FIND THE SIGNAL. DITCH THE NOISE.

For centuries, silver has shaped Mexico’s fortunes and fueled conflict across its mining regions. As cartel violence intensifies in key production states, investors are being reminded that extracting precious metals in Mexico has never been purely about geology. The country’s long and dangerous history with silver may once again collide with global supply.

What happens when a gold-biased investor invites a priest and hedge fund CIO to challenge the metals trade head-on? A conversation about fear, conviction, value investing, and why even the strongest theses deserve pressure testing.

Gallium rarely makes headlines, yet it plays a critical role in the systems that power modern life, from AI data centers and satellite communications to advanced radar and high-efficiency power electronics. Supply is heavily concentrated, production is tied to complex industrial processes, and recent export controls have exposed just how fragile the chain can be. Understanding gallium means understanding a quiet pressure point in the global economy.

We are not entering a normal market cycle. We are entering a repricing driven by debt saturation, slowing demographics, and a surge in AI-led productivity. In this macro shift, currency dilution, policy pressure, and supply constraints are changing how capital behaves.

Michael Oliver’s core message is that silver isn’t acting like a normal bull market. It’s attempting to create a “new reality”, repricing after decades trapped under a long-term ceiling. The correction he warned about may have been the classic midpoint fakeout seen in past silver surges, and if the rebound holds, the next phase could be where both silver and silver miners surprise investors to the upside.