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"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?" 1. New traders always make the classic mistake 2. They become worried about hyperinflation 3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin 4. That is when the media speaks about hyperinflation, you... show more

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

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25,770 görüntüleme • 3 ay önce •via X (Twitter)

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BREAKING ! THE AYATOLLAH KHAMEINI OF IRAN HAS BEEN WIPED OFF THE MAP !!!!!!!!!!! IRAN HAS FALLEN IN COMPLETE OBLITERATION !!!!!!!!!! WALL STREET IS NOW DUMPING SILVER AND GOLD AND ROTATING INTO BITCOIN AND OTHER OFFSHORE CRYPTO’S THAT ARE STATELESS AND NON-SOVEREIGN !!!!!!!! THIS WILL BE THE NARRATIVE THAT PUSHES BITCOIN TO $500K+ !!!!!!!!!!!!!! MASSIVE HYPERINFLATION IS COMING AND MASSIVE DEBT !!!!!!!!!!! THE DOLLAR WILL CONTINUE TO COLLAPSE AS BITCOIN SOARS !!!!!!!!! THE IRAN REGIME IS BEING REPLACED & THE GOLDEN AGE IS COMING !!!!!!!!!!!!! GOD BLESS

BREAKING ! THE AYATOLLAH KHAMEINI OF IRAN HAS BEEN WIPED OFF THE MAP !!!!!!!!!!! IRAN HAS FALLEN IN COMPLETE OBLITERATION !!!!!!!!!! WALL STREET IS NOW DUMPING SILVER AND GOLD AND ROTATING INTO BITCOIN AND OTHER OFFSHORE CRYPTO’S THAT ARE STATELESS AND NON-SOVEREIGN !!!!!!!! THIS WILL BE THE NARRATIVE THAT PUSHES BITCOIN TO $500K+ !!!!!!!!!!!!!! MASSIVE HYPERINFLATION IS COMING AND MASSIVE DEBT !!!!!!!!!!! THE DOLLAR WILL CONTINUE TO COLLAPSE AS BITCOIN SOARS !!!!!!!!! THE IRAN REGIME IS BEING REPLACED & THE GOLDEN AGE IS COMING !!!!!!!!!!!!! GOD BLESS

Christopher Greene 😎🏝🚀⛵️

74,264 görüntüleme • 4 ay önce

The US Dollar is going to be worthless - 2008 crash - The Great Depression - Black Friday Nothing can compare or stop what’s about to happen to the economy They more they print, the more everything goes up in price and your dollar is worth less Buy Silver Buy Gold

The US Dollar is going to be worthless - 2008 crash - The Great Depression - Black Friday Nothing can compare or stop what’s about to happen to the economy They more they print, the more everything goes up in price and your dollar is worth less Buy Silver Buy Gold

Garv

77,399 görüntüleme • 5 ay önce

Are you going to trust the dollar or euro or yen? Every fiat (govt) currency in history has gone to zero. Silver and Gold are the only form of money that always have value. They will hold value in the next currency after the dollar. Credit International Stacker

Are you going to trust the dollar or euro or yen? Every fiat (govt) currency in history has gone to zero. Silver and Gold are the only form of money that always have value. They will hold value in the next currency after the dollar. Credit International Stacker

Wall Street Mav

151,618 görüntüleme • 5 ay önce

5 days ago I told you about the Gold Crash 2 days ago I told you about the Silver Crash But some people called me an idiot Today's news: $1.5 trillion wiped out from Gold and Silver in the last 31 hours ABSOLUTE BLOODBATH BOOM, what do you have to say now? I’m sticking to my plan and not backing down 1. The dollar is getting stronger → gold and silver become more expensive in dollar terms for foreign buyers → prices go down Classic inverse correlation 2. Hawkish Fed rhetoric and expectations of higher interest rates 3. De-escalation of the U.S.-Iran conflict 4. Profit-taking and a technical correction Read the reasons in the posts carefully for why I’m bearish on gold and silver, and you’ll get my point I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

5 days ago I told you about the Gold Crash 2 days ago I told you about the Silver Crash But some people called me an idiot Today's news: $1.5 trillion wiped out from Gold and Silver in the last 31 hours ABSOLUTE BLOODBATH BOOM, what do you have to say now? I’m sticking to my plan and not backing down 1. The dollar is getting stronger → gold and silver become more expensive in dollar terms for foreign buyers → prices go down Classic inverse correlation 2. Hawkish Fed rhetoric and expectations of higher interest rates 3. De-escalation of the U.S.-Iran conflict 4. Profit-taking and a technical correction Read the reasons in the posts carefully for why I’m bearish on gold and silver, and you’ll get my point I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

Leni

23,702 görüntüleme • 26 gün önce

SILVER DOWN 27% TODAY ✅ January 27 - Ivan warns that it will dump to moving averages ✅January 28 - Ivan warns that it will dump to moving averages ✅January 30 - Silver dumps around 30% in a single candle meanwhile, silver bros where saying that the US dollar will hyperinflate any second... I have heard that story before, normally it is a top signal RT if you didnt get rekt!!!

