Know Your Risk Podcast When Metal Prices Reshape Real Estate
Jan 20, 2026
Zach and Chase dive into the surprising surge in gold and silver prices, linked to supply shortages and rising solar industry demand. They discuss how this metals inflation is driving up construction costs, leading to potential conversions of commercial spaces into residential ones. The duo also explores international market performance, urging listeners to consider diversification beyond U.S. assets. With a spotlight on small caps and emerging markets, they provide insights on finding value in a shifting economic landscape.
AI Snips
Chapters
Transcript
Episode notes
Metals Rally Fueled By New Industrial Demand
- Gold and silver surged sharply with silver approaching $100, driven by supply shortages and new industrial demand.
- Chase Taylor highlighted solar demand as a major new driver raising silver's share of solar cell costs dramatically.
Metals Inflation Raises Real-World Costs
- Rising prices across many metals (silver, copper, aluminum, steel) create broad inflationary pressure on goods.
- Zach Abraham warned this metals inflation makes many real-world products and construction materially more expensive.
Rising Material Costs Could Reshape Real Estate
- Higher metal and material costs change the economics of commercial real estate repurposing.
- Zach Abraham suggested rising replacement and construction costs could make converting offices to residential viable over time.