Gold news

 85% of retail investors in physical uh precious metals just site a deep distrust of paper contracts. They don't believe that the paper silver that they're buying on the exchanges is uh is backed by anything other than a lick and a promise by uh you know maybe a JP Morgan or something. So, people are starting to realize that that it's important to actually own it and to have it physical in their possession. You're watching Silver News Daily. Subscribe for more. Silver is no longer

just an investment. It's a lifeline in the middle of a global economic storm. As Trump's tariffs rip through international trade routes and ignite the most unpredictable volatility in decades, a silent crisis is unfolding right beneath the surface of the metals market. You've heard of gold being a safe haven, but right now silver is where the real battle is taking place. Why? Because behind every ounce of physical silver lies a paper system stretched to its breaking point. A 400 to one ratio. That means for every 1

ounce of real silver, there are 400 claims on it. 400. This isn't speculation. This is a historic distortion between paper and reality. A distortion that could implode under the slightest pressure. And that pressure is here. Trade wars are escalating, inflation is surging, and global supply chains are fracturing in real time. But in all this chaos, physical silver isn't just holding steady. It's becoming the focal point of a financial reckoning. Investors are rushing in. But what they're discovering

is shocking. There simply isn't enough real metal to go around. So the question becomes, what happens when 400 people all try to claim the same ounce? What happens when trust in paper collapses entirely? Stay with me because we're about to dig into the mechanics of this crisis. Today, we also have a very special guest, the CEO of Bold Precious Metals, Ryan Cochran. With years of experience and a lifelong passion for precious metals, Ryan is here to offer us a unique insider perspective into

what's happening in the markets. Yes. Well, first, John, thank you for having me. It's uh always a joy to uh talk to people about our passions in life. Uh I grew up in the 1980s. Uh and I think it got started when my grandfather gave me a 1964, you know, Kennedy half-dollar. I still have that today. It sparked an interest of mine owning silver, being able to like physically hold it, realizing there was real value in it. Later in life, precious metals just became a a personal way uh to preserve

wealth long term. I've been collecting or investing uh ever since. Uh on a personal level, uh I've been married for 20 years. We have six children, ages from 19 to age four. So it keeps me pretty busy. uh going to soccer games and recital and school and everything else that goes on. Uh my faith in our Lord Jesus Christ is what really shapes my outlook in life. If there's one thing to define it, uh our church has a motto. It says to be like Christ in all of life. And so in my personal and term and also business life

uh we try to uh model this and and and that shows up in our honesty, integrity uh we try to have that lead all of the decisions we we do in my personal life but also in how we uh build bold precious metals. So Trump's tariffs didn't just shake headlines. They lit a fire under inflation and that fire is now consuming every corner of the economy. Prices are soaring across the board and the fallout is hitting the metals market with full force. As import costs surge and consumers feel the squeeze, investors are fleeing fiat and

flocking to hard assets. Traditionally, gold leads the way. But this time, it's silver that's drawing the spotlight. And not just because of inflation fears. There's something bigger happening. You see, tariffs don't operate in a vacuum. When Trump reintroduced aggressive duties, some as high as 100% on imports from China and Mexico, it wasn't just about protecting American jobs. It was about reshaping the global trade map. But those maps don't redraw without consequences. One of the most overlooked

effects, the chokeold it places on silver imports. The US relies heavily on Mexico, the world's number one silver exporter. Tariff tensions are now threatening that flow. Just as inflation makes silver one of the most soughtafter hedges in the world. That's the key. You're not just looking at inflation pushing prices higher. You're looking at inflation pushing demand higher. At the exact same time, supply is being strangled. This is how perfect storms form. And the market knows it. That's

why we're seeing a rush into silver like never before. Not just from retail investors, but from institutions, funds, and global players all scrambling to secure a physical metal while they still can. In past cycles, inflation simply nudged metals upward. This time, the combination of trade warfare and monetary decay is sending silver into overdrive. And as the pressure mounts, the fragile paper markets that prop up silver's price are starting to crack. Because while inflation might be the

