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As silver pushes toward the $50 mark, veteran analyst David Morgan joins CapitalCosm to unpack what’s really happening behind the scenes. He explains why the spot price is suddenly outpacing futures, what backwardation signals about real-world demand, and why investors around the globe are beginning to question whether the paper market can keep up with physical supply. With bullion dealers reporting shortages and premiums climbing overseas, the conversation raises a sobering question: are we witnessing the first signs of a worldwide silver squeeze?

Morgan doesn’t stop at price charts—he digs into the psychology driving the market. As trust in financial institutions weakens and central banks double down on debt, more investors are turning to tangible assets that can’t be printed away. From the surge in SLV borrowing costs to sovereign buyers quietly taking delivery, Morgan lays out how a shift in confidence could turn today’s tightness into tomorrow’s full-blown shortage—and why those paying attention now could be standing on the right side of a historic move.

Video Length: 00:35:23

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