Miles Franklin Media
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, breaks down why silver may be the most undervalued asset in the world right now – despite surging demand across energy, technology, defense, and finance.
Silver is essential to modern civilization. It powers solar panels, electric vehicles, semiconductors, AI infrastructure, medical technology, aerospace systems, and advanced military equipment. Yet even after a major rally, silver still trades far below its inflation-adjusted highs and may be dramatically mispriced relative to its strategic importance.
At the same time, global inventories are shrinking, industrial demand is accelerating, and physical silver is migrating from Western vaults to Eastern manufacturing economies. Meanwhile, the paper derivatives market continues to dominate price discovery, creating a widening gap between physical supply and financial claims.
Is silver becoming one of the most strategically important metals in the world?
In this special Real Story episode, Michelle Makori examines the powerful forces converging in the silver market and why some analysts believe the metal could be dramatically undervalued.
In this episode of The Real Story with Michelle Makori:
- The global silver supply crunch
- Industrial demand from AI, EVs, and solar
- Why silver is critical to national security
- COMEX and LBMA inventory declines
- Paper silver vs physical silver markets
- Silver’s role as a monetary metal
- The inflation-adjusted price of silver
- Why some believe silver is historically undervalued