John Feneck: Silver's Bull Market Isn't Over

John Feneck of Feneck Consulting explains why silver remains one of his largest holdings and where he sees the best opportunities across the sector. He also discusses potential M&A in the silver sector, why mining equities may finally be gaining leverage to higher metals prices, and the growing investment case for tungsten as the U.S. looks to secure critical mineral supply.

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https://x.com/FeneckConsult

https://www.feneckconsulting.com/

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0:00 Why John Feneck remains bullish on silver

2:37 Physical silver versus mining stocks

4:03 Why silver developers look attractive

6:59 M&A opportunities across the silver sector

7:36 Is the Fed really as hawkish as investors think?

11:59 Where gold and silver could head next

13:49 Why mining stocks may finally outperform

16:14 Big money starts paying attention to gold

17:56 The critical minerals trade

18:51 Why John prefers tungsten over rare earths

20:05 Guardian Metal and Western Star Resources

22:16 Why the U.S. needs domestic tungsten supply

25:06 The defense industry’s tungsten problem

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