1-15-26 Silver’s Surge - Bubble or Fundamentals?

The Real Investment Show (Full Show) · Jan 15, 2026 · 52m

Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. 0:00 - INTRO 0:19 - Oil Prices Slide, CPI/PPI Moderate 8:15 - Index Performance Comparisons 14:33 - PPI/CPI Increase rate Cut Expectations 17:19 - The Risks of Reflation 20:48 - GDP Predictions? 23:08 - The Saga of the Silver Bubble 26:18 - Meme Stocks & SPAC's 29:57 - What's the Narrative in Silver? 31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances 34:03 - Unlike God, Silver is a Critical Mineral 36:44 -…