Gold Goats 'n Guns Podcast Episode #241 - Vince Lanci and the Silver Runs Through It... All
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Jan 13, 2026 Vince Lanci, a seasoned trader and writer focused on metals and energy markets, dives into the intricate world of silver and oil. He highlights how the recent rally in silver signals broader geopolitical shifts involving China and Venezuela. Lanci discusses the implications of U.S. refiners pulling silver from Latin America and China’s export restrictions. With a keen eye on military strategy, he connects the rising importance of Venezuelan oil to U.S. ambitions in the region, while critiquing libertarian passivity in the face of these changes.
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Silver As A Geopolitical Canary
- Silver's price move is a visible symptom of a larger geopolitical scramble for strategic minerals and energy.
- China, the U.S., and India are actively shifting supply chains and refining access to control those resources.
Chinese Export Controls Move Markets
- China's silver export restrictions and frantic buying in Latin America created dislocations and price spreads.
- Those market moves reflect strategic hoarding, not just commodity speculation.
Pace Of Geopolitical Acceleration
- Rapid U.S. actions (Venezuela operation, military flexes) signal an accelerated push to dismantle old post‑WWII financial influence.
- The administration is using dramatic moves to reshape global power dynamics quickly.
