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The mainstream media is having a freakout about the tariffs. We usually hear volumes about the potentially inflationary impact of the policy. Breathless, panicked headlines abound.

One of my biggest takeaways here at the outset of the Trump administration is that the playbook has changed. The debt-based economy that we've become so accustomed to has changed, and likely for the better.

For instance… I bet nobody's really told you that tariffs can be bullish, right? The truth is there’s a hugely bullish tariff trade unfolding right under our nose.

One of the biggest impacts that the threat of tariffs is creating is within the gold and silver market. As U.S. suppliers scramble for supply, we're seeing London vaults empty and prices (in U.S. dollar terms) surging.

Naturally, some are calling a top, but this is probably just the beginning.

Let's take a look at the impact of Trump's policy on metals prices - and how to play it…

Video Length: 00:14:18

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