#31 First Look at Silver: Asian Guy, Industrial Demand, Supply Deficits

Описание: Is Silver the New Gold?
2026 Price Squeeze & AI Demand Shock

Silver has hit a record $84/oz as the global market reaches a critical "Atoms vs. Information" bottleneck. While paper spot prices sit at $71/oz, physical silver in Shanghai is trading at a staggering $89/oz—an 18% disconnect that signals a systemic break in the global supply chain.

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The 2026 Silver Breakdown:

· 200M Ounce Deficit: Why mining output fails to meet record industrial demand for the 5th year.
· AI & EV Demand: Why tech giants will pay any premium for silver conductivity.
· Shanghai Premium: Analyzing the $89/oz physical spike vs. the $71/oz paper disconnect.
· China’s Export Ban: The impact of new 2026 restrictions on 70% of global refining.
· The "Asian Guy" Mystery: Investigating the viral AI analyst accurately calling market moves.
· 10-Bagger Trades: Strategy for SLV call options and high-growth junior miners.

#Silver2026 #austinandmattpodcast #silver #silverprice #silverstacking #silverbullion #inflation #market #economy #AIPower #Commodities #gold

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DISCLAIMER:
This content is for educational and discussion purposes only and should not be considered financial advice. Please consult a qualified financial or tax professional before making any investment decisions.

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[Timestamps]
0:00 The 10-Bagger Case for Silver
2:15 Who is "Asian Guy"? The AI Analyst Mystery
5:30 Why the Shanghai Premium Matters
11:20 Mining Deficits: Why we can't dig faster
14:50 Leveraging SLV Call Options for 2027
18:10 China's Refining Monopoly and Export Bans