SILVER DOWN 27% TODAY ✅ January 27 - Ivan warns that it will dump to moving averages ✅January 28 - Ivan warns that it will dump to moving averages ✅January 30 - Silver dumps around 30% in a single candle meanwhile, silver bros where saying that the US dollar will hyperinflate any second... I have heard that story before, normally it is a top signal RT if you didnt get rekt!!!

Ivan on Tech 🍳📈💰

47,096 görüntüleme • 5 ay önce

The dollar is devaluing. Policy makers are likely to lower interest rates and print more money in an effort to stimulate the economy. This is the worst possible thing they could do for inflation, but will be the ultimate catalyst for gold and silver - which I believe is still headed for $150. I spoke about this on Flyover Conservatives this week.

The dollar is devaluing. Policy makers are likely to lower interest rates and print more money in an effort to stimulate the economy. This is the worst possible thing they could do for inflation, but will be the ultimate catalyst for gold and silver - which I believe is still headed for $150. I spoke about this on Flyover Conservatives this week.

KEPM

12,692 görüntüleme • 5 ay önce

🚨 SILVER IS ABOUT TO REPEAT 2011 And nobody is ready for what will happen. 2011: Recession → silver explodes. Silver goes from $18 → $49. Everyone said the same thing: “Silver is just getting started.” “A shortage is coming.” Then came the part nobody talks about: Silver collapsed. $49 → $30 in DAYS Then → $15 Now look at today: 2026: – Gold already made the move – Silver accelerated – “Undervalued vs gold, 1:15 ratio” everywhere I’ve seen this movie before. But here’s the trap: People think silver is early. That it still needs to “catch up.” That the real move is ahead. That’s EXACTLY what they said at $40 in 2011. Here’s what most people don’t understand: Silver doesn’t top when gold is falling. It tops when leverage gets too large for the system to handle. And silver is the MOST leveraged metal. Small market. Thin liquidity. Explosive moves. That means one thing: When it turns… There is no exit. BTW, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.

🚨 SILVER IS ABOUT TO REPEAT 2011 And nobody is ready for what will happen. 2011: Recession → silver explodes. Silver goes from $18 → $49. Everyone said the same thing: “Silver is just getting started.” “A shortage is coming.” Then came the part nobody talks about: Silver collapsed. $49 → $30 in DAYS Then → $15 Now look at today: 2026: – Gold already made the move – Silver accelerated – “Undervalued vs gold, 1:15 ratio” everywhere I’ve seen this movie before. But here’s the trap: People think silver is early. That it still needs to “catch up.” That the real move is ahead. That’s EXACTLY what they said at $40 in 2011. Here’s what most people don’t understand: Silver doesn’t top when gold is falling. It tops when leverage gets too large for the system to handle. And silver is the MOST leveraged metal. Small market. Thin liquidity. Explosive moves. That means one thing: When it turns… There is no exit. BTW, I’ve predicted all the market tops and bottoms for the last 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they had followed me sooner.

Alex Mason 👁△

1,625,757 görüntüleme • 3 ay önce

Gold vs. Bitcoin: Navigating The Risk Divergence 📈 A reminder that you don't need to wear a drawdown in Bitcoin (or any asset for that matter) just because someone with "laser eyes" says to buy and hold at all times. At Hedgeye we manage risk, and if you did that properly, you would have handled the 1700 basis points divergence between gold $GLD and Bitcoin $BTC in February. That difference was fueled by a #Quad4 environment - but one that could soon be reversing. "Bitcoin is trying to make up its mind. It's got 3 or 4 days left of that. So what do you do? You wait and you watch," Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show." "Everything is a number. The question is, do you see it?" * * * * * You can download Keith's new, 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit" for FREE here:

