Rebel News Podcast: SPONSOR | BREAKOUT! Why This Silver Rally Is Different

Date: December 20, 2025
Hosts: Jeremy Wiseman, Jerry Coraya
Episode: The Real Money Show (Simulcast on Rebel News Podcast)

Episode Overview

In this episode of The Real Money Show, hosts Jeremy Wiseman and Jerry Coraya dive into the explosive rally in silver prices, which surged 130% in a single year. They discuss the dramatic structural changes underpinning current gold and silver markets, including remonetization trends, industrial demand breakthroughs, and the shift from financialization to physical asset ownership. Emphasizing that this rally is fundamentally different from historical cycles, the discussion draws on notable investors, global financial shifts, and the continued utility of precious metals amid currency debasement. The episode blends market analysis, historical perspective, and actionable advice for those looking to diversify their wealth with physical metals.

Key Discussion Points and Insights

1. Market Context and Silver’s Performance

• Silver has surged 130% in 2025 (00:06)
• Increased excitement and activity among investors; the market is described as having new “velocity.”
• Jeremy: “People are excited. It's great to see people making money.” (00:42)

2. The New Fundamentals: Structural Market Shift

• Legacy Reasons for Buying Precious Metals: Inflation hedge, safe haven, supply and demand.
• The show introduces "new fundamentals"—remonetization, revaluation, scarcity-driven growth.
• Physical ownership is emphasized over "paper" (ETFs, futures, certificates).
• Jerry: “We have the growing remonetization of physical precious metals… We have to remember what is money. And this is why the show is called the Real Money Show.” (01:50)

Timestamps:

• [00:41] Inflation, safe haven, and supply/demand as past fundamentals
• [01:50] Shift to new fundamentals—physical ownership and remonetization

3. Remonetization of Gold & Silver

• Asia, particularly India, now recognizes gold and silver as high-quality liquid assets (HQLA).
• Indian citizens can now use silver as bank collateral, reinforcing its status as a "tier one asset."
• Jeremy: “In India they are allowing people to bring their silver to the bank to get loans against it.” (03:05)
• Jerry: “The Reserve Bank of India permits silver and gold as collateral.” (03:33)

Timestamps:

• [03:05] Gold & silver as HQLA in Asia
• [03:33] Indian banks accept silver as collateral

4. End of Price Management & 'Psy-Op' Against Precious Metals

• Decades of price suppression via futures markets created volatility and negative myths about precious metals (“relic,” “no dividend”).
• Jeremy: “I call it a psyop against gold and silver… you don't want to own gold. It's a relic. It doesn't pay a dividend.” (04:59)
• References to historical gold events: Charles de Gaulle demanding physical gold from the U.S., the collapse of the London Gold Pool.
• Fear that when physical supply dries up, pressure on prices will surge.

Timestamps:

• [04:14] 50 years of managed prices
• [04:59] “Psy-Op” against gold and silver

5. Global Financial Reordering & De-dollarization

• New BRICS digital currency, backed by gold, is set to launch.
• US and Japanese monetary policy is at a breaking point (e.g., potential blow-up of the yen carry trade).
• Jerry: “Collateral is dying, folks. This is the reason why we're seeing the overnight repo market blowing up once again.” (07:47)

Timestamps:

• [06:42] BRICS gold-backed unit, JP Morgan realigning globally
• [07:47] Collateral crisis, yen carry trade risks

6. The Repricing and Definancialization of Silver

• Paper promises are no longer trusted; demand for the physical is overwhelming paper markets.
• Jeremy: “The bluff has been called on the paper inventory and people want the physical.” (09:00)
• Definancialization is leading to a new repricing in both silver and gold.

Timestamps:

• [09:00] Paper vs. physical, end of financialization

7. Future (and Present) Industrial Demand: Silver in Technology

• Massive technological advances (e.g., Samsung’s solid-state battery for EVs) will drastically increase silver consumption.
• New battery: up to a kilo of silver per battery; if 1 million vehicles adopt it, that’s 4% of annual mine supply—potentially 20% if scaled up.
• Added to AI/data centers and other technologies, underpinning “scarcity-driven growth.”
• Jeremy: “If a million vehicles adopted it, you'd be looking at a thousand tons or 32 million ounces, or 4% of annual mine supply. That's only on a million vehicles.” (11:32)
• Jerry: “The new race, the new space race, the new market is an arms race for physical metals. This is a new race…specifically silver.” (12:09)

Timestamps:

• [10:26] Samsung secures two-year silver supply for new EV batteries
• [11:32] Technical calculation of industrial demand impact
• [12:09] The “arms race” for physical silver in technology

8. Silver’s Investment Cycle and Super Cycles

• Silver is at the end of its third super cycle according to historical patterns.
• Prior cycles (1970-1980, 2000-2010) saw dramatic returns; projections suggest $490/oz silver possible if history repeats.
• Jerry: “If the next cycle…would put silver at around $490 US per ounce and scoff at that idea. But when you look at things like cryptos…silver with multiple usages as well as being reintroduced as monetary…” (14:01)

Timestamps:

