoned investors stunned. Fully connected to 10 ASEAN countries. Those are the countries in Southeast Asia and six Middle Eastern nations. This development enables approximately 38% of global trade to bypass the SWIFT system which is predominantly used for transactions in US dollars, allowing these trades to be settled directly in digital rmb. In practical terms, China’s digital currency bridge has significantly reduced cross border payment processing times from the typical three to five days associated with SWIFT to approximately seven second.

For instance, a pilot transaction between Hong Kong and Abu Dhabi demonstrated that a company could pay a Middle Eastern supplier using digital rmb, eliminating the need for multiple intermediary banks and achieving a real real time settlement with a 98% reduction in handling fees. Okay, great, so they’re, they’ve rolled that out to 40% of of global GDP. But Sergey Lavrov just put the icing on top of this cake. Sergey Lavrov is talking about the new BRICS meeting that is into focus here on July 7th and 8th in Rio de Janeiro with 44 countries expressing interest and 23 formally applying.

Vietnam is the 44th country to express interest in joining. Okay, 23 have formally applied, 44 have express interest. In meetings July 7th, we haven’t heard a lot because what the BIS did I think made them all rain and the amount of information that they want to pass around because they realize that the west is maybe not as keen on this idea as they all are. So let me read this to you. Brazil as the 2025 summit chair has proposed a new BRICS payment platform that is this, this, this bridge technology. And here’s where it gets interesting for both member and non member countries, think the Bridge Belt Road, think the Eurasian Economic Union, think the Shanghai Cooperation Organization which amounts to north of 80, 85% of human population.

The majority of global GDP, all of the resources majority are produced in these countries. The rare Earths the precious metals, the majority of the soft commodities like wheat, all of it, the majority are produced in these countries. The system would be independent of Swift, the US Dollar, the Euro and the British pound. So the us, the Euro and the pound, they’re on the outs. Russian Foreign Minister Sergei Lavrov emphasized it will be open to non member nations, accelerating de dollarization on a global scale. So to me when you realize that they are now opening it up to countries that are not just BRICS members, this changes everything.

It changes the complete and total narrative. Now all of these countries will be able to trade outside of swift. So any information we are getting regarding how the dollar’s dominance on the Swift system is long ignore. Gold’s explosive surge to new all time highs is not just a headline. It’s a glaring signal that something deep within the global financial system is fracturing. When gold starts moving like this, it’s not retail traders speculating for a quick buck. It’s the biggest money in the world repositioning ahead of something seismic. Historically, every time gold has shattered resistance and carved out new highs, it has set off a delayed chain reaction in silver that is far more aggressive and far more lucrative.

Think back to the late 1970s when gold blasted higher. Silver didn’t just follow, it multiplied gold’s gains several times over. The same pattern repeated in 2011 when gold broke past $1,900 an ounce. Silver, always the latecomer, played catch up in dramatic fashion, surging from just $9 to nearly $50 in a breathtaking vertical move. And today we’re standing at the edge of the same kind of setup. But the difference now is the pressure behind silver is even greater. Gold’s breakout is not the end of the story. It’s the warning shot that the silver breakout is next. And when it comes, it’s not going to be gradual.

It’s going to be sudden, violent and life changing for those who are positioned early enough to ride the wave or is the ability or the reality this stuff won’t be counted in Swift? These countries will be able to trade with one another using their own ISO 2022 compliant cross border payment currencies to trade and then settle any discrepancies in gold before the unit settlement token takes place. This is a massive, massive deal. And when you see the commercial or the central banks continue to buy gold at a level the world has never seen and reshore it onshore, should be a wake up call to the west.

When you see Trump say we’re gonna, we’re gonna throw These tariffs on you, which aren’t tariffs, they’re sanctions. It’s only reinforcing why these countries are joining, including Vietnam, who’s been friendly with the United States, but Now is the 44th country to apply and express interest. So this is not something that has gone away. Regardless of the fact that I haven’t talked about it on your show for a while, I’ve been very quiet about it. There hasn’t been a lot of information and that I believe is done purposefully. But you can see that they are continuing to build this infrastructure and now opening it up to non BRICS members is insanely significant.

And if you were to say, if China said all transactions on the Belt Road will settle through this new system, not going through the swift, think of what that does to the dollar demand, to the settlement status of the dollar and ultimately to the reserve status, think of what it does. The Eurasian or the Shanghai Cooperation in and of itself is a huge swath of human population. You put all of these countries together along with all of their resources. This is something that should certainly not be underestimated. And I think it’s easier for a lot of the, the pundits out there to blow off what the bricks are trying to do when it’s just the, the nine countries.

