Thoughtful Money with Adam Taggart Has The Silver Boom Peaked Out? | Andy Schectman
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Jan 4, 2026 
In this engaging discussion, Andy Schectman, CEO of Miles Franklin, dives into silver's recent price fluctuations and whether the boom has peaked. He explains how CME margin hikes have affected speculators and analyzes the bullish signals from record COMEX deliveries. Andy also touches on the implications of China's export restrictions and rising retail interest in precious metals. With bold predictions, he suggests silver could hit $100 or even $200, while advising on strategic allocations between silver and gold.
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Margins Used To Shake Out Weak Hands
- CME margin hikes during thin holiday trading are used to flush weak, leveraged speculators out of the market.
- Big banks then buy liquidated positions cheaply, amplifying volatility while long-term trends remain intact.
Record Deliveries Signal Real Physical Demand
- Massive COMEX deliveries show well-funded traders are taking physical possession rather than paper exposure.
- That behavior signals demand for physical metal and suggests the rally is not finished.
Hold Physical Through Paper Volatility
- Do not sell your physical silver during paper-price volatility; holding physical matters.
- Expect the paper price to bounce and be shaken by large institutions, so resist panic-selling.