Ultimate Recession Indicator: 300% ‘Violent Move’ Coming | Shawn Khunkhun

Summary

David Lin interviews Shawn Khunkhun, CEO of Dolly Varden Silver, about why silver has lagged gold despite a historic gold/silver ratio above 100:1. Shawn argues that supply deficits, growing industrial demand, record-low inventories, and potential investor inflows could fuel a violent silver move toward $50, similar to the 2020 surge. They also discuss mining-sector cash flows and M&A, plus Dolly Varden's NYSE American listing, exploration program, and BC Golden Triangle jurisdiction.

• Shawn Khunkhun explains silver's underperformance versus gold through its 67% industrial demand exposure and trade-war growth concerns.
• He sees a historic 100:1 gold/silver ratio as extreme undervaluation and expects a violent silver move, possibly to $50.
• Key silver supports cited include mine-supply declines, a 150 million ounce deficit, record-low London inventories, and ETF/investor demand.
• The discussion covers improving gold and silver miner earnings, M&A activity, and cash trickling down to smaller names.
• Dolly Varden Silver is highlighted for its NYSE American listing under DVS, 65 million silver ounces, 1 million gold ounces, and $32 million CAD cash.
• Shawn outlines a $20 million, four-drill exploration program and district M&A opportunities in BC's Golden Triangle.
• The interview also touches on tariffs, central-bank silver interest, and jurisdiction as an investment factor.