You talk about adding potentially hundreds of countries. There’s over 150 countries on the Belt Road. You’re talking a whole different ball of wax. I don’t care how small they are. The, the common denominator in all of these other countries, whether it be in the Eurasian Economic, European, the Shanghai Cooperation Organization or in the Belt Road, they are all significantly located in, in strategic areas, both either on land or, you know, bordering water or more relevant, strategic to all of the natural resources they have. So this is a trend that is accelerating and they don’t need the BIS to do it anymore.

They’re doing it themselves. So stay tuned. I think you will see more and more and more information rear its head on the significance of the BRICS expansion. Right now, one of the most overlooked but deadly accurate indicators is screaming at the top of its lungs. The gold to silver ratio is flashing a once in a generation opportunity. At nearly 100.1. It currently takes almost 100 ounces of silver to buy a single ounce of gold. A level so extreme it has only been seen a handful of times in modern financial history. And every single time it has signaled a massive silver outperformance.

Historically a ratio between 40.1 and 60.1 is considered normal, but when it stretches to these ridiculous extremes. It’s like a giant elastic band pulled to its breaking point. Sooner or later, the snapback is inevitable. And when it happens, silver doesn’t just rise, it explodes. We’re talking about moves where silver triples, quadruples, even quintuples in value in a fraction of the time it took gold to climb. It’s simple math mixed with brutal market mechanics. Gold has already made its move. Silver is the coiled spring sitting quietly in the shadows, ignored by the mainstream, but loaded with energy that’s about to be unleashed with terrifying speed.

Anyone looking at the current ratio and ignoring silver setup is missing the single biggest contrarian signal on the board today. Just nuclear arsenals on the planet. And you know, you can’t take these, these countries lately. These countries are not pushovers. They’re not Libya, they’re not Iraq. These are some of the biggest, most industrialized and strongest military countries in the world. We have a couple questions here that may be relevant I wanted to get to real quick. Okay. About tariffs. Neuron Web says. Andy, any more news on import tariffs on gold and silver? There’s been a lot of confusion about tariffs in general.

That’s chaos. But specifically about bullion. Can you tell us what we know at this point? Well, I was surprised to hear this because it was my understanding that gold would not be tariffed. And I asked my operations, why do we have no gold bars? Virtually none. I mean we had some but not a lot. And he was saying that the tariffs for the Swiss bars are, are, are too high. Now I don’t know if he’s mistaken or not, but that’s what he told me, that the bars are, are, are being tariff. Maybe it’s because they’re not sovereign coins, I don’t know.

And maybe he’s wrong. But you know, as far as I was led to believe that gold was not going to be tariffed, but maybe it’s investable gold or 1 ounce gold bars or whatever it is. I will just simply tell you that maybe it’s a result of the tariffs. They’re becoming very, very hard to get. It’s much easier for me to get sovereign minted coins right now than it is 1 oz gold bars, which were always the easiest thing in the world to get. But no, other than that. There hasn’t been a lot of talk on it.

But look, you know, there’s something called Triffin’s Dilemma, which, which is something that the White House has written about. There was a great piece done by Mike Maloney and he talks about this, he says the White House acknowledged the fact that Triffin’s Dilemma basically says if you’re the world reserve currency, there is no choice but to run trade deficits. You cannot do enough commerce to make up for the fact that the world needs dollars and more and more and more dollars, and you can’t buy enough from these countries to give them enough dollars. And so we have to export dollars.

We will always have a trade imbalance. And you have to wonder, does Trump understand this? Does he not understand this? Or does he understand it and he’s trying to incentivize this? Could it be a continuation of the too stupid to be stupid that we saw in the previous administration just on a different hat? In other words, why not extend an olive branch to these countries instead of going more with the stick and threatening, with tariffs that are actually sanctions and huge tariffs. These countries, I think these are the countries, as I’ve said on your show before, that take our currency for our paper.

They take our paper for their goods, rather. And they’re the ones who then recycle back into Treasuries, which keep interest rates low, which keep the goods that we buy cheap, which keeps our asset prices high and has enable us to live like kings. Do we really want to go down that road where no longer are they buying our Treasuries or wanting to hold our dollars and moving away from it, which would make asset prices fall, which would make goods much more expensive and would make our standard of living much lower? Ultimately, would that be the onset of a reset? Maybe.

