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Exposed: Silver's True Scarcity & What It Means For Future Prices | Peter Krauth
Peter Krauth makes a compelling case: silver’s recent rally is not a fluke, but the slow ignition of a structural bull market. Unlike previous spikes driven by hype, today’s price rise is grounded in fundamentals—most notably, a multiyear supply deficit now entering its fifth consecutive year. Ironically, despite persistent shortfalls, silver hasn’t soared—industrial users have been quietly draining inventories, masking the imbalance. Krauth argues that this silent depletion, coupled with rising green tech and AI-driven demand, will soon expose the true scarcity—forcing prices significantly higher. While mainstream investors chase gold, silver remains overlooked, undervalued, and, in Krauth’s view, poised to outperform when the market wakes up.
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INTERVIEW TIMELINE:
0:00 Intro
1:25 Silver breakout
4:34 Silver deficit
18:17 Inflation & silver
24:50 Silver vs gold
25:47 Krauth's resources
27:11 Weekly specials
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