Latest / SILVER / GOLD / $UFD Meme Coin Investing & Global Economics / π¨ SILVER ALERT! - EXPECT This! π¦π¦ (Gold Price and Precious Metals NEWS Update)
Transcript
- 0:04More analysts are calling for $300 plus silver.
- 0:08But the question we have is why? What are they basing this on?
- 0:13And we've got a couple new angles that we're going to look
- 0:15at today and whatever happened to $200 silver?
- 0:19And heck, we got to get get above $100 silver first.
- 0:23But I think the situation is ripe for us to see much higher
- 0:27silver prices in the future. I got to warn you also, we're
- 0:31going to talk about something very scary that could be
- 0:34happening in the world economy. We have a warning from the
- 0:38highest of levels about what we can expect in the coming years,
- 0:43maybe even decade from a World Economic perspective.
- 0:46But first, let's dig into this $375 silver prediction or number
- 0:53that's being thrown out there. And this one comes from the
- 0:57silver trade. Should silver here get you back?
- 1:01There you go. Silver would be $375 today if it
- 1:06weren't for this. And this came from James
- 1:09Anderson, who's super respected with SD Bullion.
- 1:13There's a couple things we're going to look at this first, and
- 1:16then we're going to watch a little clip of a video that they
- 1:18did, but James breaks down. This is new the 2026 Silver
- 1:24Institute survey and reveals that the Silver Institute
- 1:28excludes silver ETF flows from their deficit reports.
- 1:32Everybody talks about the silver deficit, right?
- 1:34It's been going on for six years, but nobody has brought
- 1:38up. This is the first I'm seeing it
- 1:39with James Anderson that the number actually excludes what
- 1:43goes on the in in the ET FS. And when you add in ETF flows to
- 1:48the silver deficit since 2019, the real silver deficit is not
- 1:54700 million oz, it's 1.4 billion oz.
- 2:01You have you have a double dynamic here.
- 2:03Industrial demand and investment demand.
- 2:05The ETF market has potential to be very upsized.
- 2:10Ultimately, the ETF demand is what will drive silver into a
- 2:14crazier mania down the road. The ETF demand will become
- 2:18outsized and will create multiples in the spot price from
- 2:23where we are today. So really kind of breaking, I
- 2:27think critical news that the Silver Institute excluded ETF
- 2:31volume that deficits even bigger, right?
- 2:34We've been borrowing even more and more silver from the Silver
- 2:38Rainy Day Fund. But wait, there's more from
- 2:41James Anderson. We're going to hear directly
- 2:42from him, somebody I've got a lot of respect for and silver
- 2:46trades doing a great job out there as well.
- 2:48But then I've got a bonus factor that I didn't hear either of
- 2:51them talking about that I think will be the big sleeper factor
- 2:55for silver as we head into this coming decade.
- 2:59Let's watch James talk about another.
- 3:02This is where the $375 number comes from, another crazy
- 3:07component of what is going on in the silver market.
- 3:10Again, this is from the Silver Trade YouTube channel.
- 3:14Here's James. But ultimately what really
- 3:18pushes silver is you just get a huge amount of activity in the
- 3:21ETF and options markets. And so ultimately you're going
- 3:24to see a huge amount of hot money and flow again into this
- 3:27market and it'll keep pushing and pushing and it'll overwhelm
- 3:30the shorts this time, I think further than the last time.
- 3:33And so like when I look at the market, the, the, the easiest,
- 3:36the the best way for me to understand it is just looking at
- 3:39the data from 1970 to now is like there's there's price data
- 3:43that shows you what's the comics intraday price.
- 3:47And then there's what's the price of silver.
- 3:49Had comics never existed and had comics never existed, it would
- 3:52be around $375 right now. And so comics is basically a
- 3:58situation where it's more or less suppressed the price of
- 4:00silver, but. OK.
- 4:03Did you hear that? It's been a while since we
- 4:07talked about that fact, right? Since 1970, if you take out the
- 4:11COMEX from the trading of silver, you're eliminated.
- 4:15If it had never existed, the silver price today would be
- 4:19$375.00. So two things.
- 4:22And then I got a bonus factor for you.