I don’t know. But someone should explain to him Triffin’s Dilemma, if not. And I got. I voted for Trump and I vote for him again. And I’m glad he’s here and I’m not rallying against him. But what I am saying is that you have to wonder what his motivation is, and you would think he would understand something as basic as that. Despite everything happening in the world, the monetary chaos, the geopolitical shifts, the industrial revolution and green technology, silver remains the most misunderstood and massively underestimated asset in the entire financial landscape. Gold gets all the headlines because it’s simple.

A hedge against inflation, a safe haven against chaos. But silver wears two faces, and that’s what makes it so explosive. It’s not just money, it’s also one of the most critical industrial metals on the planet. Yet investors continue to treat it like a poor man’s gold, completely overlooking its growing indispensability to the future economy. And that’s the blind Spot where the real opportunity lies. Because while the world is busy pouring into gold ETFs and central banks are stockpiling bullion, silver is building a pressure cooker of industrial demand that when combined with monetary demand, creates a perfect storm.

It’s not a question of if silver will move, it’s a question of how violently it will reprice when the market finally wakes up to what’s happening. And when that realization hits, the scramble to secure physical silver will make today’s prices look laughable in hindsight. Wouldn’t happen in North America. I mean, it would just be wise to keep that in mind as you are buying mining shares and choose jurisdictions where there’s. It’s less likely to see that happen. No, there hasn’t been much of it, but it wouldn’t surprise me whatsoever. I mean, you know, if you are.

If you are Mexico and you have silver mines, yeah, why not nationalize it? It’s probably the most valuable asset you have in the ground. Although I haven’t heard much about it, it’s always been something that has been spoken of. So, I mean, the only way to defray or minimize that risk would be to buy mining shares in Canada and the United States or in regions that have far less chance of not only geopolitical problems, but governments that will realize that we’re far better off keeping these assets for ourselves and selling them to. To people in the United States, et cetera.

But I will say, as far as mining shares are concerned, I’m quite bullish on them right now. And I think it’s a good time to be selling mining shares. If you’re a company like Sprott that does so because they’re catching a bid. They’re all in sustaining cost is as low as it’s ever been. With oil as low as it is and gold as high as it is. They’re printing cash for the first time in a very long time. Yet the funds haven’t caught on yet. I would say that everyone should own some mining shares right now.

I would start with the majors and the. What are they called? The royalty stocks. The supply side of silver story is where things get truly explosive. Because unlike gold, which has a relatively stable and predictable supply chain, silver is facing a historic and deepening structural deficit that the industry can no longer ignore. In 2024 alone, the. The silver market recorded a staggering deficit of nearly 150 million ounces, a shortfall that shows no signs of reversing. Mining production has been declining for years, Squeezed by lower ore grades, regulatory hurdles, and underinvestment during the last decade of depressed prices.

Meanwhile, recycling, once seen as a buffer against supply crunches, is barely moving the needle because so much silver is locked away in products that aren’t economically feasible to reclaim. Every year, more silver is being consumed than is being produced and the gap is widening at the exact moment when demand is poised to accelerate beyond anything the market has ever seen. This isn’t just a blip on the radar. It’s a fundamental break between supply and demand dynamics. And when a critical industrial metal with monetary firepower attached to it runs headfirst into a supply crunch, the result isn’t a slow adjustment.

It’s a violent repricing that catches almost everyone off guard. Silver will close the gap upwards. Something is big with gold done again. And I, you know, I mean, I almost hate saying it, but something is going, I’ve been saying for. Something’s happening with gold. You know, the US has become a net importer and massive deliveries and everyone talking about revaluation and, and Trump coming out, you mentioned at the onset his quote was the golden rule of negotiating excess. He who has the gold makes the rules. Thank you. Where the heck did that come from? That was on Easter Sunday.

He who has the gold makes the rules. This is the, the golden rule of negotiating success. He says, well, we’re an importer of gold. Scott percent who, who recently came out and said that we need a new monetary system, a new Bretton woods, and that will happen probably within the next four years. He said during this administration. He’s a self proclaimed gold bug. He was as large as holding when he was running the hedge fund. Something’s going on with gold. And you know, Judy Shelton, we’re gonna. Trump told me he’s gonna issue. She said that on my show.

I don’t know if she said it on yours, but she’s gonna. He said she’s gonna issue. He’s gonna issue treasuries backed by gold. July 4, 2026. He told me that she said something’s going on with gold. I believe it is quietly being reintegrated or really reintegrated into the monetary system. No one knows about it yet. You know, drop a gold coin on the table with some of your friends who don’t follow your work done again and see if they can talk to you for 60 seconds about it. They can’t. The public isn’t aware of it yet.

