David Morgan - "Paper Won Last Battle, but Physical Silver will Win"

Описание: Paul Buitink talks to silver guru David Morgan, author and publisher of The Morgan Report.

They discuss what's happening with the silver price and whether there is still a bull case for silver. David explains the forces behind the drop. Paper won this last battle. Physical will win the next.

David also discuss the Chinese Newyear, physical shortages at the CME, LBMA and Shanghai.

He explains why silver is in such high demand, who is buying it and whether there is a substitution risk with for example copper.

At the end he lays down the bull case for gold as well in a time where the dollar is weaponized.

Follow David Morgan here:
https://x.com/silverguru22
https://www.themorganreport.com/blog/

Follow Paul on X here:
https://x.com/paulbuitink

Timestamps:
0:00 Intro
1:17 Bio David Morgan
4:03 David's analysis of silver's price fall: correction or manipulation?
7:18 Silver price forecast
8:12 Impact of Chinese newyear
9:01 Four phases of investing: pessimism, skepticism, optimism, euphoria
11:13 Physical versus paper silver
14:04 Why bullion banks and govt want to manage the silver market
22:48 Physical shortages in silver (CME, LBMA and Shanghai)
26:34 Where is the silver going to
33:05 Are nations stockpiling silver
34:53 Silver vs copper and pain levels for solar producers
39:41 The bullish case for gold and the role of the dollar
42:44 Outro