About this episode
Kerry Lutz and David Stryzewski explain why silver is being forced into a new pricing regime as industrial demand accelerates.David outlines how AI, solar, and advanced technologies are driving a structural shift in silver demand, pushing prices sharply higher while the silver-to-gold ratio remains deeply distorted.Kerry highlights growing supply pressures tied to geopolitics, including export restrictions from China and Venezuela and the strategic importance of mineral-rich resource corridors.The discussion widens to systemic risks, from Federal Reserve policy and commercial real estate refinancing to a national debt nearing $40 trillion. David stresses the importance of strong balance sheets as the system comes under strain.The episode closes with a look at blockchain, AI, and emerging opportunities forming as silver and hard assets reprice the system.Find David here: http://myspg.comFind Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book “The Armstrong Economic Code: The 5 Truths Investors Must Never Forget” is out now on Amazon!Get your copy here: https://a.co/d/bvYbZOz“The World According to Martin Armstrong – Conversations with the Master Forecaster” is a #1 Best Seller on Amazon. .Get your copy here: https://amzn.to/4kuC5p5 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe
