Skip to content
TrackPodcasts
businessJan 31, 202610:39pending

Deep Dive: Why Silver Just Collapsed

The Rundown

About this episode

In today’s weekend deep dive, we’re breaking down the chaos in the silver market.


Silver prices went on a historic run before crashing more than 30% in a single day. So what happened?


We'll breakdown:

  • Why silver rallied so aggressively in the first place
    Silver’s critical role in AI, data centers, solar, and EVs
  • The tight supply dynamics that make silver uniquely volatile
  • Why some analysts think we’re entering a commodities supercycle
  • How Trump’s pick for the next Fed Chair helped trigger Friday’s crash
  • The bull case vs. the bear case moving forward
  • Whether this was a healthy reset or the popping of a bubble
  • And finally, Zaid shares his take on silver, commodities, and whether this crash could be a buying opportunity


Get every episode summarized

Each time The Rundown publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Deep Dive: Why Silver Just Collapsed

The Rundown

0:00
10:39

More episodes

More from The Rundown

View all episodes →