エピソード

  • Silver Show Episode #3: Silver vs. Gold: Why the Gold-to-Silver Ratio Still Matters

    Silver Show Episode #3: Silver vs. Gold: Why the Gold-to-Silver Ratio Still Matters
    2025/06/17
    The gold-to-silver ratio (GSR) measures how many ounces of silver equal the price of one ounce of gold, and has served as a key valuation tool for centuries. Historically anchored between 12:1 and 20:1 in ancient and early modern economies, the GSR has floated freely in modern times, recently surpassing 100:1—an extreme level many investors see as a strong buy signal for silver. A high GSR often indicates that silver is undervalued relative to gold, prompting investors to shift holdings in anticipation of a reversion to the mean.

    Savvy traders use the GSR to rebalance portfolios, swapping between metals based on relative value. When silver is cheap, they accumulate it; when the ratio drops, they trade back into gold—often increasing their total metal holdings without adding new capital. This strategy leverages the GSR’s long history of mean reversion and volatility, particularly since silver tends to lag gold in early bull markets and then surge ahead during late-stage rallies.

    Silver's current fundamentals make it even more compelling: industrial demand from solar, EVs, and electronics is surging, while supply remains constrained due to its status as a mining byproduct. With global green energy trends accelerating and silver usage rising sharply, many analysts believe silver could close the gap with gold in the coming cycle. If the GSR reverts to historical norms, silver prices could double or more—offering investors a rare window of opportunity.
    続きを読む 一部表示
    5 分
  • Silver Show Episode #2: The Silver Squeeze 2.0: Retail Power and Market Mechanics

    Silver Show Episode #2: The Silver Squeeze 2.0: Retail Power and Market Mechanics
    2025/06/17
    This week on The Silver Show, host Bob highlights silver’s surge to $37.28 per ounce—its highest level since 2012—driven by a combination of rising industrial demand and continued global economic uncertainty. The price has climbed 2–3% from earlier June levels, fueled by a tight physical market and a five-year global supply deficit. Investors and analysts alike are paying close attention, especially as silver’s role in major growth industries continues to expand.

    A key driver of silver’s rally is the solar energy sector, which now consumes over 100 million ounces annually. China remains at the forefront, building vast solar farms and leveraging massive domestic manufacturing capacity, all of which require silver-based photovoltaic technology. Other industrial sectors—especially electric vehicles, electronics, and AI—are also major silver consumers. Companies like Tesla, Apple, and Samsung rely on silver’s superior conductivity for batteries, sensors, and chips, reinforcing silver’s demand beyond just financial speculation.

    With gold setting records at $3397, many investors view silver as undervalued, citing a historically high gold-silver ratio and technical chart patterns that suggest upside toward $40–$46 per ounce. ETF inflows remain strong, indicating sustained investor interest. Analysts point to industrial demand, favorable macro trends, and a weakening dollar as ongoing catalysts. If silver holds above the $37–38 range, technical targets could soon be tested. Bob wraps by encouraging listeners to stay informed and consider silver not just as a commodity, but as a store of value amid uncertain fiat currency conditions.
    続きを読む 一部表示
    3 分
  • Silver Show Episode #1: Silver Surges: Industrial Demand, Solar Boom, and What’s Next

    Silver Show Episode #1: Silver Surges: Industrial Demand, Solar Boom, and What’s Next
    2025/06/17
    This week on The Silver Show, host Bob highlights silver’s surge to $37.28 per ounce—its highest level since 2012—driven by a combination of rising industrial demand and continued global economic uncertainty. The price has climbed 2–3% from earlier June levels, fueled by a tight physical market and a five-year global supply deficit. Investors and analysts alike are paying close attention, especially as silver’s role in major growth industries continues to expand.

    A key driver of silver’s rally is the solar energy sector, which now consumes over 100 million ounces annually. China remains at the forefront, building vast solar farms and leveraging massive domestic manufacturing capacity, all of which require silver-based photovoltaic technology. Other industrial sectors—especially electric vehicles, electronics, and AI—are also major silver consumers. Companies like Tesla, Apple, and Samsung rely on silver’s superior conductivity for batteries, sensors, and chips, reinforcing silver’s demand beyond just financial speculation.

    With gold setting records at $3397, many investors view silver as undervalued, citing a historically high gold-silver ratio and technical chart patterns that suggest upside toward $40–$46 per ounce. ETF inflows remain strong, indicating sustained investor interest. Analysts point to industrial demand, favorable macro trends, and a weakening dollar as ongoing catalysts. If silver holds above the $37–38 range, technical targets could soon be tested. Bob wraps by encouraging listeners to stay informed and consider silver not just as a commodity, but as a store of value amid uncertain fiat currency conditions.
    続きを読む 一部表示
    4 分