- 4:24But let's quickly review number one, right?
- 4:27If ETF flows were included in the Silver Institute's silver
- 4:31deficit calculation, we'd be at 1.4 trillion silver deficit, oz
- 4:36deficit over the last six years #2 If you take the COMEX
- 4:41trading, if the COMEX had never existed, the paper make believe
- 4:45COMEX trading, the price of silver would be $375 per oz.
- 4:49And guys, the other thing that nobody's talking about, but that
- 4:53we're going to talk about, just like we talked about fiscal
- 4:56dominance before everybody else and stagflation before everybody
- 4:59else, is the fact that over the next 10 years, we're going to
- 5:03see a wave of new demand for for silver, for silver, physical
- 5:08silver from the tokenization of silver.
- 5:12I'm not talking about digital silver make believe made-up.
- 5:15That's the Comex. I'm talking about tokenization
- 5:18of silver where each one digital token is backed by one real
- 5:23physical oz in a vault that's audited and secure.
- 5:28It's already happening with gold, right?
- 5:30With Tether and XAUT, Tether has become the world's largest buyer
- 5:35of gold outside of world central banks.
- 5:37It's going to happen with silver and it's, and it's whether you
- 5:41like blockchain technology or not.
- 5:44Again, we're not talking about a cryptocurrency and we're not
- 5:47talking about digital silver. We're talking about tokenization
- 5:51of silver. Similar to when you pull up your
- 5:53phone, your banking app on your phone and see that you have
- 5:57dollars in a bank. It's the exact same thing.
- 6:00And I'm telling you that will be the third wave.
- 6:03And that's what nobody's talking about.
- 6:04But you can remember back to, you know, five years from now,
- 6:07you can look back five years earlier and say, oh, yeah, we
- 6:11talked about that down in the basement.
- 6:12And by the way, I don't think I told you yes.
- 6:15Thank you so much for being here, guys.
- 6:17On behalf of the one and only upstairs, Susie, who we all know
- 6:21and love, Thank you. Thank you.
- 6:23Your time is valuable. We appreciate you.
- 6:26Please subscribe to the channel. Everything here is free.
- 6:28Leave a comment in the comment section.
- 6:30And don't forget, give this video a thumbs up.
- 6:33All right, let's move on. Let's move on to now.
- 6:37The Gold day, the big gold story that's out there everybody's
- 6:40freaked out about. Did you hear about this?
- 6:42OK, here, I'll bring it up right now.
- 6:49There you go. That's the chart that has
- 6:51everybody up in arms. Everybody, you know, freaking
- 6:54out in the gold world that the gold ETF outflows in March were
- 6:59the biggest on record. Well, they only go back like 13
- 7:02years, OK? So remember, gold's been around
- 7:05for 5000 years. But but OK.
- 7:08And it's not a good thing. I'm not saying that.
- 7:10But those numbers do fluctuate. However, let's dig into this a
- 7:14little bit because there's something very interesting about
- 7:18that number. Here's an article from Gold
- 7:21Silver which tells us that the largest gold ETF outflow ever,
- 7:28but China disagrees. Q12026 North American investors
- 7:34pulled 13 billion out of physically backed gold ETFs.
- 7:38We know Americans, 99% of them, who we like to affectionately
- 7:43refer to as the sheeple, aren't really in tune with what's going
- 7:51on in the world in gold. So 13 billion got pulled out.
- 7:54That was the largest monthly outflow ever recorded for the
- 7:58region per the World Gold Council in the same quarter.
- 8:02Chinese investors, this is where it gets interesting.
- 8:06Put a record 8.5 billion in the same metal, the same price.
- 8:13It almost exactly opposite flows.
- 8:16OK, and but here's where it gets more interesting.
- 8:19This is really interesting. Why did North American gold ETF
- 8:22outflows hit a record in March of 2026?
- 8:25Well, I can look in the eye and tell you exactly why and what
- 8:28that article says and what I know to be true.
- 8:31And the reason why is because North American investors feared
- 8:34that the Fed wasn't going to cut rates, right?
- 8:37Expectations of the Fed cutting rates kind of went away and the
- 8:41war broke out all that and people thought, well, the Fed's
- 8:44not going to cut rates. That's bad for gold.
