Arcadia Economics

sentences.Silver has surged to around $81‑$82 an ounce as Chinese futures trade at a persistent premium to Western benchmarks, regulators crack down on hoarding, and a major China‑based silver ETF experiences sharp price distortions. Meanwhile, mounting stress in the London bullion market and elevated swap rates signal physical shortages, indicating the rally is driven by supply constraints rather than speculative leverage.

Vince Lansancy breaks down the latest gold and silver price action, Treasury and Fed signals, and his 2026 outlook that ETFs, stablecoins, and high‑margin futures will likely eclipse physical ownership, urging investors not to sell their bullion. He also examines the historical triggers that could halt the silver rally and highlights the recent Dolly Varden‑Contango merger as a key indicator of changing industry dynamics.

two sentences.In this episode of Arcadia Economics, Chris Marcus and author Shemislaw Redsky analyze silver’s historic breakout above $71, attributing the surge to intensifying physical shortages, record lease‑rate spikes, and exploding demand from AI, solar‑energy and its new status as a U.S. strategic‑critical mineral. They also promote Redsky’s new book, which details 100 price‑catalysts and offers a discounted holiday‑gift bundle for investors wanting a concise roadmap to the market’s escalating stress.

In this video, Vince Lansancy discusses Hong Kong's advancement in establishing a global gold supply chain infrastructure, marking a significant step towards integrating gold as a central component of the international monetary system. He emphasizes the completion of trading, storage, and clearing frameworks, positioning gold as a tangible asset in an evolving financial landscape, while also analyzing current market trends and providing insights into the future of precious metals.

In this live Q&A session, Chris Marcus discusses the recent surge in silver prices, breaking through the $70 mark, and delves into the implications of silver entering backwardation. He analyzes ongoing supply issues and market dynamics while inviting viewers to engage with their questions about the evolving landscape of gold and silver investments.

Vince Lansancy explains why silver is climbing despite apparent abundance, pointing to refinery bottlenecks, strategic accumulation ahead of the Jan 2026 Section 232 tariff window, and the new macro‑commodity cycle that treats metals as geopolitical assets. The segment also reviews market data, Goldman Sachs' 2026 outlook, and offers insights on price discovery and potential tokenized silver products, urging viewers to consider the implications before making investment decisions.

In this episode of The Morgan Report, host David Morgan sits down with precious‑metals analyst Taylor Kennedy to explain why the current gold‑and‑silver rally signals a deeper shift—from fearing price volatility to fearing counter‑party failure amid geopolitical upheaval, digital‑control trends and looming CBDC surveillance. They argue that protecting wealth now means owning physical metal and diversifying storage, because trust in fiat currencies, banks and the broader financial system is rapidly eroding.

.A new 401(k) rule effective February 1, 2026 will finally permit precious metals—especially silver—to be held in employer‑sponsored retirement plans, opening the door for potentially $250‑300 billion of assets and up to 300 million ounces of silver to flow into these accounts over the next few years. The video explains how this structural shift could create a massive, long‑term source of demand for metals, why most Americans currently lack exposure, and what investors should consider when evaluating the risks and opportunities of adding physical metals to their retirement portfolios.