It’s the big money, the central banks, the commercial banks, the family offices, the sovereign wealth funds. Okay? They get it. No one else does. Nobody does. And to me, gold is, is going to go a whole hell of a lot higher. If I had to guess. I really do believe that. Higher than people think. And, and silver is a coiled spring. It’s been held down for so long, who knows what the real price is? But you know, we’ve always talked about, historically, silver lags behind gold. That’s true. And when it catches up, it’s two to five times the performance in terms of percentage gain.

But the gold silver ratio is your timing signal. You go back through history. Anytime it gets to 80 to 1, it’s time to go heavy into silver. Anytime. And it’s only touched 100 to 13 or 4 times in the last 200 years. I mean literally. And every single time it’s got anywhere near, then it shoots right back down. Silver’s industrial demand story isn’t just strong. It’s exploding at a pace the market is utterly unprepared for. As governments around the world unleash trillions of dollars into green energy projects, the demand for silver has gone from steady to insatiable almost overnight.

Solar panels, which already account for nearly 20% of global silver consumption, are ramping up production at record levels. And unlike other metals, silver has no real substitute when it comes to high efficiency energy conversion. Then there’s the electric vehicle revolution, where each EV requires more silver than a traditional combustion engine car. Add to that the explosion in 5G infrastructure, medical technologies, defense systems and advanced electronics, and you start to realize we’re heading into a future where the industrial appetite for silver will devour available supply faster than miners can pull it out of the ground. And here’s the kicker.

Most analysts are still using outdated models that assume flat at or declining industrial demand. They’re wrong. Demand isn’t peaking, it’s just beginning its parabolic climb. And as these industrial sectors mature and expand, the competition for every available ounce of silver will become fierce, driving prices higher than today’s models even dare to predict. Which I would expect silver to greatly outperform percentage wise, according to historical norms, according to geological ratios, according to, you know, I look at China and I talk about this all the time, I’ve said it on your show a thousand times. They’re the second largest producer in the world.

Why are they flying around the the world, going to Peru and buying dore and concentrate and all around Latin America, right from the miners. This disintermediates the acquisition. No one knows how much they’re buying. It doesn’t affect the price. And if they are the second largest producer. Why the hell, if it’s not doing anything, why would they fly around and buy concentrate and dora pay double what the west will send it back and refine it? Why is Russia buying it for their stockpile? You know, why is India bought 7, 8, 900 million ounces over the last five years? Why? Because they understand what’s going on.

They’re playing the long game. They get it. If it weren’t for the the naked short positions that have been destroying the prices of gold and silver for all these years, silver would be massively higher if it weren’t for the military industrial complex needing silver to make bombs to blow up countries. And then that same military industrial complex, aka BlackRock, who is the primary custodian along with Jack JP Morgan of SLV and GLD, they own the majority of the military contractors. So they blow up the countries with the bombs that they make with cheap silver and then they get the reconstruction contracts.

It’s a sweet deal for them. That’s why silver has been cheap. That game is coming to an end. The delivery mechanism is what is destroying their ability to manipulate. And if Basel III is as significant as we think it will be coming this July, it is the ability to naked short and lease gold that has enabled them to, to continue this game of, of, of gold and silver suppression. Maybe that’s coming to an end. I am very confident that silver will have its moment and it will be to the upside, not to gold’s downside, because I think gold will go a whole hell of a lot higher.

Much higher. In fact, I did an interview with Matt Riley, we were figuring it out and you know, he was saying $6,000 was his number by next July and listen to the video and you can see why. And you know, James Rickards is 24,000 and who knows how high it gets. But if I had to guess, gold will outperform people’s expectations and silver will outperform gold on a percentage basis before the music stops. For years, the silver market has been artificially suppressed by massive short positions held by some of the world’s largest financial institutions. These shorts weren’t just hedges.

They were strategic moves to cap silver’s price, maintain dollar strength and protect the credibility of paper markets. But that era is rapidly coming to an end. As the physical silver supply tightens and investor demand grows, those short positions are becoming harder and riskier to maintain. It’s simple physics. You can short paper contracts all day long. But when buyers start demanding delivery of actual metal and that metal doesn’t exist in sufficient quantities, the system buckles. This is exactly what we’re starting to see unfold. Vaults are draining, physical premiums are rising and the cracks in the system are getting bigger by the day.

When the shorts are finally forced to cover either by margin calls, regulatory pressure or simple lack of available metal, the result won’t be a slow squeeze. It’ll be a violent detonation that could send silver prices soaring in a matter of days, not months. And when that unwinds, the price action will make today’s levels look like a rounding error compared to what’s coming. Will not be included in the reset in terms of a tier one asset. But I think there is a realization by the, the, the world, the central banks in particular the governments that silver is no longer just industrial, it’s strategic.