spark, it's the looming supply crunch that's about to set the entire system ablaze. Yeah. Um it's been quite a unpredictable roller coaster these last few days with the tariffs. It's kind of hard to get a a gauge on what's really going on. Uh but we've seen a lot of market turmoil. uh Trump raises tariffs and then we get counter tariffs uh from other countries and what this is creating is a lot of uh volatility. Uh silver in particular is is somewhat industrial demand driven. Uh so you know with this

uncertainty it does create a little bit of volatility with silver prices and then all precious metals are are related uh together somewhat. So if silver goes down the rest of precious metals will go down too. However, uh in terms of long-term uh effects, precious metals are driven uh it it's a great hedge against volatility, a great hedge against inflation and and we believe or I believe that precious metals will uh will go up due to all this volatility. Uh I've heard it said that about one out

of three investors uh cite geopolitical reasons or fears into why they purchase metals. Uh and so it it creates a nice safe haven uh for financial security in in markets that we're currently seeing with all these tariffs and and the tariff war that we're engaged in right now. The supply chain for silver isn't just strained, it's fracturing. And the reason is geopolitical. Trump's tariffs have struck directly at the heart of silver's flow into the US with Mexico, the world's largest producer, squarely

in the crosshairs. But while most analysts focus on surface level trade numbers, they're missing what's really happening. A total breakdown in the logistics behind physical silver delivery. Ports are slowing, crossber negotiations are stalling, and miners are throttling output as uncertainty chokes capital investment. But here's the real shocker. The paper market doesn't care. Not yet. It's still trading as if silver is plentiful, abundant, and infinitely available. That's where the 400 to1

ratio comes in. For every 1 ounce of physical silver actually held in reserve, there are 400 paper claims on that same ounce. That means if even a tiny fraction of those holders demanded delivery at once, the entire system would collapse. This isn't some fringe theory. It's the result of decades of fractional reserve style trading on silver futures, ETF exposures, and over-the-counter derivatives. What does this look like in practice? It looks like vaults running dry. It looks like bullion dealers charging

outrageous premiums because wholesale bars are disappearing from supply. It looks like investors waking up to the reality that their paper contracts might be worth far less than they believed because when the music stops, there won't be a chair for everyone. This is no longer a question of price movement. It's a question of availability. Physical silver is disappearing from the market just as demand is exploding and the leverage in the system is past any point of sustainability. If even one major

institution moves to secure physical delivery on mass, it could trigger a domino effect that ripples through comx LBMA and every major silver exchange on the planet. And in that moment, the price won't just move. It will disconnect completely from paper. a decoupling, a reset, and once it begins, there's no going back. The the silver squeeze, we've we've been talking about this for years. I believe it has a lot of merit. Uh we we see that there's a lot of shorts uh on on selling silver.

Uh 95 or more percent of all silver futures contracts are settled in cash. Uh this allows uh there to be I believe the latest numbers I saw were a 400 to one ratio between paper silver ounces compared to physical ounces. And I think that's the number that really drives this the short squeeze uh discussion is this 400 to1 uh ratio. 400 paper ounces of silver are being traded for every one physical ounce. Uh we also know that uh people do manipulate or companies have known to manipulate the markets. Uh JP

Morgan was fined nearly a billion dollars in 2020 for spoofing silver prices. So we know there's that that component also. But going back to the 400 to1 ratio, uh we see that silver has an increase in industrial demand and and there's a there's a need for physical silver uh instead of paper. And so as this demand increases uh and right now it's about equivalent the industrial demand is about equivalent to the actual mining uh production every year. So as this demand increases then the physical demand for

silver is going to increase and it may outpace uh the actual mining of silver. when that happens uh people more than the 95% uh I believe will start uh converting to actual physical and with a 400 to1 ratio uh that could create a a quite quite a uh spectacle in the short squeeze term when that happens it's anybody's guess we've been talking about it for years uh but I do think it's primed uh it's getting primed for that to happen sometime to me gold is being bought it by countries, reserves, big big

investors. It's it's difficult to buy silver um or to store it. It takes a lot more to store silver than it does gold. However, with that said, the current ratio um as of yesterday, it's really close. It's about 100 to1. Uh this means gold is 100 times more valuable in terms of price than silver. Uh historically we see that that ratio is about 65 to1. Uh in the 1920s I believe it was 20 to1. You know a gold St. Goden $20 piece and a 1oz Morgan dollar. So it was a 20 to1. Historically it's 65 to1. Right now it's

