In this conversation with David Morgan, of The Morgan Report, we break down why silver has moved faster than most expected and what is really driving this market beneath the price chart. David explains the demand side forces that matter most, especially industrial and technology driven demand, why price becomes secondary when supply security is at risk, and how retail behavior differs from commercial buyers.
The discussion expands into the macro backdrop tying silver to gold, deficit spending, monetary policy, and why metals tend to reprice in sharp phases rather than slow cycles. David also shares why this move feels late cycle, what history suggests about acceleration phases, and how AI and data infrastructure could reshape future silver demand.
Information for this briefing was found via the sources mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.