Silver Squeeze Next: Dollar Up, Gold Up, What It Really Means I John Rubino
Gold is smashing through $4,100 while silver fights at $53. John Rubino breaks down what’s really driving the move: central-bank buying, silver backwardation, soaring lease rates, and why miners’ Q3 could surprise.
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👨💼 Guest: John Rubino
🏢 Company: Rubino Substack
🌎 https://rubino.substack.com/
📅 Recording date: October 14th, 2025
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00:00 Intro & Setup
00:26 What’s Moving Metals
01:26 CBs & Gold Floor
04:18 Silver Backwardation
07:00 Everything Bubble?
08:19 Rotation to PMs
11:50 DXY & Gold Up
12:46 Reset Scenarios
15:15 Why Silver Leads
20:43 Silver Squeeze?
25:55 Miners: Q3 Setup
29:10 Portfolio Mix
31:48 Wrap
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