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Silver Demand Breaking The Market | Rafi Farber
Rafi Farber (https://endgameinvestor.substack.com/) joins Elijah K. Johnson to break down the recent pullback in gold and silver and explain why it’s only a pause before the next major move higher. He says we’re still in a “dollar short squeeze,” with the Fed yet to start its next round of money printing. Rafi explains why silver hasn’t shown its final blow-off move, how tightening in the repo market signals growing financial stress, and why platinum’s surge may reveal early signs of monetary demand returning. He also discusses the London–New York silver dislocation and what it means for the future of physical supply. Rafi concludes by urging investors to stay grounded through volatility and prepare for the coming reset where prices are measured in gold and silver, not dollars.
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Rafi's article mentioned: https://endgameinvestor.substack.com/p/no-this-is-not-a-blowoff-top-in-silver
INTERVIEW TIMELINE:
0:00 Intro
1:30 Gold & silver update
9:30 Reserve repo market
23:10 Junk silver vs pure silver
25:35 Last thoughts
27:45 Weekly specials
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