Unhedged Gold, silver and crypto
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Dec 16, 2025 Silver's remarkable surge outshines gold and crypto, attracting unique buyers drawn to its thinner market. The hosts compare today's rally to the iconic spike in 2011 while exploring silver's industrial applications in solar and electronics. They discuss the implications of central bank buying and the evolving dynamics of safe assets. Meanwhile, Bitcoin struggles to keep pace, affected by leverage and sentiment. In a lighter twist, nostalgia leads to discussions on the joys of the Christmas goose and delectable mince pies!
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Selling Family Silver At A Windfall
- Robert Armstrong sold family silver after his mother moved to a retirement community and fetched unexpectedly high prices.
- He jokes the proceeds make him a modest 'silver' winner and pays for beers.
Silver's Liquidity Makes It Volatile
- Silver's market is much thinner and less liquid than gold, so small demand moves its price more.
- That thinness makes silver more sensitive to speculative flows and short-term momentum.
Industrial Demand Shapes Silver's Profile
- Silver has substantial industrial demand, notably in solar panels and electronics.
- That industrial link gives silver a different cyclical profile than gold's safe-haven status.