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Trey Reik’s Silver Masterclass: Why Silver Could Surge to $100 as Gold Breaks New Highs

8 snips
Oct 7, 2025
Silver is set for an explosive bull market, driven by its dual role as an industrial metal and a monetary asset. Experts discuss how rising demands from AI, solar, and electronics collide with stagnating silver supply, creating a historic supply squeeze. Insight into the unique nature of silver, how it differs from gold, and its strong performance potential emerges. With ETF inflows fuelling interest and market trends suggesting prices could reach $100, the conversation highlights exciting opportunities in silver equities post-Fed rate cuts.
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INSIGHT

Why Silver Isn’t Just “Cheap Gold”

  • Silver differs from gold in rarity, density, atomic properties, and above-ground stock, which makes it less ideal as a central-bank reserve.
  • Those differences explain why silver is more industrial and more consumable than gold, limiting its above-ground investable stock.
INSIGHT

Industrial Demand Is Reshaping Silver

  • Industrial demand now drives roughly 59% of silver's use, with solar and electronics leading recent growth.
  • Trey expects AI infrastructure demand to replace some solar growth and keep industrial demand rising overall.
INSIGHT

Steady Supply, Growing Deficit

  • Silver mine production has been steady around ~820 million ounces while demand rose, creating a large deficit.
  • The past five years show roughly an 800 million ounce supply deficit tightening the market and supporting prices.
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