Yields Skyrocketing to 8%? Silver Could Collapse! | Chris Vermeulen

Liberty and Finance Oct 1, 2026 25:18

Summary

Chris Vermeulen sees three separate Treasury yield curves — 5-year, 10-year and 30-year — all pointing toward 8%.

He expects rising yields to hit real estate, dividend stocks and levered households, bringing layoffs, bankruptcies and foreclosures.

Near term he stays bullish on the NASDAQ and S&P 500, seeing roughly 15% upside if AI names drive an all-time-high breakout.

Four-stage analysis (base, bullish, top, decline) puts gold and silver in a decline: gold toward $3,600-$3,100, silver toward $36-$40.

His rule is to hold what is rising and exit what is falling, rather than sit through a multi-year pause in a favorite metal.

Top takeaway The host opens on bond yields being out of control and asks what the charts show if the 10-year Treasury heads toward 8%, a level he calls devastating for markets and the economy.
He frames yields and AI security as the two issues holding investors' attention at the 1 October 2026 recording, and asks how rising yields feed through to real estate, a large share of household nest eggs.
He asks the guest to defend holding no physical metals, noting many viewers are uncomfortable being exposed or naked if a sudden event collapses the financial system.
He asks which one or two things are most critical to watch now, and closes by pointing viewers to thetechnicaltraders.com, where the guest manages and shares his own ETF positions.

Top takeaway The guest says the 5-, 10- and 30-year Treasury yields all show the same chart pattern pointing to about 8%, with the 10-year at 8.25%, and argues this could spark a financial crisis.
He places gold and silver in a stage-four decline, with gold pointed at roughly $3,600 and then $3,100, and silver at about $36 an ounce, a further 35-40% drop or roughly 70% off the peak.
He says he is long the S&P 500 and Nasdaq 100 and sees about a 15% Nasdaq rally if the index breaks to all-time highs, with AI, semiconductors and the Magnificent Seven doing the heavy lifting.
He expects yields to pause or pull back over the next one to three weeks, which would ease the dollar and give metals, miners and equities a short bounce.
He is holding almost no precious metals, saying he will not leave life savings dormant in a downtrend for five to ten years and prefers to accumulate on the way down toward his targets.

Top takeaway In the closing segment Kaiser Johnson reads the Myles Franklin weekly specials running 28 September to 5 October 2026: 90% US constitutional silver half dollars at 25 cents below spot per ounce, and one-ounce platinum Canadian maples at $145 over spot.