So it won’t really be part of the reset as gold will be. But remember, there is over a 90% correlation in movement for 5,000 years between the two. So it will be, but not directly. I think it will come along with gold’s rise. It won’t be per se part of the reset, but it will be part of the reset. It just won’t be officially part of the reset. But I believe it will follow and probably be the most impressive performing asset of our generation. I have a hard time believing anything but. And if it weren’t for the military industrial complex and their diabolical desire to fund war around the world and then hopefully get the construction contracts to rebuild what they blew up, silver would be a whole hell of a lot higher if it was traded freely.

And maybe this is the beginning of some form of free trading when the rest of the world is saying, okay, continue to short it on your stupid exchanges. We’ll just stand for delivery. And you see the pushback of the bank of England and the lbma, well, we don’t have enough trucks to deliver it, so you’re looking at an eight week delivery instead of three days. So you know it’s breaking, you’re watching it break. I think we’re watching gold be reintegrated. Silver is still trying to find its place and to find its breakout point. But gold is quietly.

And the volatility that you see up, up, down 200, up 200, down 200, up 200. That volatility that we are seeing is keeping the mainstream at bay. But yet it continues to march higher. You’ll see it march higher. I mean, here we are again in the aftermarket. It’s up 41 right now. It was down 80 today was up 110 the other day. I mean, it’s like, it’s insane. And I remember an article that my, my buddy, he is my friend, but I’m blank. What the heck is he used? What the hell is his name? Oh my gosh, I’m sorry, I’m having a senior moment.

He’ll come to you just for Casey research. Jeff Clark. Jeff Clark. I remember an article Jeff wrote and, and he showed historical. The greater the volatility you see typically portrays a breakout. And so either way up or down. So I’m not convinced that the downside risk is really that prevalent right now in gold. Something bigger is happening. But the volatility is enough to keep most people from entering into the space, yet it continues to move higher ultimately. So yeah, I just think that the best is in store for those of us who have strong enough fingertips to hold on through all of this volatility, through all of this counterintuitive price action, through all of the madness that, you know, makes us grave.

Those of us that have held and understood what’s happening, but it didn’t quite materialize the way we had hoped. It will, just not when we think or how we think. But it will. The collapse of the paper silver markets is no longer a fringe theory whispered about by contrarians. It’s unfolding in real time. For decades, markets like Comex allowed institutions to flood the silver space with endless paper contracts, creating the illusion of abundant supply, while actual physical inventories dwindled quietly in the background. But today, the cracks in that illusion are becoming impossible to ignore. Vault inventories are dropping to critical lows, deliveries are being delayed, and premiums on physical silver are widening even as spot prices remain artificially subdued.

Investors are waking up to the reality that there’s a vast, gaping chasm between paper silver and real silver. And as that awakening spreads, trust in paper instruments is evaporating. We’ve already seen hints of what happens when just a small fraction of investors demand physical delivery. Chaos, shortages, and explosive price moves. But the real storm hasn’t even started yet. When the broader market realizes that the paper promises can’t be fulfilled, the scramble for physical silver will ignite a full blown panic. And in that moment, paper price manipulation will shatter and silver will be free to find its true uncapped value.

I mean, we hope not, but yeah, I suppose they could. I mean, it would be tough in that they’d have to rewrite laws and stuff like that, but they could just minimize the. The. Instead of doing that, they could Just severely constrict the amount that they make. You look at platinum eagles as an example, they only made roughly 30 ish thousand last year. The last several years per year they haven’t made any yet. This year to my knowledge they haven’t made much in the way of silver eagles since, since Trump took office. So instead of just stopping it, I think they would just make it, you know, as rare as hen’s teeth.

Only those that act quickly will get it. If you’ve ever tried to, you know, if you go to us mint.gov you can buy proof coins and you can’t buy the type that we typically recommend the commercial strike. But very often they’ll have some new issue like the Morgan Dollars or the peace Dollars that, you know that the commemorative new coins that represent those from, you know, the turn of the century or they made a, a high relief Saint Gardens that was, you know, commemorating the old high relief Saint Gardens or, or some of these rare sets that come out.

If you don’t, if you’re not on their website within 10 seconds of it coming out, you don’t get them. It’s like buying concert tickets for the Rolling Stones kind of thing. It’s like if you don’t do it quick, they’re sold out. I think that could be the same thing with the primary distributors. They’ll just gobble everything up and sell them at high premiums and that’s it. Sorry we don’t have enough availability, there’s too much global demand. So instead of just closing the Mint, I think they would just greatly constrict what’s available and wouldn’t have to deal with the global backlash of doing something of that nature.