- 8:45That's bad for gold. Wrong.
- 8:48We've talked about this over and over, OK, the Fed doesn't have
- 8:52to cut rates. What matters is the inflation
- 8:55rate and the extent to which the inflation rate is higher than
- 9:00the interest rates. They can leave interest rates
- 9:02the same, but if inflation keeps going up and up and up,
- 9:06inflation is bigger than the interest rate.
- 9:09It's negative real interest rate and that will be a great, great
- 9:13environment for gold. So you we can laugh and we don't
- 9:18like to see it. We wish they wouldn't have sold
- 9:1913 billion in in gold during that during that month.
- 9:24However, we can take solace and the fact of two things.
- 9:28Number one, they were wrong, OK, because they don't understand
- 9:32what real interest rates are, which we will continue to talk
- 9:35about. Inflation will be the major
- 9:38driver, but the second component as well, the Chinese, they, they
- 9:44absolutely continued to buy. All right, next we're going to
- 9:47talk about the silver squeeze and another $300 talk of $300.00
- 9:52for silver. Before I do that, I do want to
- 9:54say thank you to channel sponsor First Mint.
- 9:56I actually went and visited their Mint location today in Las
- 10:00Vegas, NV, and it even cemented further for me.
- 10:04What a quality company and how grateful we can be that they
- 10:08sponsor Ron's basement. You guys love First Mint?
- 10:12I love the First Mint products that I've gotten and to see it
- 10:15first hand to meet the people there, the team of people
- 10:19working to me just gave further proof that they're the best Mint
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- 10:25So you can check them out at first mint.com here.
- 10:28Let me pull up their website for you one second.
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- 10:39That's their new Liberty bar. They've got great selection,
- 10:42great prices, great customer service, free shipping on orders
- 10:46over $299, and they also have a discount code that basement
- 10:51dwellers can use. VIP, like very important person
- 10:55RB, like Ron's basement VIPRB. OK, let's talk about Alastair
- 11:00McLeod. This guy has been regarded as
- 11:04one of the top voices in the precious metal sector for years
- 11:08and years and years, decades. I remember watching him 15 years
- 11:12ago. Let's listen to what he has to
- 11:14say about what is going on right now in the silver market because
- 11:20it is fascinating and a squeeze alert.
- 11:25He does bring up the the prospects of a squeeze.
- 11:29He was on Commodity Culture with Jesse Day, and here we go.
- 11:37I mean, it's, we're heading for another silver squeeze.
- 11:42It's, it's really the best way to describe it, I think is the
- 11:45combination of China has been supplying the market up until
- 11:51the end of 2024. It ceased doing that completely.
- 11:56The market hasn't been in deficit for the last six years.
- 11:59We're into our 7th year of deficit, which according to the
- 12:05Silver Institute is only something like 76,000,000 oz,
- 12:10according to UBS, is about 300 million oz, 296 I think was the
- 12:15figure they came up with. So yeah, it's going to be quite
- 12:18a bit greater perhaps than the Silver Institute actually
- 12:21forecast. You have the production of solar
- 12:27panels accelerating. Oh, and incidentally, the
- 12:30Chinese actually turned around to their solar panel industry,
- 12:35said please can you slow down your production now?
- 12:38I think this is further confirmation that they're a bit
- 12:40worried about the stocks having run out and future demand.
- 12:45If you'd like for industrial demand for silver and the way
- 12:50individuals are stacking silver in China, remember you've got
- 12:55about what, 1.4 billion individuals there, you know, and
- 13:01they are savers. The savings rate in China is
- 13:04like 30 to 35%. I mean, we're looking at over $5
- 13:11trillion of savings looking for a home every year.
- 13:17And that's in addition to what is already there.
- 13:20Where do they go? Property, no.
- 13:22Stock market maybe, but not really.
- 13:26It's all been going into bank deposits and bank interest rates
- 13:30in China have been dropping. So that's less attractive.
- 13:34So you can see why it is that individuals feel that, well, you
- 13:38know, the best thing we can do is buy gold, buy silver.
