And the "markets" seem to be (pretending to be as an excuse?) misunderstanding the difference between inflation and rates. Building on David's thesis herein, the issue is REAL rates not nominal rates. Does anyone think that rates are going up to 6 or 7% to match inflation? And even if they did the real rate would be zero. And at those levels USG would quickly enter a financial crisis because interest on the debt would become untenable. So the entire argument against PMs is fake as usual and it's clear that "someone" is behind it. And that doesn't even factor in the shortages of metal both already and looming further as the Iran war goes on without any obvious end.
Great interview today one of your best , amazing actually , so much information , so much original thought all delivered in a monotone of believable statements , you really are something Mr. Jensen Congratulations
Good talk David. A short term fly in Silver's prospects would be the psychological effect of a collapse of the 'Western; AI Bubble. Supply problems with semi conductors and chips (Helium), could be the trigger?
PRO JIANG Had an interesting concept that the US will TRADE ONE CHINA TAIWAN concept for access to THE CHINESE INVESTMENT market with tether and stable coins that can only be purchased with US TREASURIES, dont think XI WILL FALL FOR IT , hope not as this could be a further divisive HINDERANCE TO METALS ??? do you believe CHINA would buy into theft by stable coin ?????
🪙 The market is starting to realize that paper contracts are not the same as physical silver. If physical demand keeps rising while production declines, it is only a matter of time before this is reflected in the price.
And the "markets" seem to be (pretending to be as an excuse?) misunderstanding the difference between inflation and rates. Building on David's thesis herein, the issue is REAL rates not nominal rates. Does anyone think that rates are going up to 6 or 7% to match inflation? And even if they did the real rate would be zero. And at those levels USG would quickly enter a financial crisis because interest on the debt would become untenable. So the entire argument against PMs is fake as usual and it's clear that "someone" is behind it. And that doesn't even factor in the shortages of metal both already and looming further as the Iran war goes on without any obvious end.
Great job David.
Great interview today one of your best , amazing actually , so much information , so much original thought all delivered in a monotone of believable statements , you really are something Mr. Jensen Congratulations
Good talk David. A short term fly in Silver's prospects would be the psychological effect of a collapse of the 'Western; AI Bubble. Supply problems with semi conductors and chips (Helium), could be the trigger?
TIPS are a scam.
As are bank deposits and paper currency.
Nope! Just the way they get to a...you will have nothing but you'll be happy world.
Most will be deceived.
Most I know laugh at the idea it's coming. They laugh at any suggestion to own any gold or silver.
Because Dave Ramsey and their financial advisor says they are both too risky compared to stocks and bonds.
Gold and silver..are the real tips.....in plain site...
but
Why is ag, and copper smacked down today friday15 8% and 5 % when the shortage is growing...??
Is the SLV options expiry been raided...?? 3rd friday/month..??
Copper CLV..?
Shake out the weak hands “Thee who has the gold makes the rules”
It’s just digital fake trading.
So the SLV is being raided by the shorts, then what happens
when SLV has NO silver ?
PRO JIANG Had an interesting concept that the US will TRADE ONE CHINA TAIWAN concept for access to THE CHINESE INVESTMENT market with tether and stable coins that can only be purchased with US TREASURIES, dont think XI WILL FALL FOR IT , hope not as this could be a further divisive HINDERANCE TO METALS ??? do you believe CHINA would buy into theft by stable coin ?????
I don’t think China is a fan of Treasuries.
This would be logical and make sense .But I keep an open mind as the world does not seem to be running on any logic I can understand
Especially with modi supporting UAE this really stupifyies me
🪙 The market is starting to realize that paper contracts are not the same as physical silver. If physical demand keeps rising while production declines, it is only a matter of time before this is reflected in the price.
And that's why I follow you, Yoda...