10-Minute Contrarian Ep227: Silver Squeeze 2025-26
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Oct 25, 2025 Silver is in the spotlight once again, experiencing a surge in demand and price. As retail investors stand to gain, the discussion dives into the implications for bullion banks facing inventory squeezes. Insights reveal how sovereign nations' strategies impact supply dynamics, alongside Asia's robust physical demand. There's a critical analysis of gold versus silver price movements and the pitfalls of paper silver. The host also provides practical advice on purchasing silver and highlights the potential of mining stocks for exposure.
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Finite Supply Changes Price Dynamics
- Precious metals are finite resources and price action differs from stocks or forex. VP argues scarcity makes silver's rally more durable than typical parabolic moves in financial assets.
Bullion Banks Are Fractionally Lending Silver
- COMEX and LBMA have been lending silver they don't own, creating systemic risk. VP says this fractional lending can't last because silver can't be printed like fiat.
Squeezes Are A Slow Death For Banks
- Repeated squeezes slowly drain bullion banks rather than a single event collapsing them. VP expects a series of squeezes will expose the banks' shortages over time.