Silver “Failure to Deliver” Looks Imminent — And Gold Re Monetization Is Back on the Table скачать в хорошем качестве

Silver “Failure to Deliver” Looks Imminent — And Gold Re Monetization Is Back on the Table

The silver market is flashing a signal that seasoned macro traders don’t ignore: the widening gap between “paper pricing” and real-world physical demand. When investors pay extra to get metal now—instead of waiting for future delivery—it raises one uncomfortable question: is the system still confident it can deliver on time? In this episode, we break down what “failure to deliver” actually means, why physical premiums matter more than headlines, and how the credibility of price discovery shifts when trust gets priced in. We also connect the dots to the bigger macro conversation: gold re-monetization—and why it keeps resurfacing whenever confidence in fiat systems weakens. This content is educational only. We don’t promise outcomes — we focus on risk, structure, and probabilities. Chapters: 00:00 What happened (the silver stress signal) 01:12 Paper vs physical: why the gap matters 03:05 Backwardation explained (simple + real impact) 05:18 Who’s buying physical—and why it’s different now 07:44 Why “delivery risk” can change the whole market 10:06 The leverage problem in silver (why moves get violent) 12:38 What “failure to deliver” could look like in practice 15:21 Gold re-monetization: why it’s being discussed again 18:04 What to watch next (premiums, inventories, rule changes) 20:10 Final warning: volatility is the weapon #Silver #Gold #PreciousMetals #Comex #LBMA #Macro #Inflation #Dollar #Currency #GoldRevaluation #BRICS #Markets #Investing #FinancialNews #RiskManagement