Summary
In this video, SD Bullion’s Cole and market analyst James Anderson break down silver’s explosive move through $60, what technical levels like $64 and beyond could mean, and how today’s action fits into silver’s long history of sharp, “bipolar” bull runs. They discuss structural deficits, sluggish refining capacity, falling exchange inventories, and theories around large physical delivery demands, all in the context of why silver may be in the early phase of a larger revaluation. The conversation then shifts into a rapid-fire “Fact or Fiction” segment on topics like $100 silver vs $10,000 gold, whether gold and stocks are in a “double bubble,” central bank gold buying, ETF vs physical exposure, and if it’s “too late” to participate in this rally. The episode closes with a reminder about James’s weekly market recap videos and the launch of SD Bullion’s final 2025 Truth Series coins, including the Tree of Life designs.
✔️ What we cover:
• Silver’s price breakout above prior all-time highs and key zones like $60 and $64
• Why big percentage moves now feel “normal” and how that fits past 100%+ silver runs
• Structural deficits, tight refining capacity, and falling inventories in London, COMEX, and China
• Rumors around large physical delivery demands, CME’s Thanksgiving shutdown, and what might really be going on
• How industrial demand, especially from EVs and Asia, shapes the scramble for future supply
⚡Then we switch to a FACT or FICTION lightning round on:
• $10,000 gold vs $100 silver: which is more realistic, and on what timeline
• Whether gold and stocks are in a “double bubble”
• Central banks quietly shifting from bonds into bullion
• ETFs vs physical metals, counterparty risk, and who really benefits
• “Silver Squeeze 2.0” and whether it’s ever “too late” to get exposure in a bull run
This video is for educational and informational purposes only and is not financial, legal, or tax advice. Always do your own research and consider consulting a qualified professional before making decisions involving precious metals or any financial markets.
