Topic: Kirk Elliott

216 chapters across the catalog

Economist Dr. Kirk Elliott discusses the impact of the Iran war on precious metals, noting that silver and gold typically thrive during geopolitical conflict. Elliott explains that recent price drops in silver are due to big banks unwinding "naked short" positions to avoid bankruptcy. He references Elon Musk’s statement that silver is the most critical component for computers and AI, predicting a massive price surge as supply chains are disrupted.

Dr. Kirk Elliott predicts silver prices could reach $200 to $300 by the end of the year due to industrial demand and the end of bank manipulation. He reports that 98% of his clients are currently buying rather than selling, viewing the recent price dip as a major opportunity. The segment concludes with advice on rolling over 401ks and IRAs into physical precious metals to hedge against inflation.

Dr. Kirk Elliott reports that silver has seen a 66% year-to-date increase as of late January 2026, driven by massive industrial demand and supply shortages. China is reportedly paying a $9 premium over spot prices to secure silver for manufacturing, while U.S. efforts to block strategic waterways in Venezuela have further constrained supply. This is described as a fundamental supply-and-demand shift rather than a speculative bubble.

Economist Dr. Kirk Elliott reports that silver has reached $95 an ounce, outperforming gold by a factor of four in early 2026. Unlike previous speculative bubbles, the current price surge is driven by fundamental supply shortages and massive industrial demand for AI chips, electric vehicles, and solar technology. Analyst Eric Sprott has projected that silver could reach $300 an ounce as global mining supply fails to meet the needs of emerging technologies.

Economist Dr. Kirk Elliott discusses the massive suppression of the silver market and predicts prices could reach $1,000 in the coming years due to inflation and industrial demand. Silver is identified as a strategic mineral essential for national security, AI chips, and green energy. Recent retail shortages at the US Mint and Costco are cited as indicators that the market is entering a new, hyperbolic phase.

The CME is reportedly considering 100-ounce silver futures contracts, which would allow the masses to enter a market previously dominated by 5,000-ounce institutional contracts. Dr. Kirk Elliott advises listeners to consider rolling over IRAs or 401ks into physical silver to protect against a potential "paper to physical" discrepancy explosion. Retailers are already experiencing fulfillment delays as demand for physical metal reaches record levels.

Economist Dr. Kirk Elliott joins the show to discuss how the conflict in Venezuela has disrupted global silver supply chains, particularly shipping routes from Peru and Africa to Mexican refineries. With silver prices rising toward $82, Elliott predicts a 10-year bull market driven by industrial demand for AI chips and military technology. He notes that it takes over a decade to open new mines, making the current supply shortage a "perfect storm" for precious metals investors.

Before beginning his debate with Jackson Hinkle, Alex Jones concludes his segment with Dr. Kirk Elliott by discussing the gold-to-silver ratio. Elliott notes that gold has overtaken the U.S. dollar as the primary asset held by central banks, while silver remains significantly undervalued. Jones transitions to the geopolitical discussion, noting that the U.S. is reasserting the Monroe Doctrine in a vacuum left by the dying globalist New World Order.

Economist Dr. Kirk Elliott explains the catastrophic implications of the Japanese yen carry trade unwinding after 30 years of zero-percent interest rates. This shift is expected to remove trillions of dollars in global liquidity, potentially crushing the stock and bond markets while driving investors toward gold and silver. Elliott predicts a period of global inflationary chaos as central banks are forced to resort to aggressive money printing to fund government operations.