# He Called Silver’s 35% Pullback – Now He Says This Happens Next | Mike Lee

Page: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/he-called-silver-s-35-pullback-now-he-says-this-happens-next-mike-lee
Text version: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/he-called-silver-s-35-pullback-now-he-says-this-happens-next-mike-lee.md
Podcast: [The Real Story with Michelle Makori](https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633)
Published: 2026-06-01T18:24:52+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-good-podcast-co6/episodes/He-Called-Silvers-35-Pullback--Now-He-Says-This-Happens-Next--Mike-Lee-e3k6nd6
Audio file: https://anchor.fm/s/10ddc838c/podcast/play/120855398/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-1%2F425307216-44100-2-f250db30696d7.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-real-story-with-michelle-makori-7658633/episodes/he-called-silver-s-35-pullback-now-he-says-this-happens-next-mike-lee
Duration seconds: 2219

## Resource

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews Michael Lee, Founder of Michael Lee Strategy. Lee correctly warned about silver’s sharp correction earlier this year. Now he returns to share what he sees next for silver, gold, AI stocks, and the broader economy. Lee explains why he believes silver has completed its reset and could climb toward this new level, why he continues to own physical gold despite his bullish outlook on equities, and why he thinks Wall Street still dramatically underestimates the scale of the AI infrastructure buildout. He also shares his highest-conviction stock ideas, discusses the growing divide between the investor class and the broader economy, and explains why he believes the current AI boom is nowhere near bubble territory. In this episode of The Real Story with Michelle Makori: - What Mike Lee believes is next for silver - Has silver completed its correction? - Why he continues buying physical gold - Why he says AI is the biggest investment opportunity he has ever seen - Why Wall Street still doesn’t understand the AI buildout - Nvidia, Palantir, CoreWeave and Oracle outlook - Why record stock highs can coexist with weak economic data - The risks that could derail the AI bull market - Mike Lee’s highest-conviction investment idea #Gold #Silver #AI #Nvidia #Palantir #Stocks #Investing #Economy #Inflation #Markets You can sign up for our newsletter here: https://milesfranklin.com/sign-up/ Follow Michelle Makori on X: https://x.com/MichelleMakori Follow Miles Franklin Media on X: https://x.com/MilesFranklinCo Follow Mike Lee on X: https://x.com/MikeLeeStrategy ___________________ Miles Franklin: 📞 Call us: 1-952-929-7006 📧 Email us: info@milesfranklin.com 🔗 Website: https://milesfranklin.com/ ▶️ YouTube: ht…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-real-story-with-michelle-makori-7658633/episodes/he-called-silver-s-35-pullback-now-he-says-this-happens-next-mike-lee/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/he-called-silver-s-35-pullback-now-he-says-this-happens-next-mike-lee.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.