Silver has reached new highs but according to the Silver Guru David Morgan this move is not speculative. It reflects a structural shift in how silver is viewed and used globally.

With more than 25 years of experience analysing precious metals markets David Morgan explains why silver is no longer trading purely as an industrial commodity but is increasingly being treated as money.

In this interview David Morgan discusses why silver can wear investors out or scare them out the long running structural supply deficit in the silver market why industrial demand is largely price inelastic silver’s growing role in energy technology data centres and semiconductors the impact of leverage and physical delivery on price discovery why investment demand rather than speculation is driving prices and

In this in-depth conversation, Alasdair Macleod, former stockbroker, banker and precious metals specialist, joins us to explain how we arrived at this moment: from the collapse of Bretton Woods, decades of debt expansion, and government intervention, to the growing loss of confidence in fiat money itself.

We explore:

Why gold’s rise reflects currency debasement, not speculation

How debt, QE, and bond markets are setting the stage for a crisis

Why central banks are quietly accumulating gold

The risks facing equities, bonds, and the global financial system

Whether silver is entering a structural supply squeeze

Why the public always realises last and what history tells us

This conversation looks beyond price charts and headlines, drawing on economic history, monetary theory, and

Silver has moved above sixty dollars an ounce. In this interview, Jan Skoyles speaks with Michael Oliver of Momentum Structural Analysis about why this move may be the beginning of a much larger structural shift in the precious metals market.

Michael explains why silver remains historically undervalued relative to gold, how long-term price ranges in commodities often end with sudden repricing, and why gold, silver and mining stocks have all broken out against the S&P 500 at the same time.

To learn more about Michael Oliver’s work, click here: https://www.olivermsa.com/

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Is gold in a bubble, or is it repricing a world where trust is no longer unconditional?

The Bank for International Settlements has suggested gold is drifting into "bubble territory." But does the data support that narrative?

In this video, Jan Skoyles breaks down:

Why gold is rising even as real yields stay firm

What the BIS warning really means

The difference between speculation and structural repricing

Why central banks continue buying gold despite bubble claims

How geopolitical stress, sovereign risk, and reserve diversification are influencing price

Whether this is a reversal, a mania, or something more permanent

If you want to understand whether gold is in a mania, vulnerable to a sharp correction, or quietly adjusting to a new definition of safety, this is the analysis

Silver’s surge at the end of November wasn’t just about price it exposed deeper questions about liquidity, physical supply, settlement credibility and the fragility of modern market infrastructure.

In this video, Jan Skoyles explains what really happened in the silver market last week: the mechanics, the rumours, the outages and the physical tightness that are forcing investors to rethink how silver actually trades in moments of stress.

She breaks down:
Why silver’s volatility is a warning label, not a victory
How a 10-hour CME outage shook confidence in market continuity
The delivery rumours what they reveal
Tightness in London & multi-year low inventories in Shanghai
Rising lease rates and shrinking buffers
Retail momentum through micro futures
ETF flows and how demand is shifting

For years, the mainstream insisted that gold’s flaw was its lack of yield. But as 2025 ends, the financial environment that made that argument sound reasonable has vanished.

Government debt no longer looks safe. Central banks improvise policy in real time. Equity markets are driven by a narrow cluster of firms. Bonds no longer offer ballast. The once-celebrated 60/40 portfolio has lost the conditions that allowed it to function.

In this environment, the real cost is not the yield forgone by holding gold it’s the vulnerability incurred by avoiding it.

In this video, we break down:
• Why the “gold has no yield” argument is now obsolete
• How improvised fiscal policy has destabilized traditional portfolios
• Why equities look strong on the surface but fragile beneath it
• How bonds

Gold’s price is no longer behaving the way investors were taught. The old model jewellery demand, Western investor flows, ETF speculation, and real yields have broken down. Something far bigger has taken its place.
For the first time in modern history, the largest buyers of gold are the ones who do not care what it costs.

Special thanks to VBL on the GoldFix Substack, whose deep analysis of SocGen’s and Deutsched Bank’s research notes both inspired and heavily informed this entire discussion. Check out the GoldFix Substack.
Central banks, sovereign institutions, and state-linked entities are accumulating gold as insurance against the consequences of their own policies, not as an investment trade.

In this video, we break down:
– Why gold now behaves like an asset with inelastic demand

A private crypto company has become one of the largest gold buyers on earth, bigger than many central banks. Not a government. Not a sovereign wealth fund. A stablecoin issuer: Tether.

In this video, we break down how a privately issued digital IOU has accumulated more than 116 tonnes of physical gold, influencing nearly 2% of global demand and up to 14% of central bank buying in a single quarter.
This raises two critical questions:

What does it mean when the world’s oldest safe haven becomes intertwined with the newest source of synthetic liquidity?

Does Tether introduce fragility into a market prized for its independence?

Jan Skoyles explores:
– How Tether became a major marginal gold buyer
– Why XAU-backed tokens carry risks that physical gold doesn’t
– The creation of a