Gold vs. Bitcoin: Navigating The Risk Divergence 📈 A reminder that you don't need to wear a drawdown in Bitcoin (or any asset for that matter) just because someone with "laser eyes" says to buy and hold at all times. At Hedgeye we manage risk, and if you did that properly, you would have handled the 1700 basis points divergence between gold $GLD and Bitcoin $BTC in February. That difference was fueled by a #Quad4 environment - but one that could soon be reversing. "Bitcoin is trying to make up its mind. It's got 3 or 4 days left of that. So what do you do? You wait and you watch," Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show." "Everything is a number. The question is, do you see it?" * * * * * You can download Keith's new, 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit" for FREE here:

Hedgeye

107,530 görüntüleme • 1 yıl önce

Former World Bank Director, Erik Bethel, breaks down a US dollar collapse scenario. “How are they buying it? Well they buy it by printing money. The artificial demand for dollars around the world is largely due to the fact that 60% of central banks have the dollar sitting in reserves. If the dollar isn’t there because nobody wants to use the dollar, we’re screwed. All that artificial demand for dollars disappears and we crater. We’re not going to be able to pay Medicare. And we’re adding $1 trillion of debt every hundred days. You know our government is paying more in interest on our debt, like over $1 trillion in interest alone. We’re paying more in interest, just in interest to service the debt than we are paying for the Defense Department. People start losing faith in the dollar. We see huge amounts of inflation, perhaps hyperinflation.”

Former World Bank Director, Erik Bethel, breaks down a US dollar collapse scenario. “How are they buying it? Well they buy it by printing money. The artificial demand for dollars around the world is largely due to the fact that 60% of central banks have the dollar sitting in reserves. If the dollar isn’t there because nobody wants to use the dollar, we’re screwed. All that artificial demand for dollars disappears and we crater. We’re not going to be able to pay Medicare. And we’re adding $1 trillion of debt every hundred days. You know our government is paying more in interest on our debt, like over $1 trillion in interest alone. We’re paying more in interest, just in interest to service the debt than we are paying for the Defense Department. People start losing faith in the dollar. We see huge amounts of inflation, perhaps hyperinflation.”

Shawn Ryan

795,460 görüntüleme • 5 ay önce

🇺🇸 CITADEL’S KEN GRIFFIN: INFLATION IS SUBSTANTIALLY ABOVE TARGET AND THE DOLLAR IS FALLING Citadel CEO Ken Griffin: "Inflation is substantially above target and substantially above target in all forecasts for next year. I mean, it's part of the reason the dollar is depreciated by about 10% in the first half of this year. It's the single biggest decline in the U.S. dollar in six months in 50 years. Gold is at record highs and the appreciation in other dollar substitutes.” Source: Bloomberg

🇺🇸 CITADEL’S KEN GRIFFIN: INFLATION IS SUBSTANTIALLY ABOVE TARGET AND THE DOLLAR IS FALLING Citadel CEO Ken Griffin: "Inflation is substantially above target and substantially above target in all forecasts for next year. I mean, it's part of the reason the dollar is depreciated by about 10% in the first half of this year. It's the single biggest decline in the U.S. dollar in six months in 50 years. Gold is at record highs and the appreciation in other dollar substitutes.” Source: Bloomberg

Mario Nawfal

535,572 görüntüleme • 9 ay önce

NEW: Samson Mow explains how Bitcoin can “definitely do a bigger move than Gold or Silver.” 🚀 “When Bitcoin runs, and Bitcoin will run… you’re going to see a 10x… a 20x… and that’s when all the Gold investors are going to sit there with their jaws open in disbelief.”

NEW: Samson Mow explains how Bitcoin can “definitely do a bigger move than Gold or Silver.” 🚀 “When Bitcoin runs, and Bitcoin will run… you’re going to see a 10x… a 20x… and that’s when all the Gold investors are going to sit there with their jaws open in disbelief.”

Simply Bitcoin

35,930 görüntüleme • 3 ay önce

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

George Noble

11,852 görüntüleme • 4 ay önce

Temperatures are rising and so is the price of precious metals, everyone is flocking to these gold and silver exchanges to cash in, This man just cashed in his stash of silver for a cool $26,375, this transaction transpired in May when silver was $45/ounce the price of silver is just below $59 today. Do you think it’s time to cash in ? or do you think it’s time to hold on to these assets ?

Temperatures are rising and so is the price of precious metals, everyone is flocking to these gold and silver exchanges to cash in, This man just cashed in his stash of silver for a cool $26,375, this transaction transpired in May when silver was $45/ounce the price of silver is just below $59 today. Do you think it’s time to cash in ? or do you think it’s time to hold on to these assets ?

