"I could see a world where the gold-silver ratio over-corrects to one to one if we see a shortage of silver supply against a rising demand."
- I would be very surprised if that happens. The stock-to-flow ratio of silver is far lower (10) than that of gold (70). If the price of silver would start to increase, miners would be incentivized to mine more silver (what they can do rather easily). This increases the supply of silver and should lead to a stabilization of the silver price.
So you are essentially saying the price to mine silver is too low for it to happen?
Posted Using LeoFinance Beta
Yes, or more precisely that the increase of silver production can be done at rather low prices.