100 to1. Uh this implies that if silver the gold silver ratio gets back to just a 65 to one um at gold's current prices this would mean silver should be valued at $46 an ounce uh up from about 30 31 that it is currently right today. So there's a lot of upside potential just getting back to the historical gold silver ratio average in terms of demand. Uh there's a lot of demand for silver in the solar uh panels, the uh you know the new green energy type initiatives. Electric vehicles use silver. A lot of

our electronics use it. Medical devices. Uh lots of usage for silver even more so than gold. So uh I believe silver is a good buy right now. Um, I think, uh, from what I've seen, analysts are forecasting even mid4s or even low 50s for silver by year end. That may be a little optimistic um, currently, but it's it's definitely reasonable. So, I think silver has a lot of potential. Gold has a lot of potential, but silver is really the one with the industrial demand and the uh, potential to really

uh, really do quite amazingly. While retail investors scramble to get their hands on silver coins and bars, the real moves are happening in silence deep within the vaults of central banks and institutional portfolios. Because the people running these systems, they see what's coming. They're not watching CNBC. They're watching supply flow reports, derivative exposure charts, and lease rate spikes. And what they're doing is quietly but aggressively accumulating physical silver, not

futures, not ETFs. The real thing, this isn't new. It's a strategy that's been used for decades by those with the foresight and the capital to prepare before the storm hits. And right now, all the signals are flashing red. Central banks have already shifted dramatically toward gold in recent years, dumping treasuries and dollar-based assets. But silver, that's the wild card. has been artificially cheap, overlooked, and suppressed. Which is exactly why the biggest players are moving in now before the mainstream even

realizes what's happening. Meanwhile, Wall Street is quietly repositioning. Major funds are starting to unwind paper exposure and hedge their portfolios with real bullion. Even mining executives who understand this market better than anyone are buying physical silver on the open market because they know the delivery system is under extreme stress. It's not just about profits anymore. It's about protection. And that's the psychology shift most people miss. This isn't speculation. It's preparation. The

institutions understand that when trust evaporates from the paper markets, the fallout will be immediate and violent because the 400 to1 leverage ratio isn't a statistic. It's a countdown. And the smart money isn't going to wait until it hits zero. They're already locking in supply, front running a crisis that could detonate at any moment. The question is, will retail wake up in time or will they be left holding paper promises in a market that's gone? what we see it's not quite like it was

during co COVID times in 19 and 2020 it was uh a big sudden demand for physical silver and gold it just basically wiped out all the reserves we are seeing that is an increase I would say what we see more is some new bigger investors getting into the retail space uh you know lot larger purchases uh I believe people are maybe even shifting from ETFs ownerships uh like SLV and other such uh mediums of exchange for silver uh to actually owning physical silver. We're seeing people converting their IRA into

physical silver uh and metals, gold, all sorts of stuff. So there's a bigger shift uh maybe not in terms of quantity of investors, but the people that are buying it, they're buying a lot larger amounts. And so with uh you know London and Comx storage going down uh there's a time where the physical demand won't be met and at that point that could initiate the start of a silver squeeze like people have been talking about. Uh it could it could be the start of a big a big rally. So uh I think the numbers