• [14:01] Comparing super cycles, historical price ratios

9. Notable Investors: David Bateman’s Silver Accumulation

• Updates on billionaire David Bateman, who has amassed nearly 13 million physical ounces of silver, with huge unrealized gains.
• He makes repeated, large physical purchases, especially on price dips.
• Jerry: “On December 16th almost a week ago he bought 300 monster boxes of Silver Eagles…150,000 ounces of physical silver coins. He mentioned the premiums were low and he was enthusiastic about that.” (15:42)
• His current stack is up about 90%, worth approximately $400–600 million in paper profits.
• Jerry: “His most recent comment was…‘This is a once in a multi-century event unfolding on a planetary scale. It's involving everybody.’” (18:17)

Timestamps:

• [15:25] Profile and actions of David Bateman
• [17:13] David Bateman’s profits and strategy
• [18:17] Bateman’s commentary: silver’s multi-century opportunity

10. Contrast with Other Big Buyers and Regulatory Frameworks

• Saudi Arabia’s ETF investment pales compared to Bateman, who insists on physical.
• Discussion of why Bateman is not vilified like the Hunt brothers in the 1980s.
• Criticism of Canadian pension/retirement regulations, contrasting with India’s pro-silver stance.
• Jerry: “Why doesn't Canada’s regulators allow that? …You know, they love the fiat system that we're seeing.” (19:40)

Timestamps:

• [17:34] Comparison with Saudi ETF purchase
• [19:40] Critique of Canadian regulatory approach

11. Wealth, Wages, and Real Value

• Reflection on the disconnect between rising metal prices and stagnant wages.
• In the 1930s, an unskilled laborer earned the equivalent of 40+ ounces of gold.
• Jeremy: “It's not that gold is expensive, it's that you haven't kept up with wages. The value of your labor hasn't kept up.” (20:26)

Timestamps:

• [20:26] Wages vs. gold and silver value, past vs. present comparison

12. Silver-Gold Ratio and Opportunity

• At 67:1, the silver-gold price ratio is far from the historical 16:1, signaling undervaluation.
• Jeremy: “Silver is a screaming buy here at this point…regardless, there is a long way to go.” (21:43)
• Banks are predicting even higher gold prices for 2026.

Timestamps:

• [21:43] Silver-gold ratios; bank forecasts

13. Inflation Metrics and the Fight Against Currency Devaluation

• Emphasis on “CP lie” (CPI), suggesting official inflation numbers massively understate real inflation.
• Reference to shadowstats, alternative inflation metrics.
• Jerry: “We have to be watching the drop in our currency's purchasing power…that 3, 5% GIC at the bank does not cut it.” (22:38)

Timestamps:

• [22:38] CPI manipulation, real inflation analysis

14. Technical Analysis, Cycles, and Silver’s Breakout Potential

• Citing technical indicators (cup-and-handle pattern, momentum structure analysis) pointing to massive potential upside ($100–$1,000/oz).
• Jerry: “The lease rates are up, it's signaling silver squeeze is still on…” (25:56)

Timestamps:

• [24:30] Technicals, historical cycles, $1000/oz possibility
• [26:36] “Seeing is believing”—psychological price barriers

15. Investor Mindset and Next Steps

• Encouragement for listeners, whether small or large investors, to start accumulating physical silver and gold as a hedge, growth asset, and protection against currency decay.
• Jerry: “Canadians need to, you know, start taking ownership once again for their wealth. Be responsible with your money right now and convert out of currency denominated assets…” (27:53)
• Emphasis on holding metals outside the banking system, in allocated and segregated vaults.

Timestamps:

• [27:53] Moving from hedge to growth catalyst
• [29:08] Vault storage outside the banking system (premium service offer)

Notable Quotes & Memorable Moments

• "We have the growing remonetization of physical precious metals… We have to remember what is money. And this is why the show is called the Real Money Show."
  Jerry, 01:50

• "The bluff has been called on the paper inventory and people want the physical."
  Jeremy, 09:00

• "It's not that gold is expensive, it's that you haven't kept up with wages. The value of your labor hasn’t kept up."
  Jeremy, 20:26

• “This is a once in a multi-century event unfolding on a planetary scale. It's involving everybody.”
  David Bateman (as quoted by Jerry), 18:17

• "The new race, the new space race, the new market is an arms race for physical metals. This is a new race…specifically silver."
  Jerry, 12:09

Suggested Listening Path (Timestamps)

• 00:41–01:50: Changing fundamentals, inflation, and physical ownership
• 03:05–03:37: Remonetization trends in Asia and India
• 04:14–06:42: Price suppression history, “psy-op” against metals, and global currency realignment
• 10:26–12:09: Silver in technology—Samsung battery, future demand calculations
• 14:01–15:25: Silver’s super cycle potential, price targets
• 15:25–18:17: David Bateman’s investments, the scale of billionaire buying
• 20:26–21:43: Wages, real value, and the silver-gold ratio
• 24:30–26:36: Technical analysis, price targets, and market psychology
• 27:53–29:08: Action steps: physical gold/silver, registered accounts, and asset safety

Conclusion

The episode presents a compelling narrative that the current silver rally is fundamentally unlike those of the past, driven by remonetization, an explosion in industrial demand, and a collapse of trust in financialized paper assets. By weaving in investor psychology, technical analysis, and major moves by billionaire investors like David Bateman, Jeremy and Jerry urge listeners to seriously consider the unique, generational opportunity in physical silver and gold. Their tone is urgent yet optimistic, emphasizing empowerment, self-sovereignty, and readiness for a coming reset in global finance.

Hosts: Jeremy Wiseman & Jerry Coraya
Podcast: The Real Money Show (on Rebel News Podcast)
Episode Date: December 20, 2025