Why Tariff Uncertainty Is Pulling Silver Into the United States

In this appearance on the And We Know show, Dr. Kirk Elliott explains why he sees a proposed price floor on critical minerals as supportive for gold, silver, platinum, and palladium, arguing that it encourages domestic mining and manufacturing rather than holding prices down as some commentators suggest. He discusses a recent Goldman Sachs note that tariff uncertainty is pulling critical metals into the United States, and explains why he believes growing US stockpiles tighten available supply for the rest of the world rather than creating a glut. He compares today's conditions to the tight supply and elevated lease rates seen late in 2025, connects the story to Tether's recent move into silver, and notes silver's role in AI, solar, and electronics. He also touches on an aging population, pressure on entitlement programs, and AI's effect on entry-level jobs, and closes with a reflection on faith in uncertain times. He frames physical metals as tangible assets investors may want to consider and invites viewers to schedule a consultation with the KEPM team.