- 13:40That's what they're doing. So I think this to answer your
- 13:45question, the idea that silver could easily go up to somewhere
- 13:49like 3 or 500 dollars an ounce, I think it's it's it's eminently
- 13:54possible. And on top of that, if you look
- 13:57at the. OK, there you have it.
- 13:59The idea that silver could go to 300 or $500 per oz is is is
- 14:06evidently possible. Now, the other thing to remember
- 14:09about what he talked about with China, OK, China, don't forget,
- 14:14banned silver exports. Then that was like, what,
- 14:17January 1st? Then they basically purchased
- 14:20massive amounts of silver from all the data that we've been
- 14:24seeing over the last three months, massive silver
- 14:27purchases. Oh, and by the way, they also
- 14:30just banned the export of sulfuric acid, which some people
- 14:33think could also trigger a silver squeeze because it could
- 14:37have the impact of reducing copper refining and other
- 14:42mineral refining where a lot of silver comes from, like 70% of
- 14:46the world. Silver is, you probably already
- 14:48know, comes as a byproduct of copper mining and copper
- 14:52refining. So all of this big announcement,
- 14:54the 300 Club, we're going to get to that next, OK?
- 14:59But we got a 300 club we're going to talk about.
- 15:01But first, I do want to say thank you to Brixton Metals, the
- 15:04Canadian Metals exploration company, for sponsoring Ron's
- 15:08Basement and our friends at First Mining Gold, the Canadian
- 15:12development stage gold company, They've got 2 multi million
- 15:16ounce development stage projects in Canada.
- 15:19You can check them out at firstmininggold.com and you can
- 15:22check out Brixton at brixtonmetals.com.
- 15:25So the 300 Club, I know, look, I've been getting some heat,
- 15:29right? I got heat 2-3 years ago when I
- 15:32would say that I thought silver could go to 80 or $100 per oz.
- 15:36Now I'm getting heat for reporting that other analysts,
- 15:40top analysts are calling for $300 silver.
- 15:43It's fascinating to go through and this is only a partial list
- 15:46of what I'm calling the 300 Club people that are talking about
- 15:51silver and in the same sentence, including the number $300 per
- 15:57oz. You've got Michael Oliver, who's
- 15:59who's been talked about, you know, ad nauseam by everyone in
- 16:03the silver world who's not a permeable saying that we could
- 16:06get $300 silver by the summer. We've got David Hunter now.
- 16:10He's actually saying 100 and 8080 dollars initially, then a
- 16:14pullback. Don't forget that.
- 16:16He's pretty few to pull back. But then that's over, you know,
- 16:19after the bust could go to numbers probably way above.
- 16:23I think I even heard him possibly say $500 silver.
- 16:27We've got Alistair McLeod, who we just heard from.
- 16:30We got James Anderson, who we heard of from earlier saying
- 16:33that the Comex, excuse me, never existed.
- 16:36We would have $375 silver and we have Egon von Geyers from Gold
- 16:44Silver Switzerland who's talking, who talked about the
- 16:47fact that we could get 304 hundred $500 silver and a lot
- 16:51sooner than most people realize. So very interesting as that
- 16:56develops. Let's talk about next the the
- 16:59economy and we're going to get to a scary prediction, OK, from
- 17:03the war from the highest of highs.
- 17:05But what is happening right now? We're getting more and more
- 17:08confirmation and reports of this right here.
- 17:16This is from Zero Hedge, an article there's Zero Hedge that
- 17:22states the money printers have crossed the point of no return.
- 17:27Ergon von Marsh said it the other day, The die has been
- 17:30cast, right? There's like no going back at
- 17:33this point from the debt spiral that we are in.
- 17:37And let's just read this very interesting 2 paragraphs.
- 17:41They said, put simply, policymakers both at the
- 17:47government level and its central banks have entered a new chapter
- 17:52defined by fiscal dominance. When the government spends
- 17:55aggressively in monetary easing, when central bank cuts rates and
- 17:59prints money to manipulate the debt markets, that's called
- 18:02monetization of debt. That leads to massive inflation
- 18:06with this tectonic shift. And it's and it's one that has
- 18:11major implications for investors going forward.