MAGA X Times Daily News 🇺🇸

129,324 görüntüleme • 18 gün önce

Everyone thinks the U.S. dollar is about to hyperinflate tomorrow. But they are completely missing the mechanics of how currency collapse actually works. It requires a giant pressure valve first, and you might be surprised to learn what has to happen to Bitcoin before that pressure finally escapes. I pulled the curtain back on this with Walker in this chat which originally aired on RoxomTV. Now on Bitcoin Audible. 🔥

Everyone thinks the U.S. dollar is about to hyperinflate tomorrow. But they are completely missing the mechanics of how currency collapse actually works. It requires a giant pressure valve first, and you might be surprised to learn what has to happen to Bitcoin before that pressure finally escapes. I pulled the curtain back on this with Walker in this chat which originally aired on RoxomTV. Now on Bitcoin Audible. 🔥

Guy Swann

21,243 görüntüleme • 1 ay önce

🔥Peter Schiff on Tucker: "The gain in the Stock Market is INFLATION, not real value! We’ve just destroyed the value of the currency that’s used to price things in! You need more dollars to buy stocks, but you don’t need more gold! You can buy stocks with a lot LESS gold! Gold is REAL MONEY- government can’t just create gold out of thin air, like they do Federal Reserve Notes – paper dollars!” ⚡️Schiff warned ST Insider viewers that the Fed's monetary inflation will soon send silver prices north of $200/oz: 👇

🔥Peter Schiff on Tucker: "The gain in the Stock Market is INFLATION, not real value! We’ve just destroyed the value of the currency that’s used to price things in! You need more dollars to buy stocks, but you don’t need more gold! You can buy stocks with a lot LESS gold! Gold is REAL MONEY- government can’t just create gold out of thin air, like they do Federal Reserve Notes – paper dollars!” ⚡️Schiff warned ST Insider viewers that the Fed's monetary inflation will soon send silver prices north of $200/oz: 👇

SilverTrade

55,981 görüntüleme • 8 gün önce

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Macro

895,315 görüntüleme • 1 ay önce

🚨NEW EPISODE🚨 WHY BUY GOLD & SILVER? “This is about being short the behaviour of your government. If you think they're going to be disciplined & they're going to raise rates above inflation & give you a real return on your cash, then don't do it.” This week on The Master Investor Podcast I am joined by Ned Naylor Leyland – Manager of $3bn Jupiter Gold & Silver Fund, & recently crowned Investment Week Fund Manager Of The Year. “You can ask yourself – the Treasury Secretary & the Fed Chair, are they politicians? I mean in my view, absolutely. I mean the idea of independence in my view is rather fanciful – these people say one thing & do another. The idea that there'll be a genuine pullback in the scale of central bank balance sheets is in my view unlikely.” GOLD MINERS: “The producers have never been cheaper than they are today. Ever. So these are the most profitable companies in the world - 50% free cashflow margin is probably double & in some cases triple the free cashflow that tech is making.” SILVER: "Silver is like gold in that you are short politicians, but you're also long the future. So your long green tech, tech, the military, everything really that's running the modern economy, but you're also short politicians. So silver has a nice dual feel to it.” IF TECH SELLS OFF? “It's very likely that if the equity market does go lower, then that creates a more dovish background, which is the fuel for the space I invest in. So you see a very big decoupling then of performance between the wider equity market & this particular part of it.” BITCOIN: "My personal investment style is I want to be early & I don't want to be there for the last two months of the pregnancy. I'd rather be there right at the beginning & then once I reach the point where other people are starting to get excited & jump in & there's a kind of critical mass feel, that doesn't make me feel comfortable. This is a genuine contrarian thing where I don't want to be there." GOLD vs BITCOIN: "You own gold & silver because you are thinking about this over the long term, whereas you might want to trade Bitcoin as a way to fund your holiday." WHERE IS THE GOLD: “Should these bars be audited? They should also be checked for encumbrances, which is really the more important point, presuming they're all there, who owns them? How many times over have they been leased, loaned, swapped into the system? There's one thing that is there. The other thing is how many post-it notes on each bar?" Timestamps: 0:00 Intro 3:05 Long term case for gold 6:14 Long term case for silver 7:06 Why no other metals? 9:54 What drove 2025 surge in gold & silver 13:06 Did Gold peak in January? 15:20 Is debasement priced in? 17:15 Central banks are NOT independent 22:00 Gold not risk-on or risk-off – its risk-free 23:15 Gold vs Bitcoin 27:14 Physical commodity + producers + development assets 29:52 Miners cheaper than ever 33:10 Portfolio construction 34:56 Gold & Silver not normal commodities 37:25 Where Is The Gold? 42:26 Physical gold vs his fund? 43:40 Revaluation of US gold reserves? 50:13 Why buy gold & silver NOW? 51:47 Could governments behave? 54:37 Conclusion

