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#Silver #Commodities #Gold #Uranium #Copper #RareEarths #StockMarket Join this channel to get access to perks: / @yourjohnag Silver is quietly turning into the commodity story most investors are missing—because this isn’t just about price. It’s about supply chains, policy pressure, and who controls the bottlenecks when demand accelerates. In this video, I break down what’s driving the new commodities repricing, why silver sits at the center of it, and how to manage risk without getting whipsawed by volatility. What you’ll learn: Why commodities can “reprice” even when headlines change daily Why silver behaves like a bottleneck commodity (and why that matters) The real difference between owning the metal vs owning the value chain A simple profit-taking rule to stay disciplined in volatile cycles How to think about position size so you don’t panic at the worst moment Key topics covered: Structural supply constraints and slow permitting timelines The “control the chain” playbook: processing, offtakes, chokepoints Silver, uranium, copper, gold, platinum, rare earths, and more Government strategy and supply-chain security dynamics Electricity, grids, and data infrastructure as hidden demand drivers Credibility note: This discussion is framed around publicly available policy moves, energy/market updates, and broad macro context—focused on how the system works, not hype. Not financial advice. This is for educational purposes only. Always do your own research and consider your personal situation. If you value this kind of breakdown, subscribe—and comment “Our John AG” to support the campaign against copycat channels. Also comment what day and date you’re watching from, and tell me which commodity looks most asymmetric to you right now. Timestamps: 00:00 Intro 00:42 The real story behind the “new commodities cycle” 02:18 Monday/date check + comment prompt 03:05 Why “time” is the hidden weapon in commodities 05:10 The chokepoints: permits, processing, offtakes 07:05 Why silver is different this time 10:12 Lightning round: the ten commodities that matter 16:40 The mistake people make in every commodity cycle 19:30 The skeptical view: how this thesis can fail 22:10 Profit-taking + position sizing rules 25:10 Final takeaway + what to comment 26:10 Disclaimer #Silver #Commodities #Gold #Uranium #Copper #RareEarths #StockMarket #Investing #Macro #FederalReserve #Inflation #Recession #WealthBuilding #MarketNews