Cory Fleck and Matt Badiali dive into silver’s explosive move toward $40/oz and unpack what’s fueling the rally: industrial demand from solar, historic gold-to-silver ratios, and speculative momentum. But is it sustainable?

We also break down:

• Why silver may be the “meme coin” of precious metals

• Why most silver stocks are surging - even the bad ones

• Gold miners like Newmont (NEM) generating record cash flow but trading like value traps

• The flawed structure of the Global X Lithium ETF (LIT) and what it says about passive investing in commodities

• Oil’s latest rally tied to the Iran conflict - and why it likely won’t last
  

Let us know what topics you'd like us to cover next.

Check out Matt's Substack and Cory’s interviews at The KE Report.

Subscribe for new episode updates!