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✨ THIS is IMPORTANT! - SILVER Just had a Big SHIFT... (Shortage) - Gold & Precious Metals

October 6, 2026

AI Summary

5 min read

In the last 10 years, the combined M2 money supply of the United States and China has more than doubled, while the physical supply of gold and silver has not. The host of this episode argues that this disconnect is the fundamental reason precious metals prices are likely to rise further, and that the recent painful decline in gold and silver prices is likely already over.

The Decline That Was Already Priced In

The host directly addresses the recent downturn in gold and silver, which began in February. He argues that investors are misreading the situation by applying a "2008 brain"—blaming every gold decline on a liquidity crisis and using it as proof that the stock market is about to crash. Instead, he presents a more mechanical explanation: real interest rates are at 19-year highs, the yield curve is flattening, and the Fed has begun tightening financial conditions. These factors are genuinely bearish for gold, but the host insists they are "temporary" and that the price decline has already "discounted" them. The core thesis is that the market has already absorbed the bad news, meaning the bottom is likely in, even if the pain has been real for holders.

The Structural Silver Shortage

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What you'll learn

  • 1 (00:57) **Gold & Silver at a Cyclical Bottom** - The host argues that gold and silver are likely at or near the bottom of their current decline, which began in February and is almost over.
  • 2 (02:36) **Silver Shortage: Ross Beatty's View** - Mining legend Ross Beatty explains why silver supply can't respond quickly to higher prices, creating a structural deficit.
  • 3 (04:20) **The Money Printing Driver** - The host highlights a shocking statistic: US and China combined M2 money supply has more than doubled over the last 10 years, hitting a record $76.4 trillion.
  • 4 (06:58) **The Bond Market Crisis** - US Treasuries have suffered their worst 10-year period in history, which the host argues will drive money out of bonds and into gold and silver.
  • 5 (08:49) **Wealth Inequality as a Catalyst** - The host presents data showing the richest 1% of US households hold nearly 60 trillion dollars, 15 times more than the entire bottom half of the population.
  • 6 (10:08) **Closing Optimism** - The host reaffirms his bullish outlook for gold and silver over the coming months, quarters, and years, despite recent pain.
  • 7 Standout Quotes

+ Full timestamped outline available in the app

Show Notes

As bearish news gets priced into gold and silver, analyst Jordan Roy signals a key market shift. Meanwhile, mining legend Ross Beaty warns of a growing physical silver shortage. With US and China money supplies doubling over the past decade while precious metal supplies lagged, paper currency continues to lose ground. Facing the worst 10-year bond returns in history, wealth remains concentrated in the top 1%, making the stark graphic of gold versus the declining dollar a must-see reality check. 🟢 Learn MORE about Kalshi:http://kalshi.com/p/ronsbasement🔴 Learn MORE about Oroco Resources Corp:https://orocoresourcecorp.com/🟠 Learn MORE about First Mining Gold:https://firstmininggold.com/or contact [email protected] ⚫ BUY Silver from FIRST MINT:🚨 DISCOUNT Code: VIPRB 🚨https://firstmint.com/ "From Mine to Mint"🔴 BUY DirtyMan SAFE ✅ https://www.dirtymansafe.com/ 🔥 Use Discount Code: RON10 for 10% off 🔥 🔥 Or use this DirtyMan link: https://affiliates.dirtymansafe.com/ronsbasement for 10% off and a free gift 🔥 👍DONATE to HOPE WALKS:https://hopewalks.org/Mailing Address: RONS BASEMENT LLC 36 FOUR SEASONS SHOPPING CTR Stall #117 CHESTERFIELD, MO 63017 CONTACTS: [email protected] ⭐FOLLOW ON 𝕏 (Formerly Twitter)⭐: https://twitter.com/BasementRon ⭐LISTEN ON SPOTIFY⭐: https://open.spotify.com/show/3AcS5O5y8GrnBEdsL92VTI⭐LISTEN ON APPLE PODCAST⭐: https://podcasts.apple.com/us/podcast/silver-gold-investing-global-economics/id1741078463⭐FOLLOW ON RUMBLE:⭐: https://rumble.com/user/RONSBASEMENT🌟You Can Donate To RONS BASEMENT: https://www.paypal.me/RONSBASEMENT THANK YOU! RONS BASEMENT LLC is sponsored by First Mint and is a proud owner of several of their outstanding silver minted products. Ron is sponsored by First Mining Gold and has owned the stock for over 3 years. Ron is sponsored by Oroco Resources Corp and purchased the stock early in 2026. Ron is sponsored by Kalshi and opened his account in early 2026. Any information shared in this video should not be construed as investment advice or a recommendation to buy or sell any company stock, meme coin or any other investment product (informational purposes only). Ron may receive compensation from affiliate links and discount codes provided. ***Informational purposes only. Do not buy or sell anything, make any type of investment decision, adopt a puppy, get engaged, or do anything based upon the information I share with you.***SILVER SPOT PRICEGOLD AND SILVERSILVER STACKINGSILVER NEWSGOLD SPOT PRICESPOT SILVERSILVER BULLIONSILVER SPOT PRICE TODAYGOLD SPOT PRICE TODAYINVESTING GOLDPRECIOUS METALS PRICESKITCOPRICE OF GOLD AND SILVERPRICE OF SILVER PER GRAMGOLD AND SILVER SPOT PRICESILVER OZ PRICEPRICE OF GOLD AND SILVER TODAYGOLD PRICE OZJ & M BULLIONBULLIONSILVER NEWS TODAYUS DEBT CLOCKSILVER PRICE PREDICTIONEquinox Gold EQXFortuna Mining FSMFirst Mining Gold FFMGFBrixton Metals BBBXFKinross Gold KGCBarrick Gold GOLDHecla HLFirst Magestic AGGDXGDXJHUI IndexNUGTJNUGWall Street SilverNasdaqSto

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