Silver is DOMINATING the metals meltup | Jack Farley
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 27 January 2026
⏱️ 42 minutes
🧾️ Download transcript
Summary
Jack Farley is a leading macro commentator and financial journalist, and the co-founder of the Monetary Matters Network. He joins Phil Rosen on Full Signal to discuss the silver price rally, why commodities are surging, and specific stock picks that look set to benefit in 2026.
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Timestamps:
0:00 - Intro
0:29 - Silver rally
5:52 - Silver vs. gold
8:47 - Silver outlook for 2026
10:14 - China dominating silver
13:46 - Public & Generated Assets
15:12 - Stocks for silver rally
19:05 - Bull case for equities
20:55 - AI bubble fears
22:38 - “Sell America” trade
27:19 - Global stock picks
32:18 - $NVDA
35:11 - $ATUSF
38:26 - Finding stock ideas
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
#podcast #investing #markets #macro #stocks #bitcoin #fed
Transcript
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| 0:00.0 | What's up guys? On this episode of Full Signal, I'm very excited to share. We have Jack Farley. |
| 0:04.6 | He is the host of the Monetary Matters show. It is one of my favorite macro finance podcasts. |
| 0:10.1 | And we talk about the silver squeeze happening right now, why silver prices are absolutely going berserk. |
| 0:15.9 | And we also get into specific actionable trades and stock ideas, many of which I've never heard of. |
| 0:22.5 | Jack really brings some fantastic ideas to the show. I think you're going to love this conversation. |
| 0:28.7 | Jack, we have to talk about silver. I think it's up like 265 percent, maybe more as of today. |
| 0:35.3 | A lot of people confuse this with the debasement trade, but I think there's an industrial |
| 0:39.5 | AI play here. |
| 0:40.7 | I don't really understand it. |
| 0:41.8 | Can you help us get to know what's going on? |
| 0:44.9 | Yes. |
| 0:45.8 | Great to be here, Phil. |
| 0:47.1 | A few things about silver. |
| 0:49.1 | Silver is a precious metal like gold, and it has a history like gold of being used as a currency |
| 0:55.4 | is being seen as a store of value. Silver was demonetized first in the late 18th century |
| 1:03.9 | and then later in the, there was a lot of central bank selling of gold in the 1990s and 2000s. |
| 1:11.1 | So I don't view it in the modern day really as a monetary thing. |
| 1:16.0 | So I think the debasement trade is a little bit fake. |
| 1:18.5 | It's not fake. |
| 1:19.0 | It's a marketing term. |
| 1:20.0 | You know, there's a move because there's a lot more demand for silver and gold. |
| 1:24.4 | And up until recently, Bitcoin, and then people call it a debasement trade. And it's |
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