Claim OwnershipSD Bullion
Subscribed: 71Played: 2,103
Subscribe
© Copyright 2021 All rights reserved.
Description
A bullion buyer years before the 2008 Global Financial Crisis, James Anderson is a grounded precious metals researcher, content creator, and physical investment grade bullion professional. He has authored several Gold & Silver Guides and has been featured on the History Channel, Zero Hedge, Gold-Eagle, Silver Seek, Value Walk and many more. Every week James posts new episodes discussing the latest news in the precious metals markets with the goal of providing valuable information to precious metals newcomers and veterans alike.
237 Episodes
Reverse
Silver is disappearing from the COMEX at a pace never seen before, with roughly 90 million ounces leaving in just the past four weeks, while the U.S. government continues running deficits near $2 trillion annually, proving once again that tariffs and political promises won’t solve a structural debt crisis. Industrial silver supplies are tightening, ETF inventories are shrinking, and physical metal is steadily moving East. This is not normal market behavior, yet most investors remain distracted and underexposed. Listen to the full update to understand why silver’s vanishing act and America’s exploding deficit could be setting the stage for what comes next.
Silver price just went through one of the wildest 2-week stretches we’ve seen in years — ripping to ~$125 and then plunging ~30% in a single day before printing a sharp $64 spike low and bouncing hard.
In this episode of SD Bullion market news, SD Bullion CEO Chase Turner sits down with Senior Market Analyst James Anderson to break down what actually drove the move (hot money + leveraged options flow), why the selloff accelerated so violently (fear + margin calls), and what the charts and fundamentals suggest could come next.
We also zoom out to the big-picture cycle: gold’s leadership, silver’s long-term breakout context, and why physical demand/warehouse draws matter more than the day-to-day paper price noise.
Disclaimer: This content is provided solely for general education and does not constitute financial, investment, legal, or tax advice. Consult a qualified professional regarding your specific circumstances before investing in precious metals. Market risks apply, and historical performance should not be relied upon as a predictor of future results.
Precious metals markets showed resilience this week, with gold holding near $5,000 per oz and silver closing at $77.37 per oz despite a sharp, headline-driven flash crash selloff sparked by a now-denied report about Russia rejoining the U.S. dollar system. The brief volatility underscored how sensitive markets remain to geopolitical narratives, but physical demand trends suggest underlying strength. Second, tightening physical silver supply continues to stand out globally, with Chinese exchange silver bar inventories falling toward 25 million ounces and COMEX registered inventory down roughly 54% since India’s surge in imports last fall. Strong buying from Turkey, India, and robust sales at the Perth Mint reinforce the idea that retail and institutional investors alike are rotating more aggressively into silver. Finally, the broader macro backdrop remains firmly supportive of bullion, as U.S. deficits approach $3 trillion annually and total federal debt nears $40 trillion. With stock-to-gold ratios breaking down and fiscal discipline appearing unlikely in the near term, the long-term debasement narrative continues to drive strategic allocations toward gold and other precious metals. Listen this week’s podcast with an open mind — beyond the flash crash headlines and the political theater of ongoing congressional hearings, the real story unfolding in gold and silver may be far more significant than most investors realize.
Gold and silver just lived through another roller-coaster week, with sharp silver price swings masking what’s really happening underneath the surface. Physical supply continues to tighten globally, while speculative excess gets shaken out in dramatic fashion. Big-picture signals—from exchange inventories to global capital flows—suggest this bullion bull market is far from finished. Listen to see the data, charts, and context that explain why these moves matter and what could come next.
Extreme price volatility and speculation in silver and gold
The podcast details sharp swings in silver prices, heavy options speculation, leveraged positioning, and the role of futures markets and ETFs in amplifying short-term moves.
Tightening physical bullion supply and market stress signals
A major focus is the ongoing drawdown of silver inventories in China, rising lease rates in London, backwardation, and reports of silver bullion shortages from dealers worldwide.
Long-term macro and relative-value case for bullion
The update ties precious metals to bigger trends like currency debasement, capital flows, and declining confidence in fiat systems, using gold-to-stocks and gold-to-housing ratios to show why bullion may continue outperforming traditional assets.
January 2026 will be remembered as a shock month for precious metals, delivering silver’s best performance in decades and volatility that caught even veteran market watchers off guard. Silver price started the year near $70 on January 1 and surged to an all-time nominal high of $121 on January 29—then everything changed. In less than 30 hours, the market violently reversed, with silver plunging from its peak. By Friday afternoon, January 30, prices bottom just below $75 per ounce, marking one of the most brutal daily corrections in silver’s trading history. Gold and the broader precious-metals complex were swept into the chaos as well, with massive upside and downside moves packed into a single week. Silver surged, then crashed in dramatic fashion—listen to understand what unfolded last week behind the price action.
