Our latest CSE podcast episode is live — heading into PDAC 2026 with a deep dive into silver, gold, and the evolving resource cycle.
Host James Black sits down with Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor and Silver Advisor, for a timely conversation recorded at the Vancouver Resource Investment Conference (VRIC) in January 2026.
Spotlight topic: Silver’s breakout, industrial demand, and what comes next
Peter explains why rising conference traffic isn’t necessarily a late-cycle warning sign, how silver’s unique mix of industrial and monetary demand is reshaping the market, and why this bull move may be closer to the beginning than the end.
In this episode, we cover:
• Why silver’s surge reflects tightening supply and surging industrial demand (now ~67% of total demand)
• The gold-to-silver ratio collapse — and what it signals about relative value
• ETF flows, East vs. West investment trends, and what global buying patterns reveal
• How to think about exposure: physical silver, ETFs, producers, and juniors
• Why volatility is normal in silver bull markets — and how 15–30% corrections can still fit within a powerful uptrend
“Silver’s been money for 5,000 years… and with less metal available for investment demand, price is the only pressure valve.” — Peter Krauth
Whether you’re an investor, issuer, or market participant heading into PDAC, this episode offers practical insight into how silver is evolving—and what to watch as the resource sector moves deeper into 2026.
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