Liberty and Finance: David Jensen: Silver Drops Hard, But Physical Supply Risks Grow 05-15-2026

Liberty and Finance: May 15th, 2026 David Jensen: Silver Drops Hard, But Physical Supply Risks Grow: David Jensen discusses the recent volatility in silver prices and argues that the long-term fundamentals for silver remain strongly bullish despite sharp short-term selloffs. He explains how disruptions in sulfur and sulfuric acid supplies tied to tensions in the Persian Gulf could significantly reduce global copper and silver production, potentially worsening existing silver supply deficits. Jensen also warns that rising bond yields, inflation, and ongoing geopolitical conflicts could trigger broader instability across stock, bond, and currency markets. Throughout the conversation, he criticizes the structure of paper silver markets such as COMEX and claims that futures trading distorts true supply-and-demand pricing. The discussion concludes with Jensen encouraging investors to focus on holding physical precious metals while preparing for possible shortages, inflation, and financial market disruption.