Silver just delivered one of its most volatile weeks on record, surging decisively above $100 per ounce as physical demand overwhelmed paper pricing. The move confirms this rally is being driven by tight supply and real-world buying, not speculative leverage. Gold is right behind it, finishing the week just shy of $5,000 per ounce, underscoring the strength of the broader precious metals bull market. At the same time, a clear divergence is opening between the U.S. and Chinese silver markets, with China showing shrinking inventories and persistently higher premiums. Listen to get fully up to speed on the forces driving this historic metals bull run—and why global price discovery is increasingly shifting east.
Global Markets Quietly Pay $100 for Physical Silver, as Gold Eyes $5,400
This past week delivered some of the most volatile price action the precious metals market has seen in years — and the headlines barely scratch the surface. Gold and silver didn’t just move higher; they signaled a major repricing already underway, with parts of the world effectively paying $100 silver today. While Western spot prices lag behind, global physical markets are moving first, revealing where real demand is setting the tone. Add in rising political pressure, tightening inventories, and accelerating industrial use, and the next phase of this bull market is coming into focus fast. To fully grasp what just happened — and what these trends mean going forward — this is a week you absolutely need to listen broken down in the pocast.
Silver Market Tightens: Record U.S. FUN Coin Show Crowds Meet East Asian Physical Silver Demand
From record crowds at the FUN Coin Show to rising demand across China and Asia, silver markets are tightening as retail and industrial buyers compete.
Silver had a busy week — and the signals are getting harder to ignore. From record-breaking crowds at the FUN Coin Show in Florida to silver bullion selling out in minutes across Japan and months-long waitlists in Singapore, physical demand is tightening worldwide. At the same time, China’s growing grip on global silver refining and new export controls are quietly reshaping supply chains that industries can’t function without. Premiums in Asia and shrinking inventories in the West suggest this isn’t just a paper-market move, but a real-world squeeze forming across hemispheres. Listen to hear how these forces are converging — and why silver’s role as a strategic metal may be entering a new chapter.
Last week in 2025, silver surged to nearly $84 an ounce before swinging wildly all week and closing above $72, a high volatility stretch that shook the market.
From a blistering Asian-market surge to a brutal midweek sell-off, here’s what really drove silver’s dramatic price action and why it matters now.
This past week in silver was anything but boring, and it all started with a bang. The spot silver price ripped higher in Asian trading, surging nearly $84 an ounce to a new nominal high before most investors had their morning coffee. What followed was a violent, whipsaw sell off, with sharp up and down moves that shook out anyone unprepared for real volatility. By the end of the week, silver settled at $72.86 an ounce, but the story behind those moves matters far more than the closing price. If you want to understand what really happened, why it matters, and what it could signal next, this is a week you do not want to miss.
Silver and Platinum Surge as Chinese Price Premiums Gap Up
Silver just blasted to a new all-time high weekly close above $79 per oz, while gold quietly set its own record above $4,500 per oz, all during what should have been a sleepy holiday week. The real story is coming out of China, where silver prices on the Shanghai Gold Exchange (SGE) and the Shanghai Futures Exchange (SHFE) surged far above Western spot levels, signaling real physical tightness and rising demand. This wasn't paper trading noise — shrinking inventories, rising Eastern premiums, and collapsing ratios suggest silver is finally stretching its legs. Gold making new highs while silver accelerates faster is a rare and powerful setup precious-metals watchers love to see. Watch the video for a friendly, plain-English recap of everything that moved gold and silver over the past week and why it matters heading into 2026.
Silver just closed near $67 an ounce, and for the first time in generations, that single ounce now buys an entire barrel of oil—a price relationship that almost never happens. This rare silver-oil ratio flip is quietly signaling a major shift that Wall Street prefers to downplay, even as silver continues to outperform oil and much of the stock market. History shows this ratio doesn’t stop at parity, and past cycles suggest it can move multiples higher from here. In the new podcast episode, we break down the data, the long-term historical context, and why this moment matters far more than most headlines suggest. Listen to the new podcast to understand what this signal may be telling you before the broader market finally catches on.
Silver just sent a loud signal to the market—and most investors haven’t caught it yet. In this week’s update, we break down the price surge, key technical levels, and why recent moves may be setting the tone for the next six months, not just the next headline. We also dive into China’s growing dominance in the silver market, and how new export controls could quietly tighten global supply right when demand is accelerating. These aren’t abstract trends—they directly impact physical availability, premiums, and future price discovery. If you want to understand what’s really driving silver right now and where the pressure points are forming, this is an update you don’t want to miss.
Silver just blew past $60, and while a brief pullback wouldn’t surprise anyone, the bigger takeaway is this: once you’re above old highs, the market starts feeling around for new ground—$64 to $65 is the next neighborhood to watch.