I've seen 85% of retail investors in physical uh precious metals just site a distrust of paper contracts. They don't believe that the paper silver that they're buying on the exchanges is uh is backed by anything other than a lick and a promise by uh you know maybe a JP Morgan or something. So, people are starting to realize that that it's important to actually own it and to have it physical in their possession. And, you know, there's uh lots of reputable depositories around the the country,

around the world that uh people have been sending their metals to for safe storage. And so anyway, and and speaking of the tariffs, if you know, if you're overseas and you want to purchase metals, you could store your metals in a US depository and avoid paying the tariffs. So, uh that's what a lot of people are doing. Also, there's a couple, but uh the one we see a lot is that physical metals are just really hard to sell. um it's that you know every good investment needs a good liquidation or an exit strategy and

so people have a hard time wanting to invest into metals because they don't know how to liquidate it and and the demand for silver alone is I I looked it up uh recently here and I think it was like one 1.2 billion ounces per year for the demand. Uh so bullion you know silver though it's relatively a small market compared to other things it is it's it's got a lot of demand and it's fairly easy to liquidate. You can liquidate it anywhere around the world. It's recognized all over the world. So

um you don't have to be wealthy to to start investing. You can start with just uh you know a 1 ounce or even a fractional round. So lots of opportunities. It's easy. There's lots of buyers. It's easy to liquidate. Um, you know, it's simple, accessible. Uh, it empowers you. Uh, so, you know, I just I think that's the biggest misconception if I were to say the biggest would be that people just, you know, don't know how to get rid of it when the time comes. And that's just

a real misnomer, unfortunately. So, you know, physical medals, I I tried I looked this up about six months ago and and there is a proven record uh going back thousands of years, even Abraham in the Old Testament, uh who who valued its wealth in terms of gold and silver. Uh so, it's a longer uh historical record of using precious metals as a monetary system than we have anywhere today. So, uh, in a crisis, physical metals are probably more reliable than just about anything else. And so, that's why people

do opt to own precious metals, uh, in times of crisis. You can easily trade and barter with it. And so, uh, that that would probably be the biggest myth or concern that people have getting into it is, you know, how do I sell it when the time comes? Is anybody going to be paying me $50 an ounce for silver? uh you know I can't imagine anybody paying that kind of price for it. So that's probably the biggest hurdle and misnomer that people deal with when getting into buying precious metals. Every major

economic crisis in history has had a tipping point. One moment where perception cracks, trust disappears, and reality floods in like a tidal wave. For the silver market, that moment is now. We're witnessing the perfect collision of monetary instability. geopolitical trade war and a financial system built on illusions. Trump's tariffs ignited a chain reaction that's stretched the silver supply chain to its limits while inflation has accelerated investor demand to levels we haven't seen in

decades. And yet the paper markets keep pretending everything is fine, trading 400 contracts for every 1 ounce that actually exists. But the facade is breaking. You can already see the signs. Premiums exploding, delivery delays stacking up, and institutional demand quietly stripping the market dry. When this disconnect finally snaps, it won't be a slow burn. It will be a rapid revaluation of silver as the price of physical metal surges far beyond its manipulated paper counterpart. And when the world realizes that most of the

silver they thought they owned doesn't actually exist, panic won't be a theory. It'll be a reality. This isn't just a trade. It's a warning. In 2025, physical silver isn't a luxury. It's critical because when the paper game collapses, only real assets will matter. So, if you've been watching from the sidelines, understand this. The countdown has already begun. Don't wait for the headlines. Position yourself now while you still can. Make sure you subscribe so you don't miss

what's coming next. And remember, this is not financial advice. Speak to a licensed professional before making any investment decisions. When it comes to investing in gold, silver, and precious metals, you want more than just a transaction. You want a partner. That's why we're proud to say this video is sponsored by Bold Precious Metals. Bold Precious Metals offers unbeatable directtoou pricing, premium selections from global mints, weekly guess the spot contests with free silver prizes, a free bullion portfolio

tracking tool, copper bullion options, fully insured shipping, video verification, and competitive buyback rates. So, if you're interested in precious metals, head to their website using the link in the description. Thanks again to Bold Precious Metals for sponsoring this video.