Coffee and a Mike John Rubino #1278
Dec 30, 2025
John Rubino, a former Wall Street analyst and founder of DollarCollapse.com, dives into compelling economic topics. He dissects the recent silver squeeze, revealing how physical demand and export limits triggered volatility. Rubino also examines the impact of AI on trust in media and the financial sector. He discusses the potential for a monetary reset in 2025 and speculates on political influences that could restart the dollar. Additionally, he warns about systemic risks in banking and the generational challenges in the housing market.
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Silver Physical Shortage Created Arbitrage Gap
- Silver faced a sudden physical-vs-paper price gap driven by rising Shanghai demand and Western paper shortages.
- That gap plus Chinese export limits and industrial demand created the conditions for a potential squeeze.
Volatility Can Trigger Exchange Intervention
- Sudden spikes in thinly traded commodities often see sharp corrections as traders take profits.
- Exchange interventions like raised margins can quickly reverse price jumps and protect short holders.
Dollar-Cost Average And Protect Exposure
- Continue dollar-cost averaging into silver and hold physical close instead of trying to time spikes.
- Use low bids, add high-quality mining shares gradually, and consider selling puts to lower entry costs.