$500 Silver? This Short Squeeze Could Become a Systemic Risk | Willem Middelkoop & Michelle Makori
$500 Silver? This Short Squeeze Could Become a Systemic Risk | Willem Middelkoop & Michelle Makori
Miles Franklin Media: 1-30-2026
Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Willem Middelkoop, Founder & CIO of the Commodity Discovery Fund, on The Real Story to unpack what he calls “Silver 2.0” – a potential structural break in the silver market.
Middelkoop warns that the current silver rally is not a typical cycle but an early-stage short squeeze, driven by physical shortages, institutional demand, and years of paper market suppression.
He argues that silver prices could ultimately reach $500 per ounce, while gold may be headed toward $10,000 to $20,000 in a broader monetary reset.
In this episode of The Real Story with Michelle Makori:
Why silver’s physical supply is colliding with massive paper claims
How a silver short squeeze could create stress for banks and hedge funds
What “metal wars” mean for gold, silver, and critical commodities
Why central banks are quietly preparing for a global monetary reset
How gold price discovery is shifting from the West to Asia
00:00 Coming Up
01:28 Introduction
03:40 Silver 2.0 & Market Dynamics
07:58 The Big Reset: Historical Context & Future Predictions
13:01 Institutional Demand & Market Manipulation
25:21 Potential Repricing & Market Impact
27:02 The Perfect Storm for Commodities
29:08 Potential Financial System Ripple Effects
34:41 The Big Reset & Gold's Role
46:08 Geopolitical Tensions & Gold Repatriation
48:09 Future Gold Valuation & Global Impact
50:58 China's Role in Gold Pricing
52:03 Conclusion & Final Thoughts