No single ticker was named. Gold & precious metals ETFs are one way for retail investors to get exposure. Not a recommendation.
Silver poised to vastly outperform gold
The guest argued that silver is structurally poised to outperform gold as it breaks out of its multi-decade relative valuation range.
The argument
The guest pointed out that silver has historically reached 3.1% to 6.5% of the price of gold during major bull markets, compared to its current depressed level of around 2%. He expects silver to target $300 to $500 as a panic flow out of government bonds begins.
The thesis, stress-tested
✓ What validates it
- ✓Silver price breaking cleanly out of its current congestion zone above $100
- ✓U.S. Treasury bonds making new low prices, triggering a panic flow into monetary metals
▸ Risks discussed
- ▸High volatility and violent congestion zones can shake out weak holders
Hear it yourself
"I think it was a conference in Norway at the time and said, we're gonna have a government bond crisis, and we're gonna have to deal with it. And he meant soon. He didn't mean couple years from now. As it happens, his comment fits entirely with our technical analysis of the t bond market at this point in time. The t bond market collapsed in price between 2020 and 2022, went up sharply in yields. K? And even though the Fed cut rates during much of that time, t bond yields did not back off. They stayed at high levels, t bond prices at low levels. We're now pressing back toward the lowest prices we've seen in the last three years."