🚨NEW EPISODE🚨 WHY BUY GOLD & SILVER? “This is about being short the behaviour of your government. If you think they're going to be disciplined & they're going to raise rates above inflation & give you a real return on your cash, then don't do it.” This week on The Master Investor Podcast I am joined by Ned Naylor Leyland – Manager of $3bn Jupiter Gold & Silver Fund, & recently crowned Investment Week Fund Manager Of The Year. “You can ask yourself – the Treasury Secretary & the Fed Chair, are they politicians? I mean in my view, absolutely. I mean the idea of independence in my view is rather fanciful – these people say one thing & do another. The idea that there'll be a genuine pullback in the scale of central bank balance sheets is in my view unlikely.” GOLD MINERS: “The producers have never been cheaper than they are today. Ever. So these are the most profitable companies in the world - 50% free cashflow margin is probably double & in some cases triple the free cashflow that tech is making.” SILVER: "Silver is like gold in that you are short politicians, but you're also long the future. So your long green tech, tech, the military, everything really that's running the modern economy, but you're also short politicians. So silver has a nice dual feel to it.” IF TECH SELLS OFF? “It's very likely that if the equity market does go lower, then that creates a more dovish background, which is the fuel for the space I invest in. So you see a very big decoupling then of performance between the wider equity market & this particular part of it.” BITCOIN: "My personal investment style is I want to be early & I don't want to be there for the last two months of the pregnancy. I'd rather be there right at the beginning & then once I reach the point where other people are starting to get excited & jump in & there's a kind of critical mass feel, that doesn't make me feel comfortable. This is a genuine contrarian thing where I don't want to be there." GOLD vs BITCOIN: "You own gold & silver because you are thinking about this over the long term, whereas you might want to trade Bitcoin as a way to fund your holiday." WHERE IS THE GOLD: “Should these bars be audited? They should also be checked for encumbrances, which is really the more important point, presuming they're all there, who owns them? How many times over have they been leased, loaned, swapped into the system? There's one thing that is there. The other thing is how many post-it notes on each bar?" Timestamps: 0:00 Intro 3:05 Long term case for gold 6:14 Long term case for silver 7:06 Why no other metals? 9:54 What drove 2025 surge in gold & silver 13:06 Did Gold peak in January? 15:20 Is debasement priced in? 17:15 Central banks are NOT independent 22:00 Gold not risk-on or risk-off – its risk-free 23:15 Gold vs Bitcoin 27:14 Physical commodity + producers + development assets 29:52 Miners cheaper than ever 33:10 Portfolio construction 34:56 Gold & Silver not normal commodities 37:25 Where Is The Gold? 42:26 Physical gold vs his fund? 43:40 Revaluation of US gold reserves? 50:13 Why buy gold & silver NOW? 51:47 Could governments behave? 54:37 Conclusion

Wilfred Frost

80,971 görüntüleme • 27 gün önce

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

I am extremely bullish on silver prices long term. There are clearly supply shortages in this market which has caused the increase in the silver prices from $30 last year to over $70 today. The issue is global silver mine supply. It is in decline. All of the mines in the world produced 900 million oz in 2015. In 2026 it will be about 820 million oz. Production is steadily declining. The best mines have been found and depleted. Meanwhile silver demand is still increasing. EVs, solar panels, electronics, Ai chips, etc. I have invested in physical silver, but I also invest in a few silver mining stocks. Most mining stocks are struggling just to maintain current silver production. The key is to find the companies that can increase production. My top silver stock in my portfolio is Aya Gold & Silver (ticker AYASF). The reason why is because this company is one of the few that can seriously increase it's production in the coming years. They are already producing 6 million oz of silver per year from their first mine, Zgounder. They mine at a cost of $20 per oz, they are selling their silver at over $70 per oz. That is over $50 per oz profit margins on 6 million oz. They are building their next mine, Boumadine, which is currently projected to produce 37 million oz AgEq in 2030. So this is a company that will increase revenue and profits by about 6x to 7x even if gold and silver prices remain at current levels. If gold and silver prices increase from here, the upside for AYASF is even higher. Here is a brief clip from an interview last week where the CEO, Benoit La Salle, walks through the numbers and the comparison to other silver miners. Benoit has built multiple mines in his career and he is doing it again with Aya (ticker AYASF). I will leave the link to the full interview in the replies below. This is just a brief clip. Bookmark this post. I will be posting about Aya regularly in the coming years.

Wall Street Mav

64,431 görüntüleme • 3 ay önce