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Silver

SLV

Exchange-traded fund backed by physical silver bullion, tracking the spot price of silver.Yahoo Finance ↗ishares.com

2 takes · first discussed Oct 10, 2025 · last Dec 13, 2025

Stock since first call
+34.8%
$45.43$61.22
anchored Oct 10, 2025 · as of Jun 12, 2026

The tape vs. the takes

Every call, plotted at the price the day they made it.

$105.57$42.70JJason — bull — Oct 10, 2025Oct 10, 2025Jun 12, 2026
letter = host · click for the quote

The discussion

Both Jason and guest Tucker hold a loosely bullish, low-conviction stance on silver, though for somewhat different reasons. Jason points to silver's recent outperformance relative to gold, attributing it partly to industrial demand given silver's widespread use in manufactured components — a driver he sees as distinct from gold. Tucker, through his new venture selling physical precious metals, implicitly groups silver with gold as a store of value, though he makes no explicit price directional argument. Neither host expresses strong disagreement; their views are complementary, with Jason focusing on silver's unique industrial utility and Tucker treating it broadly as a wealth-preservation asset alongside other precious metals.

How they got there

JasonJason1 take since Oct 10, 2025
BullishE246Oct 10, 2025

Jason notes silver is surging even more than gold, citing industrial utilization as a possible additional driver.

Silver is surging even more than gold. There might be some utilization reasons for that. Silver gets used in a, a lot of different components, whereas gold very rarely does.1:15:28
GGuests1 take since Dec 13, 2025
Tucker CarlsonBullishE254Dec 13, 2025

Tucker's new venture sells silver alongside gold (any kind of precious metal), implying a broadly positive view on physical silver as a store of value, though no explicit price directional claim is made beyond grouping it with gold.

Well, you can buy any kind of precious metal.1:33:22
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.