- 18:14When the deepest pockets in the world full commit to money
- 18:17printing and stimulus, the financial system takes notice.
- 18:21Gold has gone parabolic against every major currency, the
- 18:25dollar, the euro, the yen and the franc.
- 18:28Because gold is the wisest asset in the room, guys.
- 18:32And what they're talking about, fiscal dominance is a fact,
- 18:37right? Fiscal dominance basically means
- 18:39when the United States, when the world economies, because of all
- 18:43this money printing, become a slave to basic math.
- 18:47Mathematics shows no forgiveness on the altar of truth.
- 18:52You can't change the fact that 2 + 2 = 4.
- 18:56You can't change the fact that once a country enters into a
- 19:00debt spiral, there's really nothing that can be done.
- 19:03I hope I'm wrong, OK, and I hope that all the other top analysts
- 19:08that see the same scenario unfolding are wrong.
- 19:12But it look at this point, we are in a state of fiscal
- 19:16dominance. So when you hear that term
- 19:18fiscal dominance, it sounds like it might be a good thing.
- 19:20Like, hey, we're dominant. We are the we are extraordinary.
- 19:24We are the United States of America.
- 19:26No, fiscal dominance means just the opposite.
- 19:29That means when money and it takes over, when the government
- 19:33becomes slave to the basic mathematics of money.
- 19:37And now for a big, big warning. It's not just guys in their
- 19:43basement who are saying that we're in big trouble.
- 19:45No, we've got something for you from the IMF, the International
- 19:51Monetary Fund, and this one came from Sprott.
- 19:54Let's listen to this and take your blood pressure medicine
- 19:58because it is a little scary. There's an awful warning out
- 20:02there from the IMF that announced last, I don't know the
- 20:06exact date now, it's roughly a week ago, and it was probably
- 20:09the worst announcement I've ever heard the IMF ever say.
- 20:11I can't give it to you verbatim, but you'll get the gist of it.
- 20:14So I'm going to, I'm not going to be perfect with it, so don't
- 20:17crucify me on it, But basically IMF was stating that for what
- 20:21they see, the current financial affairs of the world, that the
- 20:25governments of the countries of the world should be preparing
- 20:28for a financial system collapse. And this is from a, this is from
- 20:32a macro perspective. This isn't 1 country we're
- 20:34talking about. So we're talking about basically
- 20:37the entire System international. OK, that's the IMF in in
- 20:41whatever words they exactly use. But that was essentially the
- 20:44message. There's an awful warning.
- 20:46OK, think about that. That's the IMF, the
- 20:52International Monetary Fund, talking about the potential for
- 20:56financial collapse, telling the world governments.
- 20:59And it's also not just the United States, not just Europe
- 21:03not to know it's they're talking about the entire world.
- 21:07Look, I don't want bad things to happen, but if we look at
- 21:11history, bad things have happened.
- 21:13There have been financial collapse that have occurred
- 21:16throughout history. The one thing that helped people
- 21:20survive through those situations are silver and gold, precious
- 21:24metals. And I think that as we move into
- 21:27what could be a very scary period of history, right,
- 21:30history does repeat itself that that will also be the case this
- 21:34time. Maybe there's a reason why
- 21:36people are talking about 300 two, $100 gold and silver.
- 21:40I want to remind you, please always be responsible.
- 21:43I'm not a financial advisor. I give you my opinion.
- 21:47Heck, I believe, I believe that in eight years that would be
- 21:502034, we'll have silver above $1000 per oz.
- 21:55But whatever you do with your with your investments, always do
- 21:59your own research, number one, and please be responsible and do
- 22:04your own due due diligence, OK? But I can tell you one thing for
- 22:08sure. I super appreciate you joining
- 22:10me down here in the basement. Man, we like to have some fun.
- 22:13I need to laugh a little more, right?
- 22:15We need to laugh. What the heck?
- 22:17But it's been a lot of fun having you down here with me
- 22:19today. Take care of yourself, Have a
- 22:21great rest of the day, and I'll look forward to seeing you next
- 22:24time. And please don't forget to
- 22:27subscribe. Take care.
- 22:28Bye bye.