BullionStar Perspectives: Physical Demand is Awakening the Silver Bull

• BullionStar
  Filmed on 19 March 2021 In this episode of BullionStar Perspectives, Ronan Manly discusses all things silver with a legendary figure in the silver market, David Morgan. Widely known and universally respected, David is an acknowledged guru of the silver market, and has been writing about and analyzing the silver market for many years. He is also author of the Morgan Report and a number of books about silver investing. With the silver market now attracting more media and investor interest than in a long while, and with the physical silver market displaying impressive strength in an environment of tight supply, this is a must see interview with the one and only David Morgan.
  –
  00:00​ – Introduction
  00:53​ – Current excitement in the silver market and it’s sustainability
  02:27​ – Impact of rising investment silver demand given tight supply
  06:33​ – SLV and the London silver ETFs versus Sprott PSLV
  10:20​ – The SLV sub-custodians in the London silver market
  11:54​ – Silver demand – Competition between investment and industrial
  15:16​ – Government silver stockpiles and other Undisclosed stockpiles
  18:48​ – The historic strategic silver pile of the USA
  21:16​ – The market for 1000 oz silver bars: A limited and finite supply
  24:24​ – JP Morgan’s naked short in silver and CFTC’s lack of action
  27:33​ – The Big Silver Short position of JP Morgan and other Wall St banks
  30:55​ – Impact of a higher and rising silver price above $30 per ounce
  35:54​ – Scenario of government forced sales of silver mines/physical
  38:32​ – The inflation-adjusted price of silver and what prices could we expect
  41:15​ – The silver mining stock sector and its place vs physical silver
  45:01​ – The Wrap Up

end