Silver’s battle around the 32 to 30 follow range isn’t just another technical skirmish. It it’s the front line of a full scale breakout that could redefine the market. Over the past weeks, Silver has repeatedly tested the 33 level, each time gaining strength, each time shaking out weak hands and building a stronger base. Technicians and traders alike are watching this zone with laser focus because historically when Silver breaches key psychological and technical levels with conviction, it doesn’t just inch higher, it launches. Right now, $35 is the critical resistance barrier. And a clean, sustained break above that level could set off a domino effect of algorithm buy orders, FOMO from sidelined investors and forced short covering from over leveraged institutions.

The stage is set, the energy is building and every dip below $33 is being gobbled up by smart money who understand that the real move is still ahead. Once $35 falls decisively, it won’t just be another step higher. It will be the ignition point for a full blown silver mania. The kind of move that turns patient believers into legends almost overnight. Levels are that great right now they were, and I screamed it for over a year, all the stuff that was so affordable, that being the back dates. So you know, you go back to last year.

You had the rise of the Mag 7, you had performance of bitcoin and you had the Trump trade where everything seemed like it was, you know, this risk on trade and people were selling gold and silver and buying, you know, Nvidia. People were growing tired of the counterintuitive nature. And then Trump gets elected and everything’s gonna be great. And so there was a big overhang in product. Cause, you know, last year was a great year, but way off the year before. And then Trump comes along and now everyone is on the sidelines. So there’s this massive overhang of product.

And as I mentioned on your show before then at the beginning of the year, dealers have to spend literally tens of millions of dollars. If you’re, if you own Miles Franklin, you have to go and buy Maple Leafs, Philharmonics, Krugerrands, Kangaroos, Britannia’s and Eagles, Gold, silver, platinum, if they’re available, various sizes. If you don’t and you don’t have that, well, you become irrelevant. So not only with the public, but also with the refineries and the mints and the distributors. And so you’re putting out $50 million or more, whatever the number is, to buy all of that stuff.

But you’re choking on inventory as it is. And I can, you know, you can sell gold eagles, you know, for, for the same price that you’re buying brand new gold eagles from, from the mint or the primary distributor. It’s a very troubling situation. So for all of last year, most of it anyway, and the first several months of this year, product was, you know, that was certainly not an issue. And premiums were next to nothing. We are beginning to see that change. All of the backdate silver coins that we had for sale, tens and tens and tens of thousands are all but gone.

And so you’re buying 20, 25 stuff. The backdate Gold Eagles are now 28 days out on my website or on my back end portal, meaning we’re hopefully get them in the next three to four weeks. You’re buying 2025s. The point of it is, is that what, and I’ve said this so many times, it can Switch on the drop of a hat, you know, I mean again I talked with Rick the other day and you know, 1/2 of 1% allocation, he keeps saying it. So if that just goes to two and a half percent, it’s a five fold increase.

And just like that, everything changes. So we’ve seen an increase in demand I think from sophisticated money. The order sizes are far bigger than we’re accustomed to seeing. Far bigger. The smaller orders, well they’re not there still, but the big orders can very quickly drain everything you have. And I truly do believe that it’s, it’s starting to shift. The premiums on things like junk silver are still ridiculously cheap. It is the best value period in silver. But a lot of the sovereign mint coins are becoming hard to get again on the back side, the back date, the non 2025s, those were where the real value was.

So inventory is still decent, nowhere near what it was. And all it takes is one reason for people to realize that this is real. And in a matter of a day or two in North America wide, you’re having a hard time getting your order filled with any expediency. I’m not trying to dramatize it or over dramatize it, but it is becoming tighter noticeably to me in what was a overwhelmingly flush and low premium environment. I mean premiums are lower than I’d ever seen for a good portion of last year and the beginning of this year. During the first quarter that’s all of a sudden changed investor sentiment towards silver is starting to shift and it’s happening faster than most people realize.

For months, silver was treated like an afterthought, a metal that lagged while gold stole the spotlight. But behind the scenes, a new wave of activity has been building. Silver miner ETFs are breaking records for weekly volume. Junior silver mining stocks are seeing surges in speculative buying. And physical silver premiums are creeping higher even when spot prices wobble. On social media platforms like X, formerly Twitter, the conversation around silver has turned electric with more and more influential voices pounding the table about an imminent breakout. And perhaps most telling of all, we’re seeing the big money quietly repositioning high net worth investors, family offices and even some institutions are starting to shift from overweight gold to adding significant exposure to silver.