The $60 Silver Breakout: Hype or Historic Turning Point?
PLUS: Gold & Silver Myths—FACT or FICTION?
Silver’s surge past $60 has sparked major questions about where the market is headed next—and SD Bullion’s COO Cole Keller and senior analyst James Anderson break it all down in this essential discussion. They explore the forces driving today’s record-setting price action, from tightening physical supply to industrial demand that refuses to slow. Using decades of historical charts, they reveal how past bull cycles may be repeating—and why silver’s most dramatic moves could still be ahead. The conversation also tackles circulating rumors, COMEX delivery pressures, and what these signals really mean for investors. If you want clarity on where silver could go in 2025 and beyond..
Silver just blasted above $59 per oz, setting a stunning new nominal record and signaling that something big is unfolding in the precious metals market. Behind the headlines lies a deepening supply-demand imbalance, with years of structural deficits finally catching up. Investors around the world are waking up to a growing physical squeeze that’s tightening faster than many expected. From industrial demand surges to global shifts in bullion buying, the forces driving this move are only getting stronger. Listen to understand what’s really happening—and why this silver story is far from over.
Silver just hit a new all-time high (+$56 oz), and the fireworks started during a rare Thanksgiving-night CME outage. Beginning around 9:44 p.m. ET on November 27, CME futures trading was halted for nearly 10 hours, only resuming at 8:30 a.m. ET on November 28 — right as silver was breaking out. The timing has sparked big questions about what really happened and why the outage struck during one of the market’s thinnest trading windows. Listen to see how the halt unfolded, what drove silver’s surge, and why this could be a major turning point for the metal.
Global silver inventories are collapsing at a pace we haven’t seen in decades, from China’s SGE/SHFE to COMEX and even major ETFs. Massive, irregular outflows—millions of ounces at a time—signal that something big is shifting beneath the surface of the silver market. Analysts now warn that this year’s silver deficit could become the deepest on record, with cumulative shortages since 2019 already exceeding 1.3 billion ounces. Add in tightening liquidity and the growing risk of sudden investment surges, and the setup for explosive silver price action is becoming hard to ignore.
In the shadows of today’s noisy financial markets, a quieter and far more consequential shift is underway. China—long the world’s largest gold miner and now its most aggressive accumulator—is buying metal at a scale that dwarfs official disclosures. Major central banks are following a similar path, quietly rotating out of fiat exposure and into hard reserves at a pace not seen in modern history. This East-led accumulation isn’t just a hedge; it’s a signal of fading confidence in the stability of the global monetary order.
Yet gold is only half of the story. Silver, once treated as gold’s humble cousin, is emerging as a strategic metal at the very moment global inventories are thinning. With its critical role in electronics, solar technology, artificial intelligence hardware, and national-security infrastructure, silver is shifting from an industrial input to a geopolitical asset. Nations that ignored supply chains for decades are now scrambling to secure future access.
Together, these trends reveal a world quietly preparing for a different kind of financial future—one where tangible reserves, not promises, determine economic resilience. As China stockpiles gold, central banks diversify out of weakening currencies, and silver steps into its new strategic spotlight, the precious-metals landscape is entering a phase that investors can’t afford to overlook.
Silver just got officially crowned a critical U.S. mineral, and that’s sending ripples through the entire precious metals world. From tightening global supply chains to central banks quietly stacking gold, the signs of a new bull run are flashing everywhere. We’ll break down why $100 silver and $5,000 gold aren’t as far-fetched as they sound — and what it all means for investors like you. Grab your coffee and catch this week’s Bullion Market Update before the next big move hits.
Silver just closed October with its highest monthly finish ever, up an incredible 64% year-to-date — but the story behind the surge runs far deeper. From China’s collapsing inventories to India’s growing solar-driven demand, global forces are reshaping the precious metals market. The U.S. banking sector’s hidden risks and central bank buying spree add even more fuel to the fire. Analysts now see $60 silver and $5,000 gold on the horizon. Don’t miss this week’s full market breakdown — listen to the full report and discover what could be driving the next surge in gold and silver prices.
Over the past two weeks, gold and silver sentiment has shifted sharply from excitement to concern, even though market fundamentals remain steady. In this mid week market update, James Anderson, Senior Analyst at SD Bullion, and Cole Keller, the company’s Chief Operating Officer, share their on-the-ground insights into the precious metals market. They break down what current price charts and trends reveal about the ongoing bull market and why recent pullbacks are normal. By analyzing global demand data and historical patterns, James and Cole explain what is really driving short-term volatility. Listen to the latest update to understand why gold and silver investors can stay confident in the broader bull market trend.
Comments
Download from Google Play
Download from App Store
United States