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Podcast: The Real Investment Show (Full Show)
Episode: 1-15-26 Silver’s Surge - Bubble or Fundamentals?
Description: Can we classify Silver as a microbubble?
Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles.
0:00 - INTRO
0:19 - Oil Prices Slide, CPI/PPI Moderate
8:15 - Index Performance Comparisons
14:33 - PPI/CPI Increase rate Cut Expectations
17:19 - The Risks of Reflation
20:48 - GDP Predictions?
23:08 - The Saga of the Silver Bubble
26:18 - Meme Stocks & SPAC's
29:57 - What's the Narrative in Silver?
31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances
34:03 - Unlike God, Silver is a Critical Mineral
36:44 - Speculation in Silver?
38:25 - Portfolio Positioning & Position Sizing
47:19 - Don't Take Advice from the Guy...