Sentiment always turns before price does. And if you know what to look for, you can feel the tremors. Already the crowd that ignored silver six months ago is starting to lean in. And when the price action confirms the move, it’s going to be a stampede. Those who are in early will ride the wave. Those who wait will chase it at much higher prices. When I was in Europe, it fell by 200 and down to like 29 or whatever it was and shot right back up and came down, shot right back up. And yeah, we did see pretty dang close to a 2.

I mean, it touched it in the middle of the night. 3, 500. We’re at you know, like 33, 30 plus right now, up over $40. And that volatility is there for a reason. Volatility keeps people sitting on their hands, not making the decisions. This is a game that is being played at the highest levels of, of the LBMA and comex. This is a game that is being played with sovereign nations and central banks and commercial banks that are trying to, I think, prepare for what’s coming. And there are a lot of, a lot of these institutions, a lot of these hedge funds that are, that are on the wrong side of the trade and maybe are doing whatever they can to, to get out of it and to reposition.

So I, I wouldn’t pay any attention to this volatility. Take a step back, look at the big picture and I don’t mean to, to underestimate it. A $200 drop is a lot, but, you know, $40 move up today, it’s just over 1%. A hundred dollar drop yesterday is 3%. Is that really that big? No, it’s not. It’s 3%. Yeah, you don’t want to see that day in and day out. But it seems like we’re going two steps forward, one to one and a half steps back and it keeps going higher, base building. And that volatility. The only time people who, you know, who choose to look at gold a certain way, the only time they notice it is, oh yeah, it fell by 200 bucks.

But you know, it’s, it’s psychological as far as I’m concerned. And it keeps John Q. Public from crossing over, crossing the Rubicon from traditional assets into things like gold and silver. And I think the people that are controlling the price and ultimately controlling the destiny of where this goes understands that they want to reposition. But the futures market allows them to paint a narrative that keeps most people misdirected into other asset classes and that plays right into the hands of the big money that is quietly repositioning. As I truly do believe we are seeing a reintegration into the monetary system.

I truly believe that it won’t be easy, but it will outperform everyone’s expectations when you See it fall like that. Don’t lose sleep, you’ll see it come right back. I would venture to say, who knows what it opens up at tomorrow, but up 41 bucks after falling nearly 100 today, or 80 today. So it fell by 80, it’s up 40. So half of the fall today has already been, has come back in the aftermarket. No one’s paying attention. Everyone’s looking elsewhere now, eating dinner and not paying attention. Your people are and, and I am, and you are, but don’t let it get you down.

This is something you have to understand as, as someone who sees a bigger picture. Don’t let the bull throw you. That’s what they’re trying to do. The bull wants to take a few people along for the ride as possible. Doesn’t bother me at all. It’s annoying, but it shouldn’t bother you. It’s just part of the game. This time it truly is different. In past silver bull markets, we’ve seen impressive rallies driven largely by monetary factors. High inflation, currency devaluation, fear of economic collapse. But today’s setup is far more potent because it layers those same powerful monetary drivers on top of an industrial boom, the likes of which silver has never experienced before.

In the 1980s and again in 2011, Silver is riding mainly on investor fear and speculation. Now it’s not just fear, it’s necessity. Solar energy, electric vehicles, military applications, advanced electronics, all of them are converging to create a once in a century demand shock. At the same time, we’re facing the most precarious global financial system in modern history. With fiat currencies under siege, central banks trapped by debt, and geopolitical alliances like BRICS actively dismantling the old world order. The forces lining up behind silver are deeper, stronger and more structural than anything the metal has ever faced. This isn’t just a cyclical rally.

It’s the beginning of a generational repricing event. And when the tipping point comes, it won’t matter how long silver lagged in the past. What will matter is who saw it coming and positioned themselves before the rush about it. And that’s really it. Where are you going to go? You move from one asset class to, to another. Gold is nowhere near overvalued. It has no retail participation. No is not the right word, but minimal. And what asset class in this environment of low interest rates that we’ve seen for 25, 30 years and easy money, hasn’t been distorted to the upside.

So it’s not. It’s certainly not time. I’m sorry Every time I do a podcast, the dog barks. You know, there’s so many things that I would like to tell the public, some of which you know, most of which you know, but I haven’t released the. The things that I want to tell the public. That’s coming soon. But one thing I will tell you is that we’re in the process of designing and ultimately building a studio. So I won’t be doing this from home anymore and listening to my dog make these noises. It will be a really cool professional image studio that we’re building here down here in Florida.

So when you come down here, I know we’re a couple hours away. You and I will have to do together in the studio some form of a live stream. Maybe during the rule symposium. Yeah, we’ll be there. We’ll be there by then. And that’s here in my backyard. So anyways, I’m sorry. Every time I start a podcast, that little one screams. She doesn’t bark, she screams. It’s really weird. Speaking of the gold silver ratio, which we were dealing with for a few questions there, Stephen Monsplayer, Months plus year. Sorry, sorry, Steven, for you to say no, not Andy.

Do you think the gold silver ratio will ever be 30 to 1 again? Yeah, I do. Very much so. It was 37 to 1 or so in 2011. Ironically, I was fortunate enough to tell people to sell their gold to me and buy silver. In 2010, the first podcast I did YouTube with Bix Weir, and it was 85 to 1. The second or third time in human history had been that high. And seven months later, it was 37 to 1, just below its 200 year average. It’s been stuck up in this higher range for the last several years.

But you know, for hundreds of years it was 16 to 1000s of years. And then, you know, so how high could silver actually go if we simply reverted back to historical gold to silver ratios of 40.1, about Boris pawn, or even 60.1, with gold trading above 3, $300 silver would already be valued somewhere between $55 and $80 an ounce. But that’s just the starting point. When you factor in inflation adjustments, silver’s 1980 high of nearly $50 translates to over $180 in today’s dollars. And that doesn’t even account for the massive supply deficits, industrial demand surges, and the potential collapse of confidence in paper markets.

Some analysts looking at the structural fundamentals aren’t just talking about $50 or $100 silver anymore. They’re whispering about $200, $300 or even higher in a true blow off top scenario. It sounds outrageous until you realize just how tiny the physical silver market is compared to the mountains of fiat currency and debt sloshing around the world in a panic driven rush for real assets, Silver’s price discovery process could be brutally swift and shockingly high. In the past, silver hasn’t just caught up to gold, it’s outperformed it by multiples. And everything we see today suggests that if silver’s time is finally here, the upside potential could be historic.

For the majority of the last 150 years, it’s average closer to 42 to 45 to 1 than it has up in the 70s and 80s. And seeing it at this level right now, just, you know, this is rarefied air. Typically anytime it gets near here it slingshots down. So yes I do. When it’s coming out of the ground, it’s seven to one. That has to tell you that at some point these numbers are just flat out uneconomical. It’s mathematics, it doesn’t work. So yes I do. But you know, the old adage the market can be and stay irrational longer than you can stay solvent has been prevalent for a while.

One of these days we’ll wake up and, and see silver no longer being suppressed by the western paper game because there’s just not enough physical to back these contracts. And then the physical market takes over on a real price setting mechanism which I think will ultimately migrate eastward to Dubai or Shanghai or to the BRICS exchange which they are building right now. You will see price setting at a whole different level by the countries who have spent years playing the long game and accumulating, who understand commodities and things like precious metals and will. Then you’ll see the price really reflective of that.

And you know, I think the world is tired of the charade that the west has, has allowed to happen with, with asset prices because it’s controlled where they can make oil negative $40 a barrel. Really? How the heck does that happen? Well that’s because it’s controlled by the futures price. It’s the tail wagging the dog. And the futures price has turned into its, into a speculative endeavor. I’m so sorry, it’s. No, no, your microphone must be really good and directional because we hear you, we don’t hear the dog. Well that’s crazy. The dog’s loud as heck.

Anyways, it’s turned into a speculative arena rather than one where it’s about hedging risk and exposure to those who hold the real commodities. So it’ll change. And yes, I do think it will, and probably lower than that. I, you know, if you said it was single digit, it wouldn’t surprise me. Ultimately it wouldn’t. It’s coming out of the ground at 7 to 1. Put the ratio at 9 or 10 to 1, and that’s logic. And ultimately maybe lower. So yes, I do. The pieces are all in place. Bricks dismantling the dollar, gold tearing through all time highs, and silver quietly building up explosive pressure just beneath the surface.

The mainstream is still asleep, but the smart money sees it. The greatest silver breakout of our generation is no longer a question of if, but when. And when silver moves, it won’t be polite or gradual. It will be violent, breathtaking, and transformative. Those who understood the signs early, who acted before the rush, will be the ones who benefit the most when the floodgates open. So if you want to stay ahead of this historic shift, make sure you subscribe for the latest insights, because the silver explosion is coming faster than anyone expects. And remember, none of this is financial advice.

Always speak to a